Cresta Advisors, Ltd.
Top Portfolio Positions
24 positions ·
$90,893,725 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
53,247 | $34,628,653 | 38.10% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
18,872 | $10,892,540 | 11.98% | |
| AAPL |
Apple Inc.
Technology
|
33,957 | $8,617,947 | 9.48% | |
| NVDA |
Nvidia Corp
Technology
|
29,934 | $5,220,489 | 5.74% | |
| NEA |
Nuveen AMT-Free Quality Municipal Income Fund
Financial Services
|
385,647 | $4,330,815 | 4.76% | |
| IBOC |
International Bancshares Corp
Financial Services
|
58,563 | $3,940,704 | 4.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
18,616 | $3,877,154 | 4.27% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
10,332 | $2,971,069 | 3.27% | |
| META |
Meta Platforms, Inc.
Communication Services
|
4,744 | $2,714,184 | 2.99% | |
| EIM |
Eaton Vance Municipal Bond Fund
Financial Services
|
255,415 | $2,495,404 | 2.75% |
Portfolio Trend
15 quarters · across all stocks
Holdings in IBOC
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,940,704 | 58,563 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,890,925 | 58,563 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,145,693 | 60,301 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,093,506 | 61,501 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,957,771 | 62,762 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,561,908 | 56,395 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,371,857 | 56,395 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $3,269,665 | 57,152 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,073,159 | 54,741 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,741,421 | 50,468 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $2,148,710 | 49,578 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,224,807 | 50,335 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,151,790 | 50,252 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,299,531 | 50,252 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,217,310 | 52,172 | Shares | Sole | 2022-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||