Gutierrez Wealth Advisory, LLC Portfolio Holdings

Gutierrez Wealth Advisory, LLC

  • $121 Billion
  • Q4 2024

Gutierrez Wealth Advisory, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $121 Billion distributed in 75 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 $16.4B, Capital Group Growth ETF Shs C with a value of $12.9B, Capital Group Divid Value ETF with a value of $12.3B, Vanguard Ftse Developed Market with a value of $10B, and Vanguard Extended Market ETF with a value of $8.16B.

Examining the 13F form we can see an increase of $121B in the current position value.

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 $121 Billion
ETFs: $88.8 Billion
Consumer Defensive: $3.68 Billion
Communication Services: $2.9 Billion
Technology: $2.85 Billion
Financial Services: $1.07 Billion
Healthcare: $800 Million
Industrials: $737 Million
Real Estate: $410 Million
Other: $244 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.4 Billion 13.51% of portfolio
30,401
Q4 2024 New
$0
$12.9 Billion 10.62% of portfolio
346,473
Q4 2024 New
$0
$12.3 Billion 10.17% of portfolio
349,573
Q4 2024 New
$0
$10 Billion 8.27% of portfolio
209,696
Q4 2024 New
$0
$8.16 Billion 6.73% of portfolio
42,952
Q4 2024 New
Vanguard Malvern Fds
-
$8.11 Billion 6.69% of portfolio
-
Q4 2024 New
-
$8.02 Billion 6.62% of portfolio
-
Q4 2024 New
$0
$7.76 Billion 6.4% of portfolio
314,627
Q4 2024 New
$0
$5.77 Billion 4.76% of portfolio
197,556
Q4 2024 New
$0
$3.91 Billion 3.23% of portfolio
78,000
Q4 2024 New
$0
$3.44 Billion 2.84% of portfolio
78,172
Q4 2024 New
$279B
$3.42 Billion 2.82% of portfolio
37,854
Q4 2024 New
Capital Grp Fixed Incm ETF T
-
$3.25 Billion 2.68% of portfolio
-
Q4 2024 New
$0
$3.25 Billion 2.68% of portfolio
30,507
Q4 2024 New
$1.61T
$2.62 Billion 2.16% of portfolio
4,470
Q4 2024 New
$0
$1.08 Billion 0.89% of portfolio
3,714
Q4 2024 New
$95.2B
$663 Million 0.55% of portfolio
2,861
Q4 2024 New
$6.25B
$579 Million 0.48% of portfolio
20,455
Q4 2024 New
$0
$544 Million 0.45% of portfolio
5,361
Q4 2024 New
$0
$537 Million 0.44% of portfolio
4,567
Q4 2024 New
$614B
$493 Million 0.41% of portfolio
1,088
Q4 2024 New
$142B
$474 Million 0.39% of portfolio
1,119
Q4 2024 New
$3.66T
$446 Million 0.37% of portfolio
1,783
Q4 2024 New
$0
$421 Million 0.35% of portfolio
7,144
Q4 2024 New
$11.5B
$410 Million 0.34% of portfolio
7,528
Q4 2024 New
$0
$395 Million 0.33% of portfolio
1,373
Q4 2024 New
T Rowe Price ETF Inc
-
$369 Million 0.3% of portfolio
-
Q4 2024 New
$0
$365 Million 0.3% of portfolio
4,833
Q4 2024 New
$0
$349 Million 0.29% of portfolio
592
Q4 2024 New
$0
$340 Million 0.28% of portfolio
7,070
Q4 2024 New
$0
$335 Million 0.28% of portfolio
1,159
Q4 2024 New
$1.08T
$314 Million 0.26% of portfolio
1,589
Q4 2024 New
$158B
$318 Million 0.26% of portfolio
1,219
Q4 2024 New
$0
$307 Million 0.25% of portfolio
2,384
Q4 2024 New
$1.15T
$278 Million 0.23% of portfolio
1,459
Q4 2024 New
$67.2B
$263 Million 0.22% of portfolio
935
Q4 2024 New
$227B
$263 Million 0.22% of portfolio
2,184
Q4 2024 New
$826B
$252 Million 0.21% of portfolio
327
Q4 2024 New
$2.38T
$244 Million 0.2% of portfolio
1,114
Q4 2024 New
$223B
$232 Million 0.19% of portfolio
1,057
Q4 2024 New
$499B
$230 Million 0.19% of portfolio
454
Q4 2024 New
$333B
$224 Million 0.18% of portfolio
1,668
Q4 2024 New
$328B
$217 Million 0.18% of portfolio
883
Q4 2024 New
$0
$203 Million 0.17% of portfolio
770
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $121 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 45 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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