| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 5 | Q3 2023 | 21.3% |
| VANGUARD INDEX FDS | 5 | Q3 2023 | 8.8% |
| ISHARES TR | 5 | Q3 2023 | 8.8% |
| SCHWAB STRATEGIC TR | 5 | Q3 2023 | 9.7% |
| APPLE INC | 5 | Q3 2023 | 6.5% |
| INVESCO QQQ TR | 5 | Q3 2023 | 5.6% |
| ISHARES TR | 5 | Q3 2023 | 3.0% |
| INTERNATIONAL BANCSHARES COR | 5 | Q3 2023 | 2.7% |
| BERKSHIRE HATHAWAY INC DEL | 5 | Q3 2023 | 2.1% |
| AMAZON COM INC | 5 | Q3 2023 | 1.8% |
View Cresta Advisors, Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
View Cresta Advisors, Ltd.'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.