Holdings
Gutierrez Wealth Advisory, LLC
As of Jun 30, 2026, Gutierrez Wealth Advisory, LLC reported 16 positions worth US$10.7M. Largest: Meta Platforms, Inc., Walmart Inc. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Meta Platforms, Inc. | 4,222 | US$2.38M | +10 | Jun 30, 2026 |
| Walmart Inc. | 12,641 | US$1.43M | +85 | Jun 30, 2026 |
| Apple Inc | 3,688 | US$1.07M | +48 | Jun 30, 2026 |
| Home Bancshares, Inc. | 35,027 | US$1M | +272 | Jun 30, 2026 |
| Deere & Company | 1,158 | US$735K | +3 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 1,435 | US$718K | no change | Jun 30, 2026 |
| Amgen Inc. | 1,494 | US$541K | +16 | Jun 30, 2026 |
| Broadcom Inc. | 1,093 | US$413K | −100 | Jun 30, 2026 |
| W. P. Carey Inc. Reit | 5,684 | US$406K | +600 | Jun 30, 2026 |
| International Business Machines Corporation | 1,340 | US$377K | +51 | Jun 30, 2026 |