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Home > Institutional Investor > Cresta Advisors, Ltd. > Profile

Instuitional Investor - Cresta Advisors, Ltd.

Fund Profile
Filing Period:
Fund Name: Cresta Advisors, Ltd.
Portfolio Value $191,244,851
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 40,740 $23,374,769 12.22%
2.
Vanguard Index Fds
 57,087 $16,164,855 8.45%
3.
Vanguard Index Fds - VALUE ETF
 90,519 $15,801,902 8.26%
4.
Ishares Trust
 IEF 132,211 $14,937,210 7.81%
5.
Wisdomtree Tr
 176,425 $14,680,359 7.67%
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)