Warren Street Wealth Advisors, LLC Purchases in Q3 2024

Warren Street Wealth Advisors, LLC

  • $234 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GLDM
World Gold Trust

ETFs
230K
New
$46.2 - $53.01 $10.6M - $12.2M
230K $12M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.59K
+ 3.41%
$475.2 - $527.7 $2.18M - $2.42M
139K $73.5M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
23.3K
+ 81.67%
$100.3 - $100.74 $2.33M - $2.34M
51.8K $5.21M
USFR
Wisdomtree Floating Rate Treas

ETFs
41.1K
+ 133.78%
$50.2 - $50.48 $2.07M - $2.08M
71.9K $3.61M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
21.8K
+ 4.57%
$29.23 - $33.51 $636K - $729K
498K $16.5M
GII
Spdr S&P Global Infrasture ETF

ETFs
7.43K
+ 5.22%
$54.45 - $61.92 $405K - $460K
150K $9.25M
GNR
Spdr S&P Global Natural Resour

ETFs
9.3K
+ 7.07%
$53.02 - $57.84 $493K - $538K
141K $8.12M
VNQI
Vanguard Global Ex U.S. Real

ETFs
5.66K
+ 7.06%
$40.45 - $47.24 $229K - $267K
85.9K $4.03M
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
33.9K
+ 6.71%
$17.85 - $19.36 $605K - $656K
539K $10.3M
AAPL
Apple Inc.

Technology
1.32K
+ 7.7%
$207.23 - $234.82 $273K - $309K
18.4K $4.29M
SPMD
Spdr Portfolio

ETFs
3.86K
+ 3.25%
$50.29 - $54.92 $194K - $212K
123K $6.71M
PWZ
Invesco California Amt Free Mu

ETFs
21.6K
New
$24.63 - $25.25 $532K - $546K
21.6K $541K
GOOG
Alphabet Inc.

Communication Services
4.03K
+ 32.88%
$149.54 - $192.66 $603K - $776K
16.3K $2.72M
NVDA
Nvidia Corp

Technology
3.28K
+ 9.86%
$98.91 - $134.91 $324K - $442K
36.5K $4.43M
META
Meta Platforms, Inc.

Communication Services
151
+ 5.62%
$453.41 - $572.44 $68.5K - $86.4K
2.84K $1.62M
PGR
Progressive Corp

Financial Services
974
New
$209.46 - $259.24 $204K - $252K
974 $247K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
6.09K
+ 4.31%
$31.25 - $35.38 $190K - $215K
147K $5.1M
CAT
Caterpillar Inc

Industrials
588
New
$316.8 - $391.12 $186K - $230K
588 $229K
EME
Emcor Group, Inc.

Industrials
528
New
$340.22 - $435.6 $180K - $230K
528 $227K
TMUS
T Mobile Us, Inc.

Communication Services
1.09K
New
$175.14 - $206.36 $192K - $226K
1.09K $225K
CVNA
Carvana Co.

Consumer Cyclical
1.3K
New
$122.32 - $175.15 $158K - $227K
1.3K $225K
ISRG
Intuitive Surgical Inc

Healthcare
457
New
$416.14 - $494.01 $190K - $226K
457 $224K
NOW
Service Now, Inc.

Technology
250
New
$730.87 - $937.36 $183K - $234K
250 $223K
LMT
Lockheed Martin Corp

Industrials
368
New
$460.3 - $584.56 $169K - $215K
368 $215K
LOW
Lowes Companies Inc

Consumer Cyclical
759
New
$213.3 - $270.78 $162K - $206K
759 $205K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
1.28K
New
$144.27 - $157.55 $185K - $202K
1.28K $201K
ORCL
Oracle Corp

Technology
271
+ 5.35%
$125.9 - $170.35 $34.1K - $46.2K
5.33K $908K
AVGO
Broadcom Inc.

Technology
5.9K
+ 1024.83%
$136.27 - $1745.86 $804K - $10.3M
6.48K $1.12M
SGOL
Abrdn Gold ETF Trust

ETFs
2.32K
+ 6.71%
$22.26 - $25.51 $51.7K - $59.3K
36.9K $928K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.44K
+ 23.32%
$75.63 - $84.89 $109K - $122K
7.62K $640K
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
3.89K
+ 9.58%
$22.58 - $26.27 $87.9K - $102K
44.5K $1.15M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
1.34K
+ 7.92%
$41.88 - $46.21 $56.1K - $61.9K
18.3K $842K
GOOGL
Alphabet Inc.

Communication Services
1.37K
+ 17.13%
$148.65 - $191.18 $203K - $261K
9.35K $1.55M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5
+ 0.29%
$405.19 - $478.57 $2.03K - $2.39K
1.73K $794K
CMF
Ishares California Muni Bond E

ETFs
365
+ 0.68%
$56.65 - $58.17 $20.7K - $21.2K
54K $3.14M
ABBV
Abb Vie Inc.

Healthcare
192
+ 10.4%
$163.84 - $199.33 $31.5K - $38.3K
2.04K $402K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
604
+ 9.37%
$75.47 - $83.18 $45.6K - $50.2K
7.05K $585K
AMZN
Amazon Com Inc

Consumer Cyclical
826
+ 7.72%
$161.02 - $200.0 $133K - $165K
11.5K $2.15M
MA
Mastercard Inc

Financial Services
54
+ 5.44%
$429.6 - $500.99 $23.2K - $27.1K
1.05K $517K
WMT
Walmart Inc.

Consumer Defensive
56
+ 1.08%
$66.91 - $81.4 $3.75K - $4.56K
5.24K $422K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
843
+ 2.71%
$74.82 - $74.82 $63.1K - $63.1K
31.9K $2.39M
NFLX
Netflix Inc

Communication Services
33
+ 4.36%
$598.55 - $722.26 $19.8K - $23.8K
790 $560K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
638
+ 6.07%
$33.74 - $37.96 $21.5K - $24.2K
11.1K $418K
LLY
Eli Lilly & CO

Healthcare
69
+ 6.66%
$772.14 - $960.02 $53.3K - $66.2K
1.11K $978K
MSFT
Microsoft Corp

Technology
399
+ 4.81%
$395.15 - $467.56 $158K - $187K
8.69K $3.74M
PG
Procter & Gamble CO

Consumer Defensive
14
+ 0.43%
$160.76 - $177.82 $2.25K - $2.49K
3.27K $565K
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 2.54%
$801.83 - $917.05 $9.62K - $11K
484 $429K
AMGN
Amgen Inc

Healthcare
51
+ 7.12%
$309.38 - $337.38 $15.8K - $17.2K
767 $247K
CRM
Salesforce, Inc.

Technology
3
+ 0.35%
$238.42 - $276.53 $715 - $830
862 $235K
Activity Summary
Buys All Purchases 61 New Holdings 12 Increased Positions 49 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 1 Puts 0
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