Warren Street Wealth Advisors, LLC Purchases in Q1 2025

Warren Street Wealth Advisors, LLC

  • $248 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
23.5K
+ 43.38%
$100.34 - $100.68 $2.36M - $2.37M
77.6K $7.82M
GLDM
World Gold Trust

ETFs
4.34K
+ 1.86%
$52.19 - $61.03 $227K - $265K
238K $14.5M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
32.6K
+ 6.36%
$29.72 - $31.94 $968K - $1.04M
544K $16.9M
GNR
Spdr S&P Global Natural Resour

ETFs
13.7K
+ 9.54%
$50.12 - $54.48 $688K - $748K
158K $8.41M
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
34.6K
+ 6.21%
$18.9 - $20.05 $655K - $694K
592K $11.5M
GII
Spdr S&P Global Infrasture ETF

ETFs
8.68K
+ 5.65%
$58.92 - $62.25 $511K - $540K
162K $10M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
12.5K
+ 8.34%
$30.59 - $33.02 $383K - $413K
163K $5.2M
VNQI
Vanguard Global Ex U.S. Real

ETFs
9.45K
+ 10.64%
$38.22 - $41.19 $361K - $389K
98.3K $4M
USFR
Wisdomtree Floating Rate Treas

ETFs
8.98K
+ 12.68%
$50.29 - $50.5 $452K - $454K
79.8K $4.02M
AMGN
Amgen Inc

Healthcare
922
New
$258.59 - $327.36 $238K - $302K
922 $287K
LLY
Eli Lilly & CO

Healthcare
260
+ 22.3%
$725.72 - $929.72 $189K - $242K
1.43K $1.18M
MCD
Mcdonalds Corp

Consumer Cyclical
860
New
$279.74 - $321.29 $241K - $276K
860 $268K
IWF
Ishares Russell 1000 Gr ETF

ETFs
691
New
$360.07 - $417.26 $249K - $288K
691 $249K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
509
New
$402.49 - $513.76 $205K - $262K
509 $246K
GE
General Electric CO

Industrials
1.23K
New
$168.59 - $212.13 $207K - $260K
1.23K $245K
TRV
Travelers Companies, Inc.

Financial Services
891
New
$232.43 - $265.13 $207K - $236K
891 $235K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.22K
New
$182.82 - $196.21 $223K - $240K
1.22K $227K
IBM
International Business Machines Corp

Technology
901
New
$217.4 - $264.74 $196K - $239K
901 $224K
GLD
Spdr Gold Trust

ETFs
771
New
$243.19 - $288.14 $187K - $222K
771 $222K
WM
Waste Management Inc

Industrials
960
New
$200.54 - $233.78 $193K - $224K
960 $222K
CSCO
Cisco Systems, Inc.

Technology
3.57K
New
$58.74 - $64.87 $210K - $232K
3.57K $220K
PEP
Pepsico Inc

Consumer Defensive
1.46K
New
$142.64 - $156.42 $208K - $228K
1.46K $218K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
5.83K
New
$32.66 - $36.43 $190K - $212K
5.83K $204K
ABBV
Abb Vie Inc.

Healthcare
469
+ 15.41%
$169.2 - $216.66 $79.4K - $102K
3.51K $736K
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
3.92K
+ 9.9%
$23.44 - $26.38 $91.8K - $103K
43.5K $1.12M
SGOL
Abrdn Gold ETF Trust

ETFs
827
+ 2.54%
$25.14 - $29.39 $20.8K - $24.3K
33.4K $982K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
43
+ 2.52%
$442.66 - $534.52 $19K - $23K
1.75K $918K
V
Visa Inc.

Financial Services
122
+ 5.09%
$306.92 - $362.71 $37.4K - $44.3K
2.52K $883K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.04K
+ 14.18%
$42.5 - $46.71 $86.8K - $95.4K
16.5K $745K
XOM
Exxon Mobil Corp

Energy
569
+ 18.09%
$105.44 - $118.93 $60K - $67.7K
3.72K $441K
KO
Coca Cola CO

Consumer Defensive
674
+ 13.91%
$60.81 - $72.32 $41K - $48.7K
5.52K $395K
NFLX
Netflix Inc

Communication Services
51
+ 6.57%
$828.4 - $1058.6 $42.2K - $54K
827 $771K
PGR
Progressive Corp

Financial Services
91
+ 8.07%
$235.61 - $291.22 $21.4K - $26.5K
1.22K $344K
COST
Costco Wholesale Corp

Consumer Defensive
59
+ 10.85%
$890.62 - $1076.86 $52.5K - $63.5K
603 $570K
ABT
Abbott Laboratories

Healthcare
267
+ 14.42%
$111.1 - $140.22 $29.7K - $37.4K
2.12K $280K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
947
+ 3.11%
N/A
31.4K $2.35M
MA
Mastercard Inc

Financial Services
74
+ 6.66%
$504.67 - $576.31 $37.3K - $42.6K
1.19K $649K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
550
+ 3.86%
$9.49 - $14.83 $5.22K - $8.16K
14.8K $201K
TMUS
T Mobile Us, Inc.

Communication Services
28
+ 2.45%
$211.3 - $272.83 $5.92K - $7.64K
1.17K $311K
IAU
Ishares Gold Trust

ETFs
5
+ 0.1%
$49.74 - $58.96 $249 - $295
4.82K $284K
MUB
Ishares National Muni Bond ETF

ETFs
458
+ 19.51%
$104.71 - $107.69 $48K - $49.3K
2.81K $295K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
2.02K
+ 10.88%
$41.45 - $46.58 $83.6K - $94K
20.6K $873K
DIS
Walt Disney CO

Communication Services
703
+ 35.2%
$96.87 - $114.0 $68.1K - $80.1K
2.7K $266K
JPM
Jpmorgan Chase & CO

Financial Services
84
+ 2.18%
$225.19 - $279.95 $18.9K - $23.5K
3.94K $966K
ITOT
Ishares Core S&P Total U.S. St

ETFs
508
+ 17.66%
$120.29 - $134.6 $61.1K - $68.4K
3.38K $410K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
178
+ 1.58%
$33.84 - $37.77 $6.02K - $6.72K
11.5K $420K
VTI
Vanguard Total Stock Market Et

ETFs
196
+ 16.04%
$271.18 - $303.12 $53.2K - $59.4K
1.42K $387K
ADP
Automatic Data Processing Inc

Industrials
49
+ 3.78%
$286.85 - $318.64 $14.1K - $15.6K
1.35K $411K
GUNR
Flexshares Tr Morningstar Glob

ETFs
5
+ 0.04%
$36.6 - $39.56 $183 - $198
11.9K $459K
Activity Summary
Buys All Purchases 78 New Holdings 15 Increased Positions 63 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 1 Puts 0
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