$129 Million is the total value of Cresta Advisors, Ltd.'s 46 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BA | Exit | BOEING CO | $0 | – | -2,000 | -100.0% | -0.33% | – |
CDC | Exit | VICTORY PORTFOLIOS II | $0 | – | -26,652 | -100.0% | -1.19% | – |
NOBL | Exit | PROSHARES TRs&p 500 dv arist | $0 | – | -20,510 | -100.0% | -1.50% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-06
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 | 2024-05-02 |
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.