The Analysis of Guided Capital Wealth Management, LLC's Holdings
Currently, Guided Capital Wealth Management, LLC holds 36 types of securities in its portfolio with a total value $142.7M. In the most recent quarter, they have increased their positions in CGUS (+244.0K shares, valued at $9.8M), SPGI (+5.3K shares, valued at $2.8M), HII (+7.8K shares, valued at $2.7M); decreased their positions in NVDA (-3.1K shares, valued at $572.6K), PLTR (-2.6K shares, valued at $457.0K), ESTA (-6.2K shares, valued at $448.9K); initiated new positions in CGUS (+244.0K shares, valued at $9.8M), SPGI (+5.3K shares, valued at $2.8M), HII (+7.8K shares, valued at $2.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
USFR WISDOMTREE TR267.7K shares0.78%2025-12-312026-01-15
QUAL ISHARES TR50.0K shares1.60%2025-12-312026-01-15 CGUS CAPITAL GROUP CORE EQUITY ET244.0K sharesnew addition2025-12-312026-01-15 DEED FIRST TR EXCHNG TRADED FD VI425.4K shares27.12%2025-12-312026-01-15 PYLD PIMCO ETF TR330.2K shares22.37%2025-12-312026-01-15 JBND J P MORGAN EXCHANGE TRADED F162.9K shares22.01%2025-12-312026-01-15 JGRO J P MORGAN EXCHANGE TRADED F88.8K shares-4.05%2025-12-312026-01-15 RDVY FIRST TR EXCHANGE TRADED FD117.3K shares22.28%2025-12-312026-01-15 IWM ISHARES TR32.7K shares-0.36%2025-12-312026-01-15 AIRR FIRST TR EXCHANGE TRADED FD61.9K shares11.37%2025-12-312026-01-15 JTEK J P MORGAN EXCHANGE TRADED F46.3K shares1.75%2025-12-312026-01-15 CRS CARPENTER TECHNOLOGY CORP12.4K shares8.78%2025-12-312026-01-15 NTRA NATERA INC15.8K shares24.29%2025-12-312026-01-15 AXP AMERICAN EXPRESS CO9.5K shares46.06%2025-12-312026-01-15 ESTA ESTABLISHMENT LABS HLDGS INC45.5K shares-11.93%2025-12-312026-01-15 PWR QUANTA SVCS INC7.5K shares65.87%2025-12-312026-01-15 SPGI S&P GLOBAL INC5.3K sharesnew addition2025-12-312026-01-15 PLTR PALANTIR TECHNOLOGIES INC15.5K shares-14.22%2025-12-312026-01-15 MSFT MICROSOFT CORP5.7K shares4.36%2025-12-312026-01-15 NVDA NVIDIA CORPORATION14.6K shares-17.39%2025-12-312026-01-15 HII HUNTINGTON INGALLS INDS INC7.8K sharesnew addition2025-12-312026-01-15 ALPHABET INC ALPHABET INC8.1K shares26.13%2025-12-312026-01-15 EHC ENCOMPASS HEALTH CORP20.7K shares6.98%2025-12-312026-01-15 XOM EXXON MOBIL CORP16.7K shares-2.44%2025-12-312026-01-15 FXR FIRST TR EXCHANGE TRADED FD24.0K shares0.22%2025-12-312026-01-15 NOW SERVICENOW INC12.1K shares504.19%2025-12-312026-01-15 TCBX THIRD COAST BANCSHARES INC29.6K shares28.10%2025-12-312026-01-15 GPIX GOLDMAN SACHS ETF TR13.1K sharesnew addition2025-12-312026-01-15 QQA INVESCO ACTIVELY MANAGED EXC13.0K sharesnew addition2025-12-312026-01-15 GPIQ GOLDMAN SACHS ETF TR13.0K sharesnew addition2025-12-312026-01-15 JEPI J P MORGAN EXCHANGE TRADED F12.0K sharesnew addition2025-12-312026-01-15 FTSM FIRST TR EXCHANGE-TRADED FD10.3K shares-37.06%2025-12-312026-01-15 IVV ISHARES TR736 shares0.00%2025-12-312026-01-15 IYY ISHARES TR1.7K shares0.00%2025-12-312026-01-15 NEAR ISHARES U S ETF TR5.3K shares-3.20%2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available