Gutierrez Wealth Advisory

Gutierrez Wealth Advisory as of Dec. 31, 2024

Portfolio Holdings for Gutierrez Wealth Advisory

Gutierrez Wealth Advisory holds 45 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 13.6 $16M 30k 538.82
Capital Group Growth Etf Shs Creation Uni (CGGR) 10.7 $13M 347k 37.17
Capital Group Dividend Value Shs Creation Uni (CGDV) 10.2 $12M 350k 35.26
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.3 $10M 210k 47.82
Vanguard Index Fds Extend Mkt Etf (VXF) 6.8 $8.2M 43k 189.98
Vanguard Malvern Fds Core Bd Etf (VCRB) 6.7 $8.1M 107k 75.81
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 6.6 $8.0M 298k 26.92
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 6.4 $7.8M 315k 24.67
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 4.8 $5.8M 198k 29.22
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.2 $3.9M 78k 50.13
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $3.4M 78k 44.04
Wal-Mart Stores (WMT) 2.8 $3.4M 38k 90.35
Capital Grp Fixed Incm Etf T Municipal High I (CGHM) 2.7 $3.3M 129k 25.28
Ishares Tr National Mun Etf (MUB) 2.7 $3.3M 31k 106.55
Meta Platforms Cl A (META) 2.2 $2.6M 4.5k 585.36
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $1.1M 3.7k 289.84
Microsoft Corporation (MSFT) 0.6 $756k 1.8k 421.47
Broadcom (AVGO) 0.5 $663k 2.9k 231.86
Home BancShares (HOMB) 0.5 $579k 21k 28.30
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $544k 5.4k 101.54
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $537k 4.6k 117.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $493k 1.1k 453.28
Deere & Company (DE) 0.4 $474k 1.1k 423.57
Apple (AAPL) 0.4 $447k 1.8k 250.40
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $421k 7.1k 58.92
Wp Carey (WPC) 0.3 $410k 7.5k 54.48
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $395k 1.4k 287.73
T Rowe Price Etf Cap Appreciation (TCAF) 0.3 $369k 11k 33.27
Ishares Tr Msci Eafe Etf (EFA) 0.3 $365k 4.8k 75.61
Alps Etf Tr Alerian Mlp (AMLP) 0.3 $341k 7.1k 48.16
Ishares Tr S&p 100 Etf (OEF) 0.3 $335k 1.2k 288.82
Amgen (AMGN) 0.3 $322k 1.2k 263.95
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $314k 1.6k 197.54
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $307k 2.4k 128.65
Alphabet Cap Stk Cl C (GOOG) 0.2 $278k 1.5k 190.48
FedEx Corporation (FDX) 0.2 $264k 935.00 281.98
Philip Morris International (PM) 0.2 $263k 2.2k 120.35
Eli Lilly & Co. (LLY) 0.2 $252k 327.00 771.44
Amazon (AMZN) 0.2 $244k 1.1k 219.39
International Business Machines (IBM) 0.2 $232k 1.1k 219.91
UnitedHealth (UNH) 0.2 $229k 454.00 505.31
NVIDIA Corporation (NVDA) 0.2 $224k 1.7k 134.31
Sap Se Spon Adr (SAP) 0.2 $217k 883.00 246.21
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $203k 770.00 264.20
Ishares Tr Core S&p500 Etf (IVV) 0.0 $0 592.00 0.00