Gutierrez Wealth Advisory, LLC Portfolio Holdings by Sector

Gutierrez Wealth Advisory, LLC

$149 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO CGGR CGDV VEA VXF CGXU VTEB CGGO 31 stocks	$107 Million 87.46% of portfolio	16	14	12	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$3.73 Million 3.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG 2 stocks	$3.45 Million 2.82% of portfolio	-	2	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO TSM NVDA 3 stocks	$1.22 Million 1.0% of portfolio	-	3	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.14 Million 0.94% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HOMB 1 stocks	$971,835 0.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$916,338 0.75% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$691,982 0.57% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate WPC 1 stocks	$613,891 0.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$583,434 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$528,517 0.43% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare AMGN 1 stocks	$397,180 0.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$351,060 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$301,758 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$206,446 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$202,804 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical LCID 1 stocks	$21,111 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts

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