Guided Capital Wealth Management, LLC Portfolio Holdings by Sector
Guided Capital Wealth Management, LLC
- $117 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
USFR QUAL IWM DEED RDVY AIRR QTEC JEPQ 15 stocks |
$59.7 Million
67.02% of portfolio
|
  5  
|
  6  
|
  2  
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR MSFT 2 stocks |
$6.13 Million
6.87% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$3.29 Million
3.7% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
CRS 1 stocks |
$2.8 Million
3.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
EHC 1 stocks |
$2.45 Million
2.75% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP 1 stocks |
$2.17 Million
2.44% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ESTA 1 stocks |
$2.12 Million
2.38% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
NTRA 1 stocks |
$2.04 Million
2.29% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$1.92 Million
2.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR 1 stocks |
$1.86 Million
2.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW 1 stocks |
$1.84 Million
2.07% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$1.56 Million
1.75% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
TCBX 1 stocks |
$878,436
0.99% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
CCEP CELH 2 stocks |
$319,468
0.36% of portfolio
|
  1  
|
- |
  1  
|
- |
1
Calls
0
Puts
|