Portfolio (Quarterly)
Guide ↗
Guided Capital Wealth Management, LLC
· CIK 0001849618| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | QTEC | FIRST TR EXCHANGE-TRADED FD | — | 12,639 | $2.9M | 2.49% | SOLD |
| 2 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 37,680 | $2.2M | 1.86% | SOLD |
| 3 | — | HUT 8 CORP | — | 7,000 | $244K | 0.21% | SOLD |
| 4 | CCEP | COCA-COLA EUROPACIFIC PARTNE | Consumer Defensive | 2,398 | $217K | 0.19% | SOLD |
| 5 | GLD | SPDR GOLD TR | Financial Services | 570 | $203K | 0.17% | SOLD |
| 6 | CELH CALL | CELSIUS HLDGS INC | Consumer Defensive | 10,000 | $103K | 0.09% | SOLD |
Sector Allocation
Technology
24.7%
Industrials
23.8%
Healthcare
22.3%
Financial Services
18.2%
Communication Services
6.2%
Energy
4.9%