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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Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
Broadcom Inc.(AVGOcusip11135F101) | 20 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $3.4K | YoY- |
| 12 | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $3.2K | YoY- | |
AMAZON COM INC(AMZNcusip023135106) | 15 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $2.9K | YoY- |
| 15 | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $2.4K | YoY- | |
ELI LILLY & Co(LLYcusip532457108) | 2 | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $1.7K | YoY- |
| 8 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $1.3K | YoY- |