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
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
951
+ 18.76%
$55.73 - $66.16 $53K - $62.9K
6.02K $363K
TXN
Texas Instruments Inc

Technology
343
+ 12.06%
N/A
3.19K $620K
TFC
Truist Financial Corp

Financial Services
927
+ 5.13%
$41.51 - $48.1 $38.5K - $44.6K
19K $823K
FDS
Factset Research Systems Inc

Financial Services
25
+ 1.44%
$449.69 - $495.72 $11.2K - $12.4K
1.76K $844K
BA
Boeing CO

Industrials
17
+ 0.99%
$138.14 - $180.72 $2.35K - $3.07K
1.73K $306K
AMP
Ameriprise Financial Inc

Financial Services
19
+ 3.41%
$473.15 - $574.01 $8.99K - $10.9K
576 $306K
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
116K
+ 20.19%
$9.86 - $11.9 $1.14M - $1.38M
688K $6.8M
LYG
Lloyds Banking Group PLC

Financial Services
13.4K
New
$2.67 - $3.23 $35.9K - $43.4K
13.4K $36K
VGT
Vanguard Information Technolog

ETFs
14
+ 1.98%
$571.78 - $647.97 $8K - $9.07K
721 $448K
ACN
Accenture PLC

Technology
96
+ 3.14%
$343.9 - $376.86 $33K - $36.2K
3.16K $1.11M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
18
+ 1.39%
$521.84 - $558.82 $9.39K - $10.1K
1.32K $709K
USB
Us Bancorp \De\

Financial Services
86
+ 1.35%
$43.98 - $53.66 $3.78K - $4.61K
6.47K $309K
Te Connectivity PLC
1.43K
New
N/A
1.43K $0
Jacobs Solutions Inc
1.62K
New
N/A
1.62K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
4.57K
New
N/A
4.57K $0
MRK
Merck & Co., Inc.

Healthcare
818
+ 13.99%
$96.31 - $114.76 $78.8K - $93.9K
6.67K $663K
ABT
Abbott Laboratories

Healthcare
120
+ 0.6%
$111.93 - $119.39 $13.4K - $14.3K
20.1K $2.27M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
63
+ 1.29%
$442.29 - $483.08 $27.9K - $30.4K
4.94K $2.24M
VZ
Verizon Communications Inc

Communication Services
2.06K
+ 11.38%
$39.6 - $45.21 $81.7K - $93.3K
20.2K $807K
CMCSA
Comcast Corp

Communication Services
1.04K
+ 8.91%
$37.39 - $45.14 $38.9K - $46.9K
12.7K $477K
NVO
Novo Nordisk A S

Healthcare
828
+ 33.48%
$85.0 - $120.04 $70.4K - $99.4K
3.3K $283K
NXPI
Nxp Semiconductors N.V.

Technology
78
+ 8.98%
$207.27 - $255.58 $16.2K - $19.9K
947 $196K
CAT
Caterpillar Inc

Industrials
5
+ 0.66%
$360.37 - $416.88 $1.8K - $2.08K
760 $275K
PPG
Ppg Industries Inc

Basic Materials
35
+ 1.74%
$119.09 - $131.37 $4.17K - $4.6K
2.05K $244K
ORCL
Oracle Corp

Technology
109
+ 0.96%
$165.41 - $192.43 $18K - $21K
11.5K $1.92M
HD
Home Depot, Inc.

Consumer Cyclical
77
+ 2.22%
$385.02 - $431.37 $29.6K - $33.2K
3.54K $1.38M
KO
Coca Cola CO

Consumer Defensive
26
+ 0.46%
$61.74 - $71.71 $1.61K - $1.86K
5.7K $354K
ABBV
Abb Vie Inc.

Healthcare
236
+ 4.78%
$164.99 - $203.87 $38.9K - $48.1K
5.17K $919K
ADI
Analog Devices Inc

Technology
188
+ 3.33%
$206.35 - $236.48 $38.8K - $44.5K
5.83K $1.24M
ASH
Ashland Global Holdings Inc

Basic Materials
27
+ 0.51%
$70.93 - $87.79 $1.92K - $2.37K
5.29K $377K
COP
Conocophillips

Energy
105
+ 0.68%
$95.12 - $114.72 $9.99K - $12K
15.5K $1.54M
UL
Unilever PLC

Consumer Defensive
11
+ 0.1%
$56.7 - $64.64 $624 - $711
11.5K $649K
PANW
Palo Alto Networks Inc

Technology
6
+ 1.0%
$181.96 - $405.9 $1.09K - $2.44K
609 $110K
PSX
Phillips 66

Energy
225
+ 2.71%
$110.35 - $138.93 $24.8K - $31.3K
8.54K $972K
MSFT
Microsoft Corp

Technology
97
+ 0.42%
$406.35 - $454.46 $39.4K - $44.1K
23.3K $9.82M
HCA
Hca Healthcare, Inc.

Healthcare
2
+ 0.12%
$297.52 - $415.61 $595 - $831
1.72K $515K
LLY
Eli Lilly & CO

Healthcare
138
+ 4.44%
$727.2 - $932.06 $100K - $129K
3.25K $2.51M
QCOM
Qualcomm Inc

Technology
17
+ 0.1%
$150.4 - $178.04 $2.56K - $3.03K
16.6K $2.55M
LOW
Lowes Companies Inc

Consumer Cyclical
51
+ 0.42%
$244.52 - $284.07 $12.5K - $14.5K
12.1K $2.99M
KLAC
Kla Corp

Technology
185
+ 6.73%
$614.46 - $829.55 $114K - $153K
2.94K $1.85M
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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