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
CDLX
Cardlytics, Inc.

Communication Services
12.9K
New
$1.81 - $3.9 $23.4K - $50.5K
12.9K $23K
LYG
Lloyds Banking Group PLC

Financial Services
268
+ 1.7%
$2.58 - $3.9 $691 - $1.05K
16.1K $61K
NEE
Nextera Energy Inc

Utilities
275
+ 5.75%
$66.96 - $76.16 $18.4K - $20.9K
5.06K $358K
SPY
Spdr S&P 500 ETF Trust

ETFs
113
+ 6.16%
$551.42 - $612.93 $62.3K - $69.3K
1.95K $1.09M
QCOM
Qualcomm Inc

Technology
95
+ 7.01%
$151.94 - $175.86 $14.4K - $16.7K
1.45K $222K
META
Meta Platforms, Inc.

Communication Services
89
+ 3.05%
$576.36 - $736.67 $51.3K - $65.6K
3K $1.73M
WMT
Walmart Inc.

Consumer Defensive
280
+ 5.18%
$84.5 - $105.05 $23.7K - $29.4K
5.69K $499K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.31K
+ 6.92%
$25.58 - $29.24 $33.6K - $38.4K
20.3K $531K
Celestica Inc
12
+ 0.29%
N/A
4.09K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
8.95K
+ 10.66%
N/A
92.9K $0
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
534
+ 3.39%
$5.83 - $7.58 $3.11K - $4.05K
16.3K $101K
MLI
Mueller Industries Inc

Industrials
28
+ 1.07%
$76.14 - $82.67 $2.13K - $2.31K
2.65K $202K
FCAL
First Tr Iii Calif Mun High In

ETFs
2
+ 0.02%
$48.53 - $49.76 $97.1 - $99.5
9.31K $451K
HD
Home Depot, Inc.

Consumer Cyclical
41
+ 3.52%
$347.25 - $424.87 $14.2K - $17.4K
1.21K $441K
AMD
Advanced Micro Devices Inc

Technology
137
+ 5.57%
$96.63 - $129.55 $13.2K - $17.7K
2.6K $266K
CRM
Salesforce, Inc.

Technology
60
+ 6.7%
$268.36 - $359.95 $16.1K - $21.6K
956 $256K
ORCL
Oracle Corp

Technology
506
+ 9.7%
$139.81 - $186.47 $70.7K - $94.4K
5.72K $799K
SPMD
Spdr Portfolio

ETFs
6.29K
+ 4.97%
$50.21 - $57.73 $316K - $363K
133K $6.77M
AMZN
Amazon Com Inc

Consumer Cyclical
941
+ 8.2%
$190.26 - $242.06 $179K - $228K
12.4K $2.36M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.95K
+ 6.76%
$40.03 - $46.81 $318K - $372K
125K $5.09M
AAPL
Apple Inc.

Technology
1.51K
+ 7.81%
$209.68 - $247.1 $317K - $374K
20.9K $4.64M
AVGO
Broadcom Inc.

Technology
1.05K
+ 15.1%
$167.43 - $244.7 $176K - $257K
8.01K $1.34M
MSFT
Microsoft Corp

Technology
234
+ 2.62%
$375.39 - $447.2 $87.8K - $105K
9.16K $3.44M
GOOGL
Alphabet Inc.

Communication Services
68
+ 0.7%
$154.33 - $206.19 $10.5K - $14K
9.83K $1.52M
NVDA
Nvidia Corp

Technology
2.65K
+ 7.36%
$106.98 - $149.43 $283K - $395K
38.6K $4.18M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.24K
+ 4.48%
$507.05 - $563.67 $3.16M - $3.52M
146K $74.4M
TSLA
Tesla, Inc.

Consumer Cyclical
120
+ 1.54%
$222.15 - $428.22 $26.7K - $51.4K
7.91K $2.05M
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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