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Home > Institutional Investor > Cerro Pacific Wealth Advisors Llc > Profile

Instuitional Investor - Cerro Pacific Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Cerro Pacific Wealth Advisors Llc
Portfolio Value $360,038,487
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 45,657 $25,186,204 7%
2.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 290,524 $14,723,748 4.09%
3.
Apple Inc.
 AAPL 70,869 $14,540,139 4.04%
4.
Nvidia Corp
 NVDA 91,512 $14,457,964 4.02%
5.
Vanguard Admiral Fds Inc
 33,898 $13,441,937 3.73%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)