Cherry Creek Investment Advisors, Inc. Top Holdings and 13F Report (2026)

About Cherry Creek Investment Advisors, Inc.

Investment Activity

Cherry Creek Investment Advisors, Inc. has $230.12 million in total holdings as of March 31, 2026.
Cherry Creek Investment Advisors, Inc. owns shares of 124 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
Approximately 5.49% of the portfolio was purchased this quarter.
About 3.54% of the portfolio was sold this quarter.
This quarter, Cherry Creek Investment Advisors, Inc. has purchased 117 new stocks and bought additional shares in 58 stocks.
Cherry Creek Investment Advisors, Inc. sold shares of 41 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Invesco Variable Rate Investment Grade ETF: $17,048,169
NVIDIA: $13,414,384
First Trust NASDAQ Technology Dividend Index Fund: $12,935,010
Amazon.com: $12,410,112
Apple: $11,537,041

Largest New Holdings this Quarter

33739H101 - First Trust Global Tactical Commodity Strategy Fund: $2,014,788 Holding
78433H618 - NEOS ETF TRUST: $1,934,735 Holding
88588B100 - THRIVE SERIES TRUST: $467,424 Holding
92343V104 - Verizon Communications: $343,988 Holding
808524805 - Schwab International Equity ETF: $342,293 Holding

Largest Purchases this Quarter

First Trust Global Tactical Commodity Strategy Fund: 70,177 shares (about $2.01M)
NEOS ETF TRUST: 40,912 shares (about $1.93M)
Micron Technology: 4,202 shares (about $1.42M)
QXO INC: 36,554 shares (about $709.88K)
THRIVE SERIES TRUST: 19,118 shares (about $467.42K)

Largest Sales this Quarter

GraniteShares Gold Trust: 11,775 shares (about $543.18K)
NVIDIA: 2,622 shares (about $457.28K)
Eaton: 1,233 shares (about $441.01K)
Invesco Variable Rate Investment Grade ETF: 15,880 shares (about $397.56K)
Trade Desk: 17,047 shares (about $386.80K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VRIG Invesco Variable Rate Investment Grade ETF	$17,048,169	$397,556 â–¼	-2.3%	680,973	7.4%	ETF
NVDA NVIDIA	$13,414,384	$457,279 â–¼	-3.3%	76,917	5.8%	Computer and Technology
TDIV First Trust NASDAQ Technology Dividend Index Fund	$12,935,010	$35,310 â–²	0.3%	138,106	5.6%	Manufacturing
AMZN Amazon.com	$12,410,112	$55,191 â–²	0.4%	59,587	5.4%	Retail/Wholesale
AAPL Apple	$11,537,041	$304,294 â–¼	-2.6%	45,459	5.0%	Computer and Technology
MSFT Microsoft	$10,557,303	$99,576 â–²	1.0%	28,520	4.6%	Computer and Technology
IBM International Business Machines	$9,089,387	$106,167 â–²	1.2%	37,499	3.9%	Computer and Technology
WALMART INC	$8,333,835	$290,566 â–¼	-3.4%	67,057	3.6%	COM
FVD First Trust Value Line Dividend Index Fund	$8,144,595	$328,833 â–²	4.2%	173,179	3.5%	ETF
PALANTIR TECHNOLOGIES INC	$6,584,355	$223,223 â–²	3.5%	45,012	2.9%	CL A
VRT Vertiv	$6,033,096	$110,504 â–¼	-1.8%	24,077	2.6%	Computer and Technology
ABBV AbbVie	$5,927,681	$213,575 â–¼	-3.5%	27,255	2.6%	Medical
V Visa	$4,623,584	$88,857 â–¼	-1.9%	15,298	2.0%	Business Services
T AT&T	$4,456,999	$206,901 â–²	4.9%	153,743	1.9%	Computer and Technology
EQT EQT	$4,386,454	$19,474 â–²	0.4%	68,926	1.9%	Energy
COST Costco Wholesale	$4,040,973	$239,170 â–¼	-5.6%	4,055	1.8%	Retail/Wholesale
VDE Vanguard Energy ETF	$3,994,111	$60,910 â–²	1.5%	23,082	1.7%	ETF
KO CocaCola	$3,379,616	$3,042 â–¼	-0.1%	44,439	1.5%	Consumer Staples
DLR Digital Realty Trust	$3,377,986	$9,191 â–²	0.3%	18,745	1.5%	Finance
EVERPURE INC	$3,271,052	$110,877 â–¼	-3.3%	55,404	1.4%	CL A
BAR GraniteShares Gold Trust	$3,035,354	$543,181 â–¼	-15.2%	65,800	1.3%	Finance
VOO Vanguard S&P 500 ETF	$2,858,441	$60,348 â–¼	-2.1%	4,784	1.2%	ETF
GOOG Alphabet	$2,824,807	$199,088 â–²	7.6%	9,847	1.2%	Computer and Technology
LVHI Franklin International Low Volatility High Dividend Index ETF	$2,592,486	$245,591 â–²	10.5%	63,949	1.1%	ETF
MDB MongoDB	$2,510,116	$296,906 â–¼	-10.6%	10,255	1.1%	Computer and Technology
UPS United Parcel Service	$2,498,569	$55,978 â–²	2.3%	25,397	1.1%	Transportation
QXO INC	$2,353,510	$709,879 â–²	43.2%	121,190	1.0%	COM NEW
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$2,331,721	$125,702 â–¼	-5.1%	59,136	1.0%	ETF
MGK Vanguard Mega Cap Growth ETF	$2,167,236	$140,734 â–¼	-6.1%	5,898	0.9%	ETF
MU Micron Technology	$2,051,987	$1,419,567 â–²	224.5%	6,074	0.9%	Computer and Technology
FTGC First Trust Global Tactical Commodity Strategy Fund	$2,014,788	$2,014,788 â–²	New Holding	70,177	0.9%	Manufacturing
NEOS ETF TRUST	$1,934,735	$1,934,735 â–²	New Holding	40,912	0.8%	REAL ESTATE HIGH
MMM 3M	$1,509,132	$17,864 â–¼	-1.2%	10,391	0.7%	Multi-Sector Conglomerates
SYM Symbotic	$1,499,602	$129,489 â–¼	-7.9%	28,188	0.7%	Business Services
QQQ Invesco QQQ	$1,477,624	$62,914 â–¼	-4.1%	2,560	0.6%	Finance
PPH VanEck Pharmaceutical ETF	$1,436,039	$72,197 â–²	5.3%	13,824	0.6%	Manufacturing
MYFW First Western Financial	$1,276,661		0.0%	51,939	0.6%	Finance
GILD Gilead Sciences	$1,210,997	$2,091 â–¼	-0.2%	8,689	0.5%	Medical
EMLP First Trust North American Energy Infrastructure Fund	$1,204,823	$7,771 â–²	0.6%	27,596	0.5%	ETF
FTCS First Trust Capital Strength ETF	$1,195,605	$5,009 â–¼	-0.4%	12,889	0.5%	ETF
ROCKET LAB CORP	$1,175,290	$448,448 â–²	61.7%	18,301	0.5%	COM
CSHI NEOS Enhanced Income 1-3 Month T-Bill ETF	$1,097,931	$327,995 â–²	42.6%	22,056	0.5%	ETF
CVX Chevron	$1,092,167	$30,413 â–²	2.9%	5,279	0.5%	Energy
SHOPIFY INC	$1,051,804	$58,361 â–¼	-5.3%	8,867	0.5%	CL A SUB VTG SHS
BAC Bank of America	$1,008,882	$4,875 â–²	0.5%	20,695	0.4%	Finance
BROS Dutch Bros	$967,859	$55,726 â–¼	-5.4%	19,105	0.4%	Retail/Wholesale
MPLX Mplx	$934,331	$43,829 â–²	4.9%	16,372	0.4%	Energy
META Meta Platforms	$861,113	$9,155 â–¼	-1.1%	1,505	0.4%	Computer and Technology
BRK.A Berkshire Hathaway	$718,140		0.0%	1	0.3%	Finance
DFAC Dimensional U.S. Core Equity 2 ETF	$705,581		0.0%	18,157	0.3%	ETF
SYY Sysco	$704,215	$4,708 â–²	0.7%	9,873	0.3%	Consumer Staples
ORLY O'Reilly Automotive	$680,694	$4,246 â–¼	-0.6%	7,374	0.3%	Retail/Wholesale
IWB iShares Russell 1000 ETF	$660,566	$1,782 â–²	0.3%	1,853	0.3%	ETF
PG Procter & Gamble	$652,194	$46,080 â–²	7.6%	4,515	0.3%	Consumer Staples
IGLD FT Vest Gold Strategy Target Income ETF	$633,434	$9,344 â–¼	-1.5%	24,811	0.3%	ETF
JPM JPMorgan Chase & Co.	$630,756	$5,590 â–²	0.9%	2,144	0.3%	Finance
VEA Vanguard FTSE Developed Markets ETF	$630,293	$9,676 â–²	1.6%	9,836	0.3%	ETF
VRTX Vertex Pharmaceuticals	$594,791	$30,365 â–¼	-4.9%	1,332	0.3%	Medical
BMY Bristol Myers Squibb	$586,504	$4,064 â–²	0.7%	9,670	0.3%	Medical
PFE Pfizer	$584,436	$9,295 â–²	1.6%	20,813	0.3%	Medical
SOLSTICE ADVANCED MATLS INC	$577,686	$152,476 â–²	35.9%	7,585	0.3%	COM SHS
CRWD CrowdStrike	$573,512	$27,329 â–²	5.0%	1,469	0.2%	Computer and Technology
IBRX ImmunityBio	$572,036	$465,208 â–²	435.5%	74,581	0.2%	Medical
COP ConocoPhillips	$556,135		0.0%	4,213	0.2%	Energy
BA Boeing	$532,604	$19,306 â–¼	-3.5%	2,676	0.2%	Aerospace
NFLX Netflix	$511,313	$4,807 â–¼	-0.9%	5,318	0.2%	Consumer Discretionary
ARM HOLDINGS PLC	$510,721	$146,893 â–¼	-22.3%	3,376	0.2%	SPONSORED ADS
MORGAN STANLEY ETF TRUST	$492,483	$2,496 â–²	0.5%	9,668	0.2%	EATON VANCE SHOR
BEN Franklin Resources	$486,056	$2,433 â–²	0.5%	20,578	0.2%	Finance
NOBL ProShares S&P 500 Aristocrats ETF	$486,023	$1,696 â–²	0.4%	4,585	0.2%	ETF
GE VERNOVA INC	$484,929	$27,037 â–²	5.9%	556	0.2%	COM
BRK.B Berkshire Hathaway	$484,471	$25,398 â–¼	-5.0%	1,011	0.2%	Finance
THRIVE SERIES TRUST	$467,424	$467,424 â–²	New Holding	19,118	0.2%	PROSPERA INCOME
JEPI JPMorgan Equity Premium Income ETF	$460,698	$102,762 â–¼	-18.2%	8,128	0.2%	ETF
HON Honeywell International	$460,201	$5,425 â–²	1.2%	2,036	0.2%	Multi-Sector Conglomerates
TTD Trade Desk	$432,880	$386,797 â–¼	-47.2%	19,078	0.2%	Computer and Technology
MPC Marathon Petroleum	$428,843	$73,509 â–¼	-14.6%	1,756	0.2%	Energy
PEP PepsiCo	$421,770	$9,473 â–¼	-2.2%	2,716	0.2%	Consumer Staples
ASTERA LABS INC	$416,699	$5,699 â–¼	-1.3%	3,802	0.2%	COM
YUM Yum! Brands	$410,915	$1,088 â–²	0.3%	2,643	0.2%	Retail/Wholesale
O Realty Income	$405,053	$1,468 â–²	0.4%	6,621	0.2%	Finance
CVCO Cavco Industries	$384,526		0.0%	794	0.2%	Construction
SBRA Sabra Healthcare REIT	$373,178	$2,038 â–²	0.5%	19,406	0.2%	Finance
ETN Eaton	$369,473	$441,007 â–¼	-54.4%	1,033	0.2%	Industrials
LMT Lockheed Martin	$366,393	$1,814 â–²	0.5%	606	0.2%	Aerospace
NTNX Nutanix	$356,192	$30,408 â–¼	-7.9%	9,371	0.2%	Computer and Technology
VZ Verizon Communications	$343,988	$343,988 â–²	New Holding	6,852	0.1%	Computer and Technology
WFC Wells Fargo & Company	$342,359	$955 â–²	0.3%	4,300	0.1%	Finance
SCHF Schwab International Equity ETF	$342,293	$342,293 â–²	New Holding	13,830	0.1%	ETF
FTSM First Trust Enhanced Short Maturity ETF	$341,616	$1,973 â–²	0.6%	5,715	0.1%	Manufacturing
VEEV Veeva Systems	$326,903		0.0%	1,861	0.1%	Medical
TSLA Tesla	$285,601	$9,297 â–²	3.4%	768	0.1%	Auto/Tires/Trucks
PKG Packaging Corporation of America	$280,157	$20,163 â–¼	-6.7%	1,320	0.1%	Industrials
VBR Vanguard Small-Cap Value ETF	$275,647	$2,172 â–²	0.8%	1,269	0.1%	ETF
AMGN Amgen	$267,125	$3,519 â–²	1.3%	759	0.1%	Medical
BINC iShares Flexible Income Active ETF	$252,410	$1,869 â–²	0.7%	4,861	0.1%	ETF
ROK Rockwell Automation	$250,686	$717 â–²	0.3%	699	0.1%	Computer and Technology
JPST JPMorgan Ultra-Short Income ETF	$250,435	$10,224 â–¼	-3.9%	4,948	0.1%	ETF
JNJ Johnson & Johnson	$248,209	$2,445 â–²	1.0%	1,015	0.1%	Medical
LINDE PLC	$247,491	$496 â–²	0.2%	499	0.1%	SHS

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Cherry Creek Investment Advisors, Inc. Top Holdings and 13F Report (2026)

About Cherry Creek Investment Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Cherry Creek Investment Advisors, Inc. Top Holdings and 13F Report (2026)

About Cherry Creek Investment Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCherry Creek Investment Advisors, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools