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

SEC FilingSEC DataHachi Filing

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
CIK: gutierrez-wealth-advisory
Manager Name: Gutierrez-Wealth-Advisory

Data Enrichment

78% identified

36 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

46 positions • $34.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.1K

Value:$264.7K

% of Portfolio:0.8% ($264.7K/$34.2M)

FEDEX CORP

FDX|31428X106

Shares:836

Value:$203.9K

% of Portfolio:0.6% ($203.9K/$34.2M)

EXXON MOBIL CORP

XOM|30231G102

Shares:1.6K

Value:$191.5K

% of Portfolio:0.6% ($191.5K/$34.2M)

464287309

IVW|464287309

Shares:2.0K

Value:$187.1K

% of Portfolio:0.5% ($187.1K/$34.2M)

808524805

SCHF|808524805

Shares:8.8K

Value:$174.6K

% of Portfolio:0.5% ($174.6K/$34.2M)

14020G101

Shares:4.8K

Value:$166.0K

% of Portfolio:0.5% ($166.0K/$34.2M)

Apple Inc.

AAPL|037833100

Shares:649

Value:$144.2K

% of Portfolio:0.4% ($144.2K/$34.2M)

14019W109

Shares:5.7K

Value:$139.3K

% of Portfolio:0.4% ($139.3K/$34.2M)

921909768

VXUS|921909768

Shares:2.2K

Value:$136.9K

% of Portfolio:0.4% ($136.9K/$34.2M)

464287648

IWO|464287648

Shares:529

Value:$135.1K

% of Portfolio:0.4% ($135.1K/$34.2M)

464287507

IJH|464287507

Shares:1.7K

Value:$98.6K

% of Portfolio:0.3% ($98.6K/$34.2M)

464287101

Shares:363

Value:$98.4K

% of Portfolio:0.3% ($98.4K/$34.2M)

464287150

ITOT|464287150

Shares:648

Value:$79.0K

% of Portfolio:0.2% ($79.0K/$34.2M)

MICROSOFT CORP

MSFT|594918104

Shares:165

Value:$62.1K

% of Portfolio:0.2% ($62.1K/$34.2M)

14020X104

Shares:1.2K

Value:$33.9K

% of Portfolio:0.1% ($33.9K/$34.2M)

Lucid Group, Inc.

LCID|549498103

Shares:10.0K

Value:$24.2K

% of Portfolio:0.1% ($24.2K/$34.2M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:19

Value:$9.7K

% of Portfolio:0.0% ($9.7K/$34.2M)

Alphabet Inc.

GOOG|02079K107

Shares:44

Value:$6.9K

% of Portfolio:0.0% ($6.9K/$34.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:11

Value:$5.9K

% of Portfolio:0.0% ($5.9K/$34.2M)

NVIDIA CORP

NVDA|67066G104

Shares:40

Value:$4.3K

% of Portfolio:0.0% ($4.3K/$34.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.1K	QoQ +0.66% (+7) YoY-	All Managers (Combined)	$264.7K	0.8% ($264.7K/$34.2M)	QoQ +13.85% (+$32.2K) YoY-
FEDEX CORP(FDXcusip31428X106)	836	QoQ +0.48% (-4) YoY-	All Managers (Combined)	$203.9K	0.6% ($203.9K/$34.2M)	QoQ -12.92% (-$30.3K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	1.6K	QoQ NEW(+1.6K) YoY-	All Managers (Combined)	$191.5K	0.6% ($191.5K/$34.2M)	QoQ NEW(+$191.5K) YoY-
(IVWcusip464287309)	2.0K	QoQ +0.09% (-2) YoY-	All Managers (Combined)	$187.1K	0.5% ($187.1K/$34.2M)	QoQ -8.46% (-$17.3K) YoY-
(SCHFcusip808524805)	8.8K	QoQ NEW(+8.8K) YoY-	All Managers (Combined)	$174.6K	0.5% ($174.6K/$34.2M)	QoQ NEW(+$174.6K) YoY-
(cusip14020G101)✕	4.8K	QoQ +40.34% (+1.4K) YoY-	All Managers (Combined)	$166.0K	0.5% ($166.0K/$34.2M)	QoQ +29.31% (+$37.6K) YoY-
Apple Inc.(AAPLcusip037833100)	649	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$144.2K	0.4% ($144.2K/$34.2M)	QoQ -11.27% (-$18.3K) YoY-
(cusip14019W109)✕	5.7K	QoQ +144.20% (+3.4K) YoY-	All Managers (Combined)	$139.3K	0.4% ($139.3K/$34.2M)	QoQ +142.29% (+$81.8K) YoY-
(VXUScusip921909768)	2.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$136.9K	0.4% ($136.9K/$34.2M)	QoQ +5.37% (+$7.0K) YoY-
(IWOcusip464287648)	529	QoQ +5.58% (-28) YoY-	All Managers (Combined)	$135.1K	0.4% ($135.1K/$34.2M)	QoQ -6.30% (-$9.1K) YoY-
(IJHcusip464287507)	1.7K	QoQ NEW(+1.7K) YoY-	All Managers (Combined)	$98.6K	0.3% ($98.6K/$34.2M)	QoQ NEW(+$98.6K) YoY-
(cusip464287101)✕	363	QoQ +2.83% (-10) YoY-	All Managers (Combined)	$98.4K	0.3% ($98.4K/$34.2M)	QoQ -3.38% (-$3.4K) YoY-
(ITOTcusip464287150)	648	QoQ +3.51% (-22) YoY-	All Managers (Combined)	$79.0K	0.2% ($79.0K/$34.2M)	QoQ -1.83% (-$1.5K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	165	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$62.1K	0.2% ($62.1K/$34.2M)	QoQ -10.89% (-$7.6K) YoY-
(cusip14020X104)✕	1.2K	QoQ -1.64% (-20) YoY-	All Managers (Combined)	$33.9K	0.1% ($33.9K/$34.2M)	QoQ -4.63% (-$1.7K) YoY-
Lucid Group, Inc.(LCIDcusip549498103)	10.0K	QoQ NEW(+10.0K) YoY-	All Managers (Combined)	$24.2K	0.1% ($24.2K/$34.2M)	QoQ NEW(+$24.2K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	19	QoQ +5.55% (+1) YoY-	All Managers (Combined)	$9.7K	0.0% ($9.7K/$34.2M)	QoQ +3.97% (+$371) YoY-
Alphabet Inc.(GOOGcusip02079K107)	44	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$6.9K	0.0% ($6.9K/$34.2M)	QoQ -17.86% (-$1.5K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	11	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$5.9K	0.0% ($5.9K/$34.2M)	QoQ +17.48% (+$872) YoY-
NVIDIA CORP(NVDAcusip67066G104)	40	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$4.3K	0.0% ($4.3K/$34.2M)	QoQ -19.28% (-$1.0K) YoY-