Gutierrez Wealth Advisory, LLC Portfolio Holdings

Gutierrez Wealth Advisory, LLC

  • $123 Billion
  • Q1 2025

Gutierrez Wealth Advisory, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $123 Billion distributed in 81 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 $15.7B, Capital Group Divid Value ETF with a value of $13.1B, Capital Group Growth ETF Shs C with a value of $12.3B, Vanguard Ftse Developed Market with a value of $11B, and Capital Group Core Plus Income with a value of $9.02B.

Examining the 13F form we can see an increase of $1.96B in the current position value, from $121B to 123B.

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 $123 Billion
ETFs: $88.5 Billion
Consumer Defensive: $3.7 Billion
Communication Services: $2.83 Billion
Technology: $2.6 Billion
Financial Services: $1.16 Billion
Healthcare: $973 Million
Industrials: $763 Million
Real Estate: $615 Million
Other: $461 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.7 Billion 12.71% of portfolio
30,464
Q1 2025 Added 0.21%
$0
$13.1 Billion 10.63% of portfolio
367,579
Q1 2025 Added 5.15%
$0
$12.3 Billion 9.95% of portfolio
357,730
Q1 2025 Added 3.25%
$0
$11 Billion 8.89% of portfolio
215,480
Q1 2025 Added 2.76%
-
$9.02 Billion 7.32% of portfolio
-
Q1 2025 Added 12.89%
Vanguard Malvern Fds
-
$8.71 Billion 7.07% of portfolio
-
Q1 2025 Added 5.12%
$0
$7.82 Billion 6.35% of portfolio
319,375
Q1 2025 Added 1.51%
$0
$7.8 Billion 6.34% of portfolio
45,306
Q1 2025 Added 5.48%
$0
$5.9 Billion 4.79% of portfolio
208,212
Q1 2025 Added 5.39%
$0
$3.75 Billion 3.05% of portfolio
82,933
Q1 2025 Added 6.09%
$0
$3.7 Billion 3.01% of portfolio
74,664
Q1 2025 Reduced 4.28%
Capital Grp Fixed Incm ETF T
-
$3.47 Billion 2.81% of portfolio
-
Q1 2025 Added 7.54%
$264B
$3.34 Billion 2.71% of portfolio
38,021
Q1 2025 Added 0.44%
$0
$3.24 Billion 2.63% of portfolio
30,687
Q1 2025 Added 0.59%
$1.25T
$2.6 Billion 2.11% of portfolio
4,516
Q1 2025 Added 1.01%
$0
$1.04 Billion 0.84% of portfolio
3,766
Q1 2025 Added 1.4%
$2.95T
$669 Million 0.54% of portfolio
1,782
Q1 2025 Reduced 0.67%
$12.9B
$615 Million 0.5% of portfolio
9,746
Q1 2025 Added 29.46%
$694B
$579 Million 0.47% of portfolio
1,088
Q4 2024 New
$5.69B
$580 Million 0.47% of portfolio
20,515
Q1 2025 Added 0.29%
$78B
$533 Million 0.43% of portfolio
3,181
Q1 2025 Added 11.22%
$140B
$527 Million 0.43% of portfolio
1,123
Q1 2025 Added 0.36%
$156B
$461 Million 0.37% of portfolio
1,481
Q1 2025 Added 21.49%
$0
$426 Million 0.35% of portfolio
6,857
Q1 2025 Reduced 4.02%
T Rowe Price ETF Inc
-
$407 Million 0.33% of portfolio
-
Q1 2025 Added 13.78%
$3.42T
$395 Million 0.32% of portfolio
1,776
Q1 2025 Reduced 0.39%
$0
$367 Million 0.3% of portfolio
7,070
Q4 2024 New
$0
$358 Million 0.29% of portfolio
1,402
Q1 2025 Added 2.11%
$266B
$360 Million 0.29% of portfolio
2,266
Q1 2025 Added 3.75%
$0
$331 Million 0.27% of portfolio
16,729
Q1 2025 New
$0
$317 Million 0.26% of portfolio
1,171
Q1 2025 Added 1.04%
$0
$294 Million 0.24% of portfolio
2,412
Q1 2025 Added 1.17%
$854B
$287 Million 0.23% of portfolio
347
Q1 2025 Added 6.12%
$0
$285 Million 0.23% of portfolio
3,065
Q1 2025 Reduced 42.83%
$864B
$278 Million 0.23% of portfolio
1,674
Q1 2025 Added 5.35%
$217B
$265 Million 0.21% of portfolio
1,064
Q1 2025 Added 0.66%
$54.7B
$236 Million 0.19% of portfolio
966
Q1 2025 Added 3.32%
$271B
$238 Million 0.19% of portfolio
2,193
Q1 2025 Added 31.47%
$440B
$232 Million 0.19% of portfolio
1,948
Q1 2025 New
$342B
$223 Million 0.18% of portfolio
830
Q1 2025 Reduced 6.0%
$385B
$225 Million 0.18% of portfolio
430
Q1 2025 Reduced 5.29%
$979B
$228 Million 0.18% of portfolio
1,458
Q4 2024 Reduced 0.07%
$0
$208 Million 0.17% of portfolio
3,570
Q1 2025 New
$1.88T
$205 Million 0.17% of portfolio
1,078
Q1 2025 Reduced 3.23%
$4.21B
$24.2 Million 0.02% of portfolio
10,005
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $123 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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