Gutierrez Wealth Advisory, LLC New Holdings in Q4 2024

Gutierrez Wealth Advisory, LLC

  • $121 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
30.4K
New
$521.84 - $558.82 $15.9M - $17M
30.4K $16.4B
CGGR
Capital Group Growth ETF Shs C

ETFs
346K
New
$34.49 - $39.24 $11.9M - $13.6M
346K $12.9B
CGDV
Capital Group Divid Value ETF

ETFs
350K
New
$35.16 - $37.12 $12.3M - $13M
350K $12.3B
VEA
Vanguard Ftse Developed Market

ETFs
210K
New
$47.57 - $52.44 $9.98M - $11M
210K $10B
VXF
Vanguard Extended Market ETF

ETFs
43K
New
$179.17 - $207.15 $7.7M - $8.9M
43K $8.16B
Vanguard Malvern Fds
107K
New
N/A
107K $8.11B
CGMU
Capital Group Core Plus Income
298K
New
N/A
298K $8.02B
CGXU
Capital Group Intl Focus Equit

ETFs
315K
New
$24.67 - $26.94 $7.76M - $8.48M
315K $7.76B
CGGO
Capital Group Global Growth Eq

ETFs
198K
New
$29.21 - $30.67 $5.77M - $6.06M
198K $5.77B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
78K
New
$49.79 - $51.14 $3.88M - $3.99M
78K $3.91B
WMT
Walmart Inc.

Consumer Defensive
37.9K
New
$79.1 - $95.7 $2.99M - $3.62M
37.9K $3.42B
Capital Grp Fixed Incm ETF T
129K
New
N/A
129K $3.25B
MUB
Ishares National Muni Bond ETF

ETFs
30.5K
New
$105.78 - $108.7 $3.23M - $3.32M
30.5K $3.25B
META
Meta Platforms, Inc.

Communication Services
4.47K
New
$554.08 - $632.68 $2.48M - $2.83M
4.47K $2.62B
VTI
Vanguard Total Stock Market Et

ETFs
3.71K
New
$280.04 - $302.45 $1.04M - $1.12M
3.71K $1.08B
MSFT
Microsoft Corp

Technology
1.8K
New
$406.35 - $454.46 $729K - $816K
1.8K $756M
AVGO
Broadcom Inc.

Technology
2.86K
New
$159.67 - $250.0 $457K - $715K
2.86K $663M
HOMB
Home Bancshares Inc

Financial Services
20.5K
New
$26.0 - $32.09 $532K - $656K
20.5K $579M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.36K
New
$94.43 - $105.47 $506K - $565K
5.36K $544M
VT
Vanguard Total World Stk Index

ETFs
4.57K
New
$117.09 - $123.07 $535K - $562K
4.57K $537M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.09K
New
$442.29 - $483.08 $481K - $526K
1.09K $493M
DE
Deere & CO

Industrials
1.12K
New
$389.45 - $466.0 $436K - $521K
1.12K $474M
AAPL
Apple Inc.

Technology
1.78K
New
$221.69 - $259.02 $395K - $462K
1.78K $446M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.14K
New
$58.88 - $64.8 $421K - $463K
7.14K $421M
WPC
W. P. Carey Inc.

Real Estate
7.53K
New
$53.44 - $61.33 $402K - $462K
7.53K $410M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.37K
New
$278.19 - $315.36 $382K - $433K
1.37K $395M
T Rowe Price ETF Inc
11.1K
New
N/A
11.1K $369M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.83K
New
$75.1 - $82.99 $363K - $401K
4.83K $365M
IVV
Ishares Core S&P 500 ETF

ETFs
592
New
$570.51 - $610.59 $338K - $361K
592 $349M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.07K
New
$46.48 - $51.32 $329K - $363K
7.07K $340M
OEF
Ishares S&P 100 ETF

ETFs
1.16K
New
N/A
1.16K $335M
AMGN
Amgen Inc

Healthcare
1.22K
New
$258.78 - $328.31 $315K - $400K
1.22K $318M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.59K
New
$172.07 - $207.36 $273K - $329K
1.59K $314M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.38K
New
$124.26 - $134.12 $296K - $320K
2.38K $307M
GOOG
Alphabet Inc.

Communication Services
1.46K
New
$163.08 - $198.16 $238K - $289K
1.46K $278M
FDX
Fedex Corp

Industrials
935
New
$260.5 - $305.15 $244K - $285K
935 $263M
PM
Philip Morris International Inc.

Consumer Defensive
2.18K
New
$118.38 - $133.06 $259K - $291K
2.18K $263M
LLY
Eli Lilly & CO

Healthcare
327
New
$727.2 - $932.06 $238K - $305K
327 $252M
AMZN
Amazon Com Inc

Consumer Cyclical
1.11K
New
$180.88 - $232.93 $202K - $259K
1.11K $244M
IBM
International Business Machines Corp

Technology
1.06K
New
$204.9 - $238.04 $217K - $252K
1.06K $232M
UNH
Unitedhealth Group Inc

Healthcare
454
New
$485.52 - $625.25 $220K - $284K
454 $230M
NVDA
Nvidia Corp

Technology
1.67K
New
$117.0 - $148.88 $195K - $248K
1.67K $224M
SAP
Sap Se

Technology
883
New
$218.13 - $255.54 $193K - $226K
883 $217M
VO
Vanguard Mid Cap ETF

ETFs
770
New
$261.5 - $284.63 $201K - $219K
770 $203M
Activity Summary
Buys All Purchases 45 New Holdings 45 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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