Warren Street Wealth Advisors, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $238 Million distributed in 103 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 $75.1M, Wisdomtree Tr Emerging Mkts Ex with a value of $15.6M, World Gold Trust with a value of $12.2M, Wisdom Tree Continuous Commodity Index Fund with a value of $10.5M, and Spdr S&P Global Infrasture ETF with a value of $9.09M.
Examining the 13F form we can see an increase of $3.7M in the current position value, from $234M to 238M.
Below you can find more details about Warren Street Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$238 Million
ETFs: $185 Million
Technology: $19.2 Million
Consumer Cyclical: $8.46 Million
Communication Services: $7.96 Million
Energy: $6.41 Million
Financial Services: $3.7 Million
Healthcare: $2.53 Million
Consumer Defensive: $1.91 Million
Other: $1.55 Million
Stock Holdings Table Market Cap. of $200 Billions or more
