Gutierrez Wealth Advisory

Gutierrez Wealth Advisory as of June 30, 2025

Portfolio Holdings for Gutierrez Wealth Advisory

Gutierrez Wealth Advisory holds 59 positions in its portfolio as reported in the June 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) 11.4 $17M 30k 568.03
Capital Group Growth Etf Shs Creation Uni (CGGR) 9.5 $14M 347k 40.65
Capital Group Dividend Value Shs Creation Uni (CGDV) 9.1 $14M 343k 39.49
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.3 $12M 218k 57.01
Vanguard Malvern Fds Core Bd Etf (VCRB) 5.9 $8.7M 113k 77.58
Vanguard Index Fds Extend Mkt Etf (VXF) 5.8 $8.7M 45k 192.71
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 5.2 $7.7M 285k 27.13
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 4.6 $6.8M 139k 49.03
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 4.4 $6.6M 207k 31.97
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 4.4 $6.5M 244k 26.69
Ishares Tr National Mun Etf (MUB) 3.4 $5.1M 49k 104.48
Capital Grp Fixed Incm Etf T Municipal High I (CGHM) 3.1 $4.7M 189k 24.64
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.7 $4.0M 82k 49.46
Vanguard Mun Bd Fds Core Tax Exempt (VCRM) 2.6 $3.9M 52k 73.57
Wal-Mart Stores (WMT) 2.5 $3.7M 38k 97.78
Meta Platforms Cl A (META) 2.2 $3.2M 4.4k 738.09
Vanguard Wellington Short Trm Tax Ex (VTES) 1.0 $1.6M 15k 100.93
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $1.2M 6.0k 204.66
Ishares Tr Msci Acwi Ex Us (ACWX) 0.8 $1.2M 20k 60.94
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $1.1M 3.8k 303.93
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.7 $1.1M 2.7k 396.59
Home BancShares (HOMB) 0.7 $972k 34k 28.46
Apple (AAPL) 0.6 $916k 4.5k 205.14
Ishares Tr Rus 1000 Etf (IWB) 0.5 $791k 2.3k 339.61
Ishares Tr Core S&p500 Etf (IVV) 0.5 $731k 1.2k 620.89
Microsoft Corporation (MSFT) 0.5 $692k 1.4k 497.25
Broadcom (AVGO) 0.5 $674k 2.4k 275.62
T Rowe Price Etf Cap Appreciation (TCAF) 0.4 $620k 18k 35.28
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.4 $618k 14k 45.47
Wp Carey (WPC) 0.4 $614k 9.8k 62.38
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $602k 5.5k 110.09
Ishares Tr Msci Acwi Etf (ACWI) 0.4 $593k 4.6k 128.61
Deere & Company (DE) 0.4 $583k 1.1k 508.48
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $529k 1.1k 485.77
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $457k 6.6k 69.09
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $399k 3.1k 128.52
Amgen (AMGN) 0.3 $397k 1.4k 278.67
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $378k 1.3k 285.82
Capital Group International SHS (CGIC) 0.2 $368k 13k 29.11
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $368k 17k 22.10
Ishares Tr S&p 100 Etf (OEF) 0.2 $354k 1.2k 304.49
International Business Machines (IBM) 0.2 $351k 1.2k 294.76
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $345k 7.1k 48.86
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $325k 2.4k 135.02
Ishares Tr Russell 2000 Etf (IWM) 0.2 $322k 1.5k 215.73
Capital Group Dividend Growe Shs Etf (CGDG) 0.2 $309k 9.2k 33.63
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $308k 1.4k 226.54
Philip Morris International (PM) 0.2 $302k 1.7k 182.10
Vanguard Mun Bd Fds Short Tax Exempt (VSDM) 0.2 $292k 3.9k 75.71
NVIDIA Corporation (NVDA) 0.2 $243k 1.5k 158.01
Alphabet Cap Stk Cl C (GOOG) 0.2 $237k 1.3k 177.34
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $214k 1.1k 195.34
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $213k 1.1k 188.70
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $213k 760.00 279.78
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $207k 3.3k 62.03
Vanguard Index Fds Growth Etf (VUG) 0.1 $207k 472.00 438.07
Amazon (AMZN) 0.1 $206k 941.00 219.39
FedEx Corporation (FDX) 0.1 $203k 892.00 227.31
Lucid Group 0.0 $21k 10k 2.11