StockDriftsStockDriftsTop 50 Cerro Pacific Wealth Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 7.43% | 49.1K | $28.3M | +5.15%(+2.40K) | $419.90(+62.33%) | 2026-03-31 | |
| VOOG | VANGUARD ADMIRAL FDS INC | 4.85% | 45.4K | $18.5M | +19.86%(+7.52K) | $59.88(+31.86%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.85% | 365.4K | $18.5M | +18.50%(+57.04K) | $50.59(-0.26%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.3% | 64.6K | $16.4M | -0.96%(-629) | $134.54(+111.23%) | 2026-03-31 | |
| EFG | ISHARES TR | 4.25% | 145.4K | $16.2M | +61.00%(+55.10K) | $105.19(+13.66%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 3.84% | 299.5K | $14.7M | +28.48%(+66.39K) | $37.56(+38.65%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.77% | 82.5K | $14.4M | -1.69%(-1.42K) | $18.60(+956.73%) | 2026-03-31 | |
| VRIG | INVESCO ACTIVELY MANAGED EXC | 2.84% | 432.2K | $10.8M | +16.01%(+59.63K) | $25.06(+0.11%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 2.75% | 95.0K | $10.5M | +2.47%(+2.29K) | $76.27(+57.54%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.44% | 43.3K | $9.3M | -9.34%(-4.46K) | $145.37(+57.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.20% | +6.74% |
| Top 20 Holdings Unweighted | +1.83% | +5.59% |
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