Cresta Advisors, Ltd. Top Holdings and 13F Report (2025) About Cresta Advisors, Ltd.Investment ActivityCresta Advisors, Ltd. has $205.16 million in total holdings as of June 30, 2025.Cresta Advisors, Ltd. owns shares of 47 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 2.13% of the portfolio was purchased this quarter.About 2.78% of the portfolio was sold this quarter.This quarter, Cresta Advisors, Ltd. has purchased 47 new stocks and bought additional shares in 10 stocks.Cresta Advisors, Ltd. sold shares of 18 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR S&P 500 ETF Trust $28,910,207Vanguard Total Stock Market ETF $19,565,905WisdomTree U.S. Quality Dividend Growth Fund $19,080,696Vanguard Value ETF $17,275,805Invesco S&P 500 Quality ETF $15,162,672 Largest New Holdings this Quarter 66538H534 - Inspire 100 ETF $206,650 Holding Largest Purchases this Quarter WisdomTree U.S. Quality Dividend Growth Fund 10,822 shares (about $906.24K)Vanguard Value ETF 4,348 shares (about $768.47K)Invesco S&P 500 Quality ETF 9,059 shares (about $645.54K)Schwab US Dividend Equity ETF 17,358 shares (about $459.99K)Alphabet 2,000 shares (about $352.46K) Largest Sales this Quarter iShares iBoxx $ Investment Grade Corporate Bond ETF 10,373 shares (about $1.14M)Microsoft 1,600 shares (about $795.86K)Apple 3,249 shares (about $666.60K)Vanguard Total Stock Market ETF 1,224 shares (about $372.01K)Technology Select Sector SPDR Fund 1,392 shares (about $352.50K) 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$28,910,207$286,062 ▼-1.0%46,79214.1%FinanceVTIVanguard Total Stock Market ETF$19,565,905$372,012 ▼-1.9%64,3769.5%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$19,080,696$906,236 ▲5.0%227,8569.3%ManufacturingVTVVanguard Value ETF$17,275,805$768,466 ▲4.7%97,7478.4%ETFSPHQInvesco S&P 500 Quality ETF$15,162,672$645,543 ▲4.4%212,7807.4%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$12,295,513$1,136,986 ▼-8.5%112,1756.0%FinanceQQQInvesco QQQ$11,230,839$248,238 ▼-2.2%20,3595.5%FinanceIWFiShares Russell 1000 Growth ETF$9,378,421$191,908 ▼-2.0%22,0894.6%ETFAAPLApple$7,628,631$666,597 ▼-8.0%37,1823.7%Computer and TechnologyPIMCO ETF TR$6,675,947$109,136 ▼-1.6%136,1053.3%MTG BKD SECS ACTTLHiShares 10-20 Year Treasury Bond ETF$4,251,212$62,077 ▼-1.4%41,8432.1%ETFSCHDSchwab US Dividend Equity ETF$4,163,707$459,987 ▲12.4%157,1212.0%ETFXLKTechnology Select Sector SPDR Fund$4,099,541$352,496 ▼-7.9%16,1892.0%ETFIBOCInternational Bancshares$4,093,507$83,932 ▼-2.0%61,5012.0%FinanceMETAMeta Platforms$3,686,7600.0%4,9951.8%Computer and TechnologyNVDANVIDIA$3,482,416$71,096 ▲2.1%22,0421.7%Computer and TechnologyAMZNAmazon.com$2,960,449$21,939 ▼-0.7%13,4941.4%Retail/WholesaleNEANuveen AMT-Free Quality Municipal Income Fund$2,802,5860.0%256,6471.4%Financial ServicesMGVVanguard Mega Cap Value ETF$2,781,703$333,510 ▲13.6%21,2021.4%ETFXLGInvesco S&P 500 Top 50 ETF$2,478,137$325,729 ▼-11.6%47,5651.2%ETFPEYInvesco High Yield Equity Dividend Achievers ETF$2,335,129$228,898 ▲10.9%114,4111.1%ETFXLVHealth Care Select Sector SPDR Fund$2,287,791$34,776 ▼-1.5%16,9731.1%ETFGOOGLAlphabet$2,134,498$352,460 ▲19.8%12,1121.0%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$1,964,377$93,823 ▼-4.6%13,3161.0%ETFNUVNuveen Municipal Value Fund$1,571,5000.0%180,8400.8%FinanceEPDEnterprise Products Partners$1,264,402$299,123 ▲31.0%40,7740.6%EnergyVOOVanguard S&P 500 ETF$1,241,1460.0%2,1850.6%ETFILTBiShares Core 10+ Year USD Bond ETF$1,115,4100.0%22,5700.5%ETFHDViShares Core High Dividend ETF$1,072,223$101,821 ▲10.5%9,1510.5%ETFTLTiShares 20+ Year Treasury Bond ETF$1,022,377$49,420 ▼-4.6%11,5850.5%ETFMSFTMicrosoft$956,023$795,857 ▼-45.4%1,9220.5%Computer and TechnologySKYYFirst Trust Cloud Computing ETF$669,0200.0%5,5000.3%ManufacturingLMTLockheed Martin$573,1160.0%1,2370.3%AerospacePEPPepsiCo$561,170$19,806 ▼-3.4%4,2500.3%Consumer StaplesVZVerizon Communications$519,8030.0%12,0130.3%Computer and TechnologyNBBNuveen Taxable Municipal Income Fund$450,2850.0%28,4630.2%Financial ServicesLLYEli Lilly and Company$417,0490.0%5350.2%MedicalASMLASML$400,6950.0%5000.2%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$386,7430.0%2,1280.2%ETFXLEEnergy Select Sector SPDR Fund$384,5290.0%4,5340.2%ETFVGTVanguard Information Technology ETF$330,9770.0%4990.2%ETFMLMMartin Marietta Materials$290,4000.0%5290.1%ConstructionMYIBlackRock MuniYield Quality Fund III$283,2300.0%27,0000.1%FinanceXOPSPDR S&P Oil & Gas Exploration & Production ETF$264,1800.0%2,1000.1%ETFRDVYFirst Trust Rising Dividend Achievers ETF$232,1380.0%3,7000.1%ManufacturingSOXXiShares Semiconductor ETF$224,140$65,165 ▼-22.5%9390.1%ETFBIBLInspire 100 ETF$206,650$206,650 ▲New Holding5,0000.1%ETFPTYPimco Corporate & Income Opportunity Fund$0$780,840 ▼-100.0%00.0%FinanceShowing 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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