The Analysis of Gutierrez Wealth Advisory, LLC's Holdings
Currently, Gutierrez Wealth Advisory, LLC holds 61 types of securities in its portfolio with a total value $156.3M. In the most recent quarter, they have increased their positions in CGMU (+20.2K shares, valued at $551.2K), CGCB (+19.6K shares, valued at $520.0K), VCRB (+6.3K shares, valued at $494.5K); decreased their positions in WMT (-19.4K shares, valued at $2.0M), CGGR (-20.0K shares, valued at $879.4K), VEA (-13.3K shares, valued at $796.5K); initiated new positions in CGCB (+19.6K shares, valued at $520.0K), DFAU (+7.6K shares, valued at $347.0K), CGMS (+10.4K shares, valued at $289.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS29.5K shares-1.23%2025-09-302025-11-12
CGDV CAPITAL GROUP DIVIDEND VALUE346.0K shares0.89%2025-09-302025-11-12 CGGR CAPITAL GROUP GROWTH ETF327.1K shares-5.77%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS204.9K shares-6.09%2025-09-302025-11-12 VCRB VANGUARD MALVERN FDS119.0K shares5.59%2025-09-302025-11-12 VXF VANGUARD INDEX FDS44.2K shares-1.65%2025-09-302025-11-12 CGXU CAPITAL GROUP INTL FOCUS EQT299.1K shares4.85%2025-09-302025-11-12 CGGO CAPITAL GROUP GBL GROWTH EQT217.5K shares4.84%2025-09-302025-11-12 CGMU CAPITAL GRP FIXED INCM ETF T263.9K shares8.29%2025-09-302025-11-12 VTEB VANGUARD MUN BD FDS137.4K shares-0.90%2025-09-302025-11-12 MUB ISHARES TR49.2K shares0.18%2025-09-302025-11-12 CGHM CAPITAL GRP FIXED INCM ETF T199.3K shares5.42%2025-09-302025-11-12 VWO VANGUARD INTL EQUITY INDEX F82.0K shares0.30%2025-09-302025-11-12 VCRM VANGUARD MUN BD FDS54.3K shares3.56%2025-09-302025-11-12 META META PLATFORMS INC4.4K shares0.00%2025-09-302025-11-12 WMT WALMART INC18.7K shares-50.93%2025-09-302025-11-12 VTES VANGUARD WELLINGTON FD15.5K shares0.64%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS6.0K shares0.42%2025-09-302025-11-12 ACWX ISHARES TR19.9K shares0.00%2025-09-302025-11-12 VOOG VANGUARD ADMIRAL FDS INC2.7K shares0.15%2025-09-302025-11-12 VTI VANGUARD INDEX FDS3.5K shares-5.77%2025-09-302025-11-12 AAPL APPLE INC4.4K shares-1.90%2025-09-302025-11-12 HOMB HOME BANCSHARES INC34.4K shares0.68%2025-09-302025-11-12 IWB ISHARES TR2.3K shares0.26%2025-09-302025-11-12 IVV ISHARES TR1.2K shares0.25%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL1.4K shares31.89%2025-09-302025-11-12 TCAF T ROWE PRICE ETF INC17.6K shares0.00%2025-09-302025-11-12 IVW ISHARES TR5.5K shares-0.20%2025-09-302025-11-12 ACWI ISHARES TR4.6K shares0.00%2025-09-302025-11-12 AVGO BROADCOM INC1.9K shares-22.72%2025-09-302025-11-12 MSFT MICROSOFT CORP1.0K shares-25.29%2025-09-302025-11-12 CGCB CAPITAL GRP FIXED INCM ETF T19.6K sharesnew addition2025-09-302025-11-12 DE DEERE & CO1.1K shares-1.31%2025-09-302025-11-12 VXUS VANGUARD STAR FDS6.2K shares-6.06%2025-09-302025-11-12 ITM VANECK ETF TRUST9.3K shares-31.66%2025-09-302025-11-12 IWO ISHARES TR1.3K shares0.15%2025-09-302025-11-12 CGDG CAPITAL GROUP DIVIDEND GROWE11.9K shares29.13%2025-09-302025-11-12 AMGN AMGEN INC1.4K shares-0.98%2025-09-302025-11-12 CGIC CAPITAL GROUP INTERNATIONAL12.7K shares0.41%2025-09-302025-11-12 OEF ISHARES TR1.2K shares0.26%2025-09-302025-11-12 SCHF SCHWAB STRATEGIC TR16.6K shares0.00%2025-09-302025-11-12 NVDA NVIDIA CORPORATION2.0K shares33.29%2025-09-302025-11-12 WPC WP CAREY INC5.6K shares-43.34%2025-09-302025-11-12 IWM ISHARES TR1.5K shares0.20%2025-09-302025-11-12 ITOT ISHARES TR2.4K shares0.25%2025-09-302025-11-12 DFAU DIMENSIONAL ETF TRUST7.6K sharesnew addition2025-09-302025-11-12 IBM INTERNATIONAL BUSINESS MACHS1.2K shares0.59%2025-09-302025-11-12 TSM TAIWAN SEMICONDUCTOR MFG LTD1.2K shares-12.51%2025-09-302025-11-12 AMLP ALPS ETF TR7.1K shares0.00%2025-09-302025-11-12 VSDM VANGUARD MUN BD FDS4.2K shares8.96%2025-09-302025-11-12 VT VANGUARD INTL EQUITY INDEX F2.1K shares-31.43%2025-09-302025-11-12 CGMS CAPITAL GRP FIXED INCM ETF T10.4K sharesnew addition2025-09-302025-11-12 GOOG ALPHABET INC1.1K shares-16.55%2025-09-302025-11-12 VOOV VANGUARD ADMIRAL FDS INC1.1K shares0.44%2025-09-302025-11-12 VUG VANGUARD INDEX FDS472 shares0.00%2025-09-302025-11-12 FBTC FIDELITY WISE ORIGIN BITCOIN2.3K sharesnew addition2025-09-302025-11-12 IVE ISHARES TR1.1K shares-0.55%2025-09-302025-11-12 VO VANGUARD INDEX FDS762 shares0.26%2025-09-302025-11-12 EEM ISHARES TR4.1K sharesnew addition2025-09-302025-11-12 IJH ISHARES TR3.4K shares0.33%2025-09-302025-11-12 CGCP CAPITAL GRP FIXED INCM ETF T9.5K sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available