Guided Capital Wealth Management, LLC Portfolio Holdings
Q3 2025•34 long positions•$116.6M portfolio value
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Holding38 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $13.4M 11.45% | +$1.3M Bought | — 265.6K shares | 238.8K → 265.6K +$1.3M | +11.24% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.6M 8.22% | -$2.0M Sold | — 49.3K shares | 59.4K → 49.3K −$2.0M | -17.06% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.7M 7.44% | +$457.4K Bought | — 92.5K shares | 87.6K → 92.5K +$457.4K | +5.57% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.0M 6.82% | +$107.2K Bought | — 32.9K shares | 32.4K → 32.9K +$107.2K | +1.37% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.2M 6.21% | +$257.7K Bought | — 269.8K shares | 260.2K → 269.8K +$257.7K | +3.69% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $7.2M 6.2% | +$290.1K Bought | — 133.5K shares | 128.2K → 133.5K +$290.1K | +4.18% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $7.2M 6.14% | +$543.4K Bought | — 334.7K shares | 309.3K → 334.7K +$543.4K | +8.22% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.5M 5.53% | -$2.6M Sold | — 95.9K shares | 134.0K → 95.9K −$2.6M | -28.41% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.4M 4.61% | +$5.4M New | — 55.6K shares | 0 → 55.6K +$5.4M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $4.2M 3.59% | +$730.7K Bought | — 45.5K shares | 37.6K → 45.5K +$730.7K | +21.13% | — — | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $3.3M 2.83% | -$3.3M Sold | 0.001% 18.1K shares | 36.1K → 18.1K −$3.3M | -49.91% | $432.76B Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $3.3M 2.83% | -$1.9M Sold | 0.0% 17.7K shares | 27.9K → 17.7K −$1.9M | -36.62% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.9M 2.49% | -$4.8M Sold | — 12.6K shares | 33.4K → 12.6K −$4.8M | -62.11% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $2.8M 2.42% | +$26.4K Bought | 0.0% 5.5K shares | 5.4K → 5.5K +$26.4K | +0.94% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
Manufacturing - Metal Fabrication Industrials | $2.8M 2.4% | +$43.5K Bought | 0.023% 11.4K shares | 11.2K → 11.4K +$43.5K | +1.58% | $12.2B Large Cap | Q1 2025 Held for 8 months | |
Medical - Care Facilities Healthcare | $2.5M 2.1% | +$86.2K Bought | 0.019% 19.3K shares | 18.6K → 19.3K +$86.2K | +3.65% | $12.8B Large Cap | Q1 2025 Held for 8 months | |
Financial - Credit Services Financial Services | $2.2M 1.86% | +$546.7K Bought | 0.001% 6.5K shares | 4.9K → 6.5K +$546.7K | +33.67% | $231.14B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.2M 1.86% | -$4.3M Sold | — 37.7K shares | 113.2K → 37.7K −$4.3M | -66.72% | — — | Q4 2024 Held for 11 months | |
Medical - Devices Healthcare | $2.1M 1.82% | +$78.2K Bought | 0.178% 51.7K shares | 49.7K → 51.7K +$78.2K | +3.84% | $1.2B Small Cap | Q1 2025 Held for 8 months | |
Medical - Diagnostics & Research Healthcare | $2.0M 1.75% | -$69.9K Sold | 0.009% 12.7K shares | 13.1K → 12.7K −$69.9K | -3.3% | $22.1B Large Cap | Q4 2024 Held for 11 months | |
Oil & Gas Integrated Energy | $1.9M 1.65% | — | 0.0% 17.1K shares | — | — | $480.68B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.9M 1.6% | -$5.5M Sold | — 24.0K shares | 94.2K → 24.0K −$5.5M | -74.55% | — — | Q4 2024 Held for 11 months | |
Engineering & Construction Industrials | $1.9M 1.6% | +$1.9M New | 0.003% 4.5K shares | 0 → 4.5K +$1.9M | New | $61.8B Large Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $1.8M 1.58% | -$1.8M Sold | 0.001% 2.0K shares | 4.0K → 2.0K −$1.8M | -49.91% | $190.98B Large Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $1.6M 1.34% | -$462.6K Sold | 0.0% 6.4K shares | 8.3K → 6.4K −$462.6K | -22.88% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $982.6K 0.843% | -$30.9K Sold | — 16.4K shares | 16.9K → 16.4K −$30.9K | -3.04% | — — | Q4 2024 Held for 11 months | |
Banks - Regional Financial Services | $878.4K 0.753% | — | 0.167% 23.1K shares | — | — | $526.3M Small Cap | Q4 2024 Held for 11 months | |
ETF ETF | $688.3K 0.59% | — | — 1.1K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $492.6K 0.422% | — | — 736.0 shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $282.4K 0.242% | — | — 1.7K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $282.0K 0.242% | — | — 5.5K shares | — | — | — — | Q4 2024 Held for 11 months | |
Financial - Capital Markets Financial Services | $243.7K 0.209% | +$243.7K New | 0.007% 7.0K shares | 0 → 7.0K +$243.7K | New | $3.7B Mid Cap | Q3 2025 Held for 2 months | |
Beverages - Non-Alcoholic Consumer Defensive | $216.8K 0.186% | — | 0.001% 2.4K shares | — | — | $41.0B Large Cap | Q1 2025 Held for 8 months | |
Unknown Unknown | $202.6K 0.174% | +$202.6K New | — 570.0 shares | 0 → 570.0 +$202.6K | New | — — | Q3 2025 Held for 2 months | |
Industrial - Distribution Industrials | - — | -$1.1M Sold | — - shares | 1.0K → 0 −$1.1M | Sold | $50.0B Large Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | - — | -$2.4M Sold | — - shares | 36.4K → 0 −$2.4M | Sold | $6.2B Mid Cap | Q1 2025 Held for 8 months | |
Industrial - Machinery Industrials | - — | -$2.0M Sold | — - shares | 11.0K → 0 −$2.0M | Sold | $24.7B Large Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | - — | -$469.5K Sold | — - shares | 15.4K → 0 −$469.5K | Sold | $27.0B Large Cap | Q4 2024 Held for 11 months |
