Warren Street Wealth Advisors, LLC Incresed Positions in Q3 2024

Warren Street Wealth Advisors, LLC

  • $234 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.59K
+ 3.41%
$475.2 - $527.7 $2.18M - $2.42M
139K $73.5M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
23.3K
+ 81.67%
$100.3 - $100.74 $2.33M - $2.34M
51.8K $5.21M
USFR
Wisdomtree Floating Rate Treas

ETFs
41.1K
+ 133.78%
$50.2 - $50.48 $2.07M - $2.08M
71.9K $3.61M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
21.8K
+ 4.57%
$29.23 - $33.51 $636K - $729K
498K $16.5M
GII
Spdr S&P Global Infrasture ETF

ETFs
7.43K
+ 5.22%
$54.45 - $61.92 $405K - $460K
150K $9.25M
VNQI
Vanguard Global Ex U.S. Real

ETFs
5.66K
+ 7.06%
$40.45 - $47.24 $229K - $267K
85.9K $4.03M
GNR
Spdr S&P Global Natural Resour

ETFs
9.3K
+ 7.07%
$53.02 - $57.84 $493K - $538K
141K $8.12M
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
33.9K
+ 6.71%
$17.85 - $19.36 $605K - $656K
539K $10.3M
AAPL
Apple Inc.

Technology
1.32K
+ 7.7%
$207.23 - $234.82 $273K - $309K
18.4K $4.29M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.45K
+ 4.06%
$41.02 - $46.01 $183K - $205K
114K $5.19M
GOOG
Alphabet Inc.

Communication Services
4.03K
+ 32.88%
$149.54 - $192.66 $603K - $776K
16.3K $2.72M
NVDA
Nvidia Corp

Technology
3.28K
+ 9.86%
$98.91 - $134.91 $324K - $442K
36.5K $4.43M
META
Meta Platforms, Inc.

Communication Services
151
+ 5.62%
$453.41 - $572.44 $68.5K - $86.4K
2.84K $1.62M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
6.09K
+ 4.31%
$31.25 - $35.38 $190K - $215K
147K $5.1M
ORCL
Oracle Corp

Technology
271
+ 5.35%
$125.9 - $170.35 $34.1K - $46.2K
5.33K $908K
AVGO
Broadcom Inc.

Technology
5.9K
+ 1024.83%
$136.27 - $1745.86 $804K - $10.3M
6.48K $1.12M
SGOL
Abrdn Gold ETF Trust

ETFs
2.32K
+ 6.71%
$22.26 - $25.51 $51.7K - $59.3K
36.9K $928K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.44K
+ 23.32%
$75.63 - $84.89 $109K - $122K
7.62K $640K
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
3.89K
+ 9.58%
$22.58 - $26.27 $87.9K - $102K
44.5K $1.15M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
1.34K
+ 7.92%
$41.88 - $46.21 $56.1K - $61.9K
18.3K $842K
GOOGL
Alphabet Inc.

Communication Services
1.37K
+ 17.13%
$148.65 - $191.18 $203K - $261K
9.35K $1.55M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5
+ 0.29%
$405.19 - $478.57 $2.03K - $2.39K
1.73K $794K
CMF
Ishares California Muni Bond E

ETFs
365
+ 0.68%
$56.65 - $58.17 $20.7K - $21.2K
54K $3.14M
ABBV
Abb Vie Inc.

Healthcare
192
+ 10.4%
$163.84 - $199.33 $31.5K - $38.3K
2.04K $402K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
604
+ 9.37%
$75.47 - $83.18 $45.6K - $50.2K
7.05K $585K
AMZN
Amazon Com Inc

Consumer Cyclical
826
+ 7.72%
$161.02 - $200.0 $133K - $165K
11.5K $2.15M
MA
Mastercard Inc

Financial Services
54
+ 5.44%
$429.6 - $500.99 $23.2K - $27.1K
1.05K $517K
WMT
Walmart Inc.

Consumer Defensive
56
+ 1.08%
$66.91 - $81.4 $3.75K - $4.56K
5.24K $422K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
843
+ 2.71%
$74.82 - $74.82 $63.1K - $63.1K
31.9K $2.39M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
638
+ 6.07%
$33.74 - $37.96 $21.5K - $24.2K
11.1K $418K
NFLX
Netflix Inc

Communication Services
33
+ 4.36%
$598.55 - $722.26 $19.8K - $23.8K
790 $560K
LLY
Eli Lilly & CO

Healthcare
69
+ 6.66%
$772.14 - $960.02 $53.3K - $66.2K
1.11K $978K
MSFT
Microsoft Corp

Technology
399
+ 4.81%
$395.15 - $467.56 $158K - $187K
8.69K $3.74M
PG
Procter & Gamble CO

Consumer Defensive
14
+ 0.43%
$160.76 - $177.82 $2.25K - $2.49K
3.27K $565K
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 2.54%
$801.83 - $917.05 $9.62K - $11K
484 $429K
AMGN
Amgen Inc

Healthcare
51
+ 7.12%
$309.38 - $337.38 $15.8K - $17.2K
767 $247K
CRM
Salesforce, Inc.

Technology
3
+ 0.35%
$238.42 - $276.53 $715 - $830
862 $235K
XOM
Exxon Mobil Corp

Energy
61
+ 1.7%
$109.72 - $119.0 $6.69K - $7.26K
3.66K $428K
LYG
Lloyds Banking Group PLC

Financial Services
694
+ 3.19%
$2.73 - $3.17 $1.89K - $2.2K
22.5K $69K
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
42.3K
+ 145.48%
N/A
71.3K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
41K
+ 93.93%
N/A
84.6K $0
AMAT
Applied Materials Inc

Technology
158
+ 16.86%
$174.88 - $254.97 $27.6K - $40.3K
1.1K $221K
ADBE
Adobe Inc.

Technology
15
+ 3.07%
$508.13 - $586.55 $7.62K - $8.8K
503 $260K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
218
+ 0.82%
$12.67 - $14.36 $2.76K - $3.13K
26.7K $358K
NVO
Novo Nordisk A S

Healthcare
58
+ 3.4%
$119.07 - $145.42 $6.91K - $8.43K
1.77K $210K
QCOM
Qualcomm Inc

Technology
31
+ 2.36%
$156.12 - $209.64 $4.84K - $6.5K
1.35K $229K
COIN
Coinbase Global, Inc.

Technology
121
+ 7.93%
$147.09 - $265.15 $17.8K - $32.1K
1.65K $293K
CVX
Chevron Corp

Energy
2.29K
+ 5.42%
$137.88 - $161.97 $315K - $370K
44.4K $6.54M
Activity Summary
Buys All Purchases 61 New Holdings 12 Increased Positions 49 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 1 Puts 0
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