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 NUV
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,625,751 | 180,840 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,638,410 | 180,840 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,623,943 | 180,840 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,571,499 | 180,840 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,585,966 | 180,840 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,811,115 | 210,840 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,901,776 | 210,840 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,526,129 | 176,840 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,278,976 | 146,840 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,262,824 | 146,840 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,212,898 | 146,840 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,277,508 | 146,840 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,293,660 | 146,840 | Shares | Sole | 2023-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||