Cherry Creek Investment Advisors, Inc. has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $188 Million distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Actively Managed ETF F with a value of $14.1M, Microsoft Corp with a value of $12.7M, Apple Inc. with a value of $12.5M, First Trust Nasdaq Technology with a value of $12.1M, and Amazon Com Inc with a value of $11.8M.

Examining the 13F form we can see an increase of $1.87M in the current position value, from $186M to 188M.

Below you can find more details about Cherry Creek Investment Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $188 Million
Technology: $61.7 Million
ETFs: $60.6 Million
Consumer Defensive: $16.4 Million
Consumer Cyclical: $14.7 Million
Healthcare: $10.9 Million
Financial Services: $7.47 Million
Industrials: $5.54 Million
Communication Services: $4.23 Million
Other: $6.22 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $188 Million
  • Prior Value $186 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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