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| Happy Holidays!! thanks for using AUM13F!! |
| Cherry Creek Investment Advisors Inc
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| CRD # | 107426 |
| SEC # | 801-47547 |
| CIK # | 0001877829 |
| AUM | $308.9 M (2025-03-03) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 303-320-5774 |
| Address | 68 Inverness Lane East 206 Englewood, CO 80112 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001877829 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 14.0 | ||
| Amazon Com Inc | 12.9 | ||
| Nvidia Corp | 12.8 | ||
| International Business Machines Corp | 10.6 | ||
| Apple Inc | 9.7 | ||
| Wal Mart Stores Inc | 6.9 | ||
| Palantir Technologies Inc | 6.4 | ||
| VISA Inc | 5.7 | ||
| AbbVie Inc | 5.2 | ||
| Costco Wholesale Corp /NEW | 5.1 | ||
| AT&T Inc | 4.0 | ||
| Trade Desk Inc | 3.8 | ||
| Pure Storage Inc | 3.4 | ||
| GS Acquisition Holdings Corp | 3.4 | ||
| Digital Realty Trust Inc | 3.2 | ||
| Coca Cola Co | 3.2 | ||
| EQT Corp | 2.6 | ||
| Graniteshares Gold Trust | 2.5 | ||
| GE Healthcare Technologies Inc | 2.0 | ||
| MongoDB Inc | 1.7 | ||
| 3M Co | 1.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 274 | 60.1 |
| (b) Individuals (high net worth individuals) | 77 | 248.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 747 | 308.9 |
| By Discretionary | ||
| Discretionary | 747 | 308.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 747 | 308.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 308.4 | |
| Total | 747 | 308.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001877829] |
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