Warren Street Wealth Advisors, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $248 Million distributed in 112 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $74.4M, Wisdomtree Tr Emerging Mkts Ex with a value of $16.9M, World Gold Trust with a value of $14.5M, Wisdom Tree Continuous Commodity Index Fund with a value of $11.5M, and Spdr S&P Global Infrasture ETF with a value of $10M.
Examining the 13F form we can see an increase of $10.1M in the current position value, from $238M to 248M.
Below you can find more details about Warren Street Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$248 Million
ETFs: $196 Million
Technology: $17.3 Million
Consumer Cyclical: $7.89 Million
Communication Services: $7.21 Million
Energy: $6.8 Million
Financial Services: $4.26 Million
Healthcare: $3.27 Million
Consumer Defensive: $2.25 Million
Other: $1.61 Million
Stock Holdings Table Market Cap. of $200 Billions or more
