Gutierrez Wealth Advisory, LLC Portfolio Holdings
Q3 2025•59 long positions•$151.9M portfolio value
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Holding63 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $18.1M 11.89% | -$224.7K Sold | — 29.5K shares | 29.9K → 29.5K −$224.7K | -1.23% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $14.5M 9.57% | +$128.1K Bought | — 346.0K shares | 343.0K → 346.0K +$128.1K | +0.89% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $14.4M 9.46% | -$879.4K Sold | — 327.1K shares | 347.2K → 327.1K −$879.4K | -5.77% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $12.3M 8.08% | -$796.5K Sold | — 204.9K shares | 218.2K → 204.9K −$796.5K | -6.09% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.3M 6.14% | +$494.5K Bought | — 119.0K shares | 112.7K → 119.0K +$494.5K | +5.59% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.3M 6.1% | -$155.7K Sold | — 44.2K shares | 45.0K → 44.2K −$155.7K | -1.65% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.9M 5.83% | +$409.4K Bought | — 299.1K shares | 285.2K → 299.1K +$409.4K | +4.85% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.4M 4.89% | +$343.1K Bought | — 217.5K shares | 207.4K → 217.5K +$343.1K | +4.84% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.2M 4.74% | +$551.2K Bought | — 263.9K shares | 243.7K → 263.9K +$551.2K | +8.29% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.9M 4.53% | -$62.3K Sold | — 137.4K shares | 138.6K → 137.4K −$62.3K | -0.9% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.2M 3.45% | +$9.6K Bought | — 49.2K shares | 49.1K → 49.2K +$9.6K | +0.18% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $5.0M 3.32% | +$259.0K Bought | — 199.3K shares | 189.1K → 199.3K +$259.0K | +5.42% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.4M 2.92% | +$13.4K Bought | — 82.0K shares | 81.7K → 82.0K +$13.4K | +0.3% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $3.2M 2.1% | — | 0.0% 4.4K shares | — | — | $1.84T Mega Cap | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $1.9M 1.27% | -$2.0M Sold | 0.0% 18.7K shares | 38.1K → 18.7K −$2.0M | -50.93% | $821.68B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.6M 1.04% | +$10.0K Bought | — 15.5K shares | 15.4K → 15.5K +$10.0K | +0.64% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $1.3M 0.856% | +$5.4K Bought | — 6.0K shares | 6.0K → 6.0K +$5.4K | +0.42% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.3M 0.849% | — | — 19.9K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.2M 0.772% | +$1.7K Bought | — 2.7K shares | 2.7K → 2.7K +$1.7K | +0.15% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.2M 0.766% | -$71.2K Sold | — 3.5K shares | 3.8K → 3.5K −$71.2K | -5.77% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $1.1M 0.734% | -$21.6K Sold | 0.0% 4.4K shares | 4.5K → 4.4K −$21.6K | -1.9% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
Banks - Regional Financial Services | $972.9K 0.64% | +$6.6K Bought | 0.017% 34.4K shares | 34.1K → 34.4K +$6.6K | +0.68% | $5.6B Mid Cap | Q4 2024 Held for 11 months | |
ETF ETF | $853.9K 0.562% | +$2.2K Bought | — 2.3K shares | 2.3K → 2.3K +$2.2K | +0.26% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $790.6K 0.52% | +$2.0K Bought | — 1.2K shares | 1.2K → 1.2K +$2.0K | +0.25% | — — | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $721.4K 0.475% | +$174.5K Bought | 0.0% 1.4K shares | 1.1K → 1.4K +$174.5K | +31.89% | $1.08T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $663.0K 0.436% | — | — 17.6K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $658.6K 0.433% | -$1.3K Sold | — 5.5K shares | 5.5K → 5.5K −$1.3K | -0.2% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $637.2K 0.419% | — | — 4.6K shares | — | — | — — | Q2 2025 Held for 5 months | |
Semiconductors Technology | $623.8K 0.411% | -$183.4K Sold | 0.0% 1.9K shares | 2.4K → 1.9K −$183.4K | -22.72% | $1.56T Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $538.5K 0.354% | -$182.2K Sold | 0.0% 1.0K shares | 1.4K → 1.0K −$182.2K | -25.29% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $520.0K 0.342% | +$520.0K New | — 19.6K shares | 0 → 19.6K +$520.0K | New | — — | Q3 2025 Held for 2 months | |
Agricultural - Machinery Industrials | $517.6K 0.341% | -$6.9K Sold | 0.0% 1.1K shares | 1.1K → 1.1K −$6.9K | -1.31% | $123.61B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $456.7K 0.301% | -$29.5K Sold | — 6.2K shares | 6.6K → 6.2K −$29.5K | -6.06% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $433.0K 0.285% | -$200.6K Sold | — 9.3K shares | 13.6K → 9.3K −$200.6K | -31.66% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $424.0K 0.279% | +$640.0 Bought | — 1.3K shares | 1.3K → 1.3K +$640.0 | +0.15% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $411.5K 0.271% | +$92.8K Bought | — 11.9K shares | 9.2K → 11.9K +$92.8K | +29.13% | — — | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | $397.8K 0.262% | -$4.0K Sold | 0.0% 1.4K shares | 1.4K → 1.4K −$4.0K | -0.98% | $151.93B Large Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $391.4K 0.258% | +$1.6K Bought | — 12.7K shares | 12.7K → 12.7K +$1.6K | +0.41% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $387.5K 0.255% | +$998.6 Bought | — 1.2K shares | 1.2K → 1.2K +$998.6 | +0.26% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $387.2K 0.255% | — | — 16.6K shares | — | — | — — | Q1 2025 Held for 8 months | |
Semiconductors Technology | $381.7K 0.251% | +$95.3K Bought | 0.0% 2.0K shares | 1.5K → 2.0K +$95.3K | +33.29% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
REIT - Diversified Real Estate | $376.8K 0.248% | -$288.2K Sold | 0.003% 5.6K shares | 9.8K → 5.6K −$288.2K | -43.34% | $14.8B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $362.3K 0.238% | +$726.0 Bought | — 1.5K shares | 1.5K → 1.5K +$726.0 | +0.2% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $351.0K 0.231% | +$874.0 Bought | — 2.4K shares | 2.4K → 2.4K +$874.0 | +0.25% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $347.0K 0.228% | +$347.0K New | — 7.6K shares | 0 → 7.6K +$347.0K | New | — — | Q3 2025 Held for 2 months | |
Information Technology Services Technology | $338.0K 0.222% | +$2.0K Bought | 0.0% 1.2K shares | 1.2K → 1.2K +$2.0K | +0.59% | $262.84B Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $332.0K 0.219% | -$47.5K Sold | — 1.2K shares | 1.4K → 1.2K −$47.5K | -12.51% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $331.8K 0.218% | — | — 7.1K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $293.2K 0.193% | -$134.4K Sold | — 2.1K shares | 3.1K → 2.1K −$134.4K | -31.43% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $289.4K 0.19% | +$289.4K New | — 10.4K shares | 0 → 10.4K +$289.4K | New | — — | Q3 2025 Held for 2 months |
