Warren Street Wealth Advisors, LLC Purchases in Q2 2025

Warren Street Wealth Advisors, LLC

  • $292 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CRWD
Crowd Strike Holdings, Inc.

Technology
394
New
$321.63 - $509.31 $127K - $201K
394 $200K
IWD
Ishares Russell 1000 Val ETF

ETFs
952
+ 77.91%
$166.82 - $194.23 $159K - $185K
2.17K $422K
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
2.56K
+ 5.88%
$22.92 - $28.04 $58.6K - $71.7K
46K $1.28M
CVNA
Carvana Co.

Consumer Cyclical
31
+ 2.76%
$162.57 - $345.64 $5.04K - $10.7K
1.15K $388K
BKNG
Booking Holdings Inc.

Consumer Cyclical
7
+ 10.29%
$4164.15 - $5789.24 $29.1K - $40.5K
75 $434K
NOW
Service Now, Inc.

Technology
55
+ 20.6%
$721.65 - $1040.18 $39.7K - $57.2K
322 $331K
SPYG
Spdr Portfolio

ETFs
195
+ 3.02%
$71.83 - $95.32 $14K - $18.6K
6.66K $634K
WMT
Walmart Inc.

Consumer Defensive
595
+ 10.46%
$81.79 - $99.98 $48.7K - $59.5K
6.28K $614K
INTU
Intuit Inc

Technology
41
+ 9.09%
$544.07 - $787.63 $22.3K - $32.3K
492 $387K
AMD
Advanced Micro Devices Inc

Technology
1
+ 0.04%
$78.21 - $143.81 $78.2 - $144
2.6K $368K
COST
Costco Wholesale Corp

Consumer Defensive
70
+ 11.61%
$908.13 - $1056.85 $63.6K - $74K
673 $666K
IEFA
Ishares Tr

ETFs
700
+ 18.89%
$67.83 - $84.09 $47.5K - $58.9K
4.41K $367K
GE
General Electric CO

Industrials
53
+ 4.33%
$166.81 - $257.39 $8.84K - $13.6K
1.28K $328K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
1.13K
+ 5.49%
$37.28 - $45.23 $42.1K - $51.1K
21.7K $955K
KO
Coca Cola CO

Consumer Defensive
1.17K
+ 21.13%
$68.37 - $73.9 $79.7K - $86.2K
6.68K $472K
ISRG
Intuitive Surgical Inc

Healthcare
93
+ 20.22%
$451.58 - $565.94 $42K - $52.6K
553 $300K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
155
+ 1.34%
$47.24 - $58.55 $7.32K - $9.08K
11.7K $685K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
17
+ 0.2%
$73.02 - $90.22 $1.24K - $1.53K
8.58K $765K
CSCO
Cisco Systems, Inc.

Technology
424
+ 11.88%
$53.19 - $69.38 $22.6K - $29.4K
3.99K $277K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
162
+ 1.41%
$32.66 - $40.75 $5.29K - $6.6K
11.6K $470K
MA
Mastercard Inc

Financial Services
47
+ 3.97%
$479.92 - $590.74 $22.6K - $27.8K
1.23K $692K
ABT
Abbott Laboratories

Healthcare
256
+ 12.09%
$123.95 - $138.08 $31.7K - $35.3K
2.37K $322K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
209
+ 1.73%
$45.11 - $52.34 $9.43K - $10.9K
12.3K $644K
CRM
Salesforce, Inc.

Technology
84
+ 8.79%
$236.26 - $291.15 $19.8K - $24.5K
1.04K $283K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
100
+ 19.65%
$421.16 - $509.5 $42.1K - $51K
609 $271K
WDAY
Workday, Inc.

Technology
63
+ 7.06%
$210.47 - $274.71 $13.3K - $17.3K
955 $229K
PGR
Progressive Corp

Financial Services
137
+ 11.24%
$255.27 - $288.74 $35K - $39.6K
1.36K $361K
WM
Waste Management Inc

Industrials
85
+ 8.85%
$216.47 - $242.1 $18.4K - $20.6K
1.05K $239K
SDG
Ishares Trust Ishares Msci Glo

ETFs
43
+ 1.07%
$65.66 - $77.49 $2.82K - $3.33K
4.07K $308K
TRV
Travelers Companies, Inc.

Financial Services
47
+ 5.27%
$233.83 - $276.34 $11K - $13K
938 $250K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
161
+ 0.51%
N/A
31.6K $2.36M
LYG
Lloyds Banking Group PLC

Financial Services
388
+ 2.41%
$3.32 - $4.29 $1.29K - $1.66K
16.5K $69K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
1.12K
+ 6.86%
$5.61 - $6.49 $6.26K - $7.24K
17.4K $105K
CMF
Ishares California Muni Bond E

ETFs
455
+ 0.81%
$54.52 - $56.7 $24.8K - $25.8K
56.6K $3.15M
Hafnia LTD
12.7K
New
N/A
12.7K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
12.5K
+ 15.38%
N/A
93.4K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
11.9K
+ 12.81%
N/A
105K $0
Ge Vernova Inc
384
New
N/A
384 $0
Lam Research Corp
2.16K
New
N/A
2.16K $0
MCD
Mcdonalds Corp

Consumer Cyclical
49
+ 5.7%
$285.55 - $321.23 $14K - $15.7K
909 $265K
NEE
Nextera Energy Inc

Utilities
14
+ 0.28%
$64.11 - $75.0 $898 - $1.05K
5.07K $351K
PG
Procter & Gamble CO

Consumer Defensive
75
+ 2.24%
$157.66 - $172.39 $11.8K - $12.9K
3.42K $544K
CVX
Chevron Corp

Energy
483
+ 1.27%
$133.73 - $168.51 $64.6K - $81.4K
38.5K $5.51M
Activity Summary
Buys All Purchases 94 New Holdings 28 Increased Positions 66 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 2 Puts 0
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