Gutierrez Wealth Advisory, LLC Top Holdings and 13F Report (2025) About Gutierrez Wealth Advisory, LLCInvestment ActivityGutierrez Wealth Advisory, LLC has $121.23 million in total holdings as of December 31, 2024.Gutierrez Wealth Advisory, LLC owns shares of 45 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard S&P 500 ETF $16,380,377Capital Group Growth ETF $12,878,377Capital Group Dividend Value ETF $12,325,949Vanguard FTSE Developed Markets ETF $10,027,658Vanguard Extended Market ETF $8,160,085 Sector AllocationMap of 500 Largest Holdings ofGutierrez Wealth Advisory, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$16,380,37730,40113.5%ETFCGGRCapital Group Growth ETF$12,878,377346,47310.6%ETFCGDVCapital Group Dividend Value ETF$12,325,949349,57310.2%ETFVEAVanguard FTSE Developed Markets ETF$10,027,658209,6968.3%ETFVXFVanguard Extended Market ETF$8,160,08542,9526.7%ETFVANGUARD MALVERN FDS$8,109,995106,9786.7%CORE BD ETFCGMUCapital Group Municipal Income ETF$8,022,118297,9986.6%ETFCGXUCapital Group International Focus Equity ETF$7,761,855314,6276.4%ETFCGGOCapital Group Global Growth Equity ETF$5,772,594197,5564.8%ETFVTEBVanguard Tax-Exempt Bond ETF$3,910,13078,0003.2%ETFVWOVanguard FTSE Emerging Markets ETF$3,442,71878,1722.8%ETFWMTWalmart$3,420,10937,8542.8%Retail/WholesaleCAPITAL GRP FIXED INCM ETF T$3,252,548128,6612.7%MUNICIPAL HIGH IMUBiShares National Muni Bond ETF$3,250,52130,5072.7%ETFMETAMeta Platforms$2,617,5984,4702.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,076,4073,7140.9%ETFMSFTMicrosoft$756,2901,7950.6%Computer and TechnologyAVGOBroadcom$663,1432,8610.5%Computer and TechnologyHOMBHome Bancshares, Inc. (Conway, AR)$578,88320,4550.5%FinanceIVWiShares S&P 500 Growth ETF$544,3215,3610.4%ETFVTVanguard Total World Stock ETF$536,6394,5670.4%ETFBRK.BBerkshire Hathaway$493,1691,0880.4%FinanceDEDeere & Company$473,9741,1190.4%Industrial ProductsAAPLApple$446,4841,7830.4%Computer and TechnologyVXUSVanguard Total International Stock ETF$420,9717,1440.3%ETFWPCW. P. Carey$410,1257,5280.3%FinanceIWOiShares Russell 2000 Growth ETF$395,1391,3730.3%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$368,60911,0790.3%ETFEFAiShares MSCI EAFE ETF$365,4124,8330.3%FinanceIVViShares Core S&P 500 ETF$348,6055920.3%ETFAMLPAlerian MLP ETF$340,4917,0700.3%ETFOEFiShares S&P 100 ETF$334,6561,1590.3%ETFAMGNAmgen$317,7861,2190.3%MedicalTSMTaiwan Semiconductor Manufacturing$313,9001,5890.3%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$306,6752,3840.3%ETFGOOGAlphabet$277,7411,4590.2%Computer and TechnologyFDXFedEx$263,2249350.2%TransportationPMPhilip Morris International$262,8382,1840.2%Consumer StaplesLLYEli Lilly and Company$252,2663270.2%MedicalAMZNAmazon.com$244,4001,1140.2%Retail/WholesaleIBMInternational Business Machines$232,4491,0570.2%Computer and TechnologyUNHUnitedHealth Group$229,6504540.2%MedicalNVDANVIDIA$224,0361,6680.2%Computer and TechnologySAPSAP$217,4028830.2%Computer and TechnologyVOVanguard Mid-Cap ETF$203,4337700.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
