CA

Cresta Advisors, Ltd.

13F
Cresta Advisors, Ltd.
Last update 2025-05-12 47 Stocks (2 new)
Value $193.00 Mil Turnover 10 %
Countries:
Top Holdings: SPY(13.70%)VTI(9.34%)DGRW(8.98%)VTV(8.36%)SPHQ(7.00%)
Summary Stock Picks Current Portfolio
Cresta Advisors, Ltd. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
47,255
26,433.8
+15.99%
13.700
+1.89%
0.000
+25.48%
+6.62%
638,833.4
 
VTI
Vanguard Total Stock Market ETF
65,600
18,029.6
+14.91%
9.340
+1.21%
0.000
+25.92%
+6.28%
470,167.8
 
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
217,034
17,332.4
+23.02%
8.980
+1.68%
0.120
+19.44%
+5.54%
15,939.6
 
VTV
Vanguard Value ETF
93,399
16,133.7
+3.18%
8.360
+0.26%
0.010
+16.71%
+6.55%
132,380.2
 
SPHQ
Invesco S&P 500 Quality ETF
203,721
13,514.8
+33.43%
7.000
+1.75%
0.110
+21.19%
+7.43%
14,139.2
 
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
122,548
13,319.8
-7.31%
6.900
-0.57%
0.050
+3.76%
+3.43%
29,718.5
 
QQQ
INVESCO QQQ Trust
20,809
9,757.8
-1.47%
5.060
-0.08%
0.000
+33.12%
+8.50%
355,318.4
 
AAPL
Apple Inc
40,431
8,980.9
-1.70%
4.650
-0.09%
0.000
+21.93%
-15.95%
3,135,926.0
Hardware
IWF
iShares Russell 1000 Growth ETF
22,541
8,139.2
-2.69%
4.220
-0.12%
0.010
+32.83%
+6.10%
111,888.0
 
PMBS
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
138,330
6,789.3
-11.88%
3.520
-0.49%
1.360
+1.39%
+3.50%
493.1
 

Cresta Advisors, Ltd.'s Historical Top Holdings Breakdowns

Cresta Advisors, Ltd.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+1.89%
●
551.42 ($587.78) 612.93
$621.14
5.68%
Add 15.99%
47,255
6,515
SPHQ
Invesco S&P 500 Quality ETF
2025-03-31
Add
Add
+1.75%
●
65.27 ($68.5) 71.22
$71.62
4.55%
Add 33.43%
203,721
51,038
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
2025-03-31
Add
Add
+1.68%
●
78 ($81.92) 84.37
$84.78
3.50%
Add 23.02%
217,034
40,609
SCHD
Schwab US Dividend Equity ETF
2025-03-31
Add
Add
+1.31%
●
27.01 ($27.88) 28.54
$27.32
-2.00%
Add 183.26%
139,763
90,422
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+1.21%
●
271.18 ($290.53) 303.12
$306.01
5.33%
Add 14.91%
65,600
8,513
TLH
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
2025-03-31
Reduce
Reduce
-0.60%
●
97.25 ($101.36) 104.79
$99.19
-2.15%
Reduce -19.78%
42,454
-10,466
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
2025-03-31
Reduce
Reduce
-0.57%
●
105.1 ($107.75) 109.61
$108.03
0.26%
Reduce -7.31%
122,548
-9,663
TLT
iShares 20+ Year Treasury Bond ETF
2025-03-31
Reduce
Reduce
-0.51%
●
85.29 ($89.02) 92.57
$85.72
-3.71%
Reduce -44.91%
12,145
-9,900
PMBS
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
2025-03-31
Reduce
Reduce
-0.49%
●
47.17 ($48.36) 49.21
$48.45
0.19%
Reduce -11.88%
138,330
-18,647
NEA
Nuveen AMT-Free Municipal Income Fund
Nuveen AMT-Free Municipal Income Fund
2025-03-31
Reduce
Reduce
-0.42%
●
11.13 ($11.39) 11.61
$10.96
-3.73%
Reduce -20.74%
256,647
-67,139

Cresta Advisors, Ltd. Total Holding History ($B)

To

Cresta Advisors, Ltd.'s Asset Allocation

To

Cresta Advisors, Ltd. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cresta Advisors, Ltd.'s Hypothetical Growth since 2025-03-31

Cresta Advisors, Ltd.'s Yearly Returns

Year Portfolio % % Excess Gain %

Cresta Advisors, Ltd.'s Holdings Heat Map

Size field:

Cresta Advisors, Ltd.'s Holdings Bubble Chart

Cresta Advisors, Ltd. News

  • 1

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