WS

Warren Street Wealth Advisors, LLC

13F
Warren Street Wealth Advisors, LLC
Last update 2025-04-10 112 Stocks (15 new)
Value $258.00 Mil Turnover 7 %
Countries:
Top Holdings: VOO(29.05%)XSOE(6.52%)GLDM(5.73%)GCC(4.51%)GII(3.91%)
Summary Stock Picks Current Portfolio
Warren Street Wealth Advisors,... 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
145,610
74,830.3
+4.48%
29.050
+1.24%
0.010
+4.92%
+2.55%
617,254.0
 
XSOE 		WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
544,307
16,802.8
+6.36%
6.520
+0.39%
1.010
+7.11%
+9.74%
1,826.4
 
GLDM 		SPDR Gold MiniShares Trust
238,301
14,748.5
+1.86%
5.730
+0.10%
0.110
+13.83%
+26.16%
15,017.6
 
GCC 		WisdomTree EnhancedContinuous Commodity Index Fund
591,957
11,605.9
+6.21%
4.510
+0.26%
7.790
+2.92%
+4.73%
133.1
 
GII 		SPDR S&P Global Infrastructure ETF
162,347
10,065.5
+5.65%
3.910
+0.21%
2.020
+13.84%
+14.27%
546.4
 
GNR 		SPDR S&P Global Natural Resources ETF
157,625
8,393.5
+9.54%
3.260
+0.28%
0.310
+3.05%
+8.58%
2,749.5
 
SGOV 		iShares 0-3 Month Treasury Bond ETF
77,642
7,816.2
+43.38%
3.030
+0.92%
0.020
+1.08%
+1.84%
47,079.0
 
SPMD 		SPDR Portfolio S&P 400 Mid Cap ETF
132,732
6,793.2
+4.97%
2.640
+0.13%
0.060
+3.28%
-1.65%
12,746.1
 
CVX 		Chevron Corp
38,008
6,358.4
-9.32%
2.470
-0.23%
0.000
-7.21%
-0.93%
242,875.4
Oil & Gas
EYLD 		Cambria Emerging Shareholder Yield ETF
162,556
5,161.2
+8.34%
2.000
+0.15%
1.040
+8.99%
+11.91%
511.6
 

Warren Street Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Warren Street Wealth Advisors, 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
VOO 		Vanguard S&P 500 ETF2025-03-31Add
+1.24%
●
507.05 ($540.58) 563.67
$550.66
1.86%
Add 4.48%
145,610
6,239
SGOV 		iShares 0-3 Month Treasury Bond ETF2025-03-31Add
+0.92%
●
100.34 ($100.51) 100.68
$100.44
-0.07%
Add 43.38%
77,642
23,491
XSOE 		WisdomTree Emerging Markets ex-State-Owned Enterprises Fund2025-03-31Add
+0.39%
●
29.72 ($31.04) 31.94
$33.45
7.76%
Add 6.36%
544,307
32,567
GNR 		SPDR S&P Global Natural Resources ETF2025-03-31Add
+0.28%
●
50.12 ($52.68) 54.48
$53.26
1.10%
Add 9.54%
157,625
13,722
GCC 		WisdomTree EnhancedContinuous Commodity Index Fund2025-03-31Add
+0.26%
●
18.9 ($19.45) 20.05
$19.72
1.40%
Add 6.21%
591,957
34,631
CVX 		Chevron Corp2025-03-31Reduce
-0.23%
●
146.71 ($156.54) 167.97
$140.21
-10.43%
Reduce -9.32%
38,008
-3,905
GII 		SPDR S&P Global Infrastructure ETF2025-03-31Add
+0.21%
●
58.92 ($60.81) 62.25
$66.63
9.57%
Add 5.65%
162,347
8,681
XHLF 		BondBloxx Bloomberg Six Month Target Duration US Treasury ETF2025-03-31Add
+0.18%
●
50.18 ($50.26) 50.35
$50.21
-0.10%
Add 10.66%
92,922
8,950
XONE 		BondBloxx Bloomberg One Year Target Duration US Treasury ETF2025-03-31Add
+0.18%
●
49.51 ($49.61) 49.73
$49.43
-0.36%
Add 13.15%
80,979
9,409
USFR 		WisdomTree Floating Rate Treasury Fund2025-03-31Add
+0.18%
●
50.29 ($50.4) 50.5
$50.37
-0.06%
Add 12.68%
79,849
8,983

Warren Street Wealth Advisors, LLC Total Holding History ($B)

To

Warren Street Wealth Advisors, LLC's Asset Allocation

To

Warren Street Wealth Advisors, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Warren Street Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31

Warren Street Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Warren Street Wealth Advisors, LLC's Holdings Heat Map

Size field:

Warren Street Wealth Advisors, LLC's Holdings Bubble Chart

Warren Street Wealth Advisors, LLC News

  • 1

Discussions on Warren Street Wealth Advisors, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.