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The Analysis of Cherry Creek Investment Advisors, Inc.'s Holdings & P&L

Currently, Cherry Creek Investment Advisors, Inc. holds 124 types of securities in its portfolio with a total value $230.1M. In the most recent quarter, they have increased their positions in FTGC (+70.2K shares, valued at $2.0M), IYRI (+40.9K shares, valued at $1.9M), MU (+4.2K shares, valued at $1.4M); decreased their positions in BAR (-11.8K shares, valued at $543.2K), NVDA (-2.6K shares, valued at $457.3K), N/A (-1.2K shares, valued at $441.0K); initiated new positions in FTGC (+70.2K shares, valued at $2.0M), IYRI (+40.9K shares, valued at $1.9M), N/A (+19.1K shares, valued at $467.4K).

1M P&L

+11.5M+5.14%

3M P&L

+10.0M+4.45%

HY P&L

+10.2M+4.54%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A67.8M

31.5%

2Software - Infrastructure21.0M

9.8%

3Semiconductors16.4M

7.6%

Top Industries by Stock Count

1N/A29 stocks

25.7%

2Software - Infrastructure7 stocks

6.2%

3Drug Manufacturers - General6 stocks

5.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VRIG INVESCO ACTIVELY MANAGED EXC681.0K shares-2.28%2026-03-312026-04-30

NVDA NVIDIA CORPORATION76.9K shares-3.30%2026-03-312026-04-30

TDIV FIRST TR EXCHANGE TRADED FD138.1K shares0.27%2026-03-312026-04-30

AMZN AMAZON COM INC59.6K shares0.45%2026-03-312026-04-30

AAPL APPLE INC45.5K shares-2.57%2026-03-312026-04-30

MSFT MICROSOFT CORP28.5K shares0.95%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHS37.5K shares1.18%2026-03-312026-04-30

WMT WALMART INC67.1K shares-3.37%2026-03-312026-04-30

Sponsored

FVD FIRST TR EXCHANGE-TRADED FD173.2K shares4.21%2026-03-312026-04-30

PLTR PALANTIR TECHNOLOGIES INC45.0K shares3.51%2026-03-312026-04-30

VRT VERTIV HOLDINGS CO24.1K shares-1.80%2026-03-312026-04-30

ABBV ABBVIE INC27.3K shares-3.48%2026-03-312026-04-30

V VISA INC15.3K shares-1.89%2026-03-312026-04-30

T AT&T INC153.7K shares4.87%2026-03-312026-04-30

EQT CORP EQT CORP68.9K shares0.45%2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION4.1K shares-5.59%2026-03-312026-04-30

Sponsored

VDE VANGUARD WORLD FD23.1K shares1.55%2026-03-312026-04-30

KO COCA COLA CO44.4K shares-0.09%2026-03-312026-04-30

DLR DIGITAL RLTY TR INC18.7K shares0.27%2026-03-312026-04-30

PSTG EVERPURE INC55.4K shares-3.28%2026-03-312026-04-30

BAR GRANITESHARES GOLD TR65.8K shares-15.18%2026-03-312026-04-30

VANGUARD INDEX FDS VANGUARD INDEX FDS4.8K shares-2.07%2026-03-312026-04-30

ALPHABET INC ALPHABET INC9.8K shares7.58%2026-03-312026-04-30

LVHI LEGG MASON ETF INVT63.9K shares10.46%2026-03-312026-04-30

Sponsored

MDB MONGODB INC10.3K shares-10.58%2026-03-312026-04-30

UPS UNITED PARCEL SVCS INC25.4K shares2.29%2026-03-312026-04-30

QXO QXO INC121.2K shares43.19%2026-03-312026-04-30

SDVY FIRST TR EXCHANGE TRADED FD59.1K shares-5.12%2026-03-312026-04-30

MGK VANGUARD WORLD FD5.9K shares-6.10%2026-03-312026-04-30

MU MICRON TECHNOLOGY INC6.1K shares224.47%2026-03-312026-04-30

FTGC FIRST TR EXCHANGE TRAD FD VI70.2K sharesnew addition2026-03-312026-04-30

IYRI NEOS ETF TRUST40.9K sharesnew addition2026-03-312026-04-30

Sponsored

MMM 3M CO10.4K shares-1.17%2026-03-312026-04-30

SYM SYMBOTIC INC28.2K shares-7.95%2026-03-312026-04-30

INVESCO QQQ TR INVESCO QQQ TR2.6K shares-4.08%2026-03-312026-04-30

PPH VANECK ETF TRUST13.8K shares5.29%2026-03-312026-04-30

MYFW FIRST WESTN FINL INC51.9K shares0.00%2026-03-312026-04-30

GILD GILEAD SCIENCES INC8.7K shares-0.17%2026-03-312026-04-30

EMLP FIRST TR EXCHANGE-TRADED FD27.6K shares0.65%2026-03-312026-04-30

FTCS FIRST TR EXCHANGE-TRADED FD12.9K shares-0.42%2026-03-312026-04-30

Sponsored

ROCKET LAB CORP ROCKET LAB CORP18.3K shares61.70%2026-03-312026-04-30

CSHI NEOS ETF TRUST22.1K shares42.60%2026-03-312026-04-30

CVX CHEVRON CORPORATION5.3K shares2.86%2026-03-312026-04-30

SHOP SHOPIFY INC8.9K shares-5.26%2026-03-312026-04-30

BAC BANK AMERICA CORP20.7K shares0.49%2026-03-312026-04-30

BROS DUTCH BROS INC19.1K shares-5.44%2026-03-312026-04-30

MPLX MPLX LP16.4K shares4.92%2026-03-312026-04-30

META META PLATFORMS INC1.5K shares-1.05%2026-03-312026-04-30

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-30

DFAC DIMENSIONAL ETF TRUST18.2K shares0.00%2026-03-312026-04-30

SYY SYSCO CORP9.9K shares0.67%2026-03-312026-04-30

ORLY OREILLY AUTOMOTIVE INC7.4K shares-0.62%2026-03-312026-04-30

IWB ISHARES TR1.9K shares0.27%2026-03-312026-04-30

PG PROCTER & GAMBLE CO4.5K shares7.60%2026-03-312026-04-30

IGLD FIRST TR EXCHANGE-TRADED FD24.8K shares-1.45%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO2.1K shares0.89%2026-03-312026-04-30

Sponsored

VEA VANGUARD TAX-MANAGED FDS9.8K shares1.56%2026-03-312026-04-30

VRTX VERTEX PHARMACEUTICALS INC1.3K shares-4.86%2026-03-312026-04-30

BMY BRISTOL-MYERS SQUIBB CO9.7K shares0.70%2026-03-312026-04-30

PFE PFIZER INC20.8K shares1.62%2026-03-312026-04-30

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC7.6K shares35.86%2026-03-312026-04-30

CRWD CROWDSTRIKE HLDGS INC1.5K shares5.00%2026-03-312026-04-30

IBRX IMMUNITYBIO INC74.6K shares435.48%2026-03-312026-04-30

COP CONOCOPHILLIPS4.2K shares0.00%2026-03-312026-04-30

Sponsored

BA BOEING CO2.7K shares-3.50%2026-03-312026-04-30

NFLX NETFLIX INC.5.3K shares-0.93%2026-03-312026-04-30

ARM ARM HOLDINGS PLC3.4K shares-22.34%2026-03-312026-04-30

EVSD MORGAN STANLEY ETF TRUST9.7K shares0.51%2026-03-312026-04-30

BEN FRANKLIN RESOURCES INC20.6K shares0.50%2026-03-312026-04-30

NOBL PROSHARES TR4.6K shares0.35%2026-03-312026-04-30

GEV GE VERNOVA INC556 shares5.90%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.0K shares-4.98%2026-03-312026-04-30

Sponsored

THRIVE SERIES TRUST THRIVE SERIES TRUST19.1K sharesnew addition2026-03-312026-04-30

JEPI J P MORGAN EXCHANGE TRADED F8.1K shares-18.24%2026-03-312026-04-30

HON HONEYWELL INTL INC2.0K shares1.19%2026-03-312026-04-30

TTD THE TRADE DESK INC19.1K shares-47.19%2026-03-312026-04-30

MPC MARATHON PETE CORP1.8K shares-14.63%2026-03-312026-04-30

PEP PEPSICO INC2.7K shares-2.20%2026-03-312026-04-30

ALAB ASTERA LABS INC3.8K shares-1.35%2026-03-312026-04-30

YUM YUM BRANDS INC2.6K shares0.27%2026-03-312026-04-30

Sponsored

O REALTY INCOME CORP6.6K shares0.36%2026-03-312026-04-30

CVCO CAVCO INDS INC DEL794 shares0.00%2026-03-312026-04-30

SBRA SABRA HEALTH CARE REIT INC19.4K shares0.55%2026-03-312026-04-30

EATON CORP PLC EATON CORP PLC1.0K shares-54.41%2026-03-312026-04-30

LMT LOCKHEED MARTIN CORP606 shares0.50%2026-03-312026-04-30

NTNX NUTANIX INC9.4K shares-7.87%2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS INC6.9K sharesnew addition2026-03-312026-04-30

WFC WELLS FARGO & CO4.3K shares0.28%2026-03-312026-04-30

Sponsored

SCHF SCHWAB STRATEGIC TR13.8K sharesnew addition2026-03-312026-04-30

FTSM FIRST TR EXCHANGE-TRADED FD5.7K shares0.58%2026-03-312026-04-30

VEEV VEEVA SYS INC1.9K shares0.00%2026-03-312026-04-30

TSLA TESLA INC768 shares3.36%2026-03-312026-04-30

PKG PACKAGING CORP AMER1.3K shares-6.71%2026-03-312026-04-30

VBR VANGUARD INDEX FDS1.3K shares0.79%2026-03-312026-04-30

AMGN AMGEN INC759 shares1.34%2026-03-312026-04-30

BINC BLACKROCK ETF TRUST II4.9K shares0.75%2026-03-312026-04-30

Sponsored

ROK ROCKWELL AUTOMATION INC699 shares0.29%2026-03-312026-04-30

JPST J P MORGAN EXCHANGE TRADED F4.9K shares-3.92%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON1.0K shares1.00%2026-03-312026-04-30

LINDE PLC LINDE PLC499 shares0.20%2026-03-312026-04-30

FEDERATED HERMES ETF TRUST FEDERATED HERMES ETF TRUST4.5K sharesnew addition2026-03-312026-04-30

CSCO CISCO SYS INC3.1K shares0.23%2026-03-312026-04-30

GLD SPDR GOLD TR554 shares0.00%2026-03-312026-04-30

SII SPROTT INC1.6K sharesnew addition2026-03-312026-04-30

Sponsored

AJG GALLAGHER ARTHUR J & CO1.1K shares0.00%2026-03-312026-04-30

NOC NORTHROP GRUMMAN CORP331 sharesnew addition2026-03-312026-04-30

XOM EXXON MOBIL CORP1.3K sharesnew addition2026-03-312026-04-30

PSX PHILLIPS 661.2K sharesnew addition2026-03-312026-04-30

PAYX PAYCHEX INC2.4K shares1.16%2026-03-312026-04-30

SCHW SCHWAB CHARLES CORP2.3K shares0.13%2026-03-312026-04-30

RXRX RECURSION PHARMACEUTICALS IN70.5K shares5.79%2026-03-312026-04-30

LNG CHENIERE ENERGY INC757 sharesnew addition2026-03-312026-04-30

Sponsored

ORCL ORACLE CORP1.4K sharesnew addition2026-03-312026-04-30

MCD MCDONALDS CORP682 shares0.59%2026-03-312026-04-30

EFX EQUIFAX INC1.2K shares0.26%2026-03-312026-04-30

SYK STRYKER CORPORATION633 sharesnew addition2026-03-312026-04-30

CMI CUMMINS INC382 sharesnew addition2026-03-312026-04-30

TOST TOAST INC7.7K shares2.68%2026-03-312026-04-30

HPS HANCOCK JOHN PFD INCOME FD I10.0K shares0.00%2026-03-312026-04-30

PCT PURECYCLE TECHNOLOGIES INC23.4K shares-4.99%2026-03-312026-04-30

Sponsored

INN SUMMIT HOTEL PPTYS20.1K shares0.00%2026-03-312026-04-30

PSEC PROSPECT CAP CORP31.7K shares1.28%2026-03-312026-04-30

STXS STEREOTAXIS INC36.2K shares-37.09%2026-03-312026-04-30

ABSI ABSCI CORPORATION18.6K shares0.00%2026-03-312026-04-30

VRIG

INVESCO ACTIVELY MANAGED EXC

-2.28%

Shares681.0K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

-3.30%

Shares76.9K

Event2026-03-31

Filed2026-04-30

TDIV

FIRST TR EXCHANGE TRADED FD

0.27%

Shares138.1K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

0.45%

Shares59.6K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

-2.57%

Shares45.5K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

0.95%

Shares28.5K

Event2026-03-31

Filed2026-04-30

IBM

INTERNATIONAL BUSINESS MACHS

1.18%

Shares37.5K

Event2026-03-31

Filed2026-04-30

WMT

WALMART INC

-3.37%

Shares67.1K

Event2026-03-31

Filed2026-04-30

FVD

FIRST TR EXCHANGE-TRADED FD

4.21%

Shares173.2K

Event2026-03-31

Filed2026-04-30

PLTR

PALANTIR TECHNOLOGIES INC

3.51%

Shares45.0K

Event2026-03-31

Filed2026-04-30

VRT

VERTIV HOLDINGS CO

-1.80%

Shares24.1K

Event2026-03-31

Filed2026-04-30

ABBV

ABBVIE INC

-3.48%

Shares27.3K

Event2026-03-31

Filed2026-04-30

VISA INC

-1.89%

Shares15.3K

Event2026-03-31

Filed2026-04-30

AT&T INC

4.87%

Shares153.7K

Event2026-03-31

Filed2026-04-30

EQT CORP

0.45%

Shares68.9K

Event2026-03-31

Filed2026-04-30

COST

COSTCO WHOLESALE CORPORATION

-5.59%

Shares4.1K

Event2026-03-31

Filed2026-04-30

VDE

VANGUARD WORLD FD

1.55%

Shares23.1K

Event2026-03-31

Filed2026-04-30

COCA COLA CO

-0.09%

Shares44.4K

Event2026-03-31

Filed2026-04-30

DLR

DIGITAL RLTY TR INC

0.27%

Shares18.7K

Event2026-03-31

Filed2026-04-30

PSTG

EVERPURE INC

-3.28%

Shares55.4K

Event2026-03-31

Filed2026-04-30

BAR

GRANITESHARES GOLD TR

-15.18%

Shares65.8K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

-2.07%

Shares4.8K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

7.58%

Shares9.8K

Event2026-03-31

Filed2026-04-30

LVHI

LEGG MASON ETF INVT

10.46%

Shares63.9K

Event2026-03-31

Filed2026-04-30

MDB

MONGODB INC

-10.58%

Shares10.3K

Event2026-03-31

Filed2026-04-30

UPS

UNITED PARCEL SVCS INC

2.29%

Shares25.4K

Event2026-03-31

Filed2026-04-30

QXO

QXO INC

43.19%

Shares121.2K

Event2026-03-31

Filed2026-04-30

SDVY

FIRST TR EXCHANGE TRADED FD

-5.12%

Shares59.1K

Event2026-03-31

Filed2026-04-30

MGK

VANGUARD WORLD FD

-6.10%

Shares5.9K

Event2026-03-31

Filed2026-04-30

MICRON TECHNOLOGY INC

224.47%

Shares6.1K

Event2026-03-31

Filed2026-04-30

FTGC

FIRST TR EXCHANGE TRAD FD VI

New

Shares70.2K

Event2026-03-31

Filed2026-04-30

IYRI

NEOS ETF TRUST

New

Shares40.9K

Event2026-03-31

Filed2026-04-30

MMM

3M CO

-1.17%

Shares10.4K

Event2026-03-31

Filed2026-04-30

SYM

SYMBOTIC INC

-7.95%

Shares28.2K

Event2026-03-31

Filed2026-04-30

INVESCO QQQ TR

-4.08%

Shares2.6K

Event2026-03-31

Filed2026-04-30

PPH

VANECK ETF TRUST

5.29%

Shares13.8K

Event2026-03-31

Filed2026-04-30

MYFW

FIRST WESTN FINL INC

0.00%

Shares51.9K

Event2026-03-31

Filed2026-04-30

GILD

GILEAD SCIENCES INC

-0.17%

Shares8.7K

Event2026-03-31

Filed2026-04-30

EMLP

FIRST TR EXCHANGE-TRADED FD

0.65%

Shares27.6K

Event2026-03-31

Filed2026-04-30

FTCS

FIRST TR EXCHANGE-TRADED FD

-0.42%

Shares12.9K

Event2026-03-31

Filed2026-04-30

ROCKET LAB CORP

61.70%

Shares18.3K

Event2026-03-31

Filed2026-04-30

CSHI

NEOS ETF TRUST

42.60%

Shares22.1K

Event2026-03-31

Filed2026-04-30

CVX

CHEVRON CORPORATION

2.86%

Shares5.3K

Event2026-03-31

Filed2026-04-30

SHOP

SHOPIFY INC

-5.26%

Shares8.9K

Event2026-03-31

Filed2026-04-30

BAC

BANK AMERICA CORP

0.49%

Shares20.7K

Event2026-03-31

Filed2026-04-30

BROS

DUTCH BROS INC

-5.44%

Shares19.1K

Event2026-03-31

Filed2026-04-30

MPLX

MPLX LP

4.92%

Shares16.4K

Event2026-03-31

Filed2026-04-30