$181 Million is the total value of Cerro Pacific Wealth Advisors LLC's 144 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 23.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $11,299,709 | +23.1% | 68,525 | -3.0% | 6.25% | +28.3% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $8,694,545 | +35.6% | 117,399 | +36.4% | 4.81% | +41.3% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $8,408,486 | +9.1% | 54,597 | +7.5% | 4.65% | +13.7% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $7,162,247 | +160.9% | 22,317 | +116.5% | 3.96% | +171.9% |
| MSFT | Buy | MICROSOFT CORP | $6,275,685 | +20.7% | 21,768 | +0.4% | 3.47% | +25.8% |
| VLUE | Sell | ISHARES TRmsci usa value | $6,169,859 | -16.6% | 66,636 | -17.9% | 3.41% | -13.0% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $4,652,091 | -49.9% | 56,622 | -50.5% | 2.57% | -47.7% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $4,562,019 | +14.2% | 30,210 | -5.9% | 2.52% | +19.1% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $4,414,951 | +151.6% | 31,967 | +155.7% | 2.44% | +162.3% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $4,391,270 | -38.4% | 87,267 | -38.7% | 2.43% | -35.8% |
| CVX | Buy | CHEVRON CORP NEW | $3,989,668 | -8.4% | 24,452 | +0.7% | 2.21% | -4.6% |
| COST | Buy | COSTCO WHSL CORP NEW | $3,747,082 | +13.6% | 7,541 | +4.4% | 2.07% | +18.4% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $3,521,085 | +30.7% | 65,680 | +26.2% | 1.95% | +36.2% |
| NVDA | Sell | NVIDIA CORPORATION | $2,787,512 | +82.8% | 10,035 | -3.8% | 1.54% | +90.6% |
| FAF | FIRST AMERN FINL CORP | $2,477,371 | +6.3% | 44,509 | 0.0% | 1.37% | +10.9% | |
| HON | Sell | HONEYWELL INTL INC | $2,376,287 | -21.4% | 12,433 | -11.9% | 1.32% | -18.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,316,919 | -2.9% | 14,948 | +10.6% | 1.28% | +1.2% |
| PEP | Buy | PEPSICO INC | $2,240,819 | +16.4% | 12,292 | +15.3% | 1.24% | +21.3% |
| LOW | Buy | LOWES COS INC | $2,083,311 | +27.6% | 10,418 | +27.1% | 1.15% | +33.0% |
| XOM | Sell | EXXON MOBIL CORP | $1,982,211 | -0.7% | 18,076 | -0.1% | 1.10% | +3.5% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $1,979,975 | +16.7% | 42,172 | +15.0% | 1.10% | +21.7% |
| QCOM | Buy | QUALCOMM INC | $1,959,585 | +39.5% | 15,360 | +20.2% | 1.08% | +45.5% |
| VOOG | Sell | VANGUARD ADMIRAL FDS INC500 grth idx f | $1,915,519 | +2.7% | 8,311 | -6.0% | 1.06% | +7.1% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,859,516 | +23.1% | 14,270 | +26.6% | 1.03% | +28.3% |
| ICSH | Buy | ISHARES TRblackrock ultra | $1,845,706 | +10.5% | 36,730 | +10.0% | 1.02% | +15.1% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $1,743,803 | +10.2% | 55,766 | +2.5% | 0.96% | +14.9% |
| DNL | Sell | WISDOMTREE TRglb us qtly div | $1,738,633 | +5.0% | 49,017 | -4.6% | 0.96% | +9.4% |
| ABT | Buy | ABBOTT LABS | $1,708,836 | +18.3% | 16,876 | +28.2% | 0.94% | +23.2% |
| TOTL | New | SSGA ACTIVE ETF TRspdr tr tactic | $1,684,076 | – | 41,045 | +100.0% | 0.93% | – |
| ITW | Buy | ILLINOIS TOOL WKS INC | $1,551,800 | +34.1% | 6,374 | +21.4% | 0.86% | +39.7% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,506,012 | +9.7% | 10,129 | +11.8% | 0.83% | +14.3% |
| AMZN | Buy | AMAZON COM INC | $1,494,090 | +25.7% | 14,465 | +2.3% | 0.83% | +31.1% |
| PAYX | Buy | PAYCHEX INC | $1,493,782 | +32.6% | 13,036 | +33.8% | 0.83% | +38.1% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,489,459 | +16.3% | 14,359 | -1.1% | 0.82% | +21.2% |
| ABBV | Buy | ABBVIE INC | $1,406,952 | +25.8% | 8,828 | +27.6% | 0.78% | +31.0% |
| CSCO | Buy | CISCO SYS INC | $1,388,143 | +36.2% | 26,555 | +24.1% | 0.77% | +42.0% |
| MCD | Buy | MCDONALDS CORP | $1,352,808 | +30.0% | 4,838 | +22.5% | 0.75% | +35.5% |
| DE | Buy | DEERE & CO | $1,319,879 | +76.1% | 3,197 | +82.9% | 0.73% | +83.4% |
| COP | Buy | CONOCOPHILLIPS | $1,300,769 | +10.1% | 13,111 | +31.0% | 0.72% | +14.8% |
| BLK | Buy | BLACKROCK INC | $1,249,904 | +23.1% | 1,868 | +30.4% | 0.69% | +28.2% |
| JMBS | New | JANUS DETROIT STR TRhenderson mtg | $1,229,348 | – | 26,330 | +100.0% | 0.68% | – |
| LLY | Sell | LILLY ELI & CO | $1,227,406 | -34.9% | 3,574 | -30.6% | 0.68% | -32.1% |
| VRIG | Buy | INVESCO ACTIVELY MANAGED ETFvar rate invt | $1,128,443 | +3.7% | 45,649 | +3.7% | 0.62% | +8.1% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $1,090,139 | -46.5% | 2,652 | -50.0% | 0.60% | -44.2% |
| WMT | Buy | WALMART INC | $1,032,928 | +6.5% | 7,005 | +2.4% | 0.57% | +10.9% |
| AVGO | Buy | BROADCOM INC | $1,023,367 | +94.5% | 1,595 | +69.5% | 0.57% | +102.9% |
| KLAC | Buy | KLA CORP | $1,013,532 | +30.3% | 2,539 | +23.1% | 0.56% | +35.8% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,011,865 | -33.5% | 4,545 | -28.6% | 0.56% | -30.7% |
| HD | Sell | HOME DEPOT INC | $1,000,934 | -9.0% | 3,392 | -2.6% | 0.55% | -5.1% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $996,410 | -7.3% | 2,108 | +3.9% | 0.55% | -3.5% |
| ADI | Sell | ANALOG DEVICES INC | $987,003 | +16.1% | 5,005 | -3.4% | 0.55% | +21.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $977,257 | -0.3% | 3,165 | -0.3% | 0.54% | +4.0% |
| SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $977,595 | -2.4% | 13,256 | -4.4% | 0.54% | +1.7% |
| ACN | Sell | ACCENTURE PLC IRELAND | $941,308 | -17.1% | 3,293 | -22.6% | 0.52% | -13.6% |
| ORCL | Buy | ORACLE CORP | $900,091 | +15.4% | 9,687 | +1.5% | 0.50% | +20.3% |
| GPC | Buy | GENUINE PARTS CO | $891,093 | +67.4% | 5,326 | +73.6% | 0.49% | +74.2% |
| FB | Sell | META PLATFORMS INCcl a | $882,575 | +28.6% | 4,164 | -27.0% | 0.49% | +34.1% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $877,494 | -2.7% | 2,143 | -9.2% | 0.48% | +1.3% |
| GWW | Buy | GRAINGER W W INC | $812,135 | +75.3% | 1,179 | +41.5% | 0.45% | +82.5% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $790,277 | +25.7% | 18,486 | +13.9% | 0.44% | +30.8% |
| New | LINDE PLC | $784,744 | – | 2,208 | +100.0% | 0.43% | – | |
| PSX | Buy | PHILLIPS 66 | $774,065 | +11.2% | 7,635 | +14.2% | 0.43% | +16.0% |
| HPQ | Buy | HP INC | $723,360 | +99.5% | 24,646 | +82.6% | 0.40% | +108.3% |
| AFL | Sell | AFLAC INC | $710,609 | -11.1% | 11,014 | -0.9% | 0.39% | -7.3% |
| LMT | Buy | LOCKHEED MARTIN CORP | $698,258 | +53.2% | 1,477 | +57.6% | 0.39% | +59.5% |
| SNY | New | SANOFIsponsored adr | $695,651 | – | 12,783 | +100.0% | 0.38% | – |
| FDS | Buy | FACTSET RESH SYS INC | $696,363 | +7.0% | 1,678 | +3.5% | 0.38% | +11.6% |
| NEE | Sell | NEXTERA ENERGY INC | $683,929 | -11.8% | 8,873 | -4.3% | 0.38% | -8.3% |
| STX | Buy | SEAGATE TECHNOLOGY HLDNGS PL | $671,502 | +106.8% | 10,156 | +64.5% | 0.37% | +115.7% |
| AMGN | Buy | AMGEN INC | $649,985 | +11.1% | 2,689 | +20.7% | 0.36% | +16.1% |
| NKE | Sell | NIKE INCcl b | $649,324 | -33.1% | 5,295 | -36.1% | 0.36% | -30.3% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $639,728 | +84.6% | 10,244 | +81.1% | 0.35% | +92.4% |
| MDT | Buy | MEDTRONIC PLC | $632,404 | +34.1% | 7,844 | +29.3% | 0.35% | +40.0% |
| MCK | Sell | MCKESSON CORP | $618,898 | -53.5% | 1,738 | -51.0% | 0.34% | -51.6% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $617,625 | +1.3% | 3,147 | +7.5% | 0.34% | +5.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $589,882 | +29.1% | 15,168 | +30.8% | 0.33% | +34.7% |
| NSC | Sell | NORFOLK SOUTHN CORP | $587,317 | -16.4% | 2,770 | -2.8% | 0.32% | -12.9% |
| TGT | Sell | TARGET CORP | $580,832 | -38.0% | 3,507 | -44.2% | 0.32% | -35.4% |
| BAC | Buy | BANK AMERICA CORP | $580,559 | +2.2% | 20,299 | +18.3% | 0.32% | +6.3% |
| APD | Sell | AIR PRODS & CHEMS INC | $570,028 | -15.0% | 1,985 | -8.7% | 0.32% | -11.5% |
| RY | Buy | ROYAL BK CDA SUSTAINABL | $556,371 | +85.4% | 5,821 | +82.4% | 0.31% | +93.7% |
| BCE | Buy | BCE INC | $550,290 | +67.8% | 12,286 | +64.6% | 0.30% | +74.7% |
| INTU | Buy | INTUIT | $545,250 | +15.3% | 1,223 | +0.7% | 0.30% | +20.3% |
| GD | Sell | GENERAL DYNAMICS CORP | $535,177 | -8.6% | 2,345 | -0.6% | 0.30% | -4.8% |
| DTE | Buy | DTE ENERGY CO | $517,905 | +64.4% | 4,728 | +76.4% | 0.29% | +71.9% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $519,688 | +22.3% | 4,997 | +4.4% | 0.29% | +27.6% |
| NFLX | Sell | NETFLIX INC | $509,583 | -12.9% | 1,475 | -25.6% | 0.28% | -9.0% |
| IOO | Buy | ISHARES TRglobal 100 etf | $507,304 | +11.1% | 7,241 | +1.5% | 0.28% | +16.1% |
| Buy | GSK PLCsponsored adr | $502,639 | +50.3% | 14,127 | +48.5% | 0.28% | +57.1% | |
| DIS | Sell | DISNEY WALT CO | $501,551 | +12.6% | 5,009 | -2.3% | 0.28% | +17.4% |
| CB | Sell | CHUBB LIMITED | $495,324 | -21.0% | 2,551 | -10.3% | 0.27% | -17.7% |
| COF | Buy | CAPITAL ONE FINL CORP | $482,265 | +83.8% | 5,015 | +77.6% | 0.27% | +92.1% |
| UL | Buy | UNILEVER PLCspon adr new | $476,516 | +57.8% | 9,176 | +53.0% | 0.26% | +65.0% |
| ASH | Buy | ASHLAND INC | $463,340 | +66.9% | 4,511 | +74.7% | 0.26% | +74.1% |
| TXN | Buy | TEXAS INSTRS INC | $461,583 | +14.4% | 2,481 | +1.6% | 0.26% | +19.2% |
| HCA | Sell | HCA HEALTHCARE INC | $461,363 | +7.0% | 1,750 | -2.6% | 0.26% | +11.4% |
| PFE | Sell | PFIZER INC | $445,549 | -53.1% | 10,920 | -41.1% | 0.25% | -51.2% |
| VOO | Sell | VANGUARD INDEX FDS | $442,634 | +6.3% | 1,177 | -0.7% | 0.24% | +10.9% |
| V | Sell | VISA INC | $435,276 | +5.7% | 1,931 | -2.6% | 0.24% | +10.0% |
| EPD | ENTERPRISE PRODS PARTNERS L | $423,517 | +7.4% | 16,352 | 0.0% | 0.23% | +12.0% | |
| SBUX | Sell | STARBUCKS CORP | $418,549 | +3.3% | 4,019 | -1.6% | 0.23% | +7.9% |
| EMR | Sell | EMERSON ELEC CO | $407,275 | -11.0% | 4,674 | -1.9% | 0.22% | -7.4% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $405,598 | +32.4% | 10,699 | +22.1% | 0.22% | +37.4% |
| WEC | Buy | WEC ENERGY GROUP INC | $396,193 | +1.7% | 4,180 | +0.6% | 0.22% | +5.8% |
| SRE | Buy | SEMPRA | $385,760 | -1.0% | 2,552 | +1.2% | 0.21% | +2.9% |
| HAL | New | HALLIBURTON CO | $377,864 | – | 11,943 | +100.0% | 0.21% | – |
| CLX | Buy | CLOROX CO DEL | $361,015 | +22.7% | 2,281 | +8.8% | 0.20% | +28.2% |
| TFC | Buy | TRUIST FINL CORP | $360,849 | +54.8% | 10,582 | +95.3% | 0.20% | +61.3% |
| DHR | Sell | DANAHER CORPORATION | $337,852 | -42.8% | 1,340 | -39.7% | 0.19% | -40.3% |
| BDX | Buy | BECTON DICKINSON & CO | $332,651 | +61.9% | 1,344 | +66.3% | 0.18% | +68.8% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $328,792 | -47.4% | 905 | -49.6% | 0.18% | -45.2% |
| MRK | Sell | MERCK & CO INC | $326,550 | -4.2% | 3,069 | -0.1% | 0.18% | 0.0% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $323,575 | -23.3% | 3,304 | -20.9% | 0.18% | -20.1% |
| CRM | Sell | SALESFORCE INC | $324,443 | +44.0% | 1,624 | -4.4% | 0.18% | +49.2% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $314,325 | -53.0% | 184 | -61.8% | 0.17% | -51.0% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $312,997 | -26.8% | 3,365 | -41.4% | 0.17% | -23.8% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $310,140 | +37.2% | 1,518 | +42.3% | 0.17% | +43.3% |
| AMP | Sell | AMERIPRISE FINL INC | $295,144 | -65.9% | 963 | -65.4% | 0.16% | -64.5% |
| DLR | New | DIGITAL RLTY TR INC | $287,693 | – | 2,926 | +100.0% | 0.16% | – |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $279,804 | -4.8% | 4,037 | -1.1% | 0.16% | -0.6% |
| K | KELLOGG CO | $273,063 | -6.0% | 4,078 | 0.0% | 0.15% | -1.9% | |
| KO | New | COCA COLA CO | $270,352 | – | 4,358 | +100.0% | 0.15% | – |
| TMUS | Sell | T-MOBILE US INC | $266,650 | -58.5% | 1,841 | -59.9% | 0.15% | -56.6% |
| USB | Sell | US BANCORP DEL | $260,710 | -74.1% | 7,232 | -68.6% | 0.14% | -73.0% |
| NXPI | Sell | NXP SEMICONDUCTORS N V | $258,738 | -37.3% | 1,388 | -46.8% | 0.14% | -34.7% |
| BIL | SPDR SER TRbloomberg 1-3 mo | $255,902 | +0.4% | 2,787 | 0.0% | 0.14% | +5.2% | |
| CL | Sell | COLGATE PALMOLIVE CO | $255,289 | -5.7% | 3,397 | -1.1% | 0.14% | -2.1% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $253,337 | +13.8% | 657 | -5.7% | 0.14% | +18.6% |
| PXD | Sell | PIONEER NAT RES CO | $248,280 | -64.4% | 1,216 | -60.1% | 0.14% | -63.0% |
| ES | New | EVERSOURCE ENERGY | $237,701 | – | 3,037 | +100.0% | 0.13% | – |
| DD | New | DUPONT DE NEMOURS INC | $229,405 | – | 3,196 | +100.0% | 0.13% | – |
| DUK | Sell | DUKE ENERGY CORP NEW | $228,904 | -64.8% | 2,373 | -62.4% | 0.13% | -63.2% |
| PPG | New | PPG INDS INC | $227,224 | – | 1,701 | +100.0% | 0.13% | – |
| JSCP | Sell | J P MORGAN EXCHANGE TRADED Fshort dura core | $228,614 | -92.6% | 4,940 | -92.6% | 0.13% | -92.3% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $218,789 | -5.7% | 1,669 | +1.3% | 0.12% | -1.6% |
| CMS | New | CMS ENERGY CORP | $213,554 | – | 3,479 | +100.0% | 0.12% | – |
| LNT | ALLIANT ENERGY CORP | $213,600 | -3.3% | 4,000 | 0.0% | 0.12% | +0.9% | |
| CAT | Buy | CATERPILLAR INC | $211,677 | -0.2% | 925 | +4.5% | 0.12% | +3.5% |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $211,954 | – | 550 | +100.0% | 0.12% | – |
| JAAA | JANUS DETROIT STR TRhendrson aaa cl | $209,180 | +0.5% | 4,225 | 0.0% | 0.12% | +5.5% | |
| BX | Sell | BLACKSTONE INC | $206,973 | -57.1% | 2,356 | -63.8% | 0.12% | -55.1% |
| PM | New | PHILIP MORRIS INTL INC | $207,643 | – | 2,135 | +100.0% | 0.12% | – |
| HP | HELMERICH & PAYNE INC | $200,200 | -27.9% | 5,600 | 0.0% | 0.11% | -24.5% | |
| NIM | NUVEEN SELECT MAT MUN FDsh ben int | $165,374 | +1.9% | 17,917 | 0.0% | 0.09% | +5.8% | |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -3,295 | -100.0% | -0.11% | – |
| MMM | Exit | 3M CO | $0 | – | -1,839 | -100.0% | -0.12% | – |
| EA | Exit | ELECTRONIC ARTS INC | $0 | – | -1,946 | -100.0% | -0.13% | – |
| FLRN | Exit | SPDR SER TRbloomberg invt | $0 | – | -8,157 | -100.0% | -0.13% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -3,418 | -100.0% | -0.14% | – |
| MAS | Exit | MASCO CORP | $0 | – | -6,393 | -100.0% | -0.16% | – |
| MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -6,080 | -100.0% | -0.16% | – |
| EXPE | Exit | EXPEDIA GROUP INC | $0 | – | -3,997 | -100.0% | -0.19% | – |
| SPG | Exit | SIMON PPTY GROUP INC NEW | $0 | – | -3,047 | -100.0% | -0.19% | – |
| PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -3,941 | -100.0% | -0.21% | – |
| C | Exit | CITIGROUP INC | $0 | – | -9,004 | -100.0% | -0.22% | – |
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -1,678 | -100.0% | -0.22% | – |
| LULU | Exit | LULULEMON ATHLETICA INC | $0 | – | -1,360 | -100.0% | -0.23% | – |
| ZTS | Exit | ZOETIS INCcl a | $0 | – | -2,980 | -100.0% | -0.23% | – |
| PID | Exit | INVESCO EXCHANGE TRADED FD Tintl divi achi | $0 | – | -27,012 | -100.0% | -0.24% | – |
| CC | Exit | CHEMOURS CO | $0 | – | -14,923 | -100.0% | -0.24% | – |
| Exit | JACOBS SOLUTIONS INC | $0 | – | -4,216 | -100.0% | -0.27% | – | |
| UNP | Exit | UNION PAC CORP | $0 | – | -2,519 | -100.0% | -0.28% | – |
| LIN | Exit | LINDE PLC | $0 | – | -2,307 | -100.0% | -0.40% | – |
| PULS | Exit | PGIM ETF TRpgim ultra sh bd | $0 | – | -34,898 | -100.0% | -0.91% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -17,972 | -100.0% | -0.92% | – |
| SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -23,340 | -100.0% | -1.55% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -75,318 | -100.0% | -1.83% | – |
| EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -50,318 | -100.0% | -2.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 9 | Q1 2023 | 11.3% |
| J P MORGAN EXCHANGE-TRADED F | 9 | Q1 2023 | 5.9% |
| VANGUARD SPECIALIZED FUNDS | 9 | Q1 2023 | 4.9% |
| MICROSOFT CORP | 9 | Q1 2023 | 4.9% |
| SELECT SECTOR SPDR TR | 9 | Q1 2023 | 4.8% |
| ISHARES TR | 9 | Q1 2023 | 5.1% |
| COSTCO WHSL CORP NEW | 9 | Q1 2023 | 2.6% |
| FIRST AMERN FINL CORP | 9 | Q1 2023 | 2.2% |
| CHEVRON CORP NEW | 9 | Q1 2023 | 2.3% |
| NVIDIA CORPORATION | 9 | Q1 2023 | 2.3% |
View Cerro Pacific Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-04-13 |
| 13F-HR | 2022-01-19 |
| 13F-HR | 2021-11-09 |
| 13F-HR | 2021-08-16 |
| 13F-HR | 2021-02-12 |
View Cerro Pacific Wealth Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.