Guided Capital Wealth Management, LLC

13F Filings History

Latest 13F report: Q1 2025 - Apr 21, 2025
Value $: $120M
Signature - Title: Nicole Christine Louvar - Chief Operating Officer & Chief Compliance Officer
Location: Houston, TX
Summary: This page shows a list of all the recent 13F filings made by Guided Capital Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Guided Capital Wealth Management, LLC reported 35 stock holdings with total value $120M as of Q1 2025. Top holdings included USFR, QUAL, RDVY, JBND, and PYLD.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q1 2025	35	$120M	+$35.4M	-$20.5M	+$14.9M	USFR, QUAL, RDVY, JBND, PYLD	13F-HR	4/21/2025, 12:58 PM
Q4 2024	30	$109M	$0	$0		USFR, QUAL, RDVY, FTSM, DEED	13F-HR	1/29/2025, 02:48 PM