Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Cresta Advisors

Latest statistics and disclosures from Cresta Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, VTV, LQD, DGRW, VTI, and represent 45.65% of Cresta Advisors's stock portfolio.
Added to shares of these 10 stocks: SOXX, MGV, SPY, SPHQ, DGRW, QQQ, VTI, IBOC, TLH, XLG.
Reduced shares in these 10 stocks: BRK.A, NVDA, , PTY, AGCO, GOOGL, QCOM, PSA, DIS, STZ.
Sold out of its positions in AGCO, BRK.A, BA, STZ, DIS, FDX, GE, PSA, QCOM, TSLA. ASML.
Cresta Advisors was a net buyer of stock by $734k.
Cresta Advisors has $158M in assets under management (AUM), dropping by 5.13%.
Central Index Key (CIK): 0001947670

Tip: Access up to 7 years of quarterly data

Positions held by Cresta Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Cresta Advisors

Cresta Advisors holds 42 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	12.5	$20M	+7%	38k	523.07	View chart
Vanguard Index Fds Value Etf (VTV)	9.6	$15M		93k	162.86	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	8.9	$14M		129k	108.92	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	8.1	$13M	+4%	168k	76.19	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	6.5	$10M	+2%	39k	259.90	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.9	$9.2M	+3%	21k	444.01	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	5.5	$8.6M	+7%	142k	60.42	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	4.9	$7.8M		23k	337.05	View chart
Apple (AAPL)	4.6	$7.3M		42k	171.48	View chart
Ishares Tr Ishares Semicdtr (SOXX)	3.5	$5.5M	+205%	24k	225.92	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	3.3	$5.1M	+4%	49k	105.03	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.5	$4.0M	-2%	50k	80.63	View chart
Select Sector Spdr Tr Technology (XLK)	2.1	$3.3M	+4%	16k	208.27	View chart
International Bancshares Corporation (IBOC)	1.9	$3.1M	+8%	55k	56.14	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.8	$2.8M	+3%	19k	147.73	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.5	$2.4M	+8%	57k	42.13	View chart
Amazon (AMZN)	1.5	$2.4M		13k	180.38	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	1.5	$2.3M		212k	11.07	View chart
Meta Platforms Cl A (META)	1.3	$2.1M		4.3k	485.58	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.3	$2.1M	+209%	17k	119.51	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	1.3	$2.0M		96k	20.65	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.0	$1.5M	+10%	16k	94.62	View chart
NVIDIA Corporation (NVDA)	1.0	$1.5M	-40%	1.7k	903.56	View chart
Select Sector Spdr Tr Indl (XLI)	0.9	$1.5M	+3%	12k	125.96	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$1.4M	-23%	9.4k	150.93	View chart
Nuveen Muni Value Fund (NUV)	0.8	$1.3M		147k	8.71	View chart
Microsoft Corporation (MSFT)	0.6	$871k	-30%	2.1k	420.72	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.5	$847k		17k	51.11	View chart
Pepsi (PEP)	0.5	$830k		4.7k	175.01	View chart
Enterprise Products Partners (EPD)	0.5	$810k		28k	29.18	View chart
Ishares Tr Core High Dv Etf (HDV)	0.5	$793k		7.2k	110.21	View chart
Lockheed Martin Corporation (LMT)	0.4	$563k		1.2k	455.04	View chart
Verizon Communications (VZ)	0.3	$505k		12k	41.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$499k	-4%	1.0k	480.70	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.3	$497k		5.2k	95.60	View chart
Nuveen Build Amer Bd (NBB)	0.3	$436k		29k	15.32	View chart
Martin Marietta Materials (MLM)	0.3	$401k		653.00	613.94	View chart
Eli Lilly & Co. (LLY)	0.3	$398k		511.00	777.96	View chart
3M Company (MMM)	0.2	$371k		3.5k	106.07	View chart
Snowflake Cl A (SNOW)	0.2	$331k		2.1k	161.60	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$262k		499.00	524.34	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.1	$174k	-77%	12k	14.87	View chart

Past Filings by Cresta Advisors

SEC 13F filings are viewable for Cresta Advisors going back to 2022

Cresta Advisors 2024 Q1 filed May 2, 2024
Cresta Advisors 2023 Q4 filed Jan. 17, 2024
Cresta Advisors 2023 Q3 filed Nov. 6, 2023
Cresta Advisors 2023 Q2 filed July 28, 2023
Cresta Advisors 2023 Q1 filed May 12, 2023
Cresta Advisors 2022 Q4 filed Feb. 13, 2023
Cresta Advisors 2022 Q3 filed Nov. 14, 2022

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z