Gutierrez Wealth Advisory, LLC
- SEC CIK
- 0001965923
- Latest filing
- Aug 3, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Apr 16, 2025. Long positions only.
- Positions
- 45
- No filing for Q3 2024
- Portfolio value
- $121.2M
- No filing for Q3 2024
Gutierrez Wealth Advisory, LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 30,401 | $16.4M | 13.5% | – | – | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 346,473 | $12.9M | 10.6% | – | – | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 349,573 | $12.3M | 10.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 209,696 | $10.0M | 8.3% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 42,953 | $8.16M | 6.7% | – | – | – |
| Vanguard Malvern FDS922020748 | CORE BD ETF | 106,978 | $8.11M | 6.7% | – | – | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 297,999 | $8.02M | 6.6% | – | – | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 314,627 | $7.76M | 6.4% | – | – | – |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 197,556 | $5.77M | 4.8% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 78,000 | $3.91M | 3.2% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 78,172 | $3.44M | 2.8% | – | – | – |
| WMTWalmart Inc. | Stock | 37,854 | $3.42M | 2.8% | – | – | History |
| Capital Grp Fixed Incm ETF T14020Y805 | MUN HIGH ETF | 128,661 | $3.25M | 2.7% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 30,507 | $3.25M | 2.7% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 4,471 | $2.62M | 2.2% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,714 | $1.08M | 0.9% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,794 | $756.3K | 0.6% | – | – | History |
| AVGOBroadcom Inc. | Stock | 2,860 | $663.1K | 0.5% | – | – | History |
| HOMBHome Bancshares Inc | COM | 20,455 | $578.9K | 0.5% | – | – | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,361 | $544.3K | 0.4% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 4,567 | $536.6K | 0.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,088 | $493.2K | 0.4% | – | – | History |
| DEDeere & Co | Stock | 1,119 | $474.0K | 0.4% | – | – | History |
| AAPLApple Inc. | Stock | 1,783 | $446.5K | 0.4% | – | – | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 7,144 | $421.0K | 0.3% | – | – | – |
| WPCW. P. Carey Inc. | COM | 7,528 | $410.1K | 0.3% | – | – | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,373 | $395.1K | 0.3% | – | – | – |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 11,079 | $368.6K | 0.3% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,833 | $365.4K | 0.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 592 | $348.6K | 0.3% | – | – | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 7,070 | $340.5K | 0.3% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 1,159 | $334.7K | 0.3% | – | – | – |
| AMGNAmgen Inc | Stock | 1,219 | $317.8K | 0.3% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,589 | $313.9K | 0.3% | – | – | History |
| iShares Tr464287150 | CORE S&P TTL STK | 2,384 | $306.7K | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,458 | $277.7K | 0.2% | – | – | History |
| FDXFedEx Corp | Stock | 935 | $263.2K | 0.2% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 2,184 | $262.8K | 0.2% | – | – | History |
| LLYEli Lilly & Co | Stock | 327 | $252.3K | 0.2% | – | – | History |
| AMZNAmazon Com Inc | Stock | 1,114 | $244.4K | 0.2% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 1,057 | $232.4K | 0.2% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 454 | $229.7K | 0.2% | – | – | History |
| NVDANVIDIA Corp | Stock | 1,668 | $224.0K | 0.2% | – | – | History |
| SAPSAP SE | ADR | 883 | $217.4K | 0.2% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 770 | $203.4K | 0.2% | – | – | – |