Cerro Pacific Wealth Advisors LLC Incresed Positions in Q1 2025

Cerro Pacific Wealth Advisors LLC

  • $294 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
85K
+ 62.3%
$50.39 - $50.66 $4.28M - $4.3M
221K $11.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.39K
+ 75.03%
$551.42 - $612.93 $2.97M - $3.3M
12.6K $7.04M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
7.11K
+ 37.59%
$333.37 - $384.99 $2.37M - $2.74M
26K $8.69M
VTV
Vanguard Value ETF

ETFs
4.44K
+ 12.16%
$167.73 - $179.21 $744K - $795K
40.9K $6.99M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
14.6K
+ 11.63%
$38.99 - $40.37 $568K - $588K
140K $5.62M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
9.45K
+ 193.33%
$69.69 - $79.99 $659K - $756K
14.3K $1.02M
VRIG
Invesco Actively Managed ETF F

ETFs
25.2K
+ 10.72%
$25.06 - $25.19 $632K - $636K
261K $6.54M
COST
Costco Wholesale Corp

Consumer Defensive
119
+ 1.46%
$890.62 - $1076.86 $106K - $128K
8.29K $7.84M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
5.85K
+ 13.41%
$65.27 - $71.18 $382K - $416K
49.5K $3.25M
VLUE
Ishares Msci Usa Value Factor

ETFs
2.78K
+ 3.64%
$104.89 - $113.56 $292K - $316K
79.1K $8.38M
ICSH
Blackrock Ultra Short Term Bon

ETFs
5.02K
+ 6.64%
$50.44 - $50.7 $253K - $254K
80.5K $4.08M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
7.06K
+ 17.87%
$80.73 - $94.96 $570K - $670K
46.5K $3.83M
VIG
Vanguard Dividend Appreciation

ETFs
1.3K
+ 2.5%
N/A
53.2K $9.7M
LLY
Eli Lilly & CO

Healthcare
71
+ 2.19%
$725.72 - $929.72 $51.5K - $66K
3.32K $2.74M
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
10.2K
+ 16.95%
$17.57 - $18.05 $178K - $183K
70.1K $1.26M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.54K
+ 2.09%
$81.83 - $82.73 $126K - $127K
75.1K $6.21M
KLAC
Kla Corp

Technology
32
+ 1.09%
$636.62 - $777.63 $20.4K - $24.9K
2.97K $2.02M
IBM
International Business Machines Corp

Technology
329
+ 15.91%
$217.4 - $264.74 $71.5K - $87.1K
2.4K $596K
FAF
First American Financial Corp

Financial Services
1
+ 0.0%
$57.7 - $66.47 $57.7 - $66.5
40.9K $2.69M
SO
Southern CO

Utilities
822
+ 16.15%
$80.96 - $92.96 $66.5K - $76.4K
5.91K $543K
JPM
Jpmorgan Chase & CO

Financial Services
137
+ 0.87%
$225.19 - $279.95 $30.9K - $38.4K
15.9K $3.9M
DTE
Dte Energy CO

Utilities
21
+ 0.38%
$117.6 - $138.27 $2.47K - $2.9K
5.57K $770K
PSX
Phillips 66

Energy
108
+ 1.26%
$113.93 - $131.55 $12.3K - $14.2K
8.65K $1.07M
HCA
Hca Healthcare, Inc.

Healthcare
6
+ 0.35%
$296.7 - $345.55 $1.78K - $2.07K
1.72K $595K
AJG
Arthur J. Gallagher & Co.

Financial Services
97
+ 13.62%
$275.89 - $345.24 $26.8K - $33.5K
809 $279K
NFLX
Netflix Inc

Communication Services
38
+ 3.91%
$828.4 - $1058.6 $31.5K - $40.2K
1.01K $940K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.06K
+ 35.66%
$67.03 - $74.61 $71.3K - $79.3K
4.04K $273K
UNH
Unitedhealth Group Inc

Healthcare
33
+ 1.43%
$461.52 - $548.18 $15.2K - $18.1K
2.33K $1.22M
PG
Procter & Gamble CO

Consumer Defensive
132
+ 1.11%
$158.56 - $176.26 $20.9K - $23.3K
12.1K $2.06M
EWJ
Ishares Msci Japan ETF

ETFs
696
+ 21.97%
$65.24 - $71.7 $45.4K - $49.9K
3.86K $267K
GE
General Electric CO

Industrials
59
+ 4.98%
$168.59 - $212.13 $9.95K - $12.5K
1.24K $248K
UL
Unilever PLC

Consumer Defensive
148
+ 1.29%
$54.72 - $60.29 $8.1K - $8.92K
11.6K $690K
CMS
Cms Energy Corp

Utilities
16
+ 0.37%
$64.99 - $75.11 $1.04K - $1.2K
4.31K $323K
MA
Mastercard Inc

Financial Services
13
+ 1.15%
$504.67 - $576.31 $6.56K - $7.49K
1.14K $627K
META
Meta Platforms, Inc.

Communication Services
127
+ 2.92%
$576.36 - $736.67 $73.2K - $93.6K
4.48K $2.59M
APD
Air Products & Chemicals, Inc.

Basic Materials
12
+ 0.53%
$283.24 - $338.07 $3.4K - $4.06K
2.29K $675K
INTU
Intuit Inc

Technology
42
+ 3.79%
$555.63 - $630.23 $23.3K - $26.5K
1.15K $706K
CL
Colgate Palmolive CO

Consumer Defensive
1
+ 0.03%
$85.68 - $97.5 $85.7 - $97.5
3.21K $301K
TT
Trane Technologies PLC

Industrials
83
+ 11.07%
$332.0 - $400.86 $27.6K - $33.3K
833 $280K
Jacobs Solutions Inc
559
+ 34.61%
N/A
2.17K $0
OMC
Omnicom Group Inc.

Communication Services
207
+ 3.52%
$79.43 - $88.34 $16.4K - $18.3K
6.09K $504K
AMP
Ameriprise Financial Inc

Financial Services
51
+ 8.85%
$472.29 - $575.13 $24.1K - $29.3K
627 $303K
NXPI
Nxp Semiconductors N.V.

Technology
42
+ 4.44%
$189.99 - $245.86 $7.98K - $10.3K
989 $187K
BX
Blackstone Inc.

Financial Services
189
+ 13.73%
$136.53 - $186.74 $25.8K - $35.3K
1.57K $218K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
502
+ 5.13%
$38.78 - $44.63 $19.5K - $22.4K
10.3K $399K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
768
+ 12.76%
$47.79 - $59.89 $36.7K - $46K
6.79K $340K
CAT
Caterpillar Inc

Industrials
2
+ 0.26%
$326.75 - $407.63 $654 - $815
762 $251K
BAC
Bank Of America Corp

Financial Services
16
+ 0.1%
$39.61 - $47.74 $634 - $764
16.4K $682K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
135
+ 5.84%
$165.25 - $224.62 $22.3K - $30.3K
2.45K $406K
Activity Summary
Buys All Purchases 68 New Holdings 8 Increased Positions 60 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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