Gutierrez-Wealth-Advisory

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-28
Total Holdings
46
Total Value
34206291
Accession Number
0001965923-25-000004
Form Type
13F-HR
Manager Name
Gutierrez-Wealth-Advisory
Data Enrichment
78% identified
36 identified10 unidentified

Holdings

46 positions
Manager:
Search and click to pin securities to the top
Page 1 of 3
922907746
Shares:74.7K
Value:$3.7M
14020Y805
Shares:138.4K
Value:$3.5M
14020Y201
Shares:127.8K
Value:$3.4M
Walmart Inc.
Shares:38.0K
Value:$3.3M
464288414
Shares:30.7K
Value:$3.2M
922908363
Shares:5.1K
Value:$2.6M
921943858
Shares:49.1K
Value:$2.5M
Meta Platforms, Inc.
Shares:4.0K
Value:$2.3M
922908652
Shares:10.9K
Value:$1.9M
922042858
Shares:14.8K
Value:$672.0K
14020W106
Shares:17.5K
Value:$625.0K
W. P. Carey Inc.
Shares:9.7K
Value:$615.1K
HOME BANCSHARES INC
Shares:20.5K
Value:$580.0K
922908769
Shares:1.9K
Value:$535.4K
DEERE & CO
Shares:1.1K
Value:$526.9K
922020748
Shares:6.4K
Value:$496.9K
87283Q867
Shares:12.6K
Value:$406.9K
AMGEN INC
Shares:1.2K
Value:$375.7K
00162Q452
Shares:7.1K
Value:$367.2K
464287200
Shares:594
Value:$333.8K