Warren Street Wealth Advisors, LLC Reduced Holdings in Q3 2025

Warren Street Wealth Advisors, LLC

  • $324 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-61.8K
- 39.62%
$567.77 - $614.76 $35.1M - $38M
94.2K $57.7M
GLDM
World Gold Trust

ETFs
-45.1K
- 18.53%
$64.73 - $76.45 $2.92M - $3.45M
198K $15.1M
LLY
Eli Lilly & CO

Healthcare
-330
- 18.49%
$625.65 - $812.69 $206K - $268K
1.46K $1.11M
GII
Spdr S&P Global Infrasture ETF

ETFs
-9.56K
- 5.59%
$66.35 - $69.9 $634K - $668K
161K $11.2M
AGNC
Agnc Investment Corp.

Real Estate
-27.3K
- 54.27%
$9.2 - $10.37 $251K - $283K
23K $224K
ACN
Accenture PLC

Technology
-275
- 12.49%
$232.56 - $304.78 $64K - $83.8K
1.93K $475K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.39K
- 18.21%
$62.09 - $66.51 $210K - $225K
15.2K $993K
PG
Procter & Gamble CO

Consumer Defensive
-700
- 20.48%
$150.47 - $161.22 $105K - $113K
2.72K $417K
NFLX
Netflix Inc

Communication Services
-4
- 0.47%
$1147.87 - $1297.18 $4.59K - $5.19K
851 $1.02M
KO
Coca Cola CO

Consumer Defensive
-1.33K
- 19.88%
$65.67 - $71.67 $87.3K - $95.2K
5.36K $355K
CRM
Salesforce, Inc.

Technology
-139
- 13.37%
$231.66 - $273.65 $32.2K - $38K
901 $213K
ISRG
Intuitive Surgical Inc

Healthcare
-35
- 6.33%
$433.66 - $544.47 $15.2K - $19.1K
518 $231K
NOW
Service Now, Inc.

Technology
-25
- 7.76%
$850.86 - $1044.69 $21.3K - $26.1K
297 $273K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-50
- 8.21%
$366.54 - $479.53 $18.3K - $24K
559 $218K
ADP
Automatic Data Processing Inc

Industrials
-108
- 8.36%
$288.69 - $310.94 $31.2K - $33.6K
1.18K $347K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-532
- 19.37%
$108.46 - $120.63 $57.7K - $64.2K
2.21K $263K
PGR
Progressive Corp

Financial Services
-31
- 2.29%
$238.61 - $264.3 $7.4K - $8.19K
1.33K $327K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-696
- 8.11%
$87.05 - $93.19 $60.6K - $64.9K
7.88K $732K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-122
- 7.02%
$459.11 - $506.91 $56K - $61.8K
1.62K $812K
IEFA
Ishares Tr

ETFs
-487
- 11.05%
$81.7 - $87.53 $39.8K - $42.6K
3.92K $342K
MUB
Ishares National Muni Bond ETF

ETFs
-257
- 11.27%
$103.24 - $106.68 $26.5K - $27.4K
2.02K $215K
DIS
Walt Disney CO

Communication Services
-10
- 0.43%
$112.25 - $124.0 $1.12K - $1.24K
2.31K $264K
AMZN
Amazon Com Inc

Consumer Cyclical
-108
- 0.82%
$211.65 - $238.24 $22.9K - $25.7K
13K $2.86M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-1.34K
- 6.59%
$12.9 - $13.59 $17.3K - $18.2K
19K $254K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
-1.39K
- 7.97%
$5.43 - $6.23 $7.52K - $8.63K
16K $96K
Celestica Inc
-513
- 22.84%
N/A
1.73K $0
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.27K
- 8.52%
$49.43 - $54.52 $62.6K - $69K
13.6K $736K
LYG
Lloyds Banking Group PLC

Financial Services
-470
- 2.85%
$4.03 - $4.63 $1.89K - $2.18K
16K $72K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-2
- 0.06%
$116.29 - $120.92 $233 - $242
3.39K $407K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-151
- 0.98%
$49.32 - $50.93 $7.45K - $7.69K
15.3K $777K
FCAL
First Tr Iii Calif Mun High In

ETFs
-2
- 0.02%
$47.44 - $48.99 $94.9 - $98
9.07K $442K
PWZ
Invesco California Amt Free Mu

ETFs
-118
- 0.59%
$22.77 - $24.07 $2.69K - $2.84K
19.8K $473K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-903
- 7.36%
$39.06 - $43.42 $35.3K - $39.2K
11.4K $493K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-1.19K
- 8.18%
$14.73 - $19.31 $17.6K - $23K
13.4K $257K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-135
- 1.16%
$40.15 - $43.86 $5.42K - $5.92K
11.5K $501K
EME
Emcor Group, Inc.

Industrials
-29
- 5.64%
$530.88 - $655.83 $15.4K - $19K
485 $315K
IAU
Ishares Gold Trust

ETFs
-86
- 1.79%
$61.62 - $72.77 $5.3K - $6.26K
4.73K $343K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-119
- 0.56%
$32.53 - $35.69 $3.87K - $4.25K
21.1K $747K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-98
- 2.96%
$339.37 - $366.46 $33.3K - $35.9K
3.22K $1.18M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-24
- 1.82%
$224.68 - $282.71 $5.39K - $6.79K
1.29K $361K
JPM
Jpmorgan Chase & CO

Financial Services
-5
- 0.13%
$282.78 - $316.06 $1.41K - $1.58K
3.91K $1.23M
CVX
Chevron Corp

Energy
-1.36K
- 3.54%
$145.57 - $161.83 $199K - $221K
37.1K $5.77M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.53K
- 20.41%
$293.94 - $444.72 $449K - $680K
5.96K $2.65M
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
-18.1K
- 2.84%
$19.9 - $21.46 $360K - $388K
618K $13.2M
GOOGL
Alphabet Inc.

Communication Services
-82
- 0.78%
$174.36 - $254.72 $14.3K - $20.9K
10.5K $2.54M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-2.92K
- 0.5%
$34.31 - $38.09 $100K - $111K
579K $22M
Activity Summary
Buys All Purchases 94 New Holdings 17 Increased Positions 77 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 4 Puts 0
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