Gutierrez Wealth Advisory, LLC Portfolio Holdings by Sector

Gutierrez Wealth Advisory, LLC

$121 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO CGGR CGDV VEA VXF CGXU CGGO VTEB 20 stocks	$87.7 Million 86.43% of portfolio	20	-	20	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$3.42 Million 3.37% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG 2 stocks	$2.9 Million 2.85% of portfolio	2	-	2	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO TSM NVDA 3 stocks	$1.2 Million 1.18% of portfolio	3	-	3	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.08 Million 1.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$756,290 0.75% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HOMB 1 stocks	$578,883 0.57% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare AMGN LLY 2 stocks	$570,052 0.56% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$493,169 0.49% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$473,974 0.47% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$446,484 0.44% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate WPC 1 stocks	$410,125 0.4% of portfolio	1	-	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$263,224 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$262,838 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$244,400 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$232,449 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$229,650 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology SAP 1 stocks	$217,402 0.21% of portfolio	1	-	1	-	0 Calls 0 Puts

Track This Portfolio

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.