Gutierrez Wealth Advisory, LLC Top Holdings and 13F Report (2025) About Gutierrez Wealth Advisory, LLCInvestment ActivityGutierrez Wealth Advisory, LLC has $123.19 million in total holdings as of March 31, 2025.Gutierrez Wealth Advisory, LLC owns shares of 46 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 4.68% of the portfolio was purchased this quarter.About 1.25% of the portfolio was sold this quarter.This quarter, Gutierrez Wealth Advisory, LLC has purchased 45 new stocks and bought additional shares in 31 stocks.Gutierrez Wealth Advisory, LLC sold shares of 8 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $15,655,877Capital Group Dividend Value ETF $13,100,533Capital Group Growth ETF $12,252,252Vanguard FTSE Developed Markets ETF $10,952,827Capital Group Municipal Income ETF $9,022,740 Largest New Holdings this Quarter 808524805 - Schwab International Equity ETF $330,901 Holding30231G102 - Exxon Mobil $231,629 Holding464287507 - iShares Core S&P Mid-Cap ETF $208,335 Holding549498103 - Lucid Group $24,212 Holding Largest Purchases this Quarter Capital Group Municipal Income ETF 38,419 shares (about $1.03M)Capital Group Dividend Value ETF 18,006 shares (about $641.73K)VANGUARD MALVERN FDS 5,480 shares (about $424.31K)Vanguard Extended Market ETF 2,353 shares (about $405.33K)Capital Group Growth ETF 11,257 shares (about $385.55K) Largest Sales this Quarter iShares S&P 500 Growth ETF 2,296 shares (about $213.16K)Vanguard Tax-Exempt Bond ETF 3,336 shares (about $165.53K)Vanguard Total International Stock ETF 287 shares (about $17.82K)SAP 53 shares (about $14.23K)UnitedHealth Group 24 shares (about $12.55K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGutierrez Wealth Advisory, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$15,655,877$32,377 ▲0.2%30,46412.7%ETFCGDVCapital Group Dividend Value ETF$13,100,533$641,735 ▲5.2%367,57910.6%ETFCGGRCapital Group Growth ETF$12,252,252$385,552 ▲3.2%357,7309.9%ETFVEAVanguard FTSE Developed Markets ETF$10,952,827$294,000 ▲2.8%215,4808.9%ETFCGMUCapital Group Municipal Income ETF$9,022,740$1,030,399 ▲12.9%336,4187.3%ETFVANGUARD MALVERN FDS$8,707,586$424,315 ▲5.1%112,4587.1%CORE BD ETFCGXUCapital Group International Focus Equity ETF$7,818,305$116,231 ▲1.5%319,3756.3%ETFVXFVanguard Extended Market ETF$7,804,421$405,328 ▲5.5%45,3066.3%ETFCGGOCapital Group Global Growth Equity ETF$5,898,640$301,884 ▲5.4%208,2124.8%ETFVWOVanguard FTSE Emerging Markets ETF$3,753,567$215,484 ▲6.1%82,9333.0%ETFVTEBVanguard Tax-Exempt Bond ETF$3,704,835$165,533 ▼-4.3%74,6643.0%ETFCAPITAL GRP FIXED INCM ETF T$3,467,369$242,992 ▲7.5%138,3572.8%MUNICIPAL HIGH IWMTWalmart$3,337,887$14,661 ▲0.4%38,0212.7%Retail/WholesaleMUBiShares National Muni Bond ETF$3,235,637$18,979 ▲0.6%30,6872.6%ETFMETAMeta Platforms$2,603,024$25,938 ▲1.0%4,5162.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,035,105$14,292 ▲1.4%3,7660.8%ETFIVViShares Core S&P 500 ETF$689,463$356,813 ▲107.3%1,2270.6%ETFMSFTMicrosoft$669,286$4,507 ▼-0.7%1,7820.5%Computer and TechnologyWPCW. P. Carey$615,055$139,975 ▲29.5%9,7460.5%FinanceHOMBHome Bancshares, Inc. (Conway, AR)$579,966$1,696 ▲0.3%20,5150.5%FinanceBRK.BBerkshire Hathaway$579,4470.0%1,0880.5%FinanceAVGOBroadcom$532,617$53,747 ▲11.2%3,1810.4%Computer and TechnologyDEDeere & Company$526,869$1,877 ▲0.4%1,1230.4%IndustrialsAMGNAmgen$461,482$81,640 ▲21.5%1,4810.4%MedicalVXUSVanguard Total International Stock ETF$425,837$17,823 ▼-4.0%6,8570.3%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$406,910$49,290 ▲13.8%12,6060.3%ETFAAPLApple$394,512$1,555 ▼-0.4%1,7760.3%Computer and TechnologyAMLPAlerian MLP ETF$367,2160.0%7,0700.3%ETFPMPhilip Morris International$359,654$13,015 ▲3.8%2,2660.3%Consumer StaplesIWOiShares Russell 2000 Growth ETF$358,216$7,410 ▲2.1%1,4020.3%ETFSCHFSchwab International Equity ETF$330,901$330,901 ▲New Holding16,7290.3%ETFOEFiShares S&P 100 ETF$317,147$3,250 ▲1.0%1,1710.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$294,198$3,415 ▲1.2%2,4120.2%ETFLLYEli Lilly and Company$286,744$16,527 ▲6.1%3470.2%MedicalIVWiShares S&P 500 Growth ETF$284,558$213,163 ▼-42.8%3,0650.2%ETFTSMTaiwan Semiconductor Manufacturing$277,911$14,111 ▲5.3%1,6740.2%Computer and TechnologyIBMInternational Business Machines$264,659$1,741 ▲0.7%1,0640.2%Computer and TechnologyNVDANVIDIA$237,710$56,907 ▲31.5%2,1930.2%Computer and TechnologyFDXFedEx$235,696$7,564 ▲3.3%9660.2%TransportationXOMExxon Mobil$231,629$231,629 ▲New Holding1,9480.2%EnergyGOOGAlphabet$227,8900.0%1,4580.2%Computer and TechnologyUNHUnitedHealth Group$224,829$12,549 ▼-5.3%4300.2%MedicalSAPSAP$222,803$14,227 ▼-6.0%8300.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$208,335$208,335 ▲New Holding3,5700.2%ETFAMZNAmazon.com$205,100$6,849 ▼-3.2%1,0780.2%Retail/WholesaleLCIDLucid Group$24,212$24,212 ▲New Holding10,0050.0%Auto/Tires/TrucksVTVanguard Total World Stock ETF$0$536,639 ▼-100.0%00.0%ETFEFAiShares MSCI EAFE ETF$0$365,412 ▼-100.0%00.0%FinanceVOVanguard Mid-Cap ETF$0$203,433 ▼-100.0%00.0%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. 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