Gutierrez Wealth Advisory

Gutierrez Wealth Advisory as of March 31, 2025

Portfolio Holdings for Gutierrez Wealth Advisory

Gutierrez Wealth Advisory holds 46 positions in its portfolio as reported in the March 2025 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) 12.7 $16M 31k 513.91
Capital Group Dividend Value Shs Creation Uni (CGDV) 10.6 $13M 368k 35.64
Capital Group Growth Etf Shs Creation Uni (CGGR) 9.9 $12M 358k 34.25
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.9 $11M 216k 50.83
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 7.3 $9.0M 336k 26.82
Vanguard Malvern Fds Core Bd Etf (VCRB) 7.1 $8.7M 113k 77.43
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 6.3 $7.8M 319k 24.48
Vanguard Index Fds Extend Mkt Etf (VXF) 6.3 $7.8M 45k 172.26
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 4.8 $5.9M 208k 28.33
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.0 $3.8M 83k 45.26
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.0 $3.7M 75k 49.62
Capital Grp Fixed Incm Etf T Municipal High I (CGHM) 2.8 $3.5M 138k 25.06
Wal-Mart Stores (WMT) 2.7 $3.3M 38k 87.79
Ishares Tr National Mun Etf (MUB) 2.6 $3.2M 31k 105.44
Meta Platforms Cl A (META) 2.1 $2.6M 4.5k 576.60
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $1.0M 3.8k 274.87
Ishares Tr Core S&p500 Etf (IVV) 0.6 $690k 1.2k 561.92
Microsoft Corporation (MSFT) 0.5 $669k 1.8k 375.49
Wp Carey (WPC) 0.5 $615k 9.7k 63.11
Home BancShares (HOMB) 0.5 $580k 21k 28.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $579k 1.1k 532.58
Broadcom (AVGO) 0.4 $533k 3.2k 167.43
Deere & Company (DE) 0.4 $527k 1.1k 469.16
Amgen (AMGN) 0.4 $462k 1.5k 311.84
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $426k 6.9k 62.10
T Rowe Price Etf Cap Appreciation (TCAF) 0.3 $407k 13k 32.28
Apple (AAPL) 0.3 $395k 1.8k 222.10
Alps Etf Tr Alerian Mlp (AMLP) 0.3 $367k 7.1k 51.94
Philip Morris International (PM) 0.3 $360k 2.3k 158.71
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $358k 1.4k 255.52
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $331k 17k 19.78
Ishares Tr S&p 100 Etf (OEF) 0.3 $317k 1.2k 270.70
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $294k 2.4k 121.98
Eli Lilly & Co. (LLY) 0.2 $287k 347.00 826.33
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $285k 3.1k 92.86
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $278k 1.7k 166.01
International Business Machines (IBM) 0.2 $265k 1.1k 248.74
NVIDIA Corporation (NVDA) 0.2 $238k 2.2k 108.39
FedEx Corporation (FDX) 0.2 $236k 966.00 244.42
Exxon Mobil Corporation (XOM) 0.2 $232k 1.9k 118.95
Alphabet Cap Stk Cl C (GOOG) 0.2 $228k 1.5k 156.28
UnitedHealth (UNH) 0.2 $225k 430.00 523.41
Sap Se Spon Adr (SAP) 0.2 $223k 830.00 268.44
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $208k 3.6k 58.36
Amazon (AMZN) 0.2 $205k 1.1k 190.26
Lucid Group 0.0 $24k 10k 2.42