Cerro Pacific Wealth Advisors LLC Incresed Positions in Q2 2025

Cerro Pacific Wealth Advisors LLC

  • $355 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
8.03K
+ 21.35%
$416.06 - $551.64 $3.34M - $4.43M
45.7K $25.2M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
7.86K
+ 30.2%
$299.15 - $396.54 $2.35M - $3.12M
33.9K $13.4M
NVDA
Nvidia Corp

Technology
595
+ 0.65%
$94.31 - $157.99 $56.1K - $94K
91.5K $14.5M
EFG
Msci Eafe Growth ETF

ETFs
27.7K
+ 71.4%
$89.8 - $112.0 $2.49M - $3.11M
66.6K $7.46M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
69.2K
+ 31.24%
$50.36 - $50.68 $3.48M - $3.5M
291K $14.7M
FNDF
Schwab Fundamental Intl Large

ETFs
71.1K
+ 54.06%
$32.25 - $40.02 $2.29M - $2.84M
203K $8.11M
DNL
Wiswisdomtree Tr

ETFs
68.3K
+ 58.06%
$32.16 - $40.27 $2.2M - $2.75M
186K $7.49M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.05K
+ 24.26%
$496.48 - $617.85 $1.52M - $1.89M
15.6K $9.66M
AVGO
Broadcom Inc.

Technology
540
+ 2.82%
$146.29 - $275.65 $79K - $149K
19.7K $5.42M
VRIG
Invesco Actively Managed ETF F

ETFs
72.8K
+ 27.93%
$24.89 - $25.14 $1.81M - $1.83M
334K $8.36M
VTV
Vanguard Value ETF

ETFs
7.52K
+ 18.38%
$153.67 - $176.74 $1.16M - $1.33M
48.5K $8.56M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
13.4K
+ 28.89%
$72.61 - $88.75 $976K - $1.19M
60K $5.32M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3.31K
+ 692.87%
$376.48 - $440.65 $1.24M - $1.46M
3.78K $1.67M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
36.1K
+ 25.8%
$39.34 - $40.41 $1.42M - $1.46M
176K $7.06M
VLUE
Ishares Msci Usa Value Factor

ETFs
7.27K
+ 9.19%
$93.5 - $113.21 $680K - $823K
86.4K $9.78M
ICSH
Blackrock Ultra Short Term Bon

ETFs
24.1K
+ 29.9%
$50.48 - $50.71 $1.22M - $1.22M
105K $5.3M
ORCL
Oracle Corp

Technology
1.13K
+ 9.79%
$122.82 - $218.63 $138K - $246K
12.6K $2.76M
AVUV
American Centy ETF Tr Avantis

ETFs
6.57K
+ 6.59%
$75.17 - $91.21 $494K - $599K
106K $9.67M
META
Meta Platforms, Inc.

Communication Services
363
+ 8.1%
$484.66 - $738.09 $176K - $268K
4.85K $3.58M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
9.12K
+ 18.44%
$59.24 - $71.39 $540K - $651K
58.6K $4.17M
KLAC
Kla Corp

Technology
173
+ 5.83%
$576.53 - $902.94 $99.7K - $156K
3.14K $2.81M
STX
Seagate Technology Holdings PLC

Technology
161
+ 1.41%
$66.54 - $144.33 $10.7K - $23.2K
11.5K $1.67M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
11K
+ 17.49%
$47.46 - $55.3 $524K - $611K
74.2K $4.09M
AMZN
Amazon Com Inc

Consumer Cyclical
1.16K
+ 8.46%
$167.32 - $223.3 $194K - $259K
14.9K $3.26M
VIG
Vanguard Dividend Appreciation

ETFs
3.17K
+ 5.95%
N/A
56.4K $10.3M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6.16K
+ 8.2%
$82.21 - $83.12 $506K - $512K
81.3K $6.74M
NFLX
Netflix Inc

Communication Services
66
+ 6.54%
$855.86 - $1339.13 $56.5K - $88.4K
1.08K $1.44M
GOOGL
Alphabet Inc.

Communication Services
833
+ 6.9%
$144.7 - $178.6 $121K - $149K
12.9K $2.28M
IVV
Ishares Core S&P 500 ETF

ETFs
294
+ 8.07%
$498.8 - $620.9 $147K - $183K
3.94K $2.45M
MDT
Medtronic PLC

Healthcare
4.41K
+ 53.52%
$80.68 - $88.86 $355K - $392K
12.6K $1.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
873
+ 35.66%
$141.37 - $228.57 $123K - $200K
3.32K $752K
SO
Southern CO

Utilities
3.56K
+ 60.21%
$84.91 - $92.56 $302K - $329K
9.47K $869K
TXN
Texas Instruments Inc

Technology
1.34K
+ 42.48%
N/A
4.48K $871K
HON
Honeywell International Inc

Industrials
29
+ 0.25%
$182.86 - $232.88 $5.3K - $6.75K
11.8K $2.75M
COF
Capital One Financial Corp

Financial Services
212
+ 3.63%
$150.57 - $212.76 $31.9K - $45.1K
6.06K $1.29M
CSCO
Cisco Systems, Inc.

Technology
38
+ 0.13%
$53.19 - $69.38 $2.02K - $2.64K
29.8K $2.07M
TT
Trane Technologies PLC

Industrials
320
+ 38.42%
$315.21 - $437.41 $101K - $140K
1.15K $504K
DE
Deere & CO

Industrials
132
+ 3.45%
$412.99 - $531.48 $54.5K - $70.2K
3.96K $2.01M
WEC
Wec Energy Group, Inc.

Utilities
2K
+ 43.71%
$102.24 - $109.76 $205K - $220K
6.58K $685K
IBM
International Business Machines Corp

Technology
257
+ 10.72%
$221.03 - $294.78 $56.8K - $75.8K
2.65K $782K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.92K
+ 47.39%
$58.41 - $72.69 $112K - $139K
5.97K $433K
RY
Royal Bank Of Canada

Financial Services
58
+ 0.68%
$108.36 - $131.55 $6.28K - $7.63K
8.57K $1.13M
BAC
Bank Of America Corp

Financial Services
1.44K
+ 8.8%
$34.39 - $47.46 $49.5K - $68.3K
17.8K $842K
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
7.78K
+ 11.11%
$17.83 - $18.22 $139K - $142K
77.8K $1.42M
EMR
Emerson Electric CO

Industrials
151
+ 2.68%
$94.15 - $133.33 $14.2K - $20.1K
5.79K $772K
QCOM
Qualcomm Inc

Technology
367
+ 2.22%
$124.66 - $159.48 $45.8K - $58.5K
16.9K $2.69M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
144
+ 11.65%
$456.74 - $568.03 $65.8K - $81.8K
1.38K $783K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
1.93K
+ 18.73%
$34.38 - $44.36 $66.3K - $85.5K
12.2K $542K
V
Visa Inc.

Financial Services
366
+ 15.82%
$308.27 - $373.31 $113K - $137K
2.68K $951K
Activity Summary
Buys All Purchases 101 New Holdings 11 Increased Positions 90 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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