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Doubleline Total Etf etf shares owned by Cerro Pacific Wealth Advisors

Quarter-by-quarter ownership of Doubleline Total Etf etf (TOTL) shares owned by Cerro Pacific Wealth Advisors from 13F filings

Historical chart of Cerro Pacific Wealth Advisors investment in Doubleline Total Etf etf

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All positions including Doubleline Total Etf etf held by Cerro Pacific Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline Total Etf etf by Cerro Pacific Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 86k 39.72
2024-06-30 $3.3M 83k 39.72
2023-03-31 $1.7M 41k 41.03

More positions owned by Cerro Pacific Wealth Advisors

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Msci Usa Value (VLUE)
Costco Wholesale Corporation (COST)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Ishares 25+ Yr T (GOVZ)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Chevron Corporation (CVX)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Select Sector Spdr Tr Technology (XLK)

View all positions for Cerro Pacific Wealth Advisors

Top funds holding Doubleline Total Etf etf

Signature Estate and Investment Advisors
Morgan Stanley
Envestnet Asset Management
Wealth Enhancement Advisory Services
LPL Financial
Tectonic Advisors
Bank of America Corporation
CWM
Capital Advisors
Bank of New York Mellon
Wells Fargo & Company
Kestra Investment Management
Arden Trust
Morling Financial Advisors
Royal Bank of Canada

View all funds holding Doubleline Total Etf etf