Gutierrez Wealth Advisory, LLC Purchases in Q2 2025

Gutierrez Wealth Advisory, LLC

  • $149 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard Mun Bd Fds
52.4K
New
N/A
52.4K $3.86B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
64K
+ 85.69%
$48.13 - $49.85 $3.08M - $3.19M
139K $6.8B
MUB
Ishares National Muni Bond ETF

ETFs
18.4K
+ 60.02%
$102.31 - $105.8 $1.88M - $1.95M
49.1K $5.13B
Vanguard Wellington Fd
15.4K
New
N/A
15.4K $1.55B
VEA
Vanguard Ftse Developed Market

ETFs
2.71K
+ 1.26%
$45.65 - $57.01 $124K - $155K
218K $12.4B
VIG
Vanguard Dividend Appreciation

ETFs
6K
New
N/A
6K $1.23B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
19.9K
New
$49.48 - $61.22 $982K - $1.22M
19.9K $1.21B
Capital Grp Fixed Incm ETF T
50.7K
+ 36.67%
N/A
189K $4.66B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.69K
New
$299.15 - $396.54 $805K - $1.07M
2.69K $1.07B
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.33K
New
$272.36 - $339.57 $635K - $791K
2.33K $791M
ACWI
Ishares Msci Acwi ETF

ETFs
4.61K
New
$103.59 - $128.6 $477K - $593K
4.61K $593M
AAPL
Apple Inc.

Technology
2.69K
+ 151.46%
$172.42 - $223.89 $464K - $602K
4.47K $916M
VT
Vanguard Total World Stk Index

ETFs
3.1K
New
$103.16 - $128.52 $320K - $399K
3.1K $399M
HOMB
Home Bancshares Inc

Financial Services
13.6K
+ 66.45%
$25.05 - $29.62 $341K - $404K
34.1K $972M
WMT
Walmart Inc.

Consumer Defensive
109
+ 0.29%
$81.79 - $99.98 $8.92K - $10.9K
38.1K $3.73B
Capital Group International
12.7K
New
N/A
12.7K $368M
IWM
Ishares Russell 2000 ETF

ETFs
1.49K
New
$174.82 - $215.79 $261K - $322K
1.49K $322M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.4K
+ 78.37%
$82.96 - $110.1 $199K - $264K
5.47K $602M
Capital Group Dividend Growe
9.2K
New
N/A
9.2K $309M
Vanguard Mun Bd Fds
3.86K
New
N/A
3.86K $292M
IVE
Ishares S&P 500 Value ETF

ETFs
1.1K
New
$168.34 - $195.42 $185K - $214K
1.1K $214M
T Rowe Price ETF Inc
4.98K
+ 39.5%
N/A
17.6K $620M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.13K
New
$162.65 - $188.71 $184K - $213K
1.13K $213M
VO
Vanguard Mid Cap ETF

ETFs
760
New
$228.54 - $279.83 $174K - $213K
760 $213M
VUG
Vanguard Growth ETF

ETFs
472
New
$329.49 - $438.4 $156K - $207K
472 $207M
IBM
International Business Machines Corp

Technology
127
+ 11.94%
$221.03 - $294.78 $28.1K - $37.4K
1.19K $351M
DE
Deere & CO

Industrials
24
+ 2.14%
$412.99 - $531.48 $9.91K - $12.8K
1.15K $583M
Vanguard Malvern Fds
259
+ 0.23%
N/A
113K $8.74B
WPC
W. P. Carey Inc.

Real Estate
95
+ 0.97%
$56.12 - $64.53 $5.33K - $6.13K
9.84K $614M
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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