Gutierrez Wealth Advisory, LLC Sells in Q2 2025

Gutierrez Wealth Advisory, LLC

  • $149 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CGMU
Capital Group Core Plus Income
-92.7K
- 27.56%
N/A
244K $6.5B
CGXU
Capital Group Intl Focus Equit

ETFs
-34.1K
- 10.69%
$21.44 - $27.35 $732K - $934K
285K $7.74B
AMGN
Amgen Inc

Healthcare
-58
- 3.92%
$262.28 - $309.85 $15.2K - $18K
1.42K $397M
PM
Philip Morris International Inc.

Consumer Defensive
-609
- 26.88%
$149.23 - $184.95 $90.9K - $113K
1.66K $302M
FDX
Fedex Corp

Industrials
-74
- 7.66%
$198.07 - $245.17 $14.7K - $18.1K
892 $203M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-227
- 6.36%
$51.16 - $62.02 $11.6K - $14.1K
3.34K $207M
AMZN
Amazon Com Inc

Consumer Cyclical
-137
- 12.71%
$167.32 - $223.3 $22.9K - $30.6K
941 $206M
NVDA
Nvidia Corp

Technology
-658
- 30.0%
$94.31 - $157.99 $62.1K - $104K
1.54K $243M
GOOG
Alphabet Inc.

Communication Services
-123
- 8.44%
$146.58 - $180.01 $18K - $22.1K
1.34K $237M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-79
- 5.63%
$224.16 - $285.86 $17.7K - $22.6K
1.32K $378M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-315
- 18.82%
$141.37 - $228.57 $44.5K - $72K
1.36K $308M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-8
- 0.33%
$108.12 - $135.04 $865 - $1.08K
2.4K $325M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-239
- 3.49%
$55.54 - $69.09 $13.3K - $16.5K
6.62K $457M
OEF
Ishares S&P 100 ETF

ETFs
-10
- 0.85%
N/A
1.16K $354M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-96
- 0.57%
$17.76 - $22.1 $1.7K - $2.12K
16.6K $368M
IVV
Ishares Core S&P 500 ETF

ETFs
-49
- 3.99%
$498.8 - $620.9 $24.4K - $30.4K
1.18K $731M
VTI
Vanguard Total Stock Market Et

ETFs
-3
- 0.08%
$243.75 - $303.93 $731 - $912
3.76K $1.14B
AVGO
Broadcom Inc.

Technology
-734
- 23.07%
$146.29 - $275.65 $107K - $202K
2.45K $675M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.19K
- 1.44%
$39.89 - $49.46 $47.6K - $59K
81.7K $4.04B
CGDV
Capital Group Divid Value ETF

ETFs
-24.6K
- 6.7%
$31.93 - $39.49 $786K - $973K
343K $13.5B
META
Meta Platforms, Inc.

Communication Services
-161
- 3.57%
$484.66 - $738.09 $78K - $119K
4.36K $3.21B
CGGO
Capital Group Global Growth Eq

ETFs
-778
- 0.37%
$25.31 - $32.17 $19.7K - $25K
207K $6.63B
VXF
Vanguard Extended Market ETF

ETFs
-324
- 0.72%
$150.43 - $192.71 $48.7K - $62.4K
45K $8.67B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-586
- 1.92%
$456.74 - $568.03 $268K - $333K
29.9K $17B
CGGR
Capital Group Growth ETF Shs C

ETFs
-10.6K
- 2.96%
$30.53 - $40.65 $323K - $430K
347K $14.1B
Activity Summary
Buys All Purchases 30 New Holdings 17 Increased Positions 13 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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