Guided Capital Wealth Management, LLC Portfolio Holdings by Sector
Guided Capital Wealth Management, LLC
- $109 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
USFR QUAL RDVY FTSM DEED FXR JEPQ IWM 13 stocks |
$79.6 Million
77.27% of portfolio
|
  13  
|
- |
  13  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
PLTR MSFT 2 stocks |
$5.48 Million
5.31% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
NOW 1 stocks |
$3.21 Million
3.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA STM 2 stocks |
$2.83 Million
2.75% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$1.89 Million
1.84% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
NTRA 1 stocks |
$1.79 Million
1.74% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
GWW 1 stocks |
$1.62 Million
1.58% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
DOV 1 stocks |
$1.62 Million
1.57% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$1.38 Million
1.34% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Building Materials | Basic Materials
EXP 1 stocks |
$947,333
0.92% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
AXP MA 2 stocks |
$937,583
0.91% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
GD 1 stocks |
$889,887
0.86% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
TCBX 1 stocks |
$785,433
0.76% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Capital Markets | Financial Services
BITF 1 stocks |
$29,800
0.03% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|