Warren Street Wealth Advisors, LLC Reduced Holdings in Q4 2024

Warren Street Wealth Advisors, LLC

  • $238 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
-2.53K
- 5.69%
$141.15 - $162.53 $357K - $411K
41.9K $6.07M
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
-4.97K
- 11.17%
$23.64 - $25.78 $118K - $128K
39.6K $949K
UNH
Unitedhealth Group Inc

Healthcare
-167
- 16.73%
$485.52 - $625.25 $81.1K - $104K
831 $420K
AMD
Advanced Micro Devices Inc

Technology
-119
- 4.62%
$118.88 - $172.8 $14.1K - $20.6K
2.46K $297K
SGOL
Abrdn Gold ETF Trust

ETFs
-4.34K
- 11.74%
$24.46 - $26.62 $106K - $115K
32.6K $816K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-1.4K
- 4.4%
N/A
30.5K $2.28M
MRK
Merck & Co., Inc.

Healthcare
-553
- 19.86%
$96.31 - $114.76 $53.3K - $63.5K
2.23K $221K
XOM
Exxon Mobil Corp

Energy
-513
- 14.02%
$105.51 - $125.37 $54.1K - $64.3K
3.15K $338K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-5.66K
- 21.18%
$12.74 - $14.23 $72.1K - $80.5K
21.1K $273K
NEE
Nextera Energy Inc

Utilities
-79
- 1.63%
$69.77 - $85.43 $5.51K - $6.75K
4.78K $342K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-528
- 4.15%
$51.09 - $55.27 $27K - $29.2K
12.2K $623K
USFR
Wisdomtree Floating Rate Treas

ETFs
-1.03K
- 1.44%
$50.23 - $50.46 $51.8K - $52.1K
70.9K $3.57M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-186
- 4.99%
$108.6 - $115.42 $20.2K - $21.5K
3.54K $387K
ORCL
Oracle Corp

Technology
-117
- 2.19%
$165.41 - $192.43 $19.4K - $22.5K
5.22K $869K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-1.05K
- 6.87%
$9.25 - $10.62 $9.74K - $11.2K
14.3K $138K
VT
Vanguard Total World Stk Index

ETFs
-1
- 0.01%
$117.09 - $123.07 $117 - $123
12.8K $1.5M
LYG
Lloyds Banking Group PLC

Financial Services
-6.66K
- 29.63%
$2.67 - $3.23 $17.8K - $21.5K
15.8K $42K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-114
- 3.07%
$176.42 - $186.91 $20.1K - $21.3K
3.6K $641K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-19
- 1.1%
$442.29 - $483.08 $8.4K - $9.18K
1.71K $773K
PWZ
Invesco California Amt Free Mu

ETFs
-474
- 2.19%
$24.49 - $25.25 $11.6K - $12K
21.1K $522K
ACN
Accenture PLC

Technology
-24
- 1.02%
$343.9 - $376.86 $8.25K - $9.04K
2.34K $821K
IAU
Ishares Gold Trust

ETFs
-125
- 2.53%
$48.37 - $52.65 $6.05K - $6.58K
4.82K $238K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
-250
- 1.56%
$6.08 - $6.83 $1.52K - $1.71K
15.7K $102K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-41
- 0.26%
$61.68 - $67.87 $2.53K - $2.78K
15.5K $965K
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-632
- 0.75%
N/A
84K $0
Celestica Inc
-340
- 7.7%
N/A
4.08K $0
IWB
Ishares Tr Russell 1000 ETF

ETFs
-71
- 2.08%
$311.11 - $335.64 $22.1K - $23.8K
3.35K $1.08M
CVNA
Carvana Co.

Consumer Cyclical
-163
- 12.59%
$175.8 - $260.8 $28.7K - $42.5K
1.13K $230K
EME
Emcor Group, Inc.

Industrials
-7
- 1.33%
$427.96 - $526.95 $3K - $3.69K
521 $236K
SPY
Spdr S&P 500 ETF Trust

ETFs
-19
- 1.03%
$567.81 - $607.81 $10.8K - $11.5K
1.83K $1.07M
DIS
Walt Disney CO

Communication Services
-157
- 7.29%
$92.39 - $117.6 $14.5K - $18.5K
2K $222K
VUG
Vanguard Growth ETF

ETFs
-7
- 0.77%
$378.79 - $428.11 $2.65K - $3K
897 $368K
SPYG
Spdr Portfolio

ETFs
-126
- 1.91%
$81.74 - $91.38 $10.3K - $11.5K
6.47K $568K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-36
- 3.05%
$172.07 - $207.36 $6.19K - $7.46K
1.14K $225K
IVV
Ishares Core S&P 500 ETF

ETFs
-15
- 0.42%
$570.51 - $610.59 $8.56K - $9.16K
3.57K $2.1M
JPM
Jpmorgan Chase & CO

Financial Services
-221
- 5.42%
$205.18 - $250.29 $45.3K - $55.3K
3.86K $924K
NFLX
Netflix Inc

Communication Services
-14
- 1.77%
$687.65 - $936.56 $9.63K - $13.1K
776 $691K
AMZN
Amazon Com Inc

Consumer Cyclical
-54
- 0.47%
$180.88 - $232.93 $9.77K - $12.6K
11.5K $2.52M
NVDA
Nvidia Corp

Technology
-521
- 1.43%
$117.0 - $148.88 $61K - $77.6K
36K $4.83M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-6
- -0.0%
$521.84 - $558.82 $3.13K - $3.35K
139K $75.1M
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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