Cerro Pacific Wealth Advisors LLC Purchases in Q4 2024

Cerro Pacific Wealth Advisors LLC

  • $297 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
16.8K
+ 949.07%
$159.67 - $250.0 $2.68M - $4.19M
18.5K $4.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.35K
+ 13.91%
$481.22 - $538.17 $2.09M - $2.34M
35.6K $18.2M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
6.83K
+ 56.43%
$340.59 - $380.5 $2.32M - $2.6M
18.9K $6.93M
VRIG
Invesco Actively Managed ETF F

ETFs
101K
+ 75.0%
$25.06 - $25.2 $2.53M - $2.54M
236K $5.92M
EFG
Msci Eafe Growth ETF

ETFs
19.4K
+ 71.59%
$96.83 - $106.88 $1.88M - $2.08M
46.6K $4.51M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
39.8K
+ 46.58%
$39.3 - $41.34 $1.56M - $1.65M
125K $4.94M
AAPL
Apple Inc.

Technology
341
+ 0.48%
$221.69 - $259.02 $75.6K - $88.3K
72K $18M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
17.3K
+ 38.76%
$58.39 - $67.04 $1.01M - $1.16M
61.8K $3.92M
ICSH
Blackrock Ultra Short Term Bon

ETFs
24.9K
+ 49.06%
$50.35 - $50.69 $1.25M - $1.26M
75.5K $3.81M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
13.3K
+ 50.61%
$89.9 - $100.66 $1.19M - $1.34M
39.5K $3.57M
FNDF
Schwab Fundamental Intl Large

ETFs
41.1K
+ 42.42%
$32.92 - $37.15 $1.35M - $1.53M
138K $4.58M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.5K
+ 26.43%
$567.81 - $607.81 $853K - $913K
7.19K $4.21M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
12.4K
+ 39.65%
$65.67 - $69.79 $813K - $864K
43.6K $2.92M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
11.4K
+ 9.14%
$50.37 - $50.6 $575K - $578K
136K $6.87M
OMC
Omnicom Group Inc.

Communication Services
5.88K
New
$85.82 - $105.47 $505K - $620K
5.88K $506K
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
28.9K
+ 92.92%
$17.65 - $18.4 $509K - $531K
59.9K $1.07M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6.84K
+ 10.25%
$81.68 - $82.93 $559K - $567K
73.6K $6.03M
SO
Southern CO

Utilities
5.09K
New
$81.5 - $94.15 $415K - $479K
5.09K $418K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
7.97K
+ 14.08%
$56.06 - $61.35 $447K - $489K
64.6K $3.65M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
4.89K
New
$72.18 - $81.41 $353K - $398K
4.89K $369K
TSLA
Tesla, Inc.

Consumer Cyclical
774
New
$213.65 - $479.86 $165K - $371K
774 $312K
TT
Trane Technologies PLC

Industrials
750
New
$369.35 - $419.14 $277K - $314K
750 $277K
HON
Honeywell International Inc

Industrials
73
+ 0.63%
$202.84 - $236.0 $14.8K - $17.2K
11.7K $2.64M
BX
Blackstone Inc.

Financial Services
1.38K
New
$148.45 - $199.05 $204K - $274K
1.38K $237K
SYK
Stryker Corp

Healthcare
660
New
$345.14 - $392.15 $228K - $259K
660 $237K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.49K
New
$148.29 - $166.93 $221K - $248K
1.49K $221K
IEFA
Ishares Tr

ETFs
3.09K
New
$70.06 - $77.43 $217K - $240K
3.09K $217K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.98K
New
$69.3 - $74.3 $207K - $221K
2.98K $212K
FLRN
Spdr Bloomberg Investment Grad

ETFs
6.87K
New
$30.67 - $30.84 $211K - $212K
6.87K $210K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
477
New
$417.69 - $450.94 $199K - $215K
477 $202K
AJG
Arthur J. Gallagher & Co.

Financial Services
712
New
$278.49 - $315.16 $198K - $224K
712 $202K
NFLX
Netflix Inc

Communication Services
35
+ 3.74%
$687.65 - $936.56 $24.1K - $32.8K
971 $865K
GE
General Electric CO

Industrials
1.19K
New
$159.95 - $194.23 $190K - $230K
1.19K $197K
V
Visa Inc.

Financial Services
331
+ 16.31%
$273.87 - $320.91 $90.7K - $106K
2.36K $746K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1.1K
New
$165.45 - $196.93 $181K - $216K
1.1K $181K
COF
Capital One Financial Corp

Financial Services
64
+ 1.1%
$145.19 - $192.01 $9.29K - $12.3K
5.86K $1.05M
MA
Mastercard Inc

Financial Services
253
+ 28.82%
$491.3 - $536.15 $124K - $136K
1.13K $595K
MDT
Medtronic PLC

Healthcare
2.71K
+ 47.37%
$79.61 - $92.24 $216K - $250K
8.43K $672K
META
Meta Platforms, Inc.

Communication Services
128
+ 3.03%
$554.08 - $632.68 $70.9K - $81K
4.36K $2.57M
AMGN
Amgen Inc

Healthcare
1.39K
+ 39.97%
$258.78 - $328.31 $360K - $457K
4.87K $1.27M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
509
+ 28.22%
$172.07 - $207.36 $87.6K - $106K
2.31K $456K
EMR
Emerson Electric CO

Industrials
428
+ 8.09%
$108.13 - $134.33 $46.3K - $57.5K
5.72K $708K
GOOG
Alphabet Inc.

Communication Services
13
+ 0.24%
$163.08 - $198.16 $2.12K - $2.58K
5.43K $1.03M
MCK
Mckesson Corp

Healthcare
36
+ 2.96%
$482.27 - $628.5 $17.4K - $22.6K
1.25K $712K
CRM
Salesforce, Inc.

Technology
18
+ 1.14%
$270.87 - $367.87 $4.88K - $6.62K
1.59K $531K
BAC
Bank Of America Corp

Financial Services
753
+ 4.83%
$39.22 - $47.77 $29.5K - $36K
16.3K $718K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
1.92K
+ 24.34%
$41.02 - $44.55 $78.6K - $85.4K
9.79K $420K
DIS
Walt Disney CO

Communication Services
80
+ 1.69%
$92.39 - $117.6 $7.39K - $9.41K
4.81K $535K
WFC
Wells Fargo & Company

Financial Services
167
+ 3.6%
$54.98 - $77.35 $9.18K - $12.9K
4.81K $337K
Activity Summary
Buys All Purchases 91 New Holdings 19 Increased Positions 72 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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