Cresta Advisors, Ltd. Portfolio Holdings

Cresta Advisors, Ltd.

  • $183 Million
  • Q3 2024

Cresta Advisors, Ltd. has filed its 13F form on November 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $183 Million distributed in 50 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 $23.4M, Vanguard Total Stock Market Et with a value of $16.2M, Vanguard Value ETF with a value of $15.8M, Ishares Iboxx $ Investment Gra with a value of $14.9M, and Wisdomtree Tr Us Quality Divid with a value of $14.7M.

Examining the 13F form we can see an increase of $14.8M in the current position value, from $169M to 183M.

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 $183 Million
ETFs: $148 Million
Technology: $13.8 Million
Financial Services: $10.6 Million
Communication Services: $4.25 Million
Consumer Cyclical: $2.53 Million
Industrials: $1.7 Million
Energy: $875,000
Consumer Defensive: $804,000
Other: $818,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $183 Million
  • Prior Value $169 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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