GW

Gutierrez Wealth Advisory, LLC

13F
Gutierrez Wealth Advisory, LLC
Last update 2025-04-29 46 Stocks (4 new)
Value $123.00 Mil Turnover 5 %
Countries:
Top Holdings: VOO(12.71%)CGDV(10.63%)CGGR(9.95%)VEA(8.89%)CGMU(7.32%)
Summary Stock Picks Current Portfolio
Gutierrez Wealth Advisory, LLC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
30,464
15,655.9
+0.21%
12.710
+0.03%
0.000
+22.35%
+7.26%
658,032.1
 
CGDV
Capital Group Dividend Value ETF
367,579
13,100.5
+5.15%
10.630
+0.52%
0.090
+24.14%
+15.93%
19,687.2
 
CGGR
Capital Group Growth ETF
357,730
12,252.3
+3.25%
9.950
+0.31%
0.120
+30.69%
+11.35%
14,207.8
 
VEA
Vanguard FTSE Developed Markets ETF
215,480
10,952.8
+2.76%
8.890
+0.24%
0.010
+12.87%
+19.22%
159,422.0
 
CGMU
Capital Group Municipal Income ETF
336,418
9,022.7
+12.89%
7.320
+0.84%
0.340
+1.95%
+0.45%
3,421.4
 
VCRB
Vanguard Core Bond ETF
112,458
8,707.6
+5.12%
7.070
+0.34%
0.340
+2.47%
+3.87%
2,966.0
 
CGXU
Capital Group International Focus Equity ETF
Capital Group International Focus Equity ETF
319,375
7,818.3
+1.51%
6.350
+0.09%
0.240
+18.31%
+11.21%
3,758.8
 
VXF
Vanguard Extended Market Index ETF
45,306
7,804.4
+5.48%
6.340
+0.33%
0.040
+24.80%
+3.88%
21,139.0
 
CGGO
Capital Group Global Growth Equity ETF
Capital Group Global Growth Equity ETF
208,212
5,898.6
+5.39%
4.790
+0.25%
0.110
+21.75%
+11.25%
6,480.2
 
VWO
Vanguard FTSE Emerging Markets ETF
82,933
3,753.6
+6.09%
3.050
+0.18%
0.000
+17.07%
+15.24%
85,751.2
 

Gutierrez Wealth Advisory, LLC's Historical Top Holdings Breakdowns

Gutierrez Wealth Advisory, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CGMU
Capital Group Municipal Income ETF
2025-03-31
Add
Add
+0.84%
●
26.75 ($27.03) 27.33
$26.60
-1.59%
Add 12.89%
336,418
38,419
CGDV
Capital Group Dividend Value ETF
2025-03-31
Add
Add
+0.52%
●
34.95 ($36.32) 37.36
$40.62
11.84%
Add 5.15%
367,579
18,006
VT
Vanguard Total World Stock ETF
2025-03-31
Sold Out
Sold Out
-0.44%
●
115.08 ($119.66) 123.97
$130.19
8.80%
Sold Out
0
-4,567
VCRB
Vanguard Core Bond ETF
2025-03-31
Add
Add
+0.34%
●
74.92 ($76.52) 77.71
$77.01
0.64%
Add 5.12%
112,458
5,480
VXF
Vanguard Extended Market Index ETF
2025-03-31
Add
Add
+0.33%
●
170.36 ($189.24) 201.04
$197.36
4.29%
Add 5.48%
45,306
2,353
CGGR
Capital Group Growth ETF
2025-03-31
Add
Add
+0.31%
●
33.98 ($37.42) 39.84
$41.39
10.61%
Add 3.25%
357,730
11,257
EFA
iShares MSCI EAFE ETF
2025-03-31
Sold Out
Sold Out
-0.30%
●
74.85 ($80.6) 84.89
$88.83
10.21%
Sold Out
0
-4,833
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.29%
●
554.06 ($590.51) 615.85
$631.73
6.98%
Add 107.26%
1,227
635
SCHF
Schwab International Equity ETF
2025-03-31
New Buy
New Buy
+0.27%
●
18.36 ($19.62) 20.51
$22.08
12.54%
New holding
16,729
16,729
CGGO
Capital Group Global Growth Equity ETF
Capital Group Global Growth Equity ETF
2025-03-31
Add
Add
+0.25%
●
28.33 ($29.71) 30.84
$32.20
8.38%
Add 5.39%
208,212
10,656

Gutierrez Wealth Advisory, LLC Total Holding History ($B)

To

Gutierrez Wealth Advisory, LLC's Asset Allocation

To

Gutierrez Wealth Advisory, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Gutierrez Wealth Advisory, LLC's Hypothetical Growth since 2025-03-31

Gutierrez Wealth Advisory, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Gutierrez Wealth Advisory, LLC's Holdings Heat Map

Size field:

Gutierrez Wealth Advisory, LLC's Holdings Bubble Chart

Gutierrez Wealth Advisory, LLC News

  • 1

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