Guided Capital Wealth Management, LLC Portfolio Holdings by Sector

Guided Capital Wealth Management, LLC

$130 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs USFR QUAL RDVY QTEC IWM FXR DEED JEPQ 13 stocks	$67.7 Million 64.28% of portfolio	-	9	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PLTR MSFT 2 stocks	$7.61 Million 7.22% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA STM 2 stocks	$4.87 Million 4.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology NOW 1 stocks	$4.11 Million 3.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services UPST AXP 2 stocks	$3.92 Million 3.72% of portfolio	2	-	-	-	0 Calls 0 Puts
Metal Fabrication \| Industrials CRS 1 stocks	$3.1 Million 2.95% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare EHC 1 stocks	$2.28 Million 2.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare NTRA 1 stocks	$2.22 Million 2.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ESTA 1 stocks	$2.12 Million 2.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials DOV 1 stocks	$2.01 Million 1.91% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$1.84 Million 1.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$1.47 Million 1.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials GWW 1 stocks	$1.09 Million 1.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services TCBX 1 stocks	$755,820 0.72% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive CCEP 1 stocks	$222,343 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts

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