Cerro Pacific Wealth Advisors LLC Incresed Positions in Q4 2024

Cerro Pacific Wealth Advisors LLC

  • $297 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
16.8K
+ 949.07%
$159.67 - $250.0 $2.68M - $4.19M
18.5K $4.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.35K
+ 13.91%
$481.22 - $538.17 $2.09M - $2.34M
35.6K $18.2M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
6.83K
+ 56.43%
$340.59 - $380.5 $2.32M - $2.6M
18.9K $6.93M
VRIG
Invesco Actively Managed ETF F

ETFs
101K
+ 75.0%
$25.06 - $25.2 $2.53M - $2.54M
236K $5.92M
EFG
Msci Eafe Growth ETF

ETFs
19.4K
+ 71.59%
$96.83 - $106.88 $1.88M - $2.08M
46.6K $4.51M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
39.8K
+ 46.58%
$39.3 - $41.34 $1.56M - $1.65M
125K $4.94M
AAPL
Apple Inc.

Technology
341
+ 0.48%
$221.69 - $259.02 $75.6K - $88.3K
72K $18M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
17.3K
+ 38.76%
$58.39 - $67.04 $1.01M - $1.16M
61.8K $3.92M
ICSH
Blackrock Ultra Short Term Bon

ETFs
24.9K
+ 49.06%
$50.35 - $50.69 $1.25M - $1.26M
75.5K $3.81M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
13.3K
+ 50.61%
$89.9 - $100.66 $1.19M - $1.34M
39.5K $3.57M
FNDF
Schwab Fundamental Intl Large

ETFs
41.1K
+ 42.42%
$32.92 - $37.15 $1.35M - $1.53M
138K $4.58M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.5K
+ 26.43%
$567.81 - $607.81 $853K - $913K
7.19K $4.21M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
12.4K
+ 39.65%
$65.67 - $69.79 $813K - $864K
43.6K $2.92M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
11.4K
+ 9.14%
$50.37 - $50.6 $575K - $578K
136K $6.87M
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
28.9K
+ 92.92%
$17.65 - $18.4 $509K - $531K
59.9K $1.07M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6.84K
+ 10.25%
$81.68 - $82.93 $559K - $567K
73.6K $6.03M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
7.97K
+ 14.08%
$56.06 - $61.35 $447K - $489K
64.6K $3.65M
HON
Honeywell International Inc

Industrials
73
+ 0.63%
$202.84 - $236.0 $14.8K - $17.2K
11.7K $2.64M
NFLX
Netflix Inc

Communication Services
35
+ 3.74%
$687.65 - $936.56 $24.1K - $32.8K
971 $865K
V
Visa Inc.

Financial Services
331
+ 16.31%
$273.87 - $320.91 $90.7K - $106K
2.36K $746K
COF
Capital One Financial Corp

Financial Services
64
+ 1.1%
$145.19 - $192.01 $9.29K - $12.3K
5.86K $1.05M
MA
Mastercard Inc

Financial Services
253
+ 28.82%
$491.3 - $536.15 $124K - $136K
1.13K $595K
MDT
Medtronic PLC

Healthcare
2.71K
+ 47.37%
$79.61 - $92.24 $216K - $250K
8.43K $672K
META
Meta Platforms, Inc.

Communication Services
128
+ 3.03%
$554.08 - $632.68 $70.9K - $81K
4.36K $2.57M
AMGN
Amgen Inc

Healthcare
1.39K
+ 39.97%
$258.78 - $328.31 $360K - $457K
4.87K $1.27M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
509
+ 28.22%
$172.07 - $207.36 $87.6K - $106K
2.31K $456K
EMR
Emerson Electric CO

Industrials
428
+ 8.09%
$108.13 - $134.33 $46.3K - $57.5K
5.72K $708K
GOOG
Alphabet Inc.

Communication Services
13
+ 0.24%
$163.08 - $198.16 $2.12K - $2.58K
5.43K $1.03M
MCK
Mckesson Corp

Healthcare
36
+ 2.96%
$482.27 - $628.5 $17.4K - $22.6K
1.25K $712K
CRM
Salesforce, Inc.

Technology
18
+ 1.14%
$270.87 - $367.87 $4.88K - $6.62K
1.59K $531K
BAC
Bank Of America Corp

Financial Services
753
+ 4.83%
$39.22 - $47.77 $29.5K - $36K
16.3K $718K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
1.92K
+ 24.34%
$41.02 - $44.55 $78.6K - $85.4K
9.79K $420K
DIS
Walt Disney CO

Communication Services
80
+ 1.69%
$92.39 - $117.6 $7.39K - $9.41K
4.81K $535K
WFC
Wells Fargo & Company

Financial Services
167
+ 3.6%
$54.98 - $77.35 $9.18K - $12.9K
4.81K $337K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
951
+ 18.76%
$55.73 - $66.16 $53K - $62.9K
6.02K $363K
TXN
Texas Instruments Inc

Technology
343
+ 12.06%
N/A
3.19K $620K
TFC
Truist Financial Corp

Financial Services
927
+ 5.13%
$41.51 - $48.1 $38.5K - $44.6K
19K $823K
FDS
Factset Research Systems Inc

Financial Services
25
+ 1.44%
$449.69 - $495.72 $11.2K - $12.4K
1.76K $844K
BA
Boeing CO

Industrials
17
+ 0.99%
$138.14 - $180.72 $2.35K - $3.07K
1.73K $306K
AMP
Ameriprise Financial Inc

Financial Services
19
+ 3.41%
$473.15 - $574.01 $8.99K - $10.9K
576 $306K
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
116K
+ 20.19%
$9.86 - $11.9 $1.14M - $1.38M
688K $6.8M
VGT
Vanguard Information Technolog

ETFs
14
+ 1.98%
$571.78 - $647.97 $8K - $9.07K
721 $448K
ACN
Accenture PLC

Technology
96
+ 3.14%
$343.9 - $376.86 $33K - $36.2K
3.16K $1.11M
RTX
Raytheon Technologies Corp

Industrials
438
+ 10.12%
$114.45 - $127.21 $50.1K - $55.7K
4.77K $551K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
18
+ 1.39%
$521.84 - $558.82 $9.39K - $10.1K
1.32K $709K
USB
Us Bancorp \De\

Financial Services
86
+ 1.35%
$43.98 - $53.66 $3.78K - $4.61K
6.47K $309K
MRK
Merck & Co., Inc.

Healthcare
818
+ 13.99%
$96.31 - $114.76 $78.8K - $93.9K
6.67K $663K
ABT
Abbott Laboratories

Healthcare
120
+ 0.6%
$111.93 - $119.39 $13.4K - $14.3K
20.1K $2.27M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
63
+ 1.29%
$442.29 - $483.08 $27.9K - $30.4K
4.94K $2.24M
Activity Summary
Buys All Purchases 91 New Holdings 19 Increased Positions 72 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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