Gutierrez Wealth Advisory, LLC Q1 2025 Filing
Filed April 28, 2025
Portfolio Value
$123.2B
Holdings
46
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (46 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 30,464 | $15.7B | 12.71% | |
| 2 | CGDGCAPITAL GROUP DIVIDEND VALUE | 367,579 | $13.1B | 10.63% | |
| 3 | CGGRCAPITAL GROUP GROWTH ETF | 357,730 | $12.3B | 9.95% | |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 215,480 | $11.0B | 8.89% | |
| 5 | CGMUCAPITAL GRP FIXED INCM ETF T | 336,418 | $9.0B | 7.32% | |
| 6 | VCRBVANGUARD MALVERN FDS | 112,458 | $8.7B | 7.07% | |
| 7 | CGXUCAPITAL GROUP INTL FOCUS EQT | 319,375 | $7.8B | 6.35% | |
| 8 | VXFVANGUARD INDEX FDS | 45,306 | $7.8B | 6.34% | |
| 9 | CGGOCAPITAL GROUP GBL GROWTH EQT | 208,212 | $5.9B | 4.79% | |
| 10 | VWOVANGUARD INTL EQUITY INDEX F | 82,933 | $3.8B | 3.05% | |
| 11 | VTEBVANGUARD MUN BD FDS | 74,664 | $3.7B | 3.01% | |
| 12 | CGHMCAPITAL GRP FIXED INCM ETF T | 138,357 | $3.5B | 2.81% | |
| 13 | WMTWALMART INC | 38,021 | $3.3B | 2.71% | |
| 14 | MUBISHARES TR | 30,687 | $3.2B | 2.63% | |
| 15 | METAMETA PLATFORMS INC | 4,516 | $2.6B | 2.11% | |
| 16 | VTIVANGUARD INDEX FDS | 3,766 | $1.0B | 0.84% | |
| 17 | IVVISHARES TR | 1,227 | $689.5M | 0.56% | |
| 18 | MSFTMICROSOFT CORP | 1,782 | $669.3M | 0.54% | |
| 19 | WPCWP CAREY INC | 9,746 | $615.1M | 0.50% | |
| 20 | HOMBHOME BANCSHARES INC | 20,515 | $580.0M | 0.47% | |
| 21 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,088 | $579.4M | 0.47% | |
| 22 | AVGOBROADCOM INC | 3,181 | $532.6M | 0.43% | |
| 23 | DEDEERE & CO | 1,123 | $526.9M | 0.43% | |
| 24 | AMGNAMGEN INC | 1,481 | $461.5M | 0.37% | |
| 25 | VXUSVANGUARD STAR FDS | 6,857 | $425.8M | 0.35% | |
| 26 | TCAFT ROWE PRICE ETF INC | 12,606 | $406.9M | 0.33% | |
| 27 | AAPLAPPLE INC | 1,776 | $394.5M | 0.32% | |
| 28 | AMLPALPS ETF TR | 7,070 | $367.2M | 0.30% | |
| 29 | 4I1PHILIP MORRIS INTL INC | 2,266 | $359.7M | 0.29% | |
| 30 | IWOISHARES TR | 1,402 | $358.2M | 0.29% | |
| 31 | SCHFSCHWAB STRATEGIC TR | 16,729 | $330.9M | 0.27% | |
| 32 | OEFISHARES TR | 1,171 | $317.1M | 0.26% | |
| 33 | ITOTISHARES TR | 2,412 | $294.2M | 0.24% | |
| 34 | LLYELI LILLY & CO | 347 | $286.7M | 0.23% | |
| 35 | IVWISHARES TR | 3,065 | $284.6M | 0.23% | |
| 36 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,674 | $277.9M | 0.23% | |
| 37 | IBMINTERNATIONAL BUSINESS MACHS | 1,064 | $264.7M | 0.21% | |
| 38 | NVDANVIDIA CORPORATION | 2,193 | $237.7M | 0.19% | |
| 39 | FDXFEDEX CORP | 966 | $235.7M | 0.19% | |
| 40 | XOMEXXON MOBIL CORP | 1,948 | $231.6M | 0.19% | |
| 41 | GOOGALPHABET INC | 1,458 | $227.9M | 0.18% | |
| 42 | UNHUNITEDHEALTH GROUP INC | 430 | $224.8M | 0.18% | |
| 43 | SAPSAP SE | 830 | $222.8M | 0.18% | |
| 44 | IJHISHARES TR | 3,570 | $208.3M | 0.17% | |
| 45 | AMZNAMAZON COM INC | 1,078 | $205.1M | 0.17% | |
| 46 | CCIVGBPLUCID GROUP INC | 10,005 | $24.2M | 0.02% |