Cresta Advisors, Ltd. Portfolio Holdings by Sector

Cresta Advisors, Ltd.

$198 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPY DGRW VTV SPHQ LQD QQQ IWF TLH 27 stocks	$144,761 72.97% of portfolio	8	11	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$19,565 9.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$7,628 3.84% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$5,820 2.93% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services NEA NUV NBB MYI 4 stocks	$5,106 2.57% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services IBOC 1 stocks	$4,093 2.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$3,482 1.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$2,960 1.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD 1 stocks	$1,264 0.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$956 0.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$572 0.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$561 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ 1 stocks	$519 0.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$417 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$400 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials MLM 1 stocks	$290 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts

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