Warren Street Wealth Advisors, LLC Incresed Positions in Q1 2025

Warren Street Wealth Advisors, LLC

  • $248 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
23.5K
+ 43.38%
$100.34 - $100.68 $2.36M - $2.37M
77.6K $7.82M
GLDM
World Gold Trust

ETFs
4.34K
+ 1.86%
$52.19 - $61.89 $227K - $269K
238K $14.5M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
32.6K
+ 6.36%
$29.72 - $31.94 $968K - $1.04M
544K $16.9M
GNR
Spdr S&P Global Natural Resour

ETFs
13.7K
+ 9.54%
$50.12 - $54.48 $688K - $748K
158K $8.41M
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
34.6K
+ 6.21%
$18.9 - $20.05 $655K - $694K
592K $11.5M
GII
Spdr S&P Global Infrasture ETF

ETFs
8.68K
+ 5.65%
$58.92 - $62.25 $511K - $540K
162K $10M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
12.5K
+ 8.34%
$30.59 - $33.02 $383K - $413K
163K $5.2M
VNQI
Vanguard Global Ex U.S. Real

ETFs
9.45K
+ 10.64%
$38.22 - $41.19 $361K - $389K
98.3K $4M
USFR
Wisdomtree Floating Rate Treas

ETFs
8.98K
+ 12.68%
$50.29 - $50.5 $452K - $454K
79.8K $4.02M
LLY
Eli Lilly & CO

Healthcare
260
+ 22.3%
$725.72 - $929.72 $189K - $242K
1.43K $1.18M
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
3.92K
+ 9.9%
$23.44 - $26.38 $91.8K - $103K
43.5K $1.12M
SGOL
Abrdn Gold ETF Trust

ETFs
827
+ 2.54%
$25.14 - $29.82 $20.8K - $24.7K
33.4K $982K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
43
+ 2.52%
$442.66 - $534.52 $19K - $23K
1.75K $918K
V
Visa Inc.

Financial Services
122
+ 5.09%
$306.92 - $362.71 $37.4K - $44.3K
2.52K $883K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.04K
+ 14.18%
$42.5 - $46.71 $86.8K - $95.4K
16.5K $745K
XOM
Exxon Mobil Corp

Energy
569
+ 18.09%
$105.44 - $118.93 $60K - $67.7K
3.72K $441K
KO
Coca Cola CO

Consumer Defensive
674
+ 13.91%
$60.81 - $72.32 $41K - $48.7K
5.52K $395K
NFLX
Netflix Inc

Communication Services
51
+ 6.57%
$828.4 - $1058.6 $42.2K - $54K
827 $771K
PGR
Progressive Corp

Financial Services
91
+ 8.07%
$235.61 - $291.22 $21.4K - $26.5K
1.22K $344K
COST
Costco Wholesale Corp

Consumer Defensive
59
+ 10.85%
$890.62 - $1076.86 $52.5K - $63.5K
603 $570K
ABT
Abbott Laboratories

Healthcare
267
+ 14.42%
$111.1 - $140.22 $29.7K - $37.4K
2.12K $280K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
947
+ 3.11%
N/A
31.4K $2.35M
MA
Mastercard Inc

Financial Services
74
+ 6.66%
$504.67 - $576.31 $37.3K - $42.6K
1.19K $649K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
550
+ 3.86%
$9.49 - $14.83 $5.22K - $8.16K
14.8K $201K
TMUS
T Mobile Us, Inc.

Communication Services
28
+ 2.45%
$211.3 - $272.83 $5.92K - $7.64K
1.17K $311K
IAU
Ishares Gold Trust

ETFs
5
+ 0.1%
$49.74 - $58.96 $249 - $295
4.82K $284K
MUB
Ishares National Muni Bond ETF

ETFs
458
+ 19.51%
$104.71 - $107.69 $48K - $49.3K
2.81K $295K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
2.02K
+ 10.88%
$41.45 - $46.58 $83.6K - $94K
20.6K $873K
DIS
Walt Disney CO

Communication Services
703
+ 35.2%
$96.87 - $114.0 $68.1K - $80.1K
2.7K $266K
JPM
Jpmorgan Chase & CO

Financial Services
84
+ 2.18%
$225.19 - $279.95 $18.9K - $23.5K
3.94K $966K
ITOT
Ishares Core S&P Total U.S. St

ETFs
508
+ 17.66%
$120.29 - $134.6 $61.1K - $68.4K
3.38K $410K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
178
+ 1.58%
$33.84 - $37.77 $6.02K - $6.72K
11.5K $420K
VTI
Vanguard Total Stock Market Et

ETFs
196
+ 16.04%
$271.18 - $303.12 $53.2K - $59.4K
1.42K $387K
ADP
Automatic Data Processing Inc

Industrials
49
+ 3.78%
$286.85 - $318.64 $14.1K - $15.6K
1.35K $411K
GUNR
Flexshares Tr Morningstar Glob

ETFs
5
+ 0.04%
$36.6 - $39.56 $183 - $198
11.9K $459K
LYG
Lloyds Banking Group PLC

Financial Services
268
+ 1.7%
$2.58 - $3.9 $691 - $1.05K
16.1K $61K
NEE
Nextera Energy Inc

Utilities
275
+ 5.75%
$66.96 - $76.16 $18.4K - $20.9K
5.06K $358K
QCOM
Qualcomm Inc

Technology
95
+ 7.01%
$151.94 - $175.86 $14.4K - $16.7K
1.45K $222K
SPY
Spdr S&P 500 ETF Trust

ETFs
113
+ 6.16%
$551.42 - $612.93 $62.3K - $69.3K
1.95K $1.09M
META
Meta Platforms, Inc.

Communication Services
89
+ 3.05%
$576.36 - $736.67 $51.3K - $65.6K
3K $1.73M
WMT
Walmart Inc.

Consumer Defensive
280
+ 5.18%
$84.5 - $105.05 $23.7K - $29.4K
5.69K $499K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.31K
+ 6.92%
$25.58 - $29.24 $33.6K - $38.4K
20.3K $531K
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
8.95K
+ 10.66%
N/A
92.9K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
9.41K
+ 13.15%
N/A
81K $0
Celestica Inc
12
+ 0.29%
N/A
4.09K $0
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
534
+ 3.39%
$5.83 - $7.58 $3.11K - $4.05K
16.3K $101K
MLI
Mueller Industries Inc

Industrials
28
+ 1.07%
$76.14 - $82.67 $2.13K - $2.31K
2.65K $202K
FCAL
First Tr Iii Calif Mun High In

ETFs
2
+ 0.02%
$48.53 - $49.76 $97.1 - $99.5
9.31K $451K
HD
Home Depot, Inc.

Consumer Cyclical
41
+ 3.52%
$347.25 - $424.87 $14.2K - $17.4K
1.21K $441K
Activity Summary
Buys All Purchases 78 New Holdings 15 Increased Positions 63 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Warren Street Wealth Advisors, LLC Portfolio

Follow Warren Street Wealth Advisors, 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 Warren Street Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Street Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email