Warren Street Wealth Advisors, LLC Incresed Positions in Q4 2024

Warren Street Wealth Advisors, LLC

  • $238 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
2.29K
+ 41.66%
$213.65 - $479.86 $489K - $1.1M
7.79K $3.14M
AAPL
Apple Inc.

Technology
973
+ 5.29%
$221.69 - $259.02 $216K - $252K
19.4K $4.85M
AVGO
Broadcom Inc.

Technology
482
+ 7.44%
$159.67 - $250.0 $77K - $121K
6.96K $1.61M
GOOG
Alphabet Inc.

Communication Services
139
+ 0.85%
$163.08 - $198.16 $22.7K - $27.5K
16.4K $3.13M
GOOGL
Alphabet Inc.

Communication Services
412
+ 4.41%
$161.86 - $196.66 $66.7K - $81K
9.76K $1.85M
VEA
Vanguard Ftse Developed Market

ETFs
6.51K
+ 38.03%
$47.57 - $52.44 $309K - $341K
23.6K $1.13M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.4K
+ 4.63%
$100.16 - $100.7 $240K - $241K
54.2K $5.43M
SPMD
Spdr Portfolio

ETFs
3.71K
+ 3.03%
$54.13 - $59.56 $201K - $221K
126K $6.92M
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
18.4K
+ 3.42%
$18.43 - $19.57 $340K - $361K
557K $10.5M
GLDM
World Gold Trust

ETFs
3.65K
+ 1.58%
$50.76 - $55.23 $185K - $202K
234K $12.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.28K
+ 42.28%
$44.04 - $49.49 $189K - $212K
14.4K $634K
CMF
Ishares California Muni Bond E

ETFs
3.27K
+ 6.04%
$56.66 - $58.1 $185K - $190K
57.3K $3.28M
FMB
First Tr Exchange Traded Fd Ii

ETFs
3.01K
+ 22.46%
$50.62 - $52.07 $152K - $157K
16.4K $837K
ABBV
Abb Vie Inc.

Healthcare
1.01K
+ 49.36%
$164.99 - $203.87 $166K - $205K
3.04K $540K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
5.76K
+ 37.15%
$26.65 - $29.34 $153K - $169K
21.2K $575K
META
Meta Platforms, Inc.

Communication Services
79
+ 2.79%
$554.08 - $632.68 $43.8K - $50K
2.92K $1.72M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.33K
+ 2.92%
$44.33 - $49.55 $148K - $165K
117K $5.28M
COST
Costco Wholesale Corp

Consumer Defensive
60
+ 12.4%
$873.59 - $994.69 $52.4K - $59.7K
544 $498K
MA
Mastercard Inc

Financial Services
64
+ 6.11%
$491.3 - $536.15 $31.4K - $34.3K
1.11K $585K
WMT
Walmart Inc.

Consumer Defensive
171
+ 3.27%
$79.1 - $95.7 $13.5K - $16.4K
5.41K $488K
CRM
Salesforce, Inc.

Technology
34
+ 3.94%
$270.87 - $367.87 $9.21K - $12.5K
896 $299K
NOW
Service Now, Inc.

Technology
19
+ 7.6%
$867.18 - $1148.42 $16.5K - $21.8K
269 $285K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.47%
$4100.99 - $5300.34 $4.1K - $5.3K
69 $342K
PG
Procter & Gamble CO

Consumer Defensive
433
+ 13.25%
$161.05 - $179.7 $69.7K - $77.8K
3.7K $620K
ADP
Automatic Data Processing Inc

Industrials
55
+ 4.43%
$280.08 - $307.97 $15.4K - $16.9K
1.3K $379K
MUB
Ishares National Muni Bond ETF

ETFs
348
+ 17.4%
$105.78 - $108.7 $36.8K - $37.8K
2.35K $250K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.97K
+ 17.16%
$33.39 - $37.66 $65.9K - $74.3K
13.5K $449K
TMUS
T Mobile Us, Inc.

Communication Services
47
+ 4.3%
$206.1 - $246.94 $9.69K - $11.6K
1.14K $251K
MSFT
Microsoft Corp

Technology
238
+ 2.74%
$406.35 - $454.46 $96.7K - $108K
8.93K $3.76M
PGR
Progressive Corp

Financial Services
154
+ 15.81%
$239.6 - $268.88 $36.9K - $41.4K
1.13K $270K
ISRG
Intuitive Surgical Inc

Healthcare
10
+ 2.19%
$471.27 - $550.62 $4.71K - $5.51K
467 $243K
INTU
Intuit Inc

Technology
25
+ 5.87%
$602.01 - $706.25 $15.1K - $17.7K
451 $283K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
125
+ 1.09%
$55.05 - $58.86 $6.88K - $7.36K
11.6K $652K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
945
+ 12.41%
$75.65 - $83.47 $71.5K - $78.9K
8.56K $651K
HD
Home Depot, Inc.

Consumer Cyclical
58
+ 5.24%
$385.02 - $431.37 $22.3K - $25K
1.17K $453K
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
223
+ 0.31%
N/A
71.6K $0
ABT
Abbott Laboratories

Healthcare
7
+ 0.38%
$111.93 - $119.39 $784 - $836
1.85K $209K
FCAL
First Tr Iii Calif Mun High In

ETFs
29
+ 0.31%
$49.2 - $50.51 $1.43K - $1.46K
9.3K $459K
CAT
Caterpillar Inc

Industrials
6
+ 1.02%
$360.37 - $416.88 $2.16K - $2.5K
594 $215K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
302
+ 1.65%
$44.25 - $47.77 $13.4K - $14.4K
18.6K $828K
QCOM
Qualcomm Inc

Technology
9
+ 0.67%
$150.4 - $178.04 $1.35K - $1.6K
1.36K $208K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
134
+ 1.2%
$34.13 - $37.35 $4.57K - $5K
11.3K $385K
SDG
Ishares Trust Ishares Msci Glo

ETFs
157
+ 4.06%
$71.56 - $85.77 $11.2K - $13.5K
4.03K $288K
KO
Coca Cola CO

Consumer Defensive
50
+ 1.04%
$61.74 - $71.71 $3.09K - $3.59K
4.84K $301K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
11.9K
+ 169.27%
$27.54 - $83.04 $329K - $991K
19K $525K
LLY
Eli Lilly & CO

Healthcare
61
+ 5.52%
$727.2 - $932.06 $44.4K - $56.9K
1.17K $900K
GII
Spdr S&P Global Infrasture ETF

ETFs
3.69K
+ 2.46%
$57.64 - $63.28 $213K - $234K
154K $9.09M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
2.65K
+ 1.8%
$31.31 - $35.01 $83K - $92.8K
150K $4.7M
VNQI
Vanguard Global Ex U.S. Real

ETFs
3.02K
+ 3.52%
$39.22 - $47.52 $119K - $144K
88.9K $3.52M
Activity Summary
Buys All Purchases 58 New Holdings 6 Increased Positions 52 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 2 Puts 0
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