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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 $180,761,944
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 68,525 $11,299,709 6.25%
2.
American Centy Etf Tr
 117,399 $8,694,545 4.8%
3.
Vanguard Specialized Funds
 54,597 $8,408,486 4.65%
4.
Invesco Qqq Tr
 22,317 $7,162,247 3.96%
5.
Microsoft Corp
 MSFT 21,768 $6,275,685 3.47%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)