The Analysis of Cresta Advisors, Ltd.'s Holdings

Currently, Cresta Advisors, Ltd. holds 48 types of securities in its portfolio with a total value $224.1M. In the most recent quarter, they have increased their positions in SPY (+2.5K shares, valued at $1.7M), NVDA (+7.2K shares, valued at $1.3M), GLD (+2.7K shares, valued at $976.1K); decreased their positions in QQQ (-1.5K shares, valued at $925.2K), AAPL (-2.7K shares, valued at $683.7K), XLI (-4.0K shares, valued at $620.2K); initiated new positions in GLD (+2.7K shares, valued at $976.1K), ADBE (+1.5K shares, valued at $529.1K), STZ (+1.5K shares, valued at $202.0K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY SPDR S&P 500 ETF TR49.3K shares5.30%2025-09-302025-10-22

VTI VANGUARD INDEX FDS66.8K shares3.69%2025-09-302025-10-22

DGRW WISDOMTREE TR231.2K shares1.48%2025-09-302025-10-22

VTV VANGUARD INDEX FDS95.7K shares-2.09%2025-09-302025-10-22

SPHQ INVESCO EXCHANGE TRADED FD T216.5K shares1.74%2025-09-302025-10-22

LQD ISHARES TR118.6K shares5.69%2025-09-302025-10-22

QQQ INVESCO QQQ TR18.8K shares-7.57%2025-09-302025-10-22

IWF ISHARES TR21.9K shares-1.08%2025-09-302025-10-22

Sponsored

AAPL APPLE INC34.5K shares-7.22%2025-09-302025-10-22

PMBS PIMCO ETF TR153.4K shares12.71%2025-09-302025-10-22

NVDA NVIDIA CORPORATION29.2K shares32.48%2025-09-302025-10-22

TLH ISHARES TR47.6K shares13.65%2025-09-302025-10-22

XLK SELECT SECTOR SPDR TR16.4K shares1.30%2025-09-302025-10-22

IBOC INTERNATIONAL BANCSHARES COR60.3K shares-1.95%2025-09-302025-10-22

SCHD SCHWAB STRATEGIC TR148.7K shares-5.36%2025-09-302025-10-22

AMZN AMAZON COM INC16.8K shares24.57%2025-09-302025-10-22

Sponsored

META META PLATFORMS INC5.0K shares0.00%2025-09-302025-10-22

NEA NUVEEN AMT FREE QLTY MUN INC256.6K shares0.00%2025-09-302025-10-22

MGV VANGUARD WORLD FD21.2K shares-0.14%2025-09-302025-10-22

XLG INVESCO EXCHANGE TRADED FD T48.5K shares2.06%2025-09-302025-10-22

GOOGL ALPHABET INC11.1K shares-8.26%2025-09-302025-10-22

XLV SELECT SECTOR SPDR TR18.5K shares8.94%2025-09-302025-10-22

PEY INVESCO EXCHANGE TRADED FD T114.2K shares-0.17%2025-09-302025-10-22

NUV NUVEEN MUN VALUE FD INC180.8K shares0.00%2025-09-302025-10-22

Sponsored

XLI SELECT SECTOR SPDR TR9.3K shares-30.20%2025-09-302025-10-22

VOO VANGUARD INDEX FDS2.1K shares-2.06%2025-09-302025-10-22

EPD ENTERPRISE PRODS PARTNERS L41.4K shares1.65%2025-09-302025-10-22

ILTB ISHARES TR22.6K shares0.00%2025-09-302025-10-22

MSFT MICROSOFT CORP1.9K shares0.00%2025-09-302025-10-22

TLT ISHARES TR11.1K shares-4.32%2025-09-302025-10-22

GLD SPDR GOLD TR2.7K sharesnew addition2025-09-302025-10-22

HDV ISHARES TR7.2K shares-21.17%2025-09-302025-10-22

Sponsored

SKYY FIRST TR EXCHANGE TRADED FD5.5K shares0.00%2025-09-302025-10-22

LMT LOCKHEED MARTIN CORP1.2K shares0.00%2025-09-302025-10-22

PEP PEPSICO INC4.3K shares0.00%2025-09-302025-10-22

ADBE ADOBE INC1.5K sharesnew addition2025-09-302025-10-22

VZ VERIZON COMMUNICATIONS INC12.0K shares0.00%2025-09-302025-10-22

NBB NUVEEN TAXABLE MUNICPAL INM28.5K shares0.00%2025-09-302025-10-22

LLY ELI LILLY & CO535 shares0.00%2025-09-302025-10-22

RSP INVESCO EXCHANGE TRADED FD T1.9K shares-12.92%2025-09-302025-10-22

Sponsored

MLM MARTIN MARIETTA MATLS INC529 shares0.00%2025-09-302025-10-22

VGT VANGUARD WORLD FD432 shares-13.43%2025-09-302025-10-22

MYI BLACKROCK MUNIYIELD QUALITY27.0K shares0.00%2025-09-302025-10-22

XOP SPDR SERIES TRUST2.1K shares0.00%2025-09-302025-10-22

SOXX ISHARES TR1.0K shares6.50%2025-09-302025-10-22

RDVY FIRST TR EXCHANGE TRADED FD3.7K shares0.00%2025-09-302025-10-22

BIBL NORTHERN LTS FD TR IV5.0K shares0.00%2025-09-302025-10-22

STZ CONSTELLATION BRANDS INC1.5K sharesnew addition2025-09-302025-10-22

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available