Gutierrez Wealth Advisory, LLC Purchases and Sells in Q1 2025

Gutierrez Wealth Advisory, LLC

$123 Billion
Q1 2025

Top Buys

Incresed Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGMU	38.4K + 12.89%	N/A	336K $9.02B
VEA	5.78K + 2.76%	$47.4 - $52.99 $274K - $306K	215K $11B
CGDV	18K + 5.15%	$34.95 - $37.36 $629K - $673K	368K $13.1B
VANGUARD MALVERN FDS	5.48K + 5.12%	N/A	112K $8.71B
IVV	635 + 107.26%	$554.06 - $615.85 $352K - $391K	1.23K $689M
VWO	4.76K + 6.09%	$42.5 - $46.71 $202K - $222K	82.9K $3.75B

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHF	16.7K New	$18.36 - $20.51 $307K - $343K	16.7K $331M
XOM	1.95K New	$105.44 - $118.93 $205K - $232K	1.95K $232M
IJH	3.57K New	$57.21 - $65.8 $204K - $235K	3.57K $208M
LCID	10K New	$2.03 - $3.48 $20.3K - $34.8K	10K $24.2M

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVW	-2.3K - 42.83%	$92.45 - $106.69 $212K - $245K	3.07K $285M
VTEB	-3.34K - 4.28%	$49.25 - $50.66 $164K - $169K	74.7K $3.7B
MSFT	-12 - 0.67%	$375.39 - $447.2 $4.5K - $5.37K	1.78K $669M
AAPL	-7 - 0.39%	$209.68 - $247.1 $1.47K - $1.73K	1.78K $395M
AMZN	-36 - 3.23%	$190.26 - $242.06 $6.85K - $8.71K	1.08K $205M
UNH	-24 - 5.29%	$461.52 - $548.18 $11.1K - $13.2K	430 $225M

Activity Summary All Purchases 35 New Holdings 4 Increased Positions 31 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

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