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Cherry Creek Investment Advisors, Inc.

Portfolio Manager
Cherry Creek Investment Advisors, Inc.
Performance
-6.46% (2026 Q1)
AUM (13F)
$230.12M
# of Holdings
124
Performance Rank
Allocation (Top 20)
66.74%

Cherry Creek Investment Advisors, Inc. Holdings Map

Top 50 Cherry Creek Investment Advisors, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VRIG
INVESCO ACTIVELY MANAGED EXC
7.41%681.0K$17.0M
-2.28%(-15.88K)
2025-Q1: 710.0K shares2025-Q2: 654.2K shares2025-Q3: 675.8K shares2025-Q4: 696.9K shares2026-Q1: 681.0K shares
$25.06(+0.22%)
2026-03-31
NVDA
NVIDIA CORPORATION
5.83%76.9K$13.4M
-3.30%(-2.62K)
2025-Q1: 82.0K shares2025-Q2: 80.8K shares2025-Q3: 81.0K shares2025-Q4: 79.5K shares2026-Q1: 76.9K shares
$21.77(+937.24%)
2026-03-31
TDIV
FIRST TR EXCHANGE TRADED FD
5.62%138.1K$12.9M
+0.27%(+377)
2025-Q1: 145.8K shares2025-Q2: 135.9K shares2025-Q3: 138.1K shares2025-Q4: 137.7K shares2026-Q1: 138.1K shares
$58.84(+89.69%)
2026-03-31
AMZN
AMAZON COM INC
5.39%59.6K$12.4M
+0.45%(+265)
2025-Q1: 58.5K shares2025-Q2: 58.9K shares2025-Q3: 59.7K shares2025-Q4: 59.3K shares2026-Q1: 59.6K shares
$153.57(+75.91%)
2026-03-31
AAPL
APPLE INC
5.01%45.5K$11.5M
-2.57%(-1.20K)
2025-Q1: 48.9K shares2025-Q2: 47.1K shares2025-Q3: 47.1K shares2025-Q4: 46.7K shares2026-Q1: 45.5K shares
$132.76(+125.12%)
2026-03-31
MSFT
MICROSOFT CORP
4.59%28.5K$10.6M
+0.95%(+269)
2025-Q1: 28.5K shares2025-Q2: 28.2K shares2025-Q3: 28.4K shares2025-Q4: 28.3K shares2026-Q1: 28.5K shares
$262.06(+54.62%)
2026-03-31
IBM
INTERNATIONAL BUSINESS MACHS
3.95%37.5K$9.1M
+1.18%(+438)
2025-Q1: 37.0K shares2025-Q2: 36.1K shares2025-Q3: 36.9K shares2025-Q4: 37.1K shares2026-Q1: 37.5K shares
$139.95(+53.37%)
2026-03-31
WMT
WALMART INC
3.62%67.1K$8.3M
-3.37%(-2.34K)
2025-Q1: 67.0K shares2025-Q2: 70.8K shares2025-Q3: 70.0K shares2025-Q4: 69.4K shares2026-Q1: 67.1K shares
$62.23(+111.26%)
2026-03-31
FVD
FIRST TR EXCHANGE-TRADED FD
3.54%173.2K$8.1M
+4.21%(+6.99K)
2025-Q1: 157.3K shares2025-Q2: 160.7K shares2025-Q3: 164.8K shares2025-Q4: 166.2K shares2026-Q1: 173.2K shares
$40.33(+16.13%)
2026-03-31
PLTR
PALANTIR TECHNOLOGIES INC
2.86%45.0K$6.6M
+3.51%(+1.53K)
2025-Q1: 47.0K shares2025-Q2: 47.0K shares2025-Q3: 45.2K shares2025-Q4: 43.5K shares2026-Q1: 45.0K shares
$26.97(+382.18%)
2026-03-31

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