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:
89.84%
Gain -0.46%
Monthly
1.76%
Yearly
23.27%
Drawdown
22.83%
$271.72M
Equity
Holdings
$271.72M
Investment
$186.07M
$101.68M
Profit -$725,442.91
Realized
$16.03M
Unrealized
$85.65M
Dividends
$11.37M
Goals
Avg. 58% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.46%
Profit
-$725,442.91
Win %
80%
This Week
Compared To Last Week
Gain
-0.27%
Profit
-$725,442.91
Win %
80%
This Month
Compared to last month
Gain
-0.71%
Profit
-$1.94M
Win %
80%
This Year
Compared to last year
Gain
0.78%
Profit
$2.11M
Win %
69%
SKYY First Trust Cloud Computing ETF
+2.9%
+$30,148.4 
GOOGL Alphabet Inc
+2.9%
+$102,740.13 
META Meta Platforms Inc Class A
+2.81%
+$86,484.68 
MSFT Microsoft Corp.
+2.27%
+$45,847.96 
LLY Eli Lilly and Company
+2.09%
+$12,263.32 
STZ Constellation Brands, Inc.
+1.82%
+$7,231.25 
XLV Health Care Select Sector SPDR Fund
+1.45%
+$52,629.6 
VZ Verizon Communications Inc.
+1.44%
+$8,769.49 
LMT Lockheed Martin Corporation
+1.18%
+$7,632.29 
IBOC International Bancshares Corporation
+1.04%
+$41,811.21 
BRK-A Berkshire Hathaway Inc.
+0.86%
+$6,605.94 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$32,704.9 
AAPL Apple Inc.
+0.47%
+$52,581.7 
HDV iShares Core High Dividend ETF
+0.45%
+$5,076.89 
PEY Invesco High Yield Equity Dividend Achievers ETF
+0.35%
+$10,219.81 
TLT iShares 20+ Year Treasury Bond ETF
+0.2%
+$1,822.37 
TLH iShares 10-20 Year Treasury Bond ETF
+0.11%
+$5,786.34 
RSP Invesco S&P 500 Equal Weight ETF
+0.1%
+$362.46 
ILTB iShares Core 10+ Year USD Bond ETF
+0.09%
+$902.8 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.05%
+$5,391.15 
MEAR iShares Short Maturity Bond ETF
+0.02%
+$787.67 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 PMBS
PMBS
0%
$0 
SOXX iShares Semiconductor ETF
-5.37%
-$20,560.33 
NVDA NVIDIA Corporation
-2.85%
-$188,966.77 
BIBL Inspire 100 ETF
-1.96%
-$5,374.5 
GE General Electric Company
-1.94%
-$12,580 
MLM Martin Marietta Materials, Inc.
-1.78%
-$4,813.9 
XLK State Street Technology Select Sector SPDR ETF
-1.51%
-$102,967.04 
XLI Industrial Select Sector SPDR Fund
-1.43%
-$24,039.12 
GLD SPDR Gold Shares
-1.3%
-$13,863.17 
VGT Vanguard Information Technology ETF
-1.24%
-$4,254.64 
AMZN Amazon.com Inc
-1.21%
-$45,641.96 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
-1.09%
-$4,483.5 
NUV Nuveen Municipal Value Fund, Inc.
-1.03%
-$16,275.6 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.97%
-$47,842.93 
SPHQ Invesco S&P 500 Quality ETF
-0.83%
-$170,571.93 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.68%
-$1,890 
IWF iShares Russell 1000 Growth ETF
-0.68%
-$70,604.32 
QQQ Invesco QQQ Trust, Series 1
-0.57%
-$78,894 
RDVY First Trust Rising Dividend Achievers ETF
-0.54%
-$1,609.5 
XLG Invesco S&P 500 Top 50 ETF
-0.53%
-$17,502.74 
NBB Nuveen Taxable Municipal Income Fund
-0.46%
-$1,992.41 
VTV Vanguard Value ETF
-0.44%
-$104,318.28 
MGV Vanguard Mega Cap Value ETF
-0.42%
-$15,706.6 
EPD Enterprise Products Partners L.P.
-0.39%
-$7,277.1 
VOO Vanguard S&P 500 ETF
-0.35%
-$5,562.44 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$148,622.12 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.33%
-$91,973.25 
EIM Eaton Vance Municipal Bond Fund
-0.32%
-$10,062.45 
VUG Vanguard Growth ETF
-0.19%
-$873.18 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.12%
-$28,803.59 
IEF iShares 7-10 Year Treasury Bond ETF
-0.02%
-$77.1 
PEP PepsiCo, Inc.
-0.01%
-$78.7 Events
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Dividends
Dividend Analysis
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| Trades 631 | Longs Won 463/631 73% | Profit Factor 33.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $624,744.53 |
| Average Win $226,373.23 | Best Trade (Aug 14) $8.43M | Sharpe Ratio -9.49 |
| Average Loss -$18,661.38 | Worst Trade (Sep 14) -$438,199.02 | Z-Score 6.63 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 2d | Expectancy $161,134.22 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,493 | 13,043 | 11,594 | 10,145 | 8,696 | 7,246 | 5,797 | 4,348 | 2,899 | 1,449 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 33,706 | $4.93M | $11.25M | - | $6.32M | 128.03% | +0.47% |
| AMZN Amazon.com Inc | 14,747 | $2.17M | $3.74M | - | $1.57M | 72.23% | -1.205% |
| BIBL Inspire 100 ETF | 5,000 | $206,650 | $269,325 | - | $62,675 | 30.33% | -1.957% |
| BRK-A Berkshire Hathaway Inc. | 1 | $748,850 | $772,605.94 | - | $23,755.94 | 3.17% | +0.862% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 250,466 | $18.2M | $24.68M | - | $6.48M | 35.59% | -0.117% |
| EIM Eaton Vance Municipal Bond Fund | 335,415 | $3.29M | $3.12M | - | -$170,844.45 | -5.19% | -0.322% |
| ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual | 12,920 | $200,260 | $200,260 | - | - | - | 0.0 |
| EPD Enterprise Products Partners L.P. | 48,514 | $1.36M | $1.88M | - | $518,031.95 | 38.04% | -0.386% |
| GE General Electric Company | 2,000 | $567,540 | $634,740 | - | $67,200 | 11.84% | -1.943% |
| GLD SPDR Gold Shares | 2,666 | $947,683.02 | $1.05M | - | $101,574.6 | 10.72% | -1.304% |
| GOOGL Alphabet Inc | 10,473 | $1.59M | $3.65M | - | $2.06M | 129.89% | +2.898% |
| HDV iShares Core High Dividend ETF | 39,053 | $861,682.03 | $1.14M | - | $280,618.22 | 32.57% | +0.446% |
| IBOC International Bancshares Corporation | 56,886 | $2.65M | $4.08M | - | $1.42M | 53.69% | +1.036% |
| IEF iShares 7-10 Year Treasury Bond ETF | 5,140 | $494,262.4 | $467,714.3 | - | -$26,548.1 | -5.37% | -0.016% |
| ILTB iShares Core 10+ Year USD Bond ETF | 22,570 | $1.19M | $1.05M | - | -$142,381 | -11.96% | +0.086% |
| IWF iShares Russell 1000 Growth ETF | 85,581 | $4.52M | $10.39M | - | $5.87M | 129.7% | -0.675% |
| LLY Eli Lilly and Company | 527 | $315,913.08 | $600,237.19 | - | $284,324.11 | 90% | +2.086% |
| LMT Lockheed Martin Corporation | 1,237 | $477,909.31 | $656,055.32 | - | $178,146.01 | 37.28% | +1.177% |
| LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | 98,021 | $10.46M | $10.23M | - | -$226,043.7 | -2.16% | +0.053% |
| MEAR iShares Short Maturity Bond ETF | 78,767 | $3.96M | $3.93M | - | -$30,524.8 | -0.77% | +0.02% |
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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 - $3.08M, Vanguard Value ETF - $2.84M, iShares Semiconductor ETF - $2.45M, VANGUARD TOTAL STOCK MKT ETF - $1.74M, 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: Salesforce Inc - $167,903.04, Energy Select Sector SPDR Fund - $32,522.43, Tesla, Inc - $32,277.61, Halliburton Company - $29,677.78, and BlackRock MuniYield Quality Fund III, Inc - $15,914.5. 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 $11.37M earned over time. The largest contributors to dividend income include iShares iBoxx $ Investment Grade Corporate Bond ETF - $2.45M, Vanguard Value ETF - $1.51M, SPDR S&P 500 ETF Trust - $918,937.84, WisdomTree U.S. Quality Dividend Growth Fund - $712,831, and VANGUARD TOTAL STOCK MKT ETF - $696,254.36. 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.
