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:
32.7%
Gain +1.25%
Monthly
0.9%
Yearly
11.33%
Drawdown
14.68%
$249.47M
Equity
Holdings
$249.47M
Investment
$168.53M
$95.43M
Profit +$3.85M
Realized
$14.49M
Unrealized
$80.94M
Dividends
$10.35M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.25%
Profit
$3.85M
Win %
74%
This Week
Compared To Last Week
Gain
-0.73%
Profit
-$1.84M
Win %
74%
This Month
Compared to last month
Gain
-1.56%
Profit
-$3.95M
Win %
74%
This Year
Compared to last year
Gain
8.17%
Profit
$18.85M
Win %
74%
TQQQ ProShares UltraPro QQQ
+9.87%
+$7,373.52 
INTC Intel Corporation
+9.28%
+$1,787.4 
SOXX iShares Semiconductor ETF
+8.29%
+$32,575.61 
MPWR Monolithic Power Systems, Inc.
+7.94%
+$2,339.2 
BROS Dutch Bros Inc.
+7.91%
+$9.54 
HON Honeywell International Inc.
+6.45%
+$1,459.7 
BMNR Bitmine Immersion Technologies, Inc.
+5.63%
+$22 
RBC RBC Bearings Incorporated
+5.47%
+$1,261.2 
TXN Texas Instruments Inc
+5.35%
+$4,391.19 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+5.11%
+$6,599.25 
BWA BorgWarner Inc.
+5.06%
+$227.43 
ITA iShares U.S. Aerospace & Defense ETF
+4.92%
+$464.52 
NLR VanEck Uranium and Nuclear ETF
+4.79%
+$442.4 
TSLA Tesla, Inc.
+4.63%
+$5,919.45 
SOLS Sollensys Corp.
+4.61%
+$96.66 
LMT Lockheed Martin Corporation
+4.57%
+$29,687.98 
NKE Nike, Inc. - Class B
+4.54%
+$57.85 
ICLN iShares Global Clean Energy ETF
+4.43%
+$116.16 
GPC Genuine Parts Company
+3.94%
+$721.68 
RTX RTX Corporation
+3.83%
+$3,685.6 
XLK State Street Technology Select Sector SPDR ETF
+3.75%
+$235,418.04 
SBUX Starbucks Corporation
+3.53%
+$125.64 
ARES Ares Management Corporation
+3.52%
+$230.01 
AVGO Broadcom Inc.
+3.47%
+$2,451 
GS The Goldman Sachs Group, Inc.
+3.43%
+$1,715 
VGT Vanguard Information Technology ETF
+3.33%
+$12,493.32 
QQQ Invesco QQQ Trust, Series 1
+3.31%
+$427,062.24 
FPX First Trust US Equity Opportunities ETF
+3.24%
+$315.88 
XLI Industrial Select Sector SPDR Fund
+3.24%
+$53,324.37 
QQQM Invesco NASDAQ 100 ETF
+3.2%
+$338.36 
ARKK ARK Innovation ETF Fund
+3.14%
+$39.02 
GLD SPDR Gold Shares
+3.12%
+$32,073.28 
EFA iShares MSCI EAFE ETF
+3.06%
+$5,215.47 
IAU iShares Gold Trust
+3.05%
+$1,319.76 
IWM iShares Russell 2000 ETF
+2.97%
+$2,899.48 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+2.9%
+$95.55 
HPE Hewlett Packard Enterprise Company
+2.86%
+$657.8 
BIBL Inspire 100 ETF
+2.79%
+$7,500 
SPHQ Invesco S&P 500 Quality ETF
+2.7%
+$478,071.08 
RDVY First Trust Rising Dividend Achievers ETF
+2.68%
+$8,028.65 
IBIT iShares Bitcoin Trust
+2.62%
+$938.4 
XLY Consumer Discretionary Select Sector SPDR Fund
+2.48%
+$417.36 
MLM Martin Marietta Materials, Inc.
+2.32%
+$6,787.07 
WBD Warner Bros. Discovery, Inc.
+2.31%
+$149.44 
VOOG Vanguard S&P 500 Growth ETF
+2.28%
+$129.6 
IWR iShares Russell Mid-Cap ETF
+2.26%
+$3,291.3 
HD The Home Depot, Inc.
+2.26%
+$504.7 
NVDA NVIDIA Corporation
+2.17%
+$127,242.24 
LLY Eli Lilly and Company
+2.13%
+$12,758.67 
CIA Citizens, Inc.
+2.04%
+$7.81 
BLES Inspire Global Hope ETF
+1.87%
+$3,069.15 
MGV Vanguard Mega Cap Value ETF
+1.84%
+$64,217.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.81%
+$434,350.51 
ITW Illinois Tool Works Inc.
+1.78%
+$446.5 
VUG Vanguard Growth ETF
+1.78%
+$7,894.02 
DIS The Walt Disney Company
+1.77%
+$210 
IWB iShares Russell 1000 ETF
+1.72%
+$1,135.44 
VOO Vanguard S&P 500 ETF
+1.72%
+$33,246.53 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$613,453.76 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.7%
+$8.7 
IVV iShares Core S&P 500 ETF
+1.69%
+$12.31 
VTV Vanguard Value ETF
+1.68%
+$348,724.34 
BFAM Bright Horizons Family Solutions Inc.
+1.59%
+$91.8 
IWF iShares Russell 1000 Growth ETF
+1.57%
+$163,391.8 
RSP Invesco S&P 500 Equal Weight ETF
+1.57%
+$6,249.96 
YUM Yum! Brands, Inc.
+1.49%
+$1,287.6 
USB U.S. Bancorp
+1.43%
+$32.4 
JPM JPMorgan Chase & Co.
+1.42%
+$660 
ASGI abrdn Global Infrastructure Fund
+1.4%
+$270.94 
AMZN Amazon.com Inc
+1.4%
+$60,443.62 
AAPL Apple Inc.
+1.39%
+$139,352.4 
MRK Merck & Co., Inc.
+1.39%
+$51.15 
PYPL PayPal Holdings Inc
+1.35%
+$192.5 
TLT iShares 20+ Year Treasury Bond ETF
+1.28%
+$12,082.65 
PRU Prudential Financial, Inc.
+1.27%
+$895.12 
VIG Vanguard Dividend Appreciation ETF
+1.19%
+$2,587.74 
ILTB iShares Core 10+ Year USD Bond ETF
+1.16%
+$12,752.05 
TLH iShares 10-20 Year Treasury Bond ETF
+1.13%
+$56,604.8 
BAC Bank of America Corporation
+1.09%
+$1,574.96 
IYF iShares U.S. Financials ETF
+1.02%
+$1,483.36 
XLG Invesco S&P 500 Top 50 ETF
+0.96%
+$28,829.48 
VHT Vanguard Health Care ETF
+0.94%
+$75.04 
F-PD Ford Motor Company 6.500% Notes
+0.91%
+$15.4 
GOOG Alphabet Inc
+0.91%
+$1,292 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.9%
+$191,472.7 
FDN First Trust Dow Jones Internet Index Fund
+0.86%
+$65.69 
SDY SPDR S&P Dividend ETF
+0.85%
+$147.32 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.84%
+$109,859.76 
MCD McDonald's Corporation
+0.83%
+$39.95 
SCHD Schwab U.S. Dividend Equity ETF
+0.82%
+$41,946.85 
XLV Health Care Select Sector SPDR Fund
+0.79%
+$23,586.53 
PLTR Palantir Technologies Inc.
+0.69%
+$367.43 
IEF iShares 7-10 Year Treasury Bond ETF
+0.68%
+$3,289.6 
NIM Nuveen Select Maturities Municipal Fund
+0.65%
+$91.32 
STZ Constellation Brands, Inc.
+0.58%
+$1,237.5 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$142.8 
BLK BlackRock, Inc.
+0.57%
+$11.46 
ABT Abbott Laboratories
+0.56%
+$6.43 
WFC Wells Fargo & Company
+0.54%
+$59.4 
BIT BlackRock Multi-Sector Income Trust
+0.52%
+$455 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.51%
+$58.8 
NBB Nuveen Taxable Municipal Income Fund
+0.51%
+$2,277.04 
UNP Union Pacific Corporation
+0.49%
+$328.68 
PEY Invesco High Yield Equity Dividend Achievers ETF
+0.47%
+$12,741.08 
IBOC International Bancshares Corporation
+0.44%
+$19,325.79 
GOOGL Alphabet Inc
+0.39%
+$12,486.37 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.39%
+$12,134.11 
MYI BlackRock MuniYield Quality Fund III, Inc.
+0.36%
+$1,055.7 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$139.16 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.29%
+$33.15 
EIM Eaton Vance Municipal Bond Fund
+0.2%
+$1,000.3 
SKYY First Trust Cloud Computing ETF
+0.16%
+$1,443.96 
VGSH Vanguard Short-Term Treasury Fund
+0.15%
+$42.16 
XLU Utilities Select Sector SPDR Fund
+0.08%
+$52.71 
FLTR VanEck IG Floating Rate ETF
+0.08%
+$19.2 
MEAR iShares Short Maturity Bond ETF
+0.06%
+$1,473 
NUV Nuveen Municipal Value Fund, Inc.
+0.06%
+$904.2 
ENB Enbridge Inc.
+0.04%
+$68.7 
VRIG Invesco Variable Rate Investment Grade ETF
+0.02%
+$4.87 
PMBS
0%
$0 
SNOW
0%
$0 
SSB
0%
$0 
ORCL Oracle Corporation
-8.58%
-$3,367.65 
ACB Aurora Cannabis Inc.
-6.38%
-$0.21 
ADBE Adobe Inc.
-6.25%
-$21,870 
COP ConocoPhillips
-3.8%
-$638.4 
SPGI S&P Global Inc.
-3%
-$409.28 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
-2.75%
-$9,702.02 
EOG EOG Resources, Inc.
-2.71%
-$380 
XOM Exxon Mobil Corporation
-2.68%
-$177.32 
CRM Salesforce Inc
-2.6%
-$9,517.51 
WM Waste Management, Inc.
-2.48%
-$1,111 
BSX Boston Scientific Corporation
-2.4%
-$397.88 
ADP Automatic Data Processing Inc.
-2.29%
-$26.45 
SUN Sunoco L.P.
-2.19%
-$1,759.68 
CVX Chevron Corporation
-2.11%
-$64 
PSX Phillips 66
-1.99%
-$253.4 
MCO Moody's Corporation
-1.95%
-$272.49 
MSFT Microsoft Corp.
-1.79%
-$15,098.1 
ACN Accenture plc Class A
-1.74%
-$50.32 
EPD Enterprise Products Partners L.P.
-1.54%
-$23,879.12 
OKE ONEOK, Inc.
-1.51%
-$1,335.75 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$38.1 
V Visa Inc. Class A
-1.19%
-$287.44 
ICE Intercontinental Exchange, Inc.
-0.97%
-$140.08 
PTY PIMCO Corporate & Income Opportunity Fund
-0.94%
-$445.6 
PHDG Invesco S&P 500 Downside Hedged ETF
-0.89%
-$254.63 
T AT&T Inc.
-0.86%
-$205.4 
COST Costco Wholesale Corporation
-0.82%
-$96.66 
TOV JLens 500 Jewish Advocacy U.S. ETF
-0.77%
-$106.2 
MA Mastercard Incorporated
-0.54%
-$205.92 
YUMC Yum China Holdings Inc.
-0.51%
-$134.1 
PG Procter & Gamble Co
-0.45%
-$327.63 
META Meta Platforms Inc Class A
-0.45%
-$12,591.9 
PEP PepsiCo, Inc.
-0.44%
-$2,477.83 
CDNS Cadence Design Systems, Inc.
-0.35%
-$69.11 
HLI Houlihan Lokey Inc.
-0.22%
-$24.9 
HDV iShares Core High Dividend ETF
-0.2%
-$2,121.35 
CPLS AB Core Plus Bond ETF
-0.16%
-$245.84 
AEP American Electric Power Company, Inc.
-0.1%
-$8.58 
WMT Walmart Inc.
-0.09%
-$1.32 
ABBV AbbVie Inc.
-0.08%
-$2.66 
CMCSA Comcast Corp
-0.08%
-$1.92 
VNQ Vanguard Real Estate ETF
-0.08%
-$0.96 
JNJ Johnson & Johnson
-0.05%
-$14.26 
VZ Verizon Communications Inc.
-0.04%
-$240.26 
HPQ HP Inc.
-0.04%
-$5.06 Events
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Dividends
Dividend Analysis
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| Trades 559 | Longs Won 424/559 75% | Profit Factor 49.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $629,523.14 |
| Average Win $229,729.83 | Best Trade (Jun 11) $7.7M | Sharpe Ratio -11.48 |
| Average Loss -$14,627.95 | Worst Trade (Jun 11) -$322,724.88 | Z-Score 10.03 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2d | Expectancy $170,716.77 |
| 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 | 16,949 | 15,254 | 13,559 | 11,864 | 10,169 | 8,475 | 6,780 | 5,085 | 3,390 | 1,695 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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