Cerro Pacific Wealth Advisors LLC Reduced Holdings in Q1 2025

Cerro Pacific Wealth Advisors LLC

  • $294 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
-1.52K
- 11.74%
$8.73 - $9.39 $13.2K - $14.2K
11.4K $105K
LHX
L3 Harris Technologies, Inc.

Industrials
-5
- 0.17%
$194.65 - $222.86 $973 - $1.11K
2.93K $612K
Gsk PLC
-2.98K
- 26.33%
N/A
8.32K $0
Linde PLC
-16
- 0.73%
N/A
2.17K $0
WFC
Wells Fargo & Company

Financial Services
-104
- 2.16%
$66.78 - $81.42 $6.95K - $8.47K
4.71K $337K
COF
Capital One Financial Corp

Financial Services
-14
- 0.24%
$163.87 - $209.82 $2.29K - $2.94K
5.85K $1.05M
NSC
Norfolk Southern Corp

Industrials
-3
- 0.11%
$227.69 - $259.76 $683 - $779
2.69K $637K
SBUX
Starbucks Corp

Consumer Cyclical
-75
- 2.74%
$91.75 - $115.81 $6.88K - $8.69K
2.66K $259K
LYG
Lloyds Banking Group PLC

Financial Services
-131
- 0.98%
$2.58 - $3.9 $338 - $511
13.3K $50K
COP
Conocophillips

Energy
-721
- 4.64%
$88.6 - $105.85 $63.9K - $76.3K
14.8K $1.55M
ICE
Intercontinental Exchange, Inc.

Financial Services
-69
- 4.64%
$142.8 - $176.36 $9.85K - $12.2K
1.42K $244K
CSCO
Cisco Systems, Inc.

Technology
-796
- 2.6%
$58.74 - $64.87 $46.8K - $51.6K
29.8K $1.84M
GILD
Gilead Sciences, Inc.

Healthcare
-275
- 9.14%
$89.14 - $117.41 $24.5K - $32.3K
2.73K $306K
ADP
Automatic Data Processing Inc

Industrials
-7
- 0.21%
$286.85 - $318.64 $2.01K - $2.23K
3.32K $1.02M
KO
Coca Cola CO

Consumer Defensive
-107
- 1.88%
$60.81 - $72.32 $6.51K - $7.74K
5.59K $400K
RTX
Raytheon Technologies Corp

Industrials
-221
- 4.64%
$114.1 - $135.66 $25.2K - $30K
4.55K $602K
CB
Chubb LTD

Financial Services
-6
- 0.26%
$257.71 - $301.99 $1.55K - $1.81K
2.33K $704K
V
Visa Inc.

Financial Services
-47
- 1.99%
$306.92 - $362.71 $14.4K - $17K
2.31K $810K
MDT
Medtronic PLC

Healthcare
-193
- 2.29%
$79.84 - $94.5 $15.4K - $18.2K
8.23K $739K
WEC
Wec Energy Group, Inc.

Utilities
-8
- 0.17%
$92.12 - $108.98 $737 - $872
4.58K $499K
VZ
Verizon Communications Inc

Communication Services
-844
- 4.18%
$37.81 - $46.49 $31.9K - $39.2K
19.4K $878K
AFL
Aflac Inc

Financial Services
-31
- 0.29%
$100.99 - $111.19 $3.13K - $3.45K
10.5K $1.17M
PM
Philip Morris International Inc.

Consumer Defensive
-16
- 0.63%
$117.15 - $158.79 $1.87K - $2.54K
2.54K $403K
SNY
Sanofi

Healthcare
-425
- 2.33%
$48.15 - $59.42 $20.5K - $25.3K
17.8K $988K
MCD
Mcdonalds Corp

Consumer Cyclical
-26
- 0.45%
$279.74 - $321.29 $7.27K - $8.35K
5.78K $1.81M
JNJ
Johnson & Johnson

Healthcare
-1.03K
- 6.89%
$142.06 - $167.7 $147K - $173K
14K $2.32M
DE
Deere & CO

Industrials
-61
- 1.57%
$408.57 - $509.27 $24.9K - $31.1K
3.83K $1.8M
ABBV
Abb Vie Inc.

Healthcare
-49
- 0.95%
$169.2 - $216.66 $8.29K - $10.6K
5.12K $1.07M
PAYX
Paychex Inc

Industrials
-98
- 0.68%
$136.06 - $154.52 $13.3K - $15.1K
14.2K $2.19M
AMGN
Amgen Inc

Healthcare
-134
- 2.75%
$258.59 - $327.36 $34.7K - $43.9K
4.74K $1.48M
FNDF
Schwab Fundamental Intl Large

ETFs
-6.38K
- 4.63%
$32.9 - $37.45 $210K - $239K
131K $4.79M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-52
- 1.05%
$442.66 - $534.52 $23K - $27.8K
4.89K $2.56M
ABT
Abbott Laboratories

Healthcare
-233
- 1.16%
$111.1 - $140.22 $25.9K - $32.7K
19.8K $2.63M
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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