Gutierrez Wealth Advisory, LLC

Gutierrez Wealth Advisory, LLC manages $159M across a diversified portfolio of 62 positions. The strategy exhibits a notable tilt toward core U.S. equity exposure, evidenced by the top holding in VOO at $17.7M. Significant allocations are also directed toward international and sector-specific opportunities, including $14.2M each in CGGR and CGDV, and $13.3M in VEA. This concentrated approach suggests a focus on established market leaders and targeted global growth vectors.

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