Gutierrez Wealth Advisory, LLC Portfolio Holdings by Sector

Gutierrez Wealth Advisory, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO CGDV CGGR VEA VXF CGXU CGGO VTEB 33 stocks	$113 Million 89.63% of portfolio	18	10	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG 2 stocks	$3.47 Million 2.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$1.93 Million 1.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA TSM 3 stocks	$1.34 Million 1.06% of portfolio	1	2	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.16 Million 0.92% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.12 Million 0.88% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HOMB 1 stocks	$972,919 0.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$721,432 0.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$538,463 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts

Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$517,646 0.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare AMGN 1 stocks	$397,810 0.32% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate WPC 1 stocks	$376,782 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$338,000 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$219,155 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts

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