Cerro Pacific Wealth Advisors LLC Portfolio Holdings
Cerro Pacific Wealth Advisors LLC
- $260 Million
- Q2 2024
Cerro Pacific Wealth Advisors LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $260 Million distributed in 149 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 $14.8M, Apple Inc. with a value of $13.7M, Nvidia Corp with a value of $11.7M, Microsoft Corp with a value of $10.3M, and Vanguard Dividend Appreciation with a value of $9.74M.
Examining the 13F form we can see an increase of $80.4M in the current position value, from $179M to 260M.
Below you can find more details about Cerro Pacific Wealth Advisors LLC portfolio as well as his latest detailed transactions.