Cherry Creek Investment Advisors

Cherry Creek Investment Advisors as of March 31, 2025

Portfolio Holdings for Cherry Creek Investment Advisors

Cherry Creek Investment Advisors holds 111 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Actively Managed Exc Var Rate Invt (VRIG) 9.3 $18M 710k 25.08
Amazon (AMZN) 5.8 $11M 59k 190.26
Apple (AAPL) 5.6 $11M 49k 222.13
First Tr Exchange Traded Nasd Tech Div (TDIV) 5.6 $11M 146k 73.61
Microsoft Corporation (MSFT) 5.6 $11M 29k 375.39
International Business Machines (IBM) 4.8 $9.2M 37k 248.66
NVIDIA Corporation (NVDA) 4.6 $8.9M 82k 108.38
First Tr Value Line Divid In SHS (FVD) 3.7 $7.0M 157k 44.59
Abbvie (ABBV) 3.1 $5.9M 28k 209.52
Wal-Mart Stores (WMT) 3.1 $5.9M 67k 87.79
Visa Com Cl A (V) 2.8 $5.4M 15k 350.45
Costco Wholesale Corporation (COST) 2.6 $5.0M 5.3k 945.77
Palantir Technologies Cl A (PLTR) 2.1 $4.0M 47k 84.40
At&t (T) 1.9 $3.7M 130k 28.28
Coca-Cola Company (KO) 1.7 $3.3M 46k 71.62
Vanguard World Energy Etf (VDE) 1.5 $3.0M 23k 129.71
The Trade Desk Com Cl A (TTD) 1.5 $2.8M 52k 54.72
Pure Storage Cl A (PSTG) 1.5 $2.8M 64k 44.27
Digital Realty Trust (DLR) 1.4 $2.7M 19k 143.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $2.5M 4.9k 513.87
EQT Corporation (EQT) 1.3 $2.5M 46k 53.43
Graniteshares Gold Tr Shs Ben Int (BAR) 1.2 $2.3M 76k 30.84
Ge Healthcare Technologies I Common Stock (GEHC) 1.1 $2.1M 27k 80.71
First Tr Exchange-traded Smid Risng Etf (SDVY) 1.1 $2.1M 62k 33.50
Vanguard World Mega Grwth Ind (MGK) 1.0 $1.9M 6.3k 308.86
Vertiv Holdings Com Cl A (VRT) 1.0 $1.9M 26k 72.20
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.9 $1.7M 51k 32.37
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.8 $1.6M 18k 89.64
3M Company (MMM) 0.8 $1.6M 11k 146.86
Vertex Pharmaceuticals Incorporated (VRTX) 0.8 $1.5M 3.2k 484.82
Mongodb Cl A (MDB) 0.7 $1.4M 8.1k 175.39
Dutch Bros Cl A (BROS) 0.7 $1.3M 21k 61.74
Digitalocean Hldgs (DOCN) 0.7 $1.3M 39k 33.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.3M 2.7k 468.85
First Westn Finl (MYFW) 0.5 $1.0M 52k 19.65
First Tr Exchange-traded No Amer Energy (EMLP) 0.5 $1.0M 27k 37.49
Shopify Cl A (SHOP) 0.5 $998k 11k 95.48
Alphabet Cap Stk Cl C (GOOG) 0.5 $986k 6.3k 156.23
Bank of America Corporation (BAC) 0.5 $885k 21k 41.73
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $845k 15k 57.14
Gilead Sciences (GILD) 0.4 $812k 7.3k 112.05
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $798k 1.00 798442.00
Hewlett Packard Enterprise (HPE) 0.4 $792k 51k 15.43
MPLX Com Unit Rep Ltd (MPLX) 0.4 $789k 15k 53.52
SYSCO Corporation (SYY) 0.4 $782k 10k 75.04
Procter & Gamble Company (PG) 0.4 $767k 4.5k 170.44
Meta Platforms Cl A (META) 0.4 $751k 1.3k 576.55
Chevron Corporation (CVX) 0.4 $741k 4.4k 167.28
Nutanix Cl A (NTNX) 0.4 $732k 11k 69.81
UMH Properties (UMH) 0.4 $675k 36k 18.70
Qxo Com New (QXO) 0.3 $636k 47k 13.54
Bristol Myers Squibb (BMY) 0.3 $632k 10k 60.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $618k 1.2k 532.58
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $599k 18k 32.99
O'reilly Automotive (ORLY) 0.3 $570k 398.00 1432.58
Ishares Tr Rus 1000 Etf (IWB) 0.3 $563k 1.8k 306.81
First Tr Exchange-traded Ft Vest Gold (IGLD) 0.3 $554k 26k 20.97
Arm Holdings Sponsored Ads (ARM) 0.3 $539k 5.0k 106.79
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $529k 10k 50.83
Boeing Company (BA) 0.3 $489k 2.9k 170.57
JPMorgan Chase & Co. (JPM) 0.3 $488k 2.0k 245.24
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $479k 4.7k 102.18
Zoetis Cl A (ZTS) 0.2 $477k 2.9k 164.64
Pepsi (PEP) 0.2 $471k 3.1k 149.92
Valued Advisers Tr Regan Fltg Rate (MBSF) 0.2 $468k 18k 25.46
Veeva Sys Cl A Com (VEEV) 0.2 $455k 2.0k 231.63
First Tr Exchange Traded Multi Asset Di (MDIV) 0.2 $453k 28k 16.35
ConocoPhillips (COP) 0.2 $440k 4.2k 105.02
Cavco Industries (CVCO) 0.2 $421k 810.00 519.63
Yum! Brands (YUM) 0.2 $412k 2.6k 157.34
Merck & Co (MRK) 0.2 $404k 4.5k 89.77
First Tr Exchange-traded First Tr Enh New (FTSM) 0.2 $384k 6.4k 59.84
Paychex (PAYX) 0.2 $381k 2.5k 154.28
Crowdstrike Hldgs Cl A (CRWD) 0.2 $379k 1.1k 352.58
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $371k 4.7k 78.94
Arthur J. Gallagher & Co. (AJG) 0.2 $362k 1.1k 345.16
Marathon Petroleum Corp (MPC) 0.2 $361k 2.5k 145.68
Honeywell International (HON) 0.2 $359k 1.7k 211.80
Repligen Corporation (RGEN) 0.2 $350k 2.8k 127.24
Franklin Resources (BEN) 0.2 $349k 18k 19.25
Alphabet Cap Stk Cl A (GOOGL) 0.2 $349k 2.3k 154.65
Recursion Pharmaceuticals In Cl A (RXRX) 0.2 $336k 64k 5.29
Chipotle Mexican Grill (CMG) 0.2 $323k 6.4k 50.21
Sabra Health Care REIT (SBRA) 0.2 $319k 18k 17.47
Lockheed Martin Corporation (LMT) 0.2 $311k 695.00 446.69
Wells Fargo & Company (WFC) 0.2 $307k 4.3k 71.79
Realty Income (O) 0.2 $303k 5.2k 58.01
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $297k 2.4k 121.91
Equifax (EFX) 0.1 $284k 1.2k 243.51
Packaging Corporation of America (PKG) 0.1 $277k 1.4k 198.01
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $269k 5.3k 50.63
Palo Alto Networks (PANW) 0.1 $255k 1.5k 170.64
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $246k 1.3k 186.32
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $233k 5.5k 42.52
Linde SHS (LIN) 0.1 $231k 495.00 466.05
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.1 $230k 9.7k 23.72
McDonald's Corporation (MCD) 0.1 $221k 709.00 312.24
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $214k 2.2k 98.70
Astera Labs (ALAB) 0.1 $212k 3.5k 59.67
Kraneshares Trust Kweb Coverd Call (KLIP) 0.1 $208k 6.3k 32.86
Exxon Mobil Corporation (XOM) 0.1 $206k 1.7k 118.91
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $204k 2.0k 104.57
Neos Etf Trust Neos Enh Inc 1-3 (CSHI) 0.1 $204k 4.1k 49.63
Simplify Exchange Traded Fun Commodities Stra (HARD) 0.1 $200k 6.4k 31.07
Prospect Capital Corporation (PSEC) 0.1 $198k 48k 4.10
Purecycle Technologies (PCT) 0.1 $161k 23k 6.92
Digitalbridge Group Cl A New (DBRG) 0.1 $122k 14k 8.82
Summit Hotel Properties (INN) 0.1 $109k 20k 5.41
Absci Corp (ABSI) 0.1 $98k 39k 2.51
First Majestic Silver Corp (AG) 0.0 $78k 12k 6.69
Stereotaxis Com New (STXS) 0.0 $72k 41k 1.76