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CPWA

Cerro Pacific Wealth Advisors Portfolio holdings

AUM $442M
1-Year Est. Return 28.96%
This Fund
S&P 500
This Quarter Est. Return
+4.25%
1 Year Est. Return
+28.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
Cap. Flow
+$253M
Cap. Flow %
96.78%
Top 10 Hldgs %
37.13%
Holding
149
New
149
Increased
Reduced
Closed

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$13.9M
2
AAPL icon
Apple
AAPL
+$12.1M
3
MSFT icon
Microsoft
MSFT
+$9.77M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$9.77M
5
NVDA icon
NVIDIA
NVDA
+$9.61M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 42%
2 Technology 21.93%
3 Financials 6.15%
4 Healthcare 5.99%
5 Consumer Staples 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
QQQ icon
1
Invesco QQQ Trust
QQQ
$489B
$14.8M 5.66%
+30,895
New +$13.9M
AAPL icon
2
Apple
AAPL
$4.67T
$13.7M 5.24%
+65,099
New +$12.1M
NVDA icon
3
NVIDIA
NVDA
$5.25T
$11.7M 4.49%
+95,026
New +$9.61M
MSFT icon
4
Microsoft
MSFT
$3.81T
$10.3M 3.95%
+23,140
New +$9.77M
VIG icon
5
Vanguard Dividend Appreciation ETF
VIG
$113B
$9.74M 3.73%
+53,372
New +$9.61M
AVUV icon
6
Avantis US Small Cap Value ETF
AVUV
$31.3B
$9.68M 3.7%
+107,883
New +$9.77M
VLUE icon
7
iShares MSCI USA Value Factor ETF
VLUE
$9.77B
$7.82M 2.99%
+75,541
New +$7.8M
COST icon
8
Costco
COST
$419B
$7.01M 2.68%
+8,243
New +$6.43M
JPST icon
9
JPMorgan Ultra-Short Income ETF
JPST
$40.8B
$6.22M 2.38%
+123,149
New +$6.2M
GOVZ icon
10
iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
$313M
$6.04M 2.31%
+140,401
New +$6M
VTV icon
11
Vanguard Morningstar Value ETF
VTV
$192B
$5.77M 2.21%
+35,983
New +$5.75M
SHY icon
12
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$5.37M 2.05%
+65,798
New +$5.35M
CVX icon
13
Chevron
CVX
$396B
$4.31M 1.65%
+27,577
New +$4.4M
VOOG icon
14
Vanguard S&P 500 Growth ETF
VOOG
$26.9B
$3.96M 1.52%
+71,316
New +$3.7M
XLK icon
15
State Street Technology Select Sector SPDR ETF
XLK
$121B
$3.52M 1.35%
+31,138
New +$3.28M
DNL icon
16
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$498M
$3.44M 1.31%
+87,927
New +$3.42M
FNDF icon
17
Schwab Fundamental International Large Company Index ETF
FNDF
$26B
$3.31M 1.27%
+94,600
New +$3.36M
QCOM icon
18
Qualcomm
QCOM
$175B
$3.3M 1.26%
+16,592
New +$3.13M
TOTL icon
19
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.99B
$3.28M 1.25%
+82,475
New +$3.25M
VRIG icon
20
Invesco Variable Rate Investment Grade ETF
VRIG
$1.89B
$3.24M 1.24%
+128,911
New +$3.24M
JPM icon
21
JPMorgan Chase
JPM
$951B
$3.23M 1.23%
+15,949
New +$3.12M
COWZ icon
22
Pacer US Cash Cows 100 ETF
COWZ
$20.2B
$3.02M 1.15%
+55,337
New +$3.07M
SPY icon
23
State Street SPDR S&P 500 ETF Trust
SPY
$825B
$3M 1.15%
+5,515
New +$2.89M
AMZN icon
24
Amazon
AMZN
$2.87T
$2.91M 1.11%
+15,070
New +$2.77M
AVGO icon
25
Broadcom
AVGO
$1.75T
$2.84M 1.08%
+17,670
New +$2.48M

Similar funds

Cerro Pacific Wealth Advisors's Q2 2024 Portfolio in Review

As of Q2 2024, Cerro Pacific Wealth Advisors held 149 positions worth $262M. Its ten largest holdings account for 37% of the portfolio.

Cerro Pacific Wealth Advisors deployed $253M of net new capital in Q2 2024, opening 149 new positions. Its largest new stake was Invesco QQQ Trust: 30,895 shares worth $14.8M.

By sector, the portfolio is most concentrated in Miscellaneous at 42% of assets, followed by Technology and Financials.

  • Cerro Pacific Wealth Advisors's largest Q2 2024 buy was Invesco QQQ Trust: 30,895 shares worth $14.8M.
  • Cerro Pacific Wealth Advisors's ten largest holdings make up 37% of its $262M portfolio in Q2 2024.
  • Cerro Pacific Wealth Advisors opened 149 new positions and closed 0 in Q2 2024.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.