Gutierrez Wealth Advisory, LLC Portfolio Holdings

Gutierrez Wealth Advisory, LLC

  • $149 Billion
  • Q2 2025

Gutierrez Wealth Advisory, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $149 Billion distributed in 96 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 $17B, Capital Group Growth ETF Shs C with a value of $14.1B, Capital Group Divid Value ETF with a value of $13.5B, Vanguard Ftse Developed Market with a value of $12.4B, and Vanguard Malvern Fds with a value of $8.74B.

Examining the 13F form we can see an increase of $26B in the current position value, from $123B to 149B.

Gutierrez Wealth Advisory, LLC is based out at Little Rock, AR

Below you can find more details about Gutierrez Wealth Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $149 Billion
ETFs: $108 Billion
Consumer Defensive: $4.03 Billion
Communication Services: $3.45 Billion
Technology: $3.18 Billion
Financial Services: $1.5 Billion
Industrials: $786 Million
Real Estate: $614 Million
Healthcare: $397 Million
Other: $228 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$6.5 Billion 4.36% of portfolio
-
Q2 2025 Reduced 27.56%
$281B
$3.73 Billion 2.5% of portfolio
38,130
Q2 2025 Added 0.29%
$1.78T
$3.21 Billion 2.16% of portfolio
4,355
Q2 2025 Reduced 3.57%
$5.87B
$972 Million 0.65% of portfolio
34,147
Q2 2025 Added 66.45%
$3.69T
$916 Million 0.61% of portfolio
4,466
Q2 2025 Added 151.46%
$3.95T
$692 Million 0.46% of portfolio
1,392
Q2 2025 Reduced 21.89%
$127B
$675 Million 0.45% of portfolio
2,447
Q2 2025 Reduced 23.07%
$13.5B
$614 Million 0.41% of portfolio
9,841
Q2 2025 Added 0.97%
$153B
$583 Million 0.39% of portfolio
1,147
Q2 2025 Added 2.14%
$621B
$529 Million 0.35% of portfolio
1,088
Q4 2024 New
$152B
$397 Million 0.27% of portfolio
1,423
Q2 2025 Reduced 3.92%
$210B
$351 Million 0.24% of portfolio
1,191
Q2 2025 Added 11.94%
$1.27T
$308 Million 0.21% of portfolio
1,359
Q2 2025 Reduced 18.82%
$261B
$302 Million 0.2% of portfolio
1,657
Q2 2025 Reduced 26.88%
$1.24T
$237 Million 0.16% of portfolio
1,335
Q2 2025 Reduced 8.44%
$456B
$243 Million 0.16% of portfolio
1,535
Q2 2025 Reduced 30.0%
$2.26T
$206 Million 0.14% of portfolio
941
Q2 2025 Reduced 12.71%
$3.81B
$21.1 Million 0.01% of portfolio
10,005
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $149 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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