Top 34 Guided Capital Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FTSM | FIRST TR EXCHANGE-TRADED FD | 21.76% | 551.6K | $33.0M | +5243.63%(+541.30K) | $59.85(+0.01%) | 2026-03-31 | |
| QUAL | ISHARES TR | 6.25% | 49.4K | $9.5M | -1.28%(-640) | $178.87(+17.94%) | 2026-03-31 | |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 6.17% | 243.3K | $9.3M | -0.26%(-646) | $39.89(+8.99%) | 2026-03-31 | |
| DEED | FIRST TR EXCHNG TRADED FD VI | 5.95% | 422.6K | $9.0M | -0.67%(-2.86K) | $21.27(+0.27%) | 2026-03-31 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 5.76% | 162.4K | $8.7M | -0.35%(-565) | $53.14(+0.36%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 5.27% | 117.1K | $8.0M | -0.23%(-267) | $60.84(+21.46%) | 2026-03-31 | |
| HGER | HARBOR ETF TRUST | 5.11% | 249.9K | $7.7M | new | $27.91(+19.08%) | 2026-03-31 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 4.82% | 86.5K | $7.3M | -2.57%(-2.28K) | $79.31(+23.26%) | 2026-03-31 | |
| AIRR | FIRST TR EXCHANGE TRADED FD | 4.49% | 61.4K | $6.8M | -0.85%(-527) | $89.90(+44.02%) | 2026-03-31 | |
| IWM | ISHARES TR | 4.07% | 24.9K | $6.2M | -24.00%(-7.86K) | $218.08(+29.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.00% | +33.11% |
| Top 20 Holdings Unweighted | +12.97% | +44.16% |
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