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 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 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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