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Home > Institutional Investor > Cerro Pacific Wealth Advisors Llc > Profile

Instuitional Investor - Cerro Pacific Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Cerro Pacific Wealth Advisors Llc
Portfolio Value $302,172,731
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 35,610 $17,380,063 5.75%
2.
Apple Inc.
 AAPL 71,990 $16,773,712 5.55%
3.
Nvidia Corp
 NVDA 94,050 $11,421,427 3.77%
4.
Vanguard Specialized Funds - DIV APP ETF
 51,933 $10,285,886 3.4%
5.
Microsoft Corp
 MSFT 23,302 $10,026,787 3.31%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)