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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Cresta Advisors Ltd
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|---|---|
| CRD # | 169641 |
| SEC # | 801-79454 |
| CIK # | 0001947670 |
| AUM | $533.1 M (2025-03-10) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 956-267-8130 |
| Address | 2019 E del Mar Blvd Laredo, TX 78041 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.6 | ||
| International Bancshares Corp | 4.1 | ||
| Facebook Inc | 3.7 | ||
| Nvidia Corp | 3.5 | ||
| Amazon Com Inc | 3.0 | ||
| Nuveen Amt-Free Quality Municipal Income Fund | 2.8 | ||
| Alphabet Inc | 2.1 | ||
| Enterprise Products Partners L P | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 30.8 |
| (b) Individuals (high net worth individuals) | 99 | 248.1 |
| (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 | 16 | 16.6 |
| (h) Charitable organizations | 11 | 12.7 |
| (i) State or municipal government entities | 3 | 19.0 |
| (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 | 51 | 148.0 |
| (n) Other | 40 | 57.9 |
| Total | 581 | 533.1 |
| By Discretionary | ||
| Discretionary | 557 | 527.3 |
| Non-Discretionary | 24 | 5.8 |
| Total | 581 | 533.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 85.8 | |
| United States Persons | 447.3 | |
| Total | 581 | 533.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001947670] |
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