Cerro Pacific Wealth Advisors LLC
13F Portfolio Filings
Most recent 13F
Q4 2024
Location
San Luis Obispo, CA
CIK
0001842669
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q4 2024
162
302,172
QQQ, AAPL, NVDA, VIG
13F-HR
1/17/2025
000166773125000046
Q3 2024
149
264,549
AAPL, QQQ, NVDA, MSFT
13F-HR
10/9/2024
000184266924000003
Q2 2024
149
261,537
QQQ, AAPL, NVDA, MSFT
13F-HR
8/9/2024
000108514624003632
Q1 2023
144
180,761
AAPL, AVUV, VIG, QQQ
13F-HR
5/10/2023
000108514623002189
Q4 2022
155
188,406
SHY, AAPL, VIG, VLUE
13F-HR
1/18/2023
000108514623000200
Q3 2022
143
164,723
AAPL, SHY, JPST, VLUE
13F-HR
10/11/2022
000108514622003313
Q2 2022
138
159,984
JPST, AAPL, SHY, VIG
13F-HR
7/18/2022
000108514622002420
Q1 2022
118
163,291
AAPL, VIG, JPST, MSFT
13F-HR
4/12/2022
000108514622001368
Q4 2021
120
157,749
AAPL, MSFT, JPST, VIG
13F-HR
1/18/2022
000108514622000193
Q3 2021
121
138,887
AAPL, JPST, VIG, MSFT
13F-HR
11/8/2021
000108514621003066
Q2 2021
116
134,716
AAPL, IVV, JPST, VIG
13F-HR
8/16/2021
000108514621002568
Q4 2020
107
167,626
AAPL, MASI, JPST, VIG
13F-HR
2/12/2021
000108514621000679
Showing 1 to 12 of 12 entries
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