Cresta Advisors, Ltd. Top Holdings and 13F Report (2025) About Cresta Advisors, Ltd.Investment ActivityCresta Advisors, Ltd. has $193.01 million in total holdings as of March 31, 2025.Cresta Advisors, Ltd. owns shares of 47 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 9.88% of the portfolio was purchased this quarter.About 4.42% of the portfolio was sold this quarter.This quarter, Cresta Advisors, Ltd. has purchased 50 new stocks and bought additional shares in 19 stocks.Cresta Advisors, Ltd. sold shares of 17 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $26,433,767Vanguard Total Stock Market ETF $18,029,601WisdomTree U.S. Quality Dividend Growth Fund $17,332,369Vanguard Value ETF $16,133,744Invesco S&P 500 Quality ETF $13,514,822 Largest New Holdings this Quarter 81369Y506 - Energy Select Sector SPDR Fund $423,703 Holding78468R556 - SPDR S&P Oil & Gas Exploration & Production ETF $276,591 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 6,515 shares (about $3.64M)Invesco S&P 500 Quality ETF 51,038 shares (about $3.39M)WisdomTree U.S. Quality Dividend Growth Fund 40,609 shares (about $3.24M)Schwab US Dividend Equity ETF 90,422 shares (about $2.53M)Vanguard Total Stock Market ETF 8,513 shares (about $2.34M) Largest Sales this Quarter iShares 10-20 Year Treasury Bond ETF 10,466 shares (about $1.09M)iShares iBoxx $ Investment Grade Corporate Bond ETF 9,663 shares (about $1.05M)PIMCO ETF TR 18,647 shares (about $915.20K)iShares 20+ Year Treasury Bond ETF 9,900 shares (about $901.20K)Nuveen AMT-Free Quality Municipal Income Fund 67,139 shares (about $751.96K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCresta Advisors, Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$26,433,767$3,644,397 ▲16.0%47,25513.7%FinanceVTIVanguard Total Stock Market ETF$18,029,601$2,339,726 ▲14.9%65,6009.3%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$17,332,369$3,243,041 ▲23.0%217,0349.0%ManufacturingVTVVanguard Value ETF$16,133,744$497,491 ▲3.2%93,3998.4%ETFSPHQInvesco S&P 500 Quality ETF$13,514,822$3,385,854 ▲33.4%203,7217.0%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$13,319,753$1,050,272 ▼-7.3%122,5486.9%FinanceQQQInvesco QQQ$9,757,757$145,834 ▼-1.5%20,8095.1%FinanceAAPLApple$8,980,939$155,047 ▼-1.7%40,4314.7%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$8,139,222$225,317 ▼-2.7%22,5414.2%ETFPIMCO ETF TR$6,789,252$915,197 ▼-11.9%138,3303.5%MTG BKD SECS ACTTLHiShares 10-20 Year Treasury Bond ETF$4,404,565$1,085,838 ▼-19.8%42,4542.3%ETFIBOCInternational Bancshares$3,957,772$401,503 ▲11.3%62,7622.1%FinanceSCHDSchwab US Dividend Equity ETF$3,907,774$2,528,199 ▲183.3%139,7632.0%ETFXLKTechnology Select Sector SPDR Fund$3,630,125$79,701 ▼-2.1%17,5811.9%ETFMETAMeta Platforms$2,878,919$589,616 ▲25.8%4,9951.5%Computer and TechnologyNEANuveen AMT-Free Quality Municipal Income Fund$2,874,447$751,957 ▼-20.7%256,6471.5%Financial ServicesAMZNAmazon.com$2,586,395$381 ▲0.0%13,5941.3%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$2,515,899$329,545 ▼-11.6%17,2311.3%ETFXLGInvesco S&P 500 Top 50 ETF$2,476,659$402,307 ▼-14.0%53,8171.3%ETFMGVVanguard Mega Cap Value ETF$2,404,155$226,114 ▲10.4%18,6601.2%ETFNVDANVIDIA$2,340,141$472,428 ▲25.3%21,5921.2%Computer and TechnologyPEYInvesco High Yield Equity Dividend Achievers ETF$2,215,619$126,179 ▲6.0%103,1961.1%ETFXLIIndustrial Select Sector SPDR Fund$1,828,689$113,900 ▼-5.9%13,9520.9%ETFNUVNuveen Municipal Value Fund$1,585,967$263,100 ▼-14.2%180,8400.8%FinanceGOOGLAlphabet$1,563,720$225,311 ▲16.8%10,1120.8%Computer and TechnologyMSFTMicrosoft$1,322,124$68,321 ▲5.4%3,5220.7%Computer and TechnologyILTBiShares Core 10+ Year USD Bond ETF$1,128,500$300,000 ▲36.2%22,5700.6%ETFVOOVanguard S&P 500 ETF$1,122,894$7,709 ▼-0.7%2,1850.6%ETFTLTiShares 20+ Year Treasury Bond ETF$1,105,560$901,198 ▼-44.9%12,1450.6%ETFEPDEnterprise Products Partners$1,062,710$35,881 ▲3.5%31,1280.6%EnergyHDViShares Core High Dividend ETF$1,003,116$147,282 ▲17.2%8,2820.5%ETFPTYPIMCO Corporate & Income Opportunity Fund$780,840$33,186 ▲4.4%54,0000.4%FinancePEPPepsiCo$659,736$49,480 ▼-7.0%4,4000.3%Consumer StaplesSKYYFirst Trust Cloud Computing ETF$562,265$204,460 ▼-26.7%5,5000.3%ManufacturingLMTLockheed Martin$552,7850.0%1,2370.3%AerospaceVZVerizon Communications$544,9100.0%12,0130.3%Computer and TechnologyNBBNuveen Taxable Municipal Income Fund$455,9780.0%28,4630.2%Financial ServicesLLYEli Lilly and Company$441,8620.0%5350.2%MedicalXLEEnergy Select Sector SPDR Fund$423,703$423,703 ▲New Holding4,5340.2%ETFRSPInvesco S&P 500 Equal Weight ETF$368,6340.0%2,1280.2%ETFASMLASML$331,3150.0%5000.2%Computer and TechnologyMYIBlackRock MuniYield Quality Fund III$296,730$109,900 ▲58.8%27,0000.2%FinanceXOPSPDR S&P Oil & Gas Exploration & Production ETF$276,591$276,591 ▲New Holding2,1000.1%ETFVGTVanguard Information Technology ETF$270,6480.0%4990.1%ETFMLMMartin Marietta Materials$252,931$53,551 ▼-17.5%5290.1%ConstructionSOXXiShares Semiconductor ETF$228,0630.0%1,2120.1%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$216,5980.0%3,7000.1%ManufacturingGEGE Aerospace$0$565,740 ▼-100.0%00.0%IndustrialsFDXFedEx$0$410,520 ▼-100.0%00.0%TransportationQTECFirst Trust NASDAQ 100 Technology Index Fund$0$382,620 ▼-100.0%00.0%ManufacturingSNOWSnowflake$0$235,463 ▼-100.0%00.0%Computer and TechnologyBIBLInspire 100 ETF$0$203,350 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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