Guided Capital Wealth Management, LLC Portfolio Holdings

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.