Warren Street Wealth Advisors, LLC Sells in Q2 2025

Warren Street Wealth Advisors, LLC

  • $292 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-7.32K
- 9.43%
$100.35 - $100.71 $734K - $737K
70.3K $7.08M
AAPL
Apple Inc.

Technology
-714
- 3.42%
$172.42 - $223.89 $123K - $160K
20.2K $4.14M
VEA
Vanguard Ftse Developed Market

ETFs
-4.36K
- 18.58%
$45.65 - $57.01 $199K - $248K
19.1K $1.09M
ABBV
Abb Vie Inc.

Healthcare
-53
- 1.51%
$170.16 - $206.27 $9.02K - $10.9K
3.46K $642K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-11
- 0.63%
$483.48 - $539.8 $5.32K - $5.94K
1.74K $844K
XOM
Exxon Mobil Corp

Energy
-258
- 6.94%
$99.93 - $119.04 $25.8K - $30.7K
3.46K $372K
VTI
Vanguard Total Stock Market Et

ETFs
-357
- 25.18%
$243.75 - $303.93 $87K - $109K
1.06K $322K
SGOL
Abrdn Gold ETF Trust

ETFs
-4.23K
- 12.66%
$28.39 - $32.75 $120K - $139K
29.2K $920K
MUB
Ishares National Muni Bond ETF

ETFs
-525
- 18.71%
$102.31 - $105.8 $53.7K - $55.5K
2.28K $238K
ACN
Accenture PLC

Technology
-80
- 3.51%
$279.23 - $323.21 $22.3K - $25.9K
2.2K $658K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-629
- 3.9%
$49.12 - $50.93 $30.9K - $32K
15.5K $771K
PWZ
Invesco California Amt Free Mu

ETFs
-665
- 3.23%
$22.71 - $24.18 $15.1K - $16.1K
19.9K $464K
FCAL
First Tr Iii Calif Mun High In

ETFs
-236
- 2.54%
$47.18 - $49.3 $11.1K - $11.6K
9.07K $433K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-642
- 3.06%
$12.21 - $13.9 $7.84K - $8.92K
20.3K $264K
ADP
Automatic Data Processing Inc

Industrials
-54
- 4.01%
$276.76 - $326.81 $14.9K - $17.6K
1.29K $398K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.59K
- 9.68%
$39.89 - $49.46 $63.5K - $78.8K
14.9K $734K
QCOM
Qualcomm Inc

Technology
-102
- 7.03%
$124.66 - $159.48 $12.7K - $16.3K
1.35K $214K
HD
Home Depot, Inc.

Consumer Cyclical
-23
- 1.91%
$335.24 - $380.78 $7.71K - $8.76K
1.18K $433K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-109
- 3.11%
$107.61 - $119.09 $11.7K - $13K
3.4K $402K
Celestica Inc
-1.84K
- 45.05%
N/A
2.25K $0
GUNR
Flexshares Tr Morningstar Glob

ETFs
-285
- 2.4%
$33.77 - $41.16 $9.62K - $11.7K
11.6K $464K
VB
Vanguard Small Cap ETF

ETFs
-43
- 3.8%
$193.73 - $237.37 $8.33K - $10.2K
1.09K $258K
MLI
Mueller Industries Inc

Industrials
-10
- 0.38%
$68.45 - $79.6 $685 - $796
2.64K $209K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.19K
- 8.81%
$30.87 - $39.17 $36.6K - $46.4K
12.3K $480K
IAU
Ishares Gold Trust

ETFs
-10
- 0.21%
$56.1 - $64.74 $561 - $647
4.81K $300K
DIS
Walt Disney CO

Communication Services
-378
- 14.0%
$81.72 - $124.01 $30.9K - $46.9K
2.32K $287K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-232
- 1.57%
$11.9 - $15.57 $2.76K - $3.61K
14.6K $224K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-374
- 1.84%
$22.92 - $28.05 $8.57K - $10.5K
19.9K $558K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-72
- 0.34%
$26.69 - $33.44 $1.92K - $2.41K
21.2K $696K
VUG
Vanguard Growth ETF

ETFs
-14
- 1.73%
$329.49 - $438.4 $4.61K - $6.14K
795 $348K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1
- 0.03%
$272.36 - $339.57 $272 - $340
3.31K $1.12M
VT
Vanguard Total World Stk Index

ETFs
-63
- 0.5%
$103.16 - $128.52 $6.5K - $8.1K
12.7K $1.63M
JPM
Jpmorgan Chase & CO

Financial Services
-24
- 0.61%
$210.28 - $289.91 $5.05K - $6.96K
3.92K $1.14M
GOOG
Alphabet Inc.

Communication Services
-782
- 4.91%
$146.58 - $180.01 $115K - $141K
15.1K $2.69M
TSLA
Tesla, Inc.

Consumer Cyclical
-419
- 5.3%
$221.86 - $362.89 $93K - $152K
7.49K $2.38M
ORCL
Oracle Corp

Technology
-59
- 1.03%
$122.82 - $218.63 $7.25K - $12.9K
5.66K $1.24M
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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