Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $156 Billion
  • Prior Value $149 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
Track This Portfolio

Track Gutierrez Wealth Advisory, LLC Portfolio

Follow Gutierrez Wealth Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gutierrez Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gutierrez Wealth Advisory, LLC with notifications on news.