Guided Capital Wealth Management, LLC Portfolio Holdings

Guided Capital Wealth Management, LLC

  • $109 Billion
  • Q4 2024

Guided Capital Wealth Management, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $109 Billion distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $25B, Ishares Msci Usa Quality Facto with a value of $10.4B, First Trust Rising Dividend Ac with a value of $7.86B, First Tr Enhanced Traded Fd Iv with a value of $6.92B, and First Tr Exch Trd Fd Viii Firs with a value of $6.22B.

Examining the 13F form we can see an increase of $109B in the current position value.

Guided Capital Wealth Management, LLC is based out at Houston, TX

Below you can find more details about Guided Capital Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $109 Billion
ETFs: $79.6 Billion
Technology: $11.5 Billion
Industrials: $4.14 Billion
Energy: $1.89 Billion
Healthcare: $1.79 Billion
Financial Services: $1.75 Billion
Communication Services: $1.38 Billion
Basic Materials: $947 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25 Billion 22.87% of portfolio
495,993
Q4 2024 New
$0
$10.4 Billion 9.57% of portfolio
58,650
Q4 2024 New
$0
$7.86 Billion 7.2% of portfolio
132,926
Q4 2024 New
$0
$6.92 Billion 6.34% of portfolio
115,782
Q4 2024 New
$0
$6.22 Billion 5.7% of portfolio
300,539
Q4 2024 New
$0
$6.1 Billion 5.59% of portfolio
81,587
Q4 2024 New
-
$6.08 Billion 5.57% of portfolio
-
Q4 2024 New
$0
$5.93 Billion 5.43% of portfolio
105,098
Q4 2024 New
$0
$5.21 Billion 4.77% of portfolio
23,564
Q4 2024 New
$0
$4.42 Billion 4.05% of portfolio
23,452
Q4 2024 New
$157B
$3.83 Billion 3.51% of portfolio
50,580
Q4 2024 New
$231B
$3.21 Billion 2.95% of portfolio
3,032
Q4 2024 New
$308B
$2.45 Billion 2.24% of portfolio
18,220
Q4 2024 New
$453B
$1.89 Billion 1.73% of portfolio
17,593
Q4 2024 New
$16.3B
$1.79 Billion 1.64% of portfolio
11,294
Q4 2024 New
$3.3T
$1.65 Billion 1.51% of portfolio
3,916
Q4 2024 New
$27.7B
$1.62 Billion 1.49% of portfolio
8,648
Q4 2024 New
$1.16T
$1.38 Billion 1.26% of portfolio
7,282
Q4 2024 New
$9.35B
$947 Million 0.87% of portfolio
3,839
Q4 2024 New
$69B
$890 Million 0.82% of portfolio
3,377
Q4 2024 New
$484M
$785 Million 0.72% of portfolio
23,135
Q4 2024 New
$236B
$733 Million 0.67% of portfolio
2,470
Q4 2024 New
$0
$606 Million 0.56% of portfolio
1,124
Q4 2024 New
$0
$433 Million 0.4% of portfolio
736
Q4 2024 New
$22.5B
$385 Million 0.35% of portfolio
15,438
Q4 2024 New
$0
$278 Million 0.25% of portfolio
5,499
Q4 2024 New
$0
$249 Million 0.23% of portfolio
1,738
Q4 2024 New
$523B
$204 Million 0.19% of portfolio
388
Q4 2024 New
$297M
$29.8 Million 0.03% of portfolio
20,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $109 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 30 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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