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
PWR
Quanta Services, Inc.

Industrials
155
+ 24.07%
$239.47 - $381.26 $37.1K - $59.1K
799 $302K
DIS
Walt Disney CO

Communication Services
42
+ 0.9%
$81.72 - $124.01 $3.43K - $5.21K
4.7K $583K
ICE
Intercontinental Exchange, Inc.

Financial Services
570
+ 40.17%
$151.62 - $183.47 $86.4K - $105K
1.99K $364K
IEFA
Ishares Tr

ETFs
1.05K
+ 34.07%
$67.83 - $84.09 $71.5K - $88.6K
4.15K $346K
MA
Mastercard Inc

Financial Services
164
+ 14.34%
$479.92 - $590.74 $78.7K - $96.9K
1.31K $735K
TSLA
Tesla, Inc.

Consumer Cyclical
189
+ 23.51%
$221.86 - $362.89 $41.9K - $68.6K
993 $315K
ABT
Abbott Laboratories

Healthcare
253
+ 1.28%
$123.95 - $138.08 $31.4K - $34.9K
20.1K $2.73M
SYK
Stryker Corp

Healthcare
198
+ 32.14%
$337.37 - $395.63 $66.8K - $78.3K
814 $322K
VGT
Vanguard Information Technolog

ETFs
9
+ 1.25%
$470.37 - $663.28 $4.23K - $5.97K
730 $484K
AXP
American Express CO

Financial Services
145
+ 19.75%
$231.39 - $318.98 $33.6K - $46.3K
879 $280K
AI
C3.Ai, Inc.

Technology
1.83K
+ 17.94%
$18.24 - $27.8 $33.3K - $50.7K
12K $294K
BA
Boeing CO

Industrials
91
+ 6.51%
$136.59 - $217.51 $12.4K - $19.8K
1.49K $311K
SBUX
Starbucks Corp

Consumer Cyclical
953
+ 35.83%
$79.69 - $99.41 $75.9K - $94.7K
3.61K $331K
GPC
Genuine Parts CO

Consumer Cyclical
473
+ 9.31%
$105.54 - $129.09 $49.9K - $61.1K
5.55K $673K
HCA
Hca Healthcare, Inc.

Healthcare
8
+ 0.46%
$317.61 - $387.52 $2.54K - $3.1K
1.73K $663K
OMC
Omnicom Group Inc.

Communication Services
1.86K
+ 30.49%
$69.22 - $79.77 $128K - $148K
7.94K $571K
BX
Blackstone Inc.

Financial Services
333
+ 21.26%
$120.07 - $151.11 $40K - $50.3K
1.9K $284K
TFC
Truist Financial Corp

Financial Services
647
+ 3.43%
$34.79 - $42.99 $22.5K - $27.8K
19.5K $839K
RTX
Raytheon Technologies Corp

Industrials
5
+ 0.11%
$113.75 - $148.48 $569 - $742
4.55K $664K
PEG
Public Service Enterprise Group Inc

Utilities
427
+ 3.49%
$77.13 - $84.18 $32.9K - $35.9K
12.7K $1.07M
WFC
Wells Fargo & Company

Financial Services
202
+ 4.29%
$60.98 - $80.12 $12.3K - $16.2K
4.91K $393K
LMT
Lockheed Martin Corp

Industrials
44
+ 2.58%
$430.82 - $486.45 $19K - $21.4K
1.75K $809K
AJG
Arthur J. Gallagher & Co.

Financial Services
180
+ 22.25%
$310.86 - $348.77 $56K - $62.8K
989 $316K
AMP
Ameriprise Financial Inc

Financial Services
2
+ 0.32%
$422.19 - $533.73 $844 - $1.07K
629 $335K
EWJ
Ishares Msci Japan ETF

ETFs
31
+ 0.8%
$61.32 - $75.28 $1.9K - $2.33K
3.9K $292K
AMGN
Amgen Inc

Healthcare
623
+ 13.15%
$262.28 - $309.85 $163K - $193K
5.36K $1.5M
UL
Unilever PLC

Consumer Defensive
28
+ 0.24%
$57.9 - $65.43 $1.62K - $1.83K
11.6K $711K
TMUS
T Mobile Us, Inc.

Communication Services
194
+ 20.68%
$220.99 - $268.54 $42.9K - $52.1K
1.13K $269K
PPG
Ppg Industries Inc

Basic Materials
64
+ 3.45%
$91.66 - $115.04 $5.87K - $7.36K
1.92K $218K
ASH
Ashland Global Holdings Inc

Basic Materials
1.15K
+ 24.58%
$46.53 - $57.87 $53.4K - $66.4K
5.82K $292K
CRM
Salesforce, Inc.

Technology
2
+ 0.13%
$236.26 - $291.15 $473 - $582
1.6K $436K
Arista Networks Inc
814
+ 24.82%
N/A
4.09K $0
Jacobs Solutions Inc
703
+ 32.34%
N/A
2.88K $0
VZ
Verizon Communications Inc

Communication Services
135
+ 0.7%
$41.67 - $45.62 $5.63K - $6.16K
19.5K $843K
HAL
Halliburton CO

Energy
559
+ 4.29%
$19.26 - $25.7 $10.8K - $14.4K
13.6K $276K
PG
Procter & Gamble CO

Consumer Defensive
477
+ 3.95%
$157.66 - $172.39 $75.2K - $82.2K
12.5K $2M
ABBV
Abb Vie Inc.

Healthcare
241
+ 4.7%
$170.16 - $206.27 $41K - $49.7K
5.36K $995K
LOW
Lowes Companies Inc

Consumer Cyclical
19
+ 0.16%
$210.83 - $235.28 $4.01K - $4.47K
12K $2.67M
XOM
Exxon Mobil Corp

Energy
13
+ 0.07%
$99.93 - $119.04 $1.3K - $1.55K
18.5K $1.99M
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
Track This Portfolio

Track Cerro Pacific Wealth Advisors LLC Portfolio

Follow Cerro Pacific Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cerro Pacific Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerro Pacific Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email