Cerro Pacific Wealth Advisors LLC Portfolio Holdings
Cerro Pacific Wealth Advisors LLC
- $355 Million
- Q2 2025
Cerro Pacific Wealth Advisors LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $355 Million distributed in 159 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 $25.2M, Jp Morgan ETF Tr Ultra Short I with a value of $14.7M, Apple Inc. with a value of $14.5M, Nvidia Corp with a value of $14.5M, and Vanguard S&P 500 Growth ETF with a value of $13.4M.
Examining the 13F form we can see an increase of $61M in the current position value, from $294M to 355M.
Below you can find more details about Cerro Pacific Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$355 Million
ETFs: $186 Million
Technology: $64.6 Million
Financial Services: $20 Million
Industrials: $17 Million
Consumer Defensive: $15.9 Million
Healthcare: $14.8 Million
Communication Services: $10.8 Million
Consumer Cyclical: $10.8 Million
Other: $15 Million