Gutierrez-Wealth-Advisory
AI_NATIVE detailed information: This accession holds the following tickers:[ "AVGO", null, null, null, null, null, null, "MUB", "META", "IVW", "IJH", null, "MSFT", null, "IVV", "UNH", "AAPL", "NVDA", null, "AMGN", "SAP", "IBM", "VXF", "HOMB", "VWO", "IWO", "TSM", null, "AMZN", "LCID", "VEA", "VXUS", "VTEB", "VOO", "WMT", "WPC", "SCHF", "FDX", "BRK-B", "DE", "GOOG", "XOM", "LLY", "PM", "ITOT", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified36 identified10 unidentified
Holdings
46 positions
Manager:
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14020Y805
Shares:138.4K
Value:$3.5M
14020Y201
Shares:127.8K
Value:$3.4M
14020W106
Shares:17.5K
Value:$625.0K
922020748
Shares:6.4K
Value:$496.9K
87283Q867
Shares:12.6K
Value:$406.9K
00162Q452
Shares:7.1K
Value:$367.2K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
74.7K | YoY- | All Managers (Combined) | $3.7M | YoY- | |
(cusip14020Y805)✕ | 138.4K | YoY- | All Managers (Combined) | $3.5M | YoY- |
(cusip14020Y201)✕ | 127.8K | YoY- | All Managers (Combined) | $3.4M | YoY- |
Walmart Inc.(WMTcusip931142103) | 38.0K | QoQ +0.44% (-167)YoY- | All Managers (Combined) | $3.3M | YoY- |
30.7K | QoQ +0.59% (-180)YoY- | All Managers (Combined) | $3.2M | YoY- | |
5.1K | QoQ +1.17% (-59)YoY- | All Managers (Combined) | $2.6M | YoY- | |
49.1K | YoY- | All Managers (Combined) | $2.5M | YoY- | |
4.0K | QoQ +0.07% (-3)YoY- | All Managers (Combined) | $2.3M | YoY- | |
10.9K | YoY- | All Managers (Combined) | $1.9M | YoY- | |
14.8K | YoY- | All Managers (Combined) | $672.0K | YoY- | |
(cusip14020W106)✕ | 17.5K | YoY- | All Managers (Combined) | $625.0K | YoY- |
W. P. Carey Inc.(WPCcusip92936U109) | 9.7K | YoY- | All Managers (Combined) | $615.1K | YoY- |
20.5K | QoQ +0.29% (+60)YoY- | All Managers (Combined) | $580.0K | YoY- | |
1.9K | QoQ +2.41% (-46)YoY- | All Managers (Combined) | $535.4K | YoY- | |
DEERE & CO(DEcusip244199105) | 1.1K | QoQ +0.35% (+4)YoY- | All Managers (Combined) | $526.9K | YoY- |
(cusip922020748)✕ | 6.4K | YoY- | All Managers (Combined) | $496.9K | YoY- |
(cusip87283Q867)✕ | 12.6K | YoY- | All Managers (Combined) | $406.9K | YoY- |
1.2K | QoQ +0.75% (+9)YoY- | All Managers (Combined) | $375.7K | YoY- | |
(cusip00162Q452)✕ | 7.1K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $367.2K | YoY- |
594 | QoQ +0.33% (-2)YoY- | All Managers (Combined) | $333.8K | YoY- |