Gutierrez Wealth Advisory, LLC Purchases in Q1 2025

Gutierrez Wealth Advisory, LLC

  • $123 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGMU
Capital Group Core Plus Income
38.4K
+ 12.89%
N/A
336K $9.02B
VEA
Vanguard Ftse Developed Market

ETFs
5.78K
+ 2.76%
$47.4 - $52.99 $274K - $306K
215K $11B
CGDV
Capital Group Divid Value ETF

ETFs
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
Ishares Core S&P 500 ETF

ETFs
635
+ 107.26%
$554.06 - $615.85 $352K - $391K
1.23K $689M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
16.7K
New
$18.36 - $20.51 $307K - $343K
16.7K $331M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.76K
+ 6.09%
$42.5 - $46.71 $202K - $222K
82.9K $3.75B
XOM
Exxon Mobil Corp

Energy
1.95K
New
$105.44 - $118.93 $205K - $232K
1.95K $232M
Capital Grp Fixed Incm ETF T
9.7K
+ 7.54%
N/A
138K $3.47B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.57K
New
$57.21 - $65.8 $204K - $235K
3.57K $208M
AMGN
Amgen Inc

Healthcare
262
+ 21.49%
$258.59 - $327.36 $67.8K - $85.8K
1.48K $461M
CGGO
Capital Group Global Growth Eq

ETFs
10.7K
+ 5.39%
$28.33 - $30.84 $302K - $329K
208K $5.9B
PM
Philip Morris International Inc.

Consumer Defensive
82
+ 3.75%
$117.15 - $158.79 $9.61K - $13K
2.27K $360M
CGXU
Capital Group Intl Focus Equit

ETFs
4.75K
+ 1.51%
$24.48 - $26.59 $116K - $126K
319K $7.82B
DE
Deere & CO

Industrials
4
+ 0.36%
$408.57 - $509.27 $1.63K - $2.04K
1.12K $527M
T Rowe Price ETF Inc
1.53K
+ 13.78%
N/A
12.6K $407M
LLY
Eli Lilly & CO

Healthcare
20
+ 6.12%
$725.72 - $929.72 $14.5K - $18.6K
347 $287M
IBM
International Business Machines Corp

Technology
7
+ 0.66%
$217.4 - $264.74 $1.52K - $1.85K
1.06K $265M
LCID
Lucid Group, Inc.

Consumer Cyclical
10K
New
$2.03 - $3.48 $20.3K - $34.8K
10K $24.2M
NVDA
Nvidia Corp

Technology
525
+ 31.47%
$106.98 - $149.43 $56.2K - $78.5K
2.19K $238M
HOMB
Home Bancshares Inc

Financial Services
60
+ 0.29%
$27.23 - $31.23 $1.63K - $1.87K
20.5K $580M
ITOT
Ishares Core S&P Total U.S. St

ETFs
28
+ 1.17%
$120.29 - $134.6 $3.37K - $3.77K
2.41K $294M
META
Meta Platforms, Inc.

Communication Services
45
+ 1.01%
$576.36 - $736.67 $25.9K - $33.2K
4.52K $2.6B
MUB
Ishares National Muni Bond ETF

ETFs
180
+ 0.59%
$104.71 - $107.69 $18.8K - $19.4K
30.7K $3.24B
OEF
Ishares S&P 100 ETF

ETFs
12
+ 1.04%
N/A
1.17K $317M
FDX
Fedex Corp

Industrials
31
+ 3.32%
$230.33 - $281.53 $7.14K - $8.73K
966 $236M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
85
+ 5.35%
$165.25 - $224.62 $14K - $19.1K
1.67K $278M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
29
+ 2.11%
$254.58 - $302.92 $7.38K - $8.78K
1.4K $358M
VTI
Vanguard Total Stock Market Et

ETFs
52
+ 1.4%
$271.18 - $303.12 $14.1K - $15.8K
3.77K $1.04B
WMT
Walmart Inc.

Consumer Defensive
167
+ 0.44%
$84.5 - $105.05 $14.1K - $17.5K
38K $3.34B
AVGO
Broadcom Inc.

Technology
321
+ 11.22%
$167.43 - $244.7 $53.7K - $78.5K
3.18K $533M
VXF
Vanguard Extended Market ETF

ETFs
2.35K
+ 5.48%
$170.36 - $201.04 $401K - $473K
45.3K $7.8B
CGGR
Capital Group Growth ETF Shs C

ETFs
11.3K
+ 3.25%
$33.98 - $39.84 $383K - $448K
358K $12.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
63
+ 0.21%
$507.05 - $563.67 $31.9K - $35.5K
30.5K $15.7B
Activity Summary
Buys All Purchases 35 New Holdings 4 Increased Positions 31 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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