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| Name: |
Cresta Advisors Ltd. |
| City: |
LAREDO |
| State: |
TX |
| Zip: |
78041 |
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data |
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| Holdings
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10 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VTV |
Vanguard Value VIPERS |
2 |
- |
$161.40 |
$15,146,000 |
92,999 |
9.61% |
963,000 |
-1,868 |
0.017 |
Closed - End Fund - E... |
|
|
IWF |
iShares Russell 1000 Growth |
8 |
- |
$336.67 |
$7,788,000 |
23,106 |
4.94% |
759,000 |
-80 |
0.009 |
Closed - End Fund - E... |
|
|
SCHD |
Schwab US Dividend Equity ETF |
12 |
- |
$79.30 |
$3,999,000 |
49,603 |
2.54% |
129,000 |
-1,229 |
0.017 |
N/A |
|
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PEY |
Invesco High Yield Eq Div A... |
21 |
- |
$20.48 |
$1,977,000 |
95,720 |
1.25% |
-78,000 |
-1,478 |
0.228 |
Closed - End Fund - Debt |
|
|
NVDA |
NVIDIA Corporation |
23 |
- |
$898.78 |
$1,499,000 |
1,659 |
0.95% |
121,000 |
-1,124 |
0 |
Semiconductor - Speci... |
|
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GOOGL |
Alphabet Inc |
25 |
- |
$168.65 |
$1,421,000 |
9,416 |
0.9% |
-309,000 |
-2,969 |
0 |
Search Engines & Info... |
|
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MSFT |
Microsoft Corp |
27 |
- |
$414.74 |
$871,000 |
2,070 |
0.55% |
-244,000 |
-896 |
0 |
Application Software |
|
|
HDV |
Ishares High Dividend Equit... |
31 |
- |
$110.39 |
$793,000 |
7,194 |
0.5% |
55,000 |
-39 |
0.008 |
N/A |
|
|
VOO |
Vanguard S&P 500 Etf |
34 |
- |
$478.74 |
$499,000 |
1,038 |
0.32% |
24,000 |
-50 |
0 |
Closed - End Fund - E... |
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PTY |
Pimco Corporate Opportunity... |
42 |
- |
$14.09 |
$174,000 |
11,705 |
0.11% |
-511,000 |
-40,000 |
0.015 |
Closed - End Fund - Debt |
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