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, VTI, VTV, LQD, DGRW, and represent 44.42% of Cresta Advisors's stock portfolio.
Cresta Advisors has $191M in assets under management (AUM), dropping by 0.00%.
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 50 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	12.2	$23M	41k	573.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	8.5	$16M	57k	283.16	View chart
Vanguard Index Fds Value Etf (VTV)	8.3	$16M	91k	174.57	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	7.8	$15M	132k	112.98	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	7.7	$15M	176k	83.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.4	$10M	21k	488.07	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	5.4	$10M	153k	67.27	View chart
Apple (AAPL)	5.0	$9.6M	41k	233.00	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	4.5	$8.7M	23k	375.38	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	4.1	$7.8M	157k	49.92	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	3.0	$5.8M	53k	109.33	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.2	$4.2M	49k	84.53	View chart
Select Sector Spdr Tr Technology (XLK)	2.1	$4.1M	18k	225.76	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	2.0	$3.9M	324k	11.97	View chart
International Bancshares Corporation (IBOC)	1.8	$3.4M	56k	59.79	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.6	$3.0M	20k	154.02	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.6	$3.0M	63k	47.53	View chart
Amazon (AMZN)	1.3	$2.5M	14k	186.33	View chart
Meta Platforms Cl A (META)	1.2	$2.3M	4.0k	572.44	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.1	$2.2M	17k	128.28	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.1	$2.2M	22k	98.10	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	1.1	$2.1M	97k	21.93	View chart
NVIDIA Corporation (NVDA)	1.1	$2.1M	17k	121.44	View chart
Select Sector Spdr Tr Indl (XLI)	1.0	$2.0M	15k	135.44	View chart
Nuveen Muni Value Fund (NUV)	1.0	$1.9M	211k	9.02	View chart
Microsoft Corporation (MSFT)	0.8	$1.4M	3.3k	430.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$1.4M	8.7k	165.85	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.2M	2.2k	527.67	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.5	$883k	17k	53.27	View chart
Enterprise Products Partners (EPD)	0.5	$876k	30k	29.11	View chart
Ishares Tr Core High Dv Etf (HDV)	0.4	$831k	7.1k	117.62	View chart
Pepsi (PEP)	0.4	$804k	4.7k	170.05	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.4	$767k	7.5k	102.26	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.4	$744k	52k	14.39	View chart
Lockheed Martin Corporation (LMT)	0.4	$723k	1.2k	584.78	View chart
Ge Aerospace Com New (GE)	0.3	$566k	3.0k	188.58	View chart
Verizon Communications (VZ)	0.3	$540k	12k	44.91	View chart
Eli Lilly & Co. (LLY)	0.2	$474k	535.00	885.94	View chart
Nuveen Build Amer Bd (NBB)	0.2	$473k	29k	16.61	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$417k	500.00	833.25	View chart
FedEx Corporation (FDX)	0.2	$411k	1.5k	273.68	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.2	$383k	2.0k	191.31	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$381k	2.1k	179.16	View chart
Martin Marietta Materials (MLM)	0.2	$345k	641.00	538.25	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$293k	499.00	586.52	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$280k	1.2k	230.59	View chart
Snowflake Cl A (SNOW)	0.1	$236k	2.1k	114.86	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$219k	3.7k	59.21	View chart
Blackrock Muniyield Insured Fund (MYI)	0.1	$204k	17k	12.00	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.1	$203k	5.0k	40.67	View chart

Past Filings by Cresta Advisors

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

Cresta Advisors 2024 Q4 filed Feb. 3, 2025
Cresta Advisors 2024 Q3 filed Nov. 18, 2024
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