Cerro Pacific Wealth Advisors LLC Purchases in Q3 2024

Cerro Pacific Wealth Advisors LLC

  • $273 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
6.55K
+ 10.06%
$207.23 - $234.82 $1.36M - $1.54M
71.6K $16.7M
AVUV
American Centy ETF Tr Avantis

ETFs
531
+ 0.49%
$88.24 - $99.7 $46.9K - $52.9K
108K $10.4M
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
10.9K
+ 1.94%
$10.46 - $12.45 $114K - $135K
572K $6.76M
CVX
Chevron Corp

Energy
6.04K
+ 21.88%
$137.88 - $161.97 $832K - $977K
33.6K $4.95M
VTV
Vanguard Value ETF

ETFs
557
+ 1.55%
$159.75 - $174.57 $89K - $97.2K
36.5K $6.38M
VLUE
Ishares Msci Usa Value Factor

ETFs
829
+ 1.1%
$99.14 - $109.18 $82.2K - $90.5K
76.4K $8.33M
QQQ
Invesco Qqq Trust, Series 1

ETFs
366
+ 1.18%
$434.77 - $502.96 $159K - $184K
31.3K $15.3M
FNDF
Schwab Fundamental Intl Large

ETFs
2.19K
+ 2.32%
$33.67 - $37.71 $73.8K - $82.7K
96.8K $3.62M
PG
Procter & Gamble CO

Consumer Defensive
1K
+ 9.1%
$160.76 - $177.82 $161K - $178K
12K $2.08M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
3K
+ 3.64%
$39.37 - $41.68 $118K - $125K
85.5K $3.54M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.25K
+ 2.26%
$53.41 - $57.9 $66.7K - $72.3K
56.6K $3.27M
JNJ
Johnson & Johnson

Healthcare
25
+ 0.17%
$145.48 - $167.38 $3.64K - $4.18K
15.2K $2.46M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
458
+ 1.78%
$85.03 - $94.56 $38.9K - $43.3K
26.2K $2.44M
EFG
Msci Eafe Growth ETF

ETFs
759
+ 2.88%
$96.84 - $108.77 $73.5K - $82.6K
27.1K $2.92M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
211
+ 1.78%
$305.34 - $350.41 $64.4K - $73.9K
12.1K $4.18M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.4K
+ 4.69%
$61.47 - $67.36 $86.1K - $94.3K
31.2K $2.1M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.24K
+ 2.87%
$52.1 - $59.66 $64.8K - $74.2K
44.5K $2.64M
DNP
Dnp Select Income Fund Inc

Financial Services
18K
New
$8.21 - $10.03 $148K - $181K
18K $180K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
964
+ 1.47%
$81.31 - $83.29 $78.4K - $80.3K
66.8K $5.55M
IBM
International Business Machines Corp

Technology
303
+ 14.89%
$175.1 - $223.38 $53.1K - $67.7K
2.34K $516K
VRIG
Invesco Actively Managed ETF F

ETFs
5.67K
+ 4.4%
$25.05 - $25.21 $142K - $143K
135K $3.38M
ABBV
Abb Vie Inc.

Healthcare
25
+ 0.51%
$163.84 - $199.33 $4.1K - $4.98K
4.94K $974K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.84K
+ 1.49%
$50.25 - $50.74 $92.2K - $93.1K
125K $6.34M
DNL
Wiswisdomtree Tr

ETFs
2K
+ 2.28%
$36.65 - $40.81 $73.4K - $81.8K
89.9K $3.54M
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.87K
+ 3.83%
$50.32 - $50.75 $93.9K - $94.8K
50.7K $2.57M
PM
Philip Morris International Inc.

Consumer Defensive
397
+ 15.67%
$101.25 - $127.45 $40.2K - $50.6K
2.93K $355K
VZ
Verizon Communications Inc

Communication Services
758
+ 4.36%
$38.89 - $45.0 $29.5K - $34.1K
18.1K $814K
VIG
Vanguard Dividend Appreciation

ETFs
611
+ 1.14%
$182.15 - $182.15 $111K - $111K
54K $9.83M
PEP
Pepsico Inc

Consumer Defensive
33
+ 0.23%
$161.9 - $179.3 $5.34K - $5.92K
14.3K $2.43M
AMGN
Amgen Inc

Healthcare
75
+ 2.2%
$309.38 - $337.38 $23.2K - $25.3K
3.48K $1.12M
GOOGL
Alphabet Inc.

Communication Services
60
+ 0.43%
$148.65 - $191.18 $8.92K - $11.5K
14.2K $2.35M
MSFT
Microsoft Corp

Technology
65
+ 0.28%
$395.15 - $467.56 $25.7K - $30.4K
23.2K $9.98M
Activity Summary
Buys All Purchases 33 New Holdings 1 Increased Positions 32 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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