Warren Street Wealth Advisors, LLC Purchases in Q3 2025

Warren Street Wealth Advisors, LLC

  • $324 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JQUA
J P Morgan ETF Tr U S Quality

ETFs
641K
New
$59.61 - $63.09 $38.2M - $40.4M
641K $40.3M
NVDA
Nvidia Corp

Technology
6.14K
+ 15.35%
$153.3 - $186.58 $941K - $1.14M
46.1K $8.6M
SPMD
Spdr Portfolio

ETFs
24.3K
+ 16.66%
$54.43 - $58.29 $1.32M - $1.41M
170K $9.72M
RTX
Raytheon Technologies Corp

Industrials
9.52K
New
$144.19 - $167.33 $1.37M - $1.59M
9.52K $1.59M
AAPL
Apple Inc.

Technology
1.43K
+ 7.1%
$202.38 - $256.87 $290K - $368K
21.6K $5.5M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
15.3K
+ 11.13%
$42.26 - $47.16 $647K - $722K
153K $7.09M
GNR
Spdr S&P Global Natural Resour

ETFs
4.99K
+ 2.89%
$54.23 - $59.34 $271K - $296K
178K $10.5M
GOOG
Alphabet Inc.

Communication Services
443
+ 2.93%
$175.16 - $255.24 $77.6K - $113K
15.6K $3.8M
UNH
Unitedhealth Group Inc

Healthcare
2.5K
New
$237.77 - $353.61 $595K - $885K
2.5K $863K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
8.21K
+ 11.67%
$100.37 - $100.74 $824K - $827K
78.5K $7.91M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
13.5K
+ 7.66%
$35.94 - $38.52 $484K - $518K
189K $7.04M
USFR
Wisdomtree Floating Rate Treas

ETFs
11.3K
+ 11.85%
$50.23 - $50.48 $565K - $568K
106K $5.34M
AVGO
Broadcom Inc.

Technology
91
+ 1.11%
$264.74 - $369.57 $24.1K - $33.6K
8.29K $2.73M
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
9.27K
+ 20.14%
$27.26 - $30.88 $253K - $286K
55.3K $1.67M
MSFT
Microsoft Corp

Technology
342
+ 3.45%
$491.09 - $535.64 $168K - $183K
10.2K $5.31M
ORCL
Oracle Corp

Technology
38
+ 0.67%
$218.96 - $328.33 $8.32K - $12.5K
5.7K $1.6M
APP
App Lovin Corp

Technology
392
New
$335.1 - $718.54 $131K - $282K
392 $281K
IVV
Ishares Core S&P 500 ETF

ETFs
89
+ 2.18%
$620.67 - $670.08 $55.2K - $59.6K
4.17K $2.79M
JNJ
Johnson & Johnson

Healthcare
1.34K
New
$155.17 - $185.42 $207K - $248K
1.34K $247K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.29K
New
$89.32 - $107.82 $204K - $247K
2.29K $246K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
3.92K
+ 18.08%
$42.62 - $46.98 $167K - $184K
25.6K $1.2M
PLTR
Palantir Technologies Inc.

Technology
242
+ 5.8%
$130.68 - $186.97 $31.6K - $45.2K
4.42K $805K
MRK
Merck & Co., Inc.

Healthcare
2.73K
New
$77.6 - $87.37 $212K - $239K
2.73K $229K
TJX
Tjx Companies Inc

Consumer Cyclical
1.57K
New
$121.35 - $144.54 $191K - $227K
1.57K $227K
BAC
Bank Of America Corp

Financial Services
4.37K
New
$44.92 - $52.42 $196K - $229K
4.37K $225K
AMAT
Applied Materials Inc

Technology
1.08K
New
$156.25 - $204.95 $169K - $222K
1.08K $221K
VTI
Vanguard Total Stock Market Et

ETFs
588
+ 55.42%
$303.93 - $329.86 $179K - $194K
1.65K $541K
SOXX
Ishares Semiconductor ETF

ETFs
800
New
$236.93 - $271.12 $190K - $217K
800 $216K
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 0.12%
$617.65 - $666.84 $3.09K - $3.33K
4.28K $2.85M
DUK
Duke Energy Corp

Utilities
1.7K
New
$116.31 - $125.93 $197K - $214K
1.7K $209K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
2.78K
+ 8.78%
N/A
34.4K $2.57M
SO
Southern CO

Utilities
2.14K
New
$90.83 - $96.0 $194K - $205K
2.14K $202K
PNC
Pnc Financial Services Group, Inc.

Financial Services
997
New
$185.88 - $207.44 $185K - $207K
997 $200K
ETN
Eaton Corp PLC

Industrials
536
New
$342.99 - $392.76 $184K - $211K
536 $200K
ABBV
Abb Vie Inc.

Healthcare
174
+ 5.03%
$184.85 - $231.54 $32.2K - $40.3K
3.63K $841K
VT
Vanguard Total World Stk Index

ETFs
549
+ 4.34%
$128.41 - $138.03 $70.5K - $75.8K
13.2K $1.82M
HD
Home Depot, Inc.

Consumer Cyclical
346
+ 29.25%
$357.4 - $423.42 $124K - $147K
1.53K $619K
VNQI
Vanguard Global Ex U.S. Real

ETFs
53
+ 0.05%
$45.22 - $48.34 $2.4K - $2.56K
107K $5.09M
ITOT
Ishares Core S&P Total U.S. St

ETFs
532
+ 15.72%
$135.0 - $146.02 $71.8K - $77.7K
3.92K $570K
CMF
Ishares California Muni Bond E

ETFs
611
+ 1.08%
$55.16 - $57.13 $33.7K - $34.9K
57.2K $3.26M
WMT
Walmart Inc.

Consumer Defensive
586
+ 9.33%
$94.4 - $104.27 $55.3K - $61.1K
6.87K $707K
GE
General Electric CO

Industrials
118
+ 9.23%
$244.75 - $305.63 $28.9K - $36.1K
1.4K $419K
VEA
Vanguard Ftse Developed Market

ETFs
500
+ 2.62%
$56.02 - $60.3 $28K - $30.2K
19.6K $1.17M
SDG
Ishares Trust Ishares Msci Glo

ETFs
622
+ 15.28%
$75.87 - $83.26 $47.2K - $51.8K
4.69K $390K
CAT
Caterpillar Inc

Industrials
58
+ 10.02%
$390.92 - $477.15 $22.7K - $27.7K
637 $303K
AMD
Advanced Micro Devices Inc

Technology
135
+ 5.2%
$134.8 - $184.42 $18.2K - $24.9K
2.73K $442K
SPYG
Spdr Portfolio

ETFs
87
+ 1.31%
$94.33 - $105.31 $8.21K - $9.16K
6.75K $705K
MLI
Mueller Industries Inc

Industrials
31
+ 1.18%
$82.07 - $101.7 $2.54K - $3.15K
2.67K $269K
KLAC
Kla Corp

Technology
10
+ 3.79%
$843.9 - $1078.6 $8.44K - $10.8K
274 $295K
Activity Summary
Buys All Purchases 94 New Holdings 17 Increased Positions 77 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 4 Puts 0
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