Cerro Pacific Wealth Advisors LLC Portfolio Holdings
Cerro Pacific Wealth Advisors LLC
- $179 Million
- Q1 2023
Cerro Pacific Wealth Advisors LLC has filed its 13F form on May 10, 2023 for Q1 2023 where it was disclosed a total value porftolio of $179 Million distributed in 144 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $11.3M, American Centy ETF Tr Avantis with a value of $8.69M, Vanguard Dividend Appreciation with a value of $8.41M, Invesco Qqq Trust, Series 1 with a value of $7.16M, and Microsoft Corp with a value of $6.28M.
Examining the 13F form we can see an decrease of $8.09M in the current position value, from $187M to 179M.
Below you can find more details about Cerro Pacific Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
---|