Gutierrez Wealth Advisory, LLC Incresed Positions in Q3 2025

Gutierrez Wealth Advisory, LLC

  • $156 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CGXU
Capital Group Intl Focus Equit

ETFs
13.8K
+ 4.85%
$26.49 - $29.62 $366K - $409K
299K $8.86B
CGDV
Capital Group Divid Value ETF

ETFs
3.05K
+ 0.89%
$39.59 - $42.21 $121K - $129K
346K $14.5B
CGGO
Capital Group Global Growth Eq

ETFs
10K
+ 4.84%
$31.71 - $34.17 $318K - $343K
217K $7.43B
CGMU
Capital Group Core Plus Income
20.2K
+ 8.29%
N/A
264K $7.2B
Vanguard Malvern Fds
6.31K
+ 5.59%
N/A
119K $9.33B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
247
+ 0.3%
$49.43 - $54.52 $12.2K - $13.5K
82K $4.44B
Capital Grp Fixed Incm ETF T
10.2K
+ 5.42%
N/A
199K $5.04B
Vanguard Mun Bd Fds
1.87K
+ 3.56%
N/A
54.3K $4.09B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
347
+ 31.89%
$459.11 - $506.91 $159K - $176K
1.44K $721M
NVDA
Nvidia Corp

Technology
511
+ 33.29%
$153.3 - $186.58 $78.3K - $95.3K
2.05K $382M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
4
+ 0.15%
$393.18 - $439.39 $1.57K - $1.76K
2.69K $1.17B
Capital Group Dividend Growe
2.68K
+ 29.13%
N/A
11.9K $411M
VIG
Vanguard Dividend Appreciation

ETFs
25
+ 0.42%
N/A
6.03K $1.3B
IWB
Ishares Tr Russell 1000 ETF

ETFs
6
+ 0.26%
$339.37 - $366.46 $2.04K - $2.2K
2.34K $854M
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.25%
$620.67 - $670.08 $1.86K - $2.01K
1.18K $791M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2
+ 0.15%
$284.45 - $324.95 $569 - $650
1.33K $424M
IWM
Ishares Russell 2000 ETF

ETFs
3
+ 0.2%
$214.92 - $244.84 $645 - $735
1.5K $362M
OEF
Ishares S&P 100 ETF

ETFs
3
+ 0.26%
N/A
1.16K $387M
Vanguard Mun Bd Fds
346
+ 8.96%
N/A
4.21K $323M
ITOT
Ishares Core S&P Total U.S. St

ETFs
6
+ 0.25%
$135.0 - $146.02 $810 - $876
2.41K $351M
Vanguard Wellington Fd
98
+ 0.64%
N/A
15.5K $1.58B
Capital Group International
52
+ 0.41%
N/A
12.7K $391M
VOOV
Vanguard S&P 500 Value ETF

ETFs
5
+ 0.44%
$187.97 - $199.47 $940 - $997
1.14K $227M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11
+ 0.33%
$62.09 - $66.51 $683 - $732
3.35K $219M
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.26%
$279.83 - $293.74 $560 - $587
762 $224M
HOMB
Home Bancshares Inc

Financial Services
232
+ 0.68%
$27.55 - $30.19 $6.39K - $7K
34.4K $973M
IBM
International Business Machines Corp

Technology
7
+ 0.59%
$234.77 - $292.47 $1.64K - $2.05K
1.2K $338M
Activity Summary
Buys All Purchases 34 New Holdings 6 Increased Positions 28 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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