Cerro Pacific Wealth Advisors LLC Sells in Q3 2025

Cerro Pacific Wealth Advisors LLC

  • $359 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
-279
- 12.9%
$157.77 - $183.27 $44K - $51.1K
1.88K $305K
TSLA
Tesla, Inc.

Consumer Cyclical
-476
- 47.94%
$293.94 - $444.72 $140K - $212K
517 $229K
MA
Mastercard Inc

Financial Services
-157
- 12.0%
$550.18 - $598.96 $86.4K - $94K
1.15K $654K
MDT
Medtronic PLC

Healthcare
-1.87K
- 14.8%
$87.67 - $95.74 $164K - $179K
10.8K $1.03M
COP
Conocophillips

Energy
-1.48K
- 10.52%
$91.0 - $98.99 $135K - $147K
12.6K $1.19M
TGT
Target Corp

Consumer Defensive
-524
- 18.99%
$86.56 - $107.43 $45.4K - $56.3K
2.24K $200K
KIM
Kimco Realty Corp

Real Estate
-4.55K
- 11.99%
$20.74 - $22.79 $94.4K - $104K
33.4K $729K
MCK
Mckesson Corp

Healthcare
-130
- 14.08%
$659.01 - $772.54 $85.7K - $100K
793 $612K
BA
Boeing CO

Industrials
-315
- 21.17%
$209.79 - $237.38 $66.1K - $74.8K
1.17K $253K
GPC
Genuine Parts CO

Consumer Cyclical
-1.09K
- 19.7%
$122.23 - $142.77 $134K - $156K
4.46K $618K
LOW
Lowes Companies Inc

Consumer Cyclical
-1.62K
- 13.44%
$215.01 - $273.02 $348K - $442K
10.4K $2.62M
ASH
Ashland Global Holdings Inc

Basic Materials
-785
- 13.49%
$47.62 - $56.6 $37.4K - $44.4K
5.03K $241K
AMP
Ameriprise Financial Inc

Financial Services
-46
- 7.31%
$486.13 - $544.55 $22.4K - $25K
583 $286K
WFC
Wells Fargo & Company

Financial Services
-759
- 15.47%
$77.05 - $85.16 $58.5K - $64.6K
4.15K $347K
SBUX
Starbucks Corp

Consumer Cyclical
-210
- 5.81%
$81.9 - $96.86 $17.2K - $20.3K
3.4K $287K
CMCSA
Comcast Corp

Communication Services
-198
- 2.4%
$31.41 - $36.33 $6.22K - $7.19K
8.07K $253K
CL
Colgate Palmolive CO

Consumer Defensive
-112
- 3.91%
$79.36 - $93.33 $8.89K - $10.5K
2.75K $219K
GE
General Electric CO

Industrials
-291
- 23.76%
$244.75 - $305.63 $71.2K - $88.9K
934 $280K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-748
- 22.52%
$224.68 - $282.71 $168K - $211K
2.57K $718K
WMT
Walmart Inc.

Consumer Defensive
-1.34K
- 6.74%
$94.4 - $104.27 $126K - $140K
18.5K $1.91M
GD
General Dynamics Corp

Industrials
-389
- 18.99%
$293.92 - $341.0 $114K - $133K
1.66K $565K
CLX
Clorox CO

Consumer Defensive
-277
- 13.91%
$117.67 - $131.43 $32.6K - $36.4K
1.72K $211K
XLK
Technology Sector Spdr

ETFs
-1.37K
- 10.94%
$250.97 - $282.66 $344K - $388K
11.2K $3.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-200
- 4.28%
$459.11 - $506.91 $91.8K - $101K
4.47K $2.25M
USB
Us Bancorp \De\

Financial Services
-762
- 13.1%
$43.94 - $50.41 $33.5K - $38.4K
5.05K $244K
OMC
Omnicom Group Inc.

Communication Services
-1.15K
- 14.48%
$70.41 - $81.53 $81K - $93.8K
6.79K $553K
CMS
Cms Energy Corp

Utilities
-419
- 11.2%
$69.37 - $74.67 $29.1K - $31.3K
3.32K $243K
BX
Blackstone Inc.

Financial Services
-304
- 16.01%
$152.77 - $188.68 $46.4K - $57.4K
1.6K $272K
SPYG
Spdr Portfolio

ETFs
-1.36K
- 9.49%
$94.33 - $105.31 $128K - $143K
13K $1.36M
HAL
Halliburton CO

Energy
-2.74K
- 20.18%
$20.5 - $25.11 $56.2K - $68.9K
10.8K $266K
CAT
Caterpillar Inc

Industrials
-146
- 20.17%
$390.92 - $477.15 $57.1K - $69.7K
578 $275K
NDAQ
Nasdaq, Inc.

Financial Services
-42
- 1.81%
$86.73 - $96.94 $3.64K - $4.07K
2.28K $202K
TMUS
T Mobile Us, Inc.

Communication Services
-24
- 2.12%
$226.02 - $259.01 $5.42K - $6.22K
1.11K $265K
Blackrock Inc
-412
- 20.15%
N/A
1.63K $0
Linde PLC
-313
- 15.67%
N/A
1.69K $0
Arista Networks Inc
-421
- 10.29%
N/A
3.67K $0
Jacobs Solutions Inc
-25
- 0.87%
N/A
2.85K $0
ES
Eversource Energy

Utilities
-353
- 10.27%
$62.86 - $71.14 $22.2K - $25.1K
3.08K $219K
AXP
American Express CO

Financial Services
-25
- 2.84%
$294.27 - $342.31 $7.36K - $8.56K
854 $283K
MRK
Merck & Co., Inc.

Healthcare
-151
- 3.52%
$77.6 - $87.37 $11.7K - $13.2K
4.14K $347K
PWR
Quanta Services, Inc.

Industrials
-46
- 5.76%
$372.29 - $421.68 $17.1K - $19.4K
753 $312K
IEFA
Ishares Tr

ETFs
-19
- 0.46%
$81.7 - $87.53 $1.55K - $1.66K
4.13K $360K
NSC
Norfolk Southern Corp

Industrials
-317
- 12.95%
$259.49 - $300.41 $82.3K - $95.2K
2.13K $640K
WEC
Wec Energy Group, Inc.

Utilities
-459
- 6.97%
$103.66 - $114.59 $47.6K - $52.6K
6.12K $701K
NEE
Nextera Energy Inc

Utilities
-539
- 5.46%
$69.77 - $77.54 $37.6K - $41.8K
9.33K $703K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-59
- 4.07%
$201.83 - $230.93 $11.9K - $13.6K
1.39K $308K
LHX
L3 Harris Technologies, Inc.

Industrials
-416
- 15.06%
$252.18 - $305.41 $105K - $127K
2.35K $716K
JNJ
Johnson & Johnson

Healthcare
-2.23K
- 16.21%
$155.17 - $185.42 $346K - $413K
11.5K $2.14M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-899
- 1.53%
$70.77 - $73.59 $63.6K - $66.2K
57.7K $4.23M
Activity Summary
Buys All Purchases 34 New Holdings 6 Increased Positions 28 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cerro Pacific Wealth Advisors LLC Portfolio

Follow Cerro Pacific Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cerro Pacific Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerro Pacific Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email