Notify me when Cresta Advisors, Ltd. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 48 | $224,067,786 | +$9,297,370 | -$4,481,858 | +$4,815,512 | SPY, VTI, DGRW, VTV, SPHQ | 13F-HR | 21 Oct 2025, 21:46 |
| Q2 2025 | 47 | $205,163,655 | +$4,373,790 | -$5,696,799 | -$1,323,009 | SPY, VTI, DGRW, VTV, SPHQ | 13F-HR | 16 Jul 2025, 11:47 |
| Q1 2025 | 47 | $193,010,565 | +$16,546,905 | -$8,532,106 | +$8,014,799 | SPY, VTI, DGRW, VTV, SPHQ | 13F-HR | 09 May 2025, 17:59 |
| Q4 2024 | 50 | $187,074,056 | $0 | $0 | $0 | SPY, VTI, VTV, LQD, DGRW | 13F-HR | 31 Jan 2025, 17:53 |
| Q3 2024 | 50 | $191,244,851 | +$20,942,546 | -$6,952,880 | +$13,989,666 | SPY, VTI, VTV, LQD, DGRW | 13F-HR | 18 Nov 2024, 13:17 |
| Q2 2024 | 44 | $168,645,994 | +$7,903,825 | -$1,181,648 | +$6,722,177 | SPY, VTV, LQD, DGRW, QQQ | 13F-HR | 12 Aug 2024, 18:41 |
| Q1 2024 | 42 | $157,651,006 | +$9,378,763 | -$8,644,532 | +$734,231 | SPY, VTV, LQD, DGRW, VTI | 13F-HR | 02 May 2024, 12:09 |
| Q4 2023 | 53 | $149,952,585 | +$8,863,672 | -$2,462,849 | +$6,400,823 | SPY, VTV, LQD, DGRW, VTI | 13F-HR | 17 Jan 2024, 13:26 |
| Q3 2023 | 46 | $129,151,109 | +$17,890,678 | -$10,368,947 | +$7,521,731 | SPY, VTV, LQD, DGRW, VTI | 13F-HR | 06 Nov 2023, 12:27 |
| Q2 2023 | 43 | $128,632,347 | +$32,758,188 | -$38,479,388 | -$5,721,200 | LQD, VTV, SPY, DGRW, AAPL | 13F-HR | 28 Jul 2023, 10:38 |
| Q1 2023 | 37 | $128,518,219 | +$22,318,196 | -$14,001,204 | +$8,316,992 | LQD, VTV, VTI, SCHD, NOBL | 13F-HR | 12 May 2023, 15:47 |
| Q4 2022 | 35 | $114,630,681 | +$38,759,215 | -$10,535,701 | +$28,223,514 | LQD, VTV, SCHD, NOBL, IWF | 13F-HR | 13 Feb 2023, 16:51 |
| Q3 2022 | 31 | $81,021,000 | $0 | $0 | $0 | VTV, SCHD, CDC, IWF, VTI | 13F-HR | 14 Nov 2022, 15:05 |