Warren Street Wealth Advisors, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $234 Million distributed in 108 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 $73.5M, Wisdomtree Tr Emerging Mkts Ex with a value of $16.5M, World Gold Trust with a value of $12M, Wisdom Tree Continuous Commodity Index Fund with a value of $10.3M, and Spdr S&P Global Infrasture ETF with a value of $9.25M.
Examining the 13F form we can see an increase of $36.5M in the current position value, from $197M to 234M.
Below you can find more details about Warren Street Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$234 Million
ETFs: $186 Million
Technology: $17.7 Million
Communication Services: $7 Million
Energy: $6.97 Million
Consumer Cyclical: $5.38 Million
Healthcare: $3.39 Million
Financial Services: $3.26 Million
Consumer Defensive: $2.03 Million
Other: $1.6 Million
Stock Holdings Table Market Cap. of $200 Billions or more
