Warren Street Wealth Advisors, LLC Incresed Positions in Q2 2025

Warren Street Wealth Advisors, LLC

  • $292 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10.5K
+ 7.18%
$456.74 - $568.03 $4.78M - $5.94M
156K $88.7M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
37.9K
+ 6.96%
$27.26 - $34.48 $1.03M - $1.31M
582K $20.1M
NVDA
Nvidia Corp

Technology
1.37K
+ 3.55%
$94.31 - $157.99 $129K - $217K
40K $6.32M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.33K
+ 119.68%
$496.48 - $617.85 $1.16M - $1.44M
4.28K $2.64M
MSFT
Microsoft Corp

Technology
742
+ 8.1%
$354.56 - $497.45 $263K - $369K
9.9K $4.92M
GII
Spdr S&P Global Infrasture ETF

ETFs
8.57K
+ 5.28%
$57.32 - $67.33 $491K - $577K
171K $11.5M
GLDM
World Gold Trust

ETFs
4.89K
+ 2.05%
$58.96 - $67.97 $288K - $332K
243K $15.9M
AMGN
Amgen Inc

Healthcare
4.67K
+ 506.72%
$262.28 - $309.85 $1.23M - $1.45M
5.59K $1.56M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
13.2K
+ 8.13%
$27.65 - $36.12 $365K - $477K
176K $6.35M
SPMD
Spdr Portfolio

ETFs
12.9K
+ 9.75%
$44.89 - $54.38 $581K - $703K
146K $7.92M
GNR
Spdr S&P Global Natural Resour

ETFs
15K
+ 9.52%
$45.66 - $55.03 $685K - $826K
173K $9.36M
VNQI
Vanguard Global Ex U.S. Real

ETFs
8.19K
+ 8.33%
$37.77 - $46.15 $309K - $378K
107K $4.92M
AVGO
Broadcom Inc.

Technology
182
+ 2.27%
$146.29 - $275.65 $26.6K - $50.2K
8.19K $2.26M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
12.2K
+ 9.75%
$35.35 - $42.68 $432K - $522K
138K $5.86M
USFR
Wisdomtree Floating Rate Treas

ETFs
15.1K
+ 18.91%
$50.28 - $50.47 $759K - $762K
94.9K $4.78M
META
Meta Platforms, Inc.

Communication Services
155
+ 5.16%
$484.66 - $738.09 $75.1K - $114K
3.16K $2.33M
IVV
Ishares Core S&P 500 ETF

ETFs
509
+ 14.25%
$498.8 - $620.9 $254K - $316K
4.08K $2.53M
AMZN
Amazon Com Inc

Consumer Cyclical
712
+ 5.74%
$167.32 - $223.3 $119K - $159K
13.1K $2.88M
NFLX
Netflix Inc

Communication Services
28
+ 3.39%
$855.86 - $1339.13 $24K - $37.5K
855 $1.14M
IWF
Ishares Russell 1000 Gr ETF

ETFs
742
+ 107.38%
$320.42 - $424.58 $238K - $315K
1.43K $604K
GOOGL
Alphabet Inc.

Communication Services
709
+ 7.22%
$144.7 - $178.6 $103K - $127K
10.5K $1.86M
IBM
International Business Machines Corp

Technology
836
+ 92.79%
$221.03 - $294.78 $185K - $246K
1.74K $512K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.12K
+ 20.13%
$51.16 - $62.02 $160K - $193K
18.6K $1.15M
PLTR
Palantir Technologies Inc.

Technology
323
+ 8.39%
$74.01 - $144.25 $23.9K - $46.6K
4.17K $568K
LLY
Eli Lilly & CO

Healthcare
359
+ 25.18%
$713.71 - $898.95 $256K - $323K
1.79K $1.39M
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
V
Visa Inc.

Financial Services
251
+ 9.96%
$308.27 - $373.31 $77.4K - $93.7K
2.77K $983K
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
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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