Warren Street Wealth Advisors, LLC New Holdings in Q2 2025

Warren Street Wealth Advisors, LLC

  • $292 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AGNC
Agnc Investment Corp.

Real Estate
50.2K
New
$8.12 - $9.49 $408K - $477K
50.2K $461K
TLT
Ishares Barclays 20+ Year Trea

ETFs
5K
New
$83.97 - $92.85 $420K - $464K
5K $441K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.75K
New
$90.56 - $109.49 $249K - $301K
2.75K $300K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.32K
New
$141.37 - $228.57 $186K - $301K
1.32K $298K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.55K
New
$77.74 - $78.78 $276K - $279K
3.55K $278K
EME
Emcor Group, Inc.

Industrials
514
New
$342.02 - $534.89 $176K - $275K
514 $274K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.44K
New
$62.73 - $78.42 $216K - $269K
3.44K $266K
T
At&T Inc.

Communication Services
8.66K
New
$26.33 - $28.94 $228K - $251K
8.66K $250K
AXP
American Express CO

Financial Services
779
New
$231.39 - $318.98 $180K - $248K
779 $248K
KLAC
Kla Corp

Technology
264
New
$576.53 - $902.94 $152K - $238K
264 $236K
UBER
Uber Technologies, Inc

Technology
2.43K
New
$64.62 - $93.3 $157K - $227K
2.43K $226K
ADBE
Adobe Inc.

Technology
579
New
$340.0 - $420.68 $197K - $244K
579 $224K
EWJ
Ishares Msci Japan ETF

ETFs
2.99K
New
$61.32 - $75.28 $184K - $225K
2.99K $224K
WFC
Wells Fargo & Company

Financial Services
2.8K
New
$60.98 - $80.12 $171K - $224K
2.8K $224K
CAT
Caterpillar Inc

Industrials
579
New
$273.94 - $388.21 $159K - $225K
579 $224K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
3.76K
New
$47.63 - $60.01 $179K - $226K
3.76K $223K
MCK
Mckesson Corp

Healthcare
304
New
$652.83 - $732.78 $198K - $223K
304 $222K
IWM
Ishares Russell 2000 ETF

ETFs
997
New
$174.82 - $215.79 $174K - $215K
997 $215K
SRE
Sempra Energy

Utilities
2.83K
New
$63.78 - $78.91 $181K - $223K
2.83K $214K
GS
Goldman Sachs Group Inc

Financial Services
293
New
$462.22 - $707.75 $135K - $207K
293 $207K
CDNS
Cadence Design Systems Inc

Technology
669
New
$231.64 - $323.08 $155K - $216K
669 $206K
PM
Philip Morris International Inc.

Consumer Defensive
1.12K
New
$149.23 - $184.95 $167K - $208K
1.12K $204K
GILD
Gilead Sciences, Inc.

Healthcare
1.83K
New
$96.91 - $113.0 $177K - $207K
1.83K $203K
CRWD
Crowd Strike Holdings, Inc.

Technology
394
New
$321.63 - $509.31 $127K - $201K
394 $200K
Lam Research Corp
2.16K
New
N/A
2.16K $0
Ge Vernova Inc
384
New
N/A
384 $0
Hafnia LTD
12.7K
New
N/A
12.7K $0
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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