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13F-HR filed by Guided Capital Wealth Management, LLC

Guided Capital Wealth Management, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-21, with 35 holding rows worth $119,702,265.

Accession
0001667731-25-000466
Filed
2025-04-21
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 35 entries on the cover page, a total value of $119,702,265 stated on the cover page (in dollars after the unit check, H1), rows summing to $119,702,265 with VALUE read as dollars as filed, 13F file number 028-24662. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
WISDOMTREE TR97717Y527FLOATNG RAT TREA273,738$13,777,244dollars as filed
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF60,055$10,262,762dollars as filed
FIRST TR EXCHANGE TRADED FD33738R506RISNG DIVD ACHIV136,030$7,963,180dollars as filed
JPMORGAN ACTIVE BOND ETF46654Q716COM133,095$7,123,244dollars as filed
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND72201R585ETF269,268$7,095,212dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U109SECUR PLUS ETF320,145$6,767,861dollars as filed
FIRST TR EXCHANGE TRADED FD33734X150INDLS PROD DUR95,234$6,632,093dollars as filed
iShares Russell 2000 ETF464287655SHS32,701$6,523,516dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q609ACTIVE GROWTH88,258$6,512,561dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q203NASDAQ EQT PREM113,934$5,899,488dollars as filed
FIRST TR EXCHANGE-TRADED FD337345102SHS33,612$5,833,702dollars as filed
ServiceNow,Inc.81762P102COM3,979$3,167,841dollars as filed
Palantir Technologies Inc. Class A69608A108COM36,217$3,056,715dollars as filed
NVIDIA Corp67066G104COM27,788$3,011,669dollars as filed
JPMORGAN U.S. TECH LEADERS ETF46654Q732ETF38,064$2,557,520dollars as filed
DOVER CORP COM260003108Stock11,980$2,104,636dollars as filed
ENCOMPASS HEALTH CORP COM29261A100Stock20,693$2,095,787dollars as filed
EXXON MOBIL CORP30231G102COM17,579$2,090,698dollars as filed
CARPENTER TECHNOLOGY CORP144285103COM11,209$2,030,847dollars as filed
Microsoft Corp594918104COM5,384$2,021,041dollars as filed
NATERA INC COM632307104Stock13,069$1,848,087dollars as filed
ESTABLISHMENT LABS HOLDINGSG31249108COMMON STOCK43,953$1,793,502dollars as filed
UPSTARTHLDGSINC91680M107STOK35,828$1,649,163dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM8,803$1,361,241dollars as filed
FIRST TR EXCHANGE-TRADED FD33739Q408FIRST TR ENH NEW22,137$1,324,678dollars as filed
American Express Company025816109COM4,853$1,305,779dollars as filed
WW GRAINGER INC COM384802104Stock1,062$1,049,234dollars as filed
THIRD COAST BANCSHARES INC88422P109COM23,135$772,015dollars as filed
Vanguard S&P 500 ETF922908363COM1,124$577,635dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS736$413,558dollars as filed
STMICROELECTRONICS N V NY REGISTRY861012102ADR15,438$339,018dollars as filed
ISHARES U S ETF TR46431W507SHOR DURA BD ETF5,499$279,734dollars as filed
ISHARES TR464287846DOW JONES US ETF1,738$236,542dollars as filed
COCA-COLA EUROPACIFIC PARTNERS SHSG25839104Stock2,398$208,698dollars as filed
Bitfarms Ltd/Canada09173B107Common Stock20,000$15,764dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001667731-25-000466this filing2025-04-21acceptance time not in the bulk data set