Warren Street Wealth Advisors, LLC Sells in Q3 2024

Warren Street Wealth Advisors, LLC

  • $234 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-1.16K
- 36.79%
$106.13 - $108.7 $124K - $127K
2K $217K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.35K
- 18.83%
$41.9 - $48.26 $98.4K - $113K
10.1K $484K
PEP
Pepsico Inc

Consumer Defensive
-364
- 18.47%
$161.9 - $179.3 $58.9K - $65.3K
1.61K $273K
MRK
Merck & Co., Inc.

Healthcare
-106
- 3.67%
$111.15 - $128.97 $11.8K - $13.7K
2.78K $316K
DIS
Walt Disney CO

Communication Services
-299
- 12.19%
$85.6 - $98.61 $25.6K - $29.5K
2.15K $207K
VUG
Vanguard Growth ETF

ETFs
-106
- 10.5%
$341.08 - $391.94 $36.2K - $41.5K
904 $347K
IVV
Ishares Core S&P 500 ETF

ETFs
-229
- 6.0%
$520.18 - $576.82 $119K - $132K
3.59K $2.07M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-500
- 10.0%
$89.91 - $101.33 $45K - $50.7K
4.5K $441K
AMD
Advanced Micro Devices Inc

Technology
-112
- 4.16%
$128.67 - $183.96 $14.4K - $20.6K
2.58K $422K
JNJ
Johnson & Johnson

Healthcare
-237
- 15.07%
$145.48 - $167.38 $34.5K - $39.7K
1.34K $216K
FCAL
First Tr Iii Calif Mun High In

ETFs
-144
- 1.53%
$49.34 - $50.4 $7.1K - $7.26K
9.27K $465K
Celestica Inc
-158
- 3.46%
N/A
4.42K $0
VEA
Vanguard Ftse Developed Market

ETFs
-1.14K
- 6.26%
$47.6 - $53.31 $54.4K - $60.9K
17.1K $903K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-488
- 4.09%
$50.43 - $55.76 $24.6K - $27.2K
11.4K $637K
ABT
Abbott Laboratories

Healthcare
-112
- 5.73%
$100.07 - $118.13 $11.2K - $13.2K
1.84K $210K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-473
- 3.0%
$9.55 - $11.13 $4.52K - $5.26K
15.3K $166K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-685
- 5.62%
$32.04 - $37.11 $21.9K - $25.4K
11.5K $418K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-4
- 0.03%
$51.0 - $52.05 $204 - $208
13.4K $696K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 1.45%
$3305.62 - $4268.05 $3.31K - $4.27K
68 $286K
V
Visa Inc.

Financial Services
-44
- 1.96%
$253.74 - $291.56 $11.2K - $12.8K
2.2K $604K
SPYG
Spdr Portfolio

ETFs
-26
- 0.39%
$73.38 - $84.1 $1.91K - $2.19K
6.6K $547K
IAU
Ishares Gold Trust

ETFs
-165
- 3.23%
$44.06 - $50.5 $7.27K - $8.33K
4.94K $245K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-120
- 3.39%
$283.28 - $314.39 $34K - $37.7K
3.42K $1.08M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-324
- 2.05%
$26.43 - $29.86 $8.56K - $9.67K
15.5K $457K
JPM
Jpmorgan Chase & CO

Financial Services
-19
- 0.46%
$194.9 - $224.8 $3.7K - $4.27K
4.08K $859K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-5
- 0.13%
$162.64 - $179.3 $813 - $897
3.72K $666K
KO
Coca Cola CO

Consumer Defensive
-102
- 2.08%
$62.69 - $73.01 $6.39K - $7.45K
4.79K $344K
ADP
Automatic Data Processing Inc

Industrials
-8
- 0.64%
$233.44 - $279.45 $1.87K - $2.24K
1.24K $343K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-17
- 0.13%
$48.51 - $52.86 $825 - $899
12.7K $672K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1
- 0.05%
$517.38 - $573.86 $517 - $574
1.85K $1.06M
NEE
Nextera Energy Inc

Utilities
-148
- 2.96%
$69.9 - $84.97 $10.3K - $12.6K
4.86K $410K
HD
Home Depot, Inc.

Consumer Cyclical
-30
- 2.64%
$333.64 - $405.2 $10K - $12.2K
1.11K $448K
UNH
Unitedhealth Group Inc

Healthcare
-5
- 0.5%
$488.01 - $604.18 $2.44K - $3.02K
998 $583K
VT
Vanguard Total World Stk Index

ETFs
-113
- 0.88%
$107.72 - $119.96 $12.2K - $13.6K
12.8K $1.53M
ACN
Accenture PLC

Technology
-28
- 1.17%
$295.44 - $355.81 $8.27K - $9.96K
2.36K $834K
TSLA
Tesla, Inc.

Consumer Cyclical
-105
- 1.87%
$191.76 - $263.26 $20.1K - $27.6K
5.5K $1.44M
Activity Summary
Buys All Purchases 61 New Holdings 12 Increased Positions 49 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 1 Puts 0
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