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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 %
Countries:
Top Holdings: VRIG(9.26%)AMZN(5.79%)AAPL(5.65%)TDIV(5.58%)MSFT(5.56%)
Summary Stock Picks Current Portfolio
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
709,950
17,805.5
+13.58%
9.260
+1.11%
1.370
+1.05%
+1.97%
1,182.5
 
AMZN 		Amazon.com Inc
58,537
11,137.2
-4.51%
5.790
-0.30%
0.000
+6.41%
-2.65%
2,267,334.4
Retail - Cyclical
AAPL 		Apple Inc
48,876
10,856.9
-5.84%
5.650
-0.37%
0.000
-13.23%
-18.37%
3,045,713.6
Hardware
TDIV 		First Trust NASDAQ Technology Dividend Index Fund
145,791
10,731.7
-2.47%
5.580
-0.14%
0.400
+9.99%
+7.51%
3,072.4
 
MSFT 		Microsoft Corp
28,469
10,686.9
-1.21%
5.560
-0.07%
0.000
+18.73%
+12.03%
3,496,120.0
Software
IBM 		International Business Machines Corp
36,997
9,199.6
-6.38%
4.790
-0.27%
0.000
+8.83%
+23.94%
249,886.9
Software
NVDA 		NVIDIA Corp
81,950
8,881.7
-8.69%
4.620
-0.51%
0.000
+28.18%
+5.54%
3,456,204.6
Semiconductors
FVD 		First Trust Value Line Dividend Index Fund
157,347
7,016.1
+10.77%
3.650
+0.35%
0.080
+0.34%
+3.19%
9,085.7
 
ABBV 		AbbVie Inc
28,121
5,891.9
+0.31%
3.070
+0.01%
0.000
-9.09%
+8.83%
335,316.3
Drug Manufacturers
WMT 		Walmart Inc
67,023
5,883.9
-0.84%
3.060
-0.03%
0.000
+3.52%
+8.44%
779,846.4
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 Inc2025-03-31Reduce
-1.25%
●
64.98 ($87.82) 124.62
$127.72
45.43%
Reduce -41.74%
47,013
-33,680
VRIG 		PowerShares Variable Rate Investment Grade Portfol2025-03-31Add
+1.11%
●
25.06 ($25.12) 25.18
$25.08
-0.16%
Add 13.58%
709,950
84,908
MDB 		MongoDB Inc2025-03-31Add
+0.62%
●
175.4 ($243.68) 298.52
$220.14
-9.66%
Add 529.04%
8,058
6,777
NVDA 		NVIDIA Corp2025-03-31Reduce
-0.51%
●
106.98 ($126.74) 149.43
$141.72
11.82%
Reduce -8.69%
81,950
-7,796
SDVY 		First Trust SMID Cap Rising Dividend Achievers ETF2025-03-31Reduce
-0.51%
●
32.49 ($35.67) 37.99
$34.91
-2.13%
Reduce -31.91%
62,204
-29,151
BA 		Boeing Co2025-03-31Reduce
-0.50%
●
148.15 ($173.09) 186.25
$210.80
21.79%
Reduce -66.99%
2,864
-5,811
DOCN 		DigitalOcean Holdings Inc2025-03-31Add
+0.45%
●
33.39 ($39.08) 46.69
$28.63
-26.74%
Add 202.89%
38,603
25,858
GEHC 		GE HealthCare Technologies Inc2025-03-31Reduce
-0.42%
●
78.38 ($85.94) 93.48
$71.62
-16.66%
Reduce -28.96%
26,533
-10,818
BRK.A 		Berkshire Hathaway Inc2025-03-31New Buy
+0.42%
●
663000 ($729331) 801950
$740,395.50
1.52%
New holding
1
1
SPHD 		Invesco S&P 500 High Dividend Low Volatility ETF2025-03-31Sold Out
-0.41%
●
47.08 ($49.22) 50.67
$47.38
-3.74%
Sold Out
0
-17,102

Cherry Creek Investment Advisors, Inc. Total Holding History ($B)

To

Cherry Creek Investment Advisors, Inc.'s Asset Allocation

To

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

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