Cresta Advisors, Ltd. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CA Cresta Advisors, Ltd. | Institutional Filer | ▲ 2.39% | $244.2M | 53 |
Current Portfolio Holdings
Showing all 53 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | — | 53K | $34.6M | 14.18% |
| 2 | VTI | VANGUARD INDEX FDS | — | 71K | $22.7M | 9.31% |
| 3 | DGRW | WISDOMTREE TR | — | 242K | $21.2M | 8.70% |
| 4 | VTV | VANGUARD INDEX FDS | — | 107K | $21.1M | 8.63% |
| 5 | SPHQ | INVESCO EXCHANGE TRADED FD T | — | 226K | $17.0M | 6.97% |
| 6 | LQD | ISHARES TR | — | 124K | $13.5M | 5.53% |
| 7 | QQQ | Invesco QQQ Trust | — | 19K | $10.9M | 4.46% |
| 8 | IWF | ISHARES TR | — | 21K | $9.1M | 3.74% |
| 9 | AAPL | Apple Inc. | Technology | 34K | $8.6M | 3.53% |
| 10 | PMBS | PIMCO ETF TR | — | 162K | $8.0M | 3.28% |
| 11 | NVDA | NVIDIA Corporation | Technology | 30K | $5.2M | 2.14% |
| 12 | SCHD | SCHWAB STRATEGIC TR | — | 170K | $5.2M | 2.13% |
| 13 | TLH | ISHARES TR | — | 52K | $5.2M | 2.13% |
| 14 | XLK | Technology Select Sector SPDR Fund | — | 36K | $4.8M | 1.95% |
| 15 | NEA | NUVEEN AMT FREE QLTY MUN INC | — | 386K | $4.3M | 1.77% |
Showing 1 to 15 of 53 holdings