CC
| |
Cherry Creek Investment Advisors, Inc.13F | |
| Cherry Creek Investment Advisors, Inc. | |
| Last update 2025-04-22 | 111 Stocks (7 new) |
| Value $192.00 Mil | Turnover 6 % |
Cherry Creek Investment Adviso... Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRIG |
PowerShares Variable Rate Investment Grade Portfol
PowerShares Variable Rate Investment Grade Portfol
| 709,950 | 17,805.5 | +13.58% | 9.260 | +1.11% | 1.370 | +0.44% | -0.20% | 1,210.4 | ||
AMZN | Amazon.com Inc | 58,537 | 11,137.2 | -4.51% | 5.790 | -0.30% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
AAPL | Apple Inc | 48,876 | 10,856.9 | -5.84% | 5.650 | -0.37% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
TDIV |
First Trust NASDAQ Technology Dividend Index Fund
First Trust NASDAQ Technology Dividend Index Fund
| 145,791 | 10,731.7 | -2.47% | 5.580 | -0.14% | 0.400 | +25.66% | +15.98% | 3,331.1 | ||
MSFT | Microsoft Corp | 28,469 | 10,686.9 | -1.21% | 5.560 | -0.07% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 36,997 | 9,199.6 | -6.38% | 4.790 | -0.27% | 0.000 | +14.35% | +20.09% | 242,117.1 | Software | |
NVDA | NVIDIA Corp | 81,950 | 8,881.7 | -8.69% | 4.620 | -0.51% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
FVD |
First Trust Value Line Dividend Index Fund
First Trust Value Line Dividend Index Fund
| 157,347 | 7,016.1 | +10.77% | 3.650 | +0.35% | 0.080 | +5.23% | +5.04% | 9,179.0 | ||
ABBV | AbbVie Inc | 28,121 | 5,891.9 | +0.31% | 3.070 | +0.01% | 0.000 | +6.71% | +10.35% | 337,082.7 | Drug Manufacturers | |
WMT | Walmart Inc | 67,023 | 5,883.9 | -0.84% | 3.060 | -0.03% | 0.000 | +1.04% | +7.47% | 770,908.4 | Retail - Defensive |
Cherry Creek Investment Advisors, Inc.'s Historical Top Holdings Breakdowns
Cherry Creek Investment Advisors, Inc.'s Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PLTR | Palantir Technologies Inc | 2025-03-31 | Reduce Reduce | -1.25% | 64.98 ($87.82) 124.62 | $154.86 | 76.34% | Reduce -41.74% | 47,013 | -33,680 | |
VRIG |
PowerShares Variable Rate Investment Grade Portfol
PowerShares Variable Rate Investment Grade Portfol
| 2025-03-31 | Add Add | +1.11% | 25.06 ($25.12) 25.18 | $25.06 | -0.24% | Add 13.58% | 709,950 | 84,908 | |
MDB | MongoDB Inc | 2025-03-31 | Add Add | +0.62% | 175.4 ($243.68) 298.52 | $235.16 | -3.50% | Add 529.04% | 8,058 | 6,777 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.51% | 106.98 ($126.74) 149.43 | $173.74 | 37.08% | Reduce -8.69% | 81,950 | -7,796 | |
SDVY |
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
| 2025-03-31 | Reduce Reduce | -0.51% | 32.49 ($35.67) 37.99 | $36.25 | 1.63% | Reduce -31.91% | 62,204 | -29,151 | |
BA | Boeing Co | 2025-03-31 | Reduce Reduce | -0.50% | 148.15 ($173.09) 186.25 | $231.27 | 33.61% | Reduce -66.99% | 2,864 | -5,811 | |
DOCN | DigitalOcean Holdings Inc | 2025-03-31 | Add Add | +0.45% | 33.39 ($39.08) 46.69 | $28.74 | -26.46% | Add 202.89% | 38,603 | 25,858 | |
GEHC | GE HealthCare Technologies Inc | 2025-03-31 | Reduce Reduce | -0.42% | 78.38 ($85.94) 93.48 | $76.77 | -10.67% | Reduce -28.96% | 26,533 | -10,818 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.42% | 663000 ($729331) 801950 | $725,700.00 | -0.50% | New holding | 1 | 1 | |
SPHD |
Invesco S&P 500 High Dividend Low Volatility ETF
Invesco S&P 500 High Dividend Low Volatility ETF
| 2025-03-31 | Sold Out Sold Out | -0.41% | 47.08 ($49.22) 50.67 | $48.97 | -0.51% | Sold Out | 0 | -17,102 |
Cherry Creek Investment Advisors, Inc. Total Holding History ($B)
Cherry Creek Investment Advisors, Inc.'s Asset Allocation
Cherry Creek Investment Advisors, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Cherry Creek Investment Advisors, Inc.'s Hypothetical Growth since 2025-03-31
Cherry Creek Investment Advisors, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Cherry Creek Investment Advisors, Inc.'s Holdings Heat Map
Size field:
Cherry Creek Investment Advisors, Inc.'s Holdings Bubble Chart
Cherry Creek Investment Advisors, Inc. News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers