Warren Street Wealth Advisors, LLC Portfolio Holdings
Warren Street Wealth Advisors, LLC
- $234 Million
- Q3 2024
Warren Street Wealth Advisors, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $234 Million distributed in 108 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $73.5M, Wisdomtree Tr Emerging Mkts Ex with a value of $16.5M, World Gold Trust with a value of $12M, Wisdom Tree Continuous Commodity Index Fund with a value of $10.3M, and Spdr S&P Global Infrasture ETF with a value of $9.25M.
Examining the 13F form we can see an increase of $36.5M in the current position value, from $197M to 234M.
Below you can find more details about Warren Street Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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