Cerro Pacific Wealth Advisors LLC has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $294 Million distributed in 163 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $17.6M, Apple Inc. with a value of $15.9M, Jp Morgan ETF Tr Ultra Short I with a value of $11.2M, Nvidia Corp with a value of $9.85M, and Vanguard Dividend Appreciation with a value of $9.7M.
Examining the 13F form we can see an decrease of $3.66M in the current position value, from $297M to 294M.
Below you can find more details about Cerro Pacific Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$294 Million
ETFs: $139 Million
Technology: $52.7 Million
Financial Services: $18.8 Million
Consumer Defensive: $16.6 Million
Healthcare: $16 Million
Industrials: $15.6 Million
Energy: $10.3 Million
Consumer Cyclical: $10.1 Million
Other: $15.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
