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| Cresta Advisors Ltd
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|---|---|
| CRD # | 169641 |
| SEC # | 801-79454 |
| CIK # | 0001947670 |
| AUM | $348.5 MM (2023-03-23) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 956-267-8130 |
| Address | 2019 E del Mar Blvd Laredo, TX 78041 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001947670 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 5.9 | |
| PIMCO Corporate & Income Opportunity Fund | 1,428.1 | 2.8 | |
| International Bancshares Corp | 2,589.4 | 2.2 | |
| Nuveen Amt-Free Quality Municipal Income Fund | 3,486.8 | 1.9 | |
| Amazon Com Inc | 1,092,997.8 | 1.7 | |
| Alphabet Inc | 1,475,138.5 | 1.2 | |
| PepsiCo Inc | 226,773.9 | 1.0 | |
| Enterprise Products Partners L P | 54,009.8 | 0.7 | |
| Lockheed Martin Corp | 111,953.9 | 0.6 | |
| Verizon Communications Inc | 211,914.0 | 0.5 | |
| Boeing Co | 82,059.9 | 0.4 | |
| Microsoft Corp | 1,918,222.4 | 0.4 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 122 | 33.4 |
| (b) Individuals (high net worth individuals) | 82 | 173.1 |
| (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 | 3 | 4.9 |
| (h) Charitable organizations | 8 | 10.2 |
| (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 | 41 | 90.0 |
| (n) Other | 45 | 37.0 |
| Total | 485 | 348.5 |
| By Discretionary | ||
| Discretionary | 446 | 339.7 |
| Non-Discretionary | 39 | 8.8 |
| Total | 485 | 348.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 71.4 | |
| United States Persons | 277.1 | |
| Total | 485 | 348.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001947670] |
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