CAL
Cresta Advisors Ltd. Portfolio
Invests via Cresta Advisors Ltd. | Managed by Manuel E. Garza, Mark Deutsch
Invests via Cresta Advisors Ltd.
Managed by Manuel E. Garza, Mark Deutsch
Automatically Tracked
Company Profile
Cresta Advisors Ltd. stands as a prominent investment firm specializing in providing strategic advisory services across various financial sectors. With a commitment to delivering value-driven insights, it plays a critical role in guiding clients through complex market landscapes and investment opportunities. The firm's expertise extends into portfolio management, risk analysis, and capital allocation strategies aimed at maximizing client wealth over time. Underpinned by an experienced leadership team with deep industry knowledge, Cresta has established itself as a trusted partner for high-net-worth individuals and institutional investors alike.
Cresta Advisors Ltd. stands as a prominent investment firm specializing in providing strategic advisory services across various financial sectors. With a commitment to delivering value-driven insights, it plays a critical role in guiding clients through complex market landscapes and investment opportunities. The firm's expertise extends into portfolio management, risk analysis, and capital allocation strategies aimed at maximizing client wealth over time. Underpinned by an experienced leadership team with deep industry knowledge, Cresta has established itself as a trusted partner for high-net-worth individuals and institutional investors alike.
Investment Philosophy & Strategy
With a focus on strategic flexibility, Cresta Advisors Ltd. adapts to evolving market conditions while navigating investment complexities. The firm seeks to capitalize on identified inefficiencies within asset classes through its rigorous analytical framework, ensuring precision in every decision made. Prioritizing long-term client objectives, it employs tailored solutions that leverage deep industry knowledge and relationships fostered over years of experience. Such an approach not only enhances growth trajectories but also fortifies resilience against volatile market shifts.
With a focus on strategic flexibility, Cresta Advisors Ltd. adapts to evolving market conditions while navigating investment complexities. The firm seeks to capitalize on identified inefficiencies within asset classes through its rigorous analytical framework, ensuring precision in every decision made. Prioritizing long-term client objectives, it employs tailored solutions that leverage deep industry knowledge and relationships fostered over years of experience. Such an approach not only enhances growth trajectories but also fortifies resilience against volatile market shifts.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
75.71%
Gain +0.79%
Monthly
1.72%
Yearly
22.73%
Drawdown
22.83%
$265.2M
Equity
Holdings
$265.2M
Investment
$186.07M
$95.21M
Profit +$1.29M
Realized
$16.08M
Unrealized
$79.13M
Dividends
$11.01M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.79%
Profit
$1.29M
Win %
77%
This Week
Compared To Last Week
Gain
-0.97%
Profit
-$2.6M
Win %
77%
This Month
Compared to last month
Gain
-1.6%
Profit
-$4.32M
Win %
77%
This Year
Compared to last year
Gain
-1.64%
Profit
-$4.41M
Win %
84%
NVDA NVIDIA Corporation
+2.3%
+$145,032.15 
LMT Lockheed Martin Corporation
+1.43%
+$8,992.99 
STZ Constellation Brands, Inc.
+1.09%
+$4,615 
EPD Enterprise Products Partners L.P.
+0.86%
+$16,009.62 
MGV Vanguard Mega Cap Value ETF
+0.24%
+$8,750.82 
BRK-A Berkshire Hathaway Inc.
+0.1%
+$733.1 
BIBL Inspire 100 ETF
0%
$0 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
+$0.5 
EIM Eaton Vance Municipal Bond Fund
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
GE General Electric Company
0%
-$0.02 
GLD SPDR Gold Shares
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
IBOC International Bancshares Corporation
0%
$0 
IEF iShares 7-10 Year Treasury Bond ETF
0%
$0 
ILTB iShares Core 10+ Year USD Bond ETF
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
MLM Martin Marietta Materials, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NBB Nuveen Taxable Municipal Income Fund
0%
$0 
NEA Nuveen AMT-Free Quality Municipal Income Fund
0%
$0 
NUV Nuveen Municipal Value Fund, Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PEY Invesco High Yield Equity Dividend Achievers ETF
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
+$0.02 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SKYY First Trust Cloud Computing ETF
0%
-$0.03 
SOXX iShares Semiconductor ETF
0%
$0 
SPHQ Invesco S&P 500 Quality ETF
0%
$0 
TLH iShares 10-20 Year Treasury Bond ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
XLG Invesco S&P 500 Top 50 ETF
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
0%
$0 
META Meta Platforms Inc Class A
-2.58%
-$79,006.72 
GOOGL Alphabet Inc
-1.46%
-$52,993.28 
AMZN Amazon.com Inc
-1.09%
-$39,816.9 
PMBS
-1.07%
-$92.03 
LLY Eli Lilly and Company
-1.05%
-$6,534.82 
AAPL Apple Inc.
-0.56%
-$62,356.1 
VUG Vanguard Growth ETF
-0.52%
-$2,381.4 
QQQ Invesco QQQ Trust, Series 1
-0.51%
-$70,517.02 
VGT Vanguard Information Technology ETF
-0.34%
-$1,102.54 
TLT iShares 20+ Year Treasury Bond ETF
-0.26%
-$2,438.7 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.18%
-$540 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.17%
-$17,643.78 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.16%
-$43,370.25 
SPY SPDR S&P 500 ETF Trust
-0.12%
-$49,353.32 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 631 | Longs Won 405/631 64% | Profit Factor 45.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $589,046.59 |
| Average Win $240,361.71 | Best Trade (Jul 27) $7.94M | Sharpe Ratio -9.77 |
| Average Loss -$9,455.11 | Worst Trade (Jul 30) -$378,475.74 | Z-Score -2.83 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 5d | Expectancy $150,886.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Cresta Advisors Ltd.?
The largest contributions to the portfolio's profits come from the following stocks: iShares iBoxx $ Investment Grade Corporate Bond ETF - $2.99M, Vanguard Value ETF - $2.85M, iShares Semiconductor ETF - $2.45M, VANGUARD TOTAL STOCK MKT ETF - $1.76M, and Schwab U.S. Dividend Equity ETF - $1.52M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Energy Select Sector SPDR Fund - $32,522.43, BlackRock MuniYield Quality Fund III, Inc - $18,911.5, Tesla, Inc - $6,157.66, First Trust NASDAQ-100 Technology Index Fund - $6,060, and Inspire 100 ETF - $5,355.5. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Cresta Advisors Ltd.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.01M earned over time. The largest contributors to dividend income include iShares iBoxx $ Investment Grade Corporate Bond ETF - $2.37M, Vanguard Value ETF - $1.51M, SPDR S&P 500 ETF Trust - $904,753.69, WisdomTree U.S. Quality Dividend Growth Fund - $712,831, and VANGUARD TOTAL STOCK MKT ETF - $712,663.96. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Cresta Advisors Ltd.'s monthly returns?
Cresta Advisors Ltd.'s monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Cresta Advisors Ltd.'s strategy be considered aggressive or moderate?
Cresta Advisors Ltd.'s strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Cresta Advisors Ltd.'s strategy?
Cresta Advisors Ltd.'s strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
