Notify me when Cerro Pacific Wealth Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 159 | $365M | +$9.1M | -$28.3M | -$19.2M | QQQ, AAPL, NVDA, VOOG, JPST | 13F-HR | 28 Oct 2025, 09:36 |
| Q2 2025 | 159 | $360M | +$46.1M | -$9.38M | +$36.7M | QQQ, JPST, AAPL, NVDA, VOOG | 13F-HR | 25 Jul 2025, 09:19 |
| Q1 2025 | 163 | $302M | +$20.6M | -$13.8M | +$6.81M | QQQ, AAPL, NVDA, JPST, VIG | 13F-HR | 08 Apr 2025, 16:15 |
| Q4 2024 | 162 | $301M | +$29.6M | -$5.78M | +$23.8M | QQQ, AAPL, NVDA, VIG, MSFT | 13F-HR | 17 Jan 2025, 16:40 |
| Q3 2024 | 149 | $259M | +$4.6M | -$1.64M | +$2.96M | AAPL, QQQ, NVDA, MSFT, VIG | 13F-HR | 09 Oct 2024, 16:21 |
| Q2 2024 | 149 | $262M | $0 | $0 | QQQ, AAPL, NVDA, MSFT, VIG | 13F-HR | 09 Aug 2024, 12:55 | |
| Q1 2023 | 144 | $181M | +$27.7M | -$22.3M | +$5.35M | AAPL, AVUV, VIG, QQQ, MSFT | 13F-HR | 10 May 2023, 17:19 |
| Q4 2022 | 155 | $188M | +$16.9M | -$4.78M | +$12.1M | SHY, AAPL, VIG, VLUE, JPST | 13F-HR | 18 Jan 2023, 16:36 |
| Q3 2022 | 143 | $165M | +$25.7M | -$8.71M | +$17M | AAPL, SHY, JPST, VLUE, VIG | 13F-HR | 11 Oct 2022, 19:47 |
| Q2 2022 | 138 | $160M | +$42.2M | -$14.3M | +$28M | JPST, AAPL, SHY, VIG, MSFT | 13F-HR | 15 Jul 2022, 17:52 |
| Q1 2022 | 118 | $163M | +$19.2M | -$2.11M | +$17.1M | AAPL, VIG, JPST, MSFT, IVV | 13F-HR | 12 Apr 2022, 19:51 |
| Q4 2021 | 120 | $158M | +$9.84M | -$4.59M | +$5.25M | AAPL, MSFT, JPST, VIG, IVV | 13F-HR | 18 Jan 2022, 17:45 |
| Q3 2021 | 121 | $139M | +$17.8M | -$12.8M | +$5.01M | AAPL, JPST, VIG, MSFT, IVV | 13F-HR | 08 Nov 2021, 20:40 |
| Q2 2021 | 116 | $135M | +$17.7M | -$66M | -$48.3M | AAPL, IVV, JPST, VIG, XLK | 13F-HR | 16 Aug 2021, 12:16 |
| Q4 2020 | 107 | $168M | AAPL, MASI, JPST, VIG, MSFT | 13F-HR | 12 Feb 2021, 06:40 |