Gutierrez Wealth Advisory, LLC Portfolio Holdings
Gutierrez Wealth Advisory, LLC
- $156 Billion
- Q3 2025
Gutierrez Wealth Advisory, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $156 Billion distributed in 97 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $18.1B, Capital Group Divid Value ETF with a value of $14.5B, Capital Group Growth ETF Shs C with a value of $14.4B, Vanguard Ftse Developed Market with a value of $12.3B, and Vanguard Malvern Fds with a value of $9.33B.
Examining the 13F form we can see an increase of $7.18B in the current position value, from $149B to 156B.
Gutierrez Wealth Advisory, LLC is based out at Little Rock, AR
Below you can find more details about Gutierrez Wealth Advisory, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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