Cresta Advisors, Ltd. Portfolio Holdings

Cresta Advisors, Ltd.

  • $198 Million
  • Q2 2025

Cresta Advisors, Ltd. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $198 Million distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $28.9M, Vanguard Total Stock Market Et with a value of $19.6M, Wisdomtree Tr Us Quality Divid with a value of $19.1M, Vanguard Value ETF with a value of $17.3M, and Invesco Exchange Traded Fd Tr with a value of $15.2M.

Examining the 13F form we can see an increase of $12.2M in the current position value, from $186M to 198M.

Cresta Advisors, Ltd. is based out at Laredo, TX

Below you can find more details about Cresta Advisors, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $198 Million
ETFs: $164 Million
Technology: $12.5 Million
Financial Services: $9.2 Million
Communication Services: $6.34 Million
Consumer Cyclical: $2.96 Million
Energy: $1.26 Million
Industrials: $572,000
Consumer Defensive: $561,000
Other: $707,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$7.63 Million 3.84% of portfolio
37,182
Q2 2025 Reduced 8.04%
$4.34B
$4.09 Million 2.06% of portfolio
61,501
Q2 2025 Reduced 2.01%
$1.62T
$3.69 Million 1.86% of portfolio
4,995
Q1 2025 Added 25.76%
$431B
$3.48 Million 1.76% of portfolio
22,042
Q2 2025 Added 2.08%
$2.28T
$2.96 Million 1.49% of portfolio
13,494
Q2 2025 Reduced 0.74%
$0
$2.8 Million 1.41% of portfolio
256,647
Q1 2025 Reduced 20.74%
$1.07T
$2.13 Million 1.08% of portfolio
12,112
Q2 2025 Added 19.78%
$0
$1.57 Million 0.79% of portfolio
180,840
Q1 2025 Reduced 14.23%
$68B
$1.26 Million 0.64% of portfolio
40,774
Q2 2025 Added 30.99%
$3.81T
$956,000 0.48% of portfolio
1,922
Q2 2025 Reduced 45.43%
$123B
$572,000 0.29% of portfolio
1,237
Q2 2024 Reduced 0.08%
$200B
$561,000 0.28% of portfolio
4,250
Q2 2025 Reduced 3.41%
$172B
$519,000 0.26% of portfolio
12,013
Q2 2024 Reduced 0.16%
$0
$450,000 0.23% of portfolio
28,463
Q1 2023 New
$724B
$417,000 0.21% of portfolio
535
Q2 2024 Added 4.7%
$296B
$400,000 0.2% of portfolio
500
Q3 2024 New
$0
$283,000 0.14% of portfolio
27,000
Q1 2025 Added 58.82%

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $198 Million
  • Prior Value $186 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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