Gutierrez Wealth Advisory, LLC Portfolio Holdings

Gutierrez Wealth Advisory, LLC

  • $121 Billion
  • Q4 2024

Gutierrez Wealth Advisory, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $121 Billion distributed in 75 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 $16.4B, Capital Group Growth ETF Shs C with a value of $12.9B, Capital Group Divid Value ETF with a value of $12.3B, Vanguard Ftse Developed Market with a value of $10B, and Vanguard Extended Market ETF with a value of $8.16B.

Examining the 13F form we can see an increase of $121B in the current position value.

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.

Portfolio value $121 Billion
ETFs: $88.8 Billion
Consumer Defensive: $3.68 Billion
Communication Services: $2.9 Billion
Technology: $2.85 Billion
Financial Services: $1.07 Billion
Healthcare: $800 Million
Industrials: $737 Million
Real Estate: $410 Million
Other: $244 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $121 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 45 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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