Guided Capital Wealth Management, LLC Top Holdings and 13F Report (2025) About Guided Capital Wealth Management, LLCInvestment ActivityGuided Capital Wealth Management, LLC has $129.83 million in total holdings as of June 30, 2025.Guided Capital Wealth Management, LLC owns shares of 34 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 0.27% of the portfolio was purchased this quarter.About 3.08% of the portfolio was sold this quarter.This quarter, Guided Capital Wealth Management, LLC has purchased 35 new stocks and bought additional shares in 8 stocks.Guided Capital Wealth Management, LLC sold shares of 19 stocks and completely divested from 1 stock this quarter.Largest Holdings WisdomTree Floating Rate Treasury Fund $12,011,516iShares MSCI USA Quality Factor ETF $10,856,949First Trust Rising Dividend Achievers ETF $8,408,540JPMorgan Active Growth ETF $7,541,281First Trust NASDAQ-100 Technology Sector Index Fund $7,100,009 Largest Purchases this Quarter Establishment Labs 5,789 shares (about $247.25K)Upstart 609 shares (about $39.39K)ServiceNow 20 shares (about $20.56K)American Express 36 shares (about $11.48K)Natera 66 shares (about $11.15K) Largest Sales this Quarter WisdomTree Floating Rate Treasury Fund 34,988 shares (about $1.76M)First Trust Enhanced Short Maturity ETF 5,221 shares (about $312.58K)J P MORGAN EXCHANGE TRADED F 4,907 shares (about $262.97K)Encompass Health 2,067 shares (about $253.48K)PIMCO Multi Sector Bond Active ETF 9,030 shares (about $239.66K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGuided Capital Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUSFRWisdomTree Floating Rate Treasury Fund$12,011,516$1,760,247 ▼-12.8%238,7509.3%FinanceQUALiShares MSCI USA Quality Factor ETF$10,856,949$122,307 ▼-1.1%59,3868.4%ETFRDVYFirst Trust Rising Dividend Achievers ETF$8,408,540$125,982 ▼-1.5%134,0226.5%ManufacturingJGROJPMorgan Active Growth ETF$7,541,281$55,085 ▼-0.7%87,6185.8%ETFQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$7,100,009$53,633 ▼-0.7%33,3605.5%ManufacturingIWMiShares Russell 2000 ETF$6,996,559$59,990 ▼-0.9%32,4235.4%FinanceFXRFirst Trust Industrials/Producer Durables AlphaDEX Fund$6,991,524$76,743 ▼-1.1%94,2005.4%ETFPYLDPIMCO Multi Sector Bond Active ETF$6,906,717$239,656 ▼-3.4%260,2385.3%ETFJ P MORGAN EXCHANGE TRADED F$6,869,595$262,966 ▼-3.7%128,1885.3%ACTIVE BOND ETFDEEDFirst Trust TCW Securitized Plus ETF$6,537,862$230,003 ▼-3.4%309,2655.0%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$6,158,461$39,549 ▼-0.6%113,2074.7%ETFPALANTIR TECHNOLOGIES INC$4,921,834$15,268 ▼-0.3%36,1053.8%CL ANVDANVIDIA$4,401,285$11,059 ▲0.3%27,8583.4%Computer and TechnologyNOWServiceNow$4,111,292$20,562 ▲0.5%3,9993.2%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$3,175,274$39,612 ▼-1.2%37,5952.4%U S TECH LEADERSCRSCarpenter Technology$3,103,195$5,251 ▲0.2%11,2282.4%Basic MaterialsMSFTMicrosoft$2,688,340$10,445 ▲0.4%5,4052.1%Computer and TechnologyUPSTUpstart$2,356,745$39,390 ▲1.7%36,4371.8%FinanceEHCEncompass Health$2,284,106$253,476 ▼-10.0%18,6261.8%MedicalNTRANatera$2,219,027$11,150 ▲0.5%13,1351.7%MedicalESTAEstablishment Labs$2,124,481$247,248 ▲13.2%49,7421.6%MedicalDOVDover$2,011,865$183,230 ▼-8.3%10,9801.5%IndustrialsXOMExxon Mobil$1,840,387$54,655 ▼-2.9%17,0721.4%EnergyAXPAmerican Express$1,559,493$11,483 ▲0.7%4,8891.2%FinanceGOOGLAlphabet$1,465,705$85,648 ▼-5.5%8,3171.1%Computer and TechnologyGWWW.W. Grainger$1,090,172$14,563 ▼-1.3%1,0480.8%IndustrialsFTSMFirst Trust Enhanced Short Maturity ETF$1,012,761$312,581 ▼-23.6%16,9160.8%ManufacturingTCBXThird Coast Bancshares$755,8200.0%23,1350.6%FinanceVOOVanguard S&P 500 ETF$638,4660.0%1,1240.5%ETFSTMSTMicroelectronics$469,4700.0%15,4380.4%Computer and TechnologyIVViShares Core S&P 500 ETF$456,9820.0%7360.4%ETFNEARiShares Short Duration Bond Active ETF$280,9990.0%5,4990.2%ETFIYYiShares Dow Jones U.S. ETF$262,2190.0%1,7380.2%ETFCOCA-COLA EUROPACIFIC PARTNE$222,3430.0%2,3980.2%SHSBITFBitfarms$0$15,764 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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