Warren Street Wealth Advisors, LLC Reduced Holdings in Q1 2025

Warren Street Wealth Advisors, LLC

  • $248 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-502
- 3.06%
$156.06 - $207.71 $78.3K - $104K
15.9K $2.49M
CMF
Ishares California Muni Bond E

ETFs
-1.15K
- 2.0%
$55.93 - $57.47 $64.1K - $65.9K
56.1K $3.15M
ACN
Accenture PLC

Technology
-54
- 2.31%
$300.91 - $398.25 $16.2K - $21.5K
2.28K $712K
IVV
Ishares Core S&P 500 ETF

ETFs
-1
- 0.03%
$554.06 - $615.85 $554 - $616
3.57K $1.99M
UNH
Unitedhealth Group Inc

Healthcare
-229
- 27.56%
$461.52 - $548.18 $106K - $126K
602 $315K
NOW
Service Now, Inc.

Technology
-2
- 0.74%
$783.83 - $1170.39 $1.57K - $2.34K
267 $212K
VUG
Vanguard Growth ETF

ETFs
-88
- 9.81%
$369.1 - $427.61 $32.5K - $37.6K
809 $299K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-36
- 1.07%
$302.31 - $337.54 $10.9K - $12.2K
3.31K $1.01M
SPYG
Spdr Portfolio

ETFs
-6
- 0.09%
$80.05 - $92.39 $480 - $554
6.46K $517K
PG
Procter & Gamble CO

Consumer Defensive
-357
- 9.65%
$158.56 - $176.26 $56.6K - $62.9K
3.34K $569K
PLTR
Palantir Technologies Inc.

Technology
-981
- 20.3%
$64.98 - $124.62 $63.7K - $122K
3.85K $325K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-39
- 1.08%
$168.16 - $186.21 $6.56K - $7.26K
3.57K $604K
PWZ
Invesco California Amt Free Mu

ETFs
-563
- 2.66%
$23.68 - $24.72 $13.3K - $13.9K
20.6K $490K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 1.45%
$4295.4 - $5141.88 $4.3K - $5.14K
68 $313K
VB
Vanguard Small Cap ETF

ETFs
-30
- 2.58%
$217.89 - $252.64 $6.54K - $7.58K
1.13K $251K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-302
- 1.84%
$50.17 - $51.45 $15.2K - $15.5K
16.1K $811K
VT
Vanguard Total World Stk Index

ETFs
-28
- 0.22%
$115.08 - $123.97 $3.22K - $3.47K
12.7K $1.47M
ISRG
Intuitive Surgical Inc

Healthcare
-7
- 1.5%
$476.63 - $610.45 $3.34K - $4.27K
460 $227K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-96
- 0.79%
$49.78 - $53.19 $4.78K - $5.11K
12.1K $612K
CVNA
Carvana Co.

Consumer Cyclical
-10
- 0.88%
$166.52 - $285.33 $1.67K - $2.85K
1.12K $229K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-93
- 0.44%
$13.05 - $13.97 $1.21K - $1.3K
21K $282K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-39
- 1.1%
$107.24 - $116.37 $4.18K - $4.54K
3.51K $405K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-14
- 0.1%
$32.74 - $36.2 $458 - $507
13.5K $470K
VEA
Vanguard Ftse Developed Market

ETFs
-155
- 0.66%
$47.4 - $52.99 $7.35K - $8.21K
23.5K $1.2M
CVX
Chevron Corp

Energy
-3.91K
- 9.32%
$146.71 - $167.97 $573K - $656K
38K $6.36M
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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