Warren Street Wealth Advisors, LLC

Q4 2024 13F Holdings

  • Location
    newport beach, CA
  • Num holdings

    103

  • Value ($000)

    $244,191

  • Date Filed
    01/29/2025
  • Form type
    13F-HR
  • CIK
    0001703496
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$75.09M
31 %

139,371

XSOE
XSOE

WISDOMTREE TR

EM EX ST-OWNED
97717X578
$15.60M
6 %

511,740

GLDM
GLDM

WORLD GOLD TR

SPDR GLD MINIS
98149E303
$12.16M
5 %

233,960

GCC
GCC

WISDOMTREE TR

ENHNCD CMMDTY ST
97717Y683
$10.49M
4 %

557,326

---

SPDR INDEX SHS FDS

S&P GBLINF ETF
78463X855
$9.09M
4 %

153,666

GNR
GNR

SPDR INDEX SHS FDS

GLB NAT RESRCE
78463X541
$7.16M
3 %

143,903

SPMD
SPMD

SPDR SER TR

PORTFOLIO S&P400
78464A847
$6.92M
3 %

126,442

CHV
CHV

CHEVRON CORP NEW

COM
166764100
$6.07M
3 %

41,913

SGOV
SGOV

ISHARES TR

0-3 MNTH TREASRY
46436E718
$5.43M
2 %

54,151

KRE
KRE

SPDR SER TR

PORTFOLIO S&P600
78468R853
$5.28M
2 %

117,482

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