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CIK: 0001877829
Total reported value
$254.1M
$254.1M
104 檔
21.9%
During the Q1 2024 filing period, Cherry Creek Investment Advisors, Inc. (CIK: 0001877829) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $254.1M across 104 reported positions.
During Q1 2024, Cherry Creek Investment Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.73% | -0.86% | -2.82% | |
| 2 | VRIG | Invesco Variable Rate Invest | ETF-Other | 6.25% | -1.21% | — | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.08% | +0.22% | +0.02% | |
| 4 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 5.97% | +0.58% | -2.73% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.15% | — | -1.71% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.75% | +0.23% | -27.30% | |
| 7 | FTSL | First Trust Senior Loan ETF | ETF-Other | 4.60% | — | +3.03% | |
| 8 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 4.40% | +0.54% | -39.11% | |
| 9 | IBM | Intl Business Machines CORP | Stock-Tech | 4.22% | +0.25% | -1.88% | |
| 10 | FVD | First Trust Value Line Dvd | ETF-Other | 3.39% | -0.24% | +6.80% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 2.71% | +0.15% | -6.05% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.33% | -0.28% | +5.05% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 2.24% | +0.10% | -0.46% | |
| 14 | NTNX | Nutanix Inc - A | Stock-Tech | 2.00% | — | -28.52% | |
| 15 | GEHC | GE Healthcare Technology | Stock-Healthcare | 1.94% | — | +1.61% | |
| 16 | VDE | Vanguard Energy ETF | ETF-Other | 1.80% | -0.37% | +1.97% | |
| 17 | P | Everpure Inc-a | Stock-Tech | 1.74% | +0.31% | +2.27% | |
| 18 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.55% | -0.03% | -0.53% | |
| 19 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.48% | -0.03% | +17.05% | |
| 20 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.42% | -0.14% | +3.13% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.28% | -0.04% | -5.35% | |
| 22 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 1.13% | — | — | |
| 23 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.12% | -0.11% | +0.65% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 1.09% | -0.65% | +219.91% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.98% | +0.07% | -8.95% | |
| 26 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.98% | +0.04% | +0.24% | |
| 27 | BAR | Graniteshares Gold Trust | ETF-Commodities | 0.91% | -0.29% | — | |
| 28 | FTCS | First Trust Capital Strength | ETF-Other | 0.88% | -0.09% | -1.42% | |
| 29 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.79% | -0.02% | -5.27% | |
| 30 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.73% | — | +12.70% | |
| 31 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.68% | -0.79% | +51.29% | |
| 32 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.64% | -0.11% | +179.27% | |
| 33 | FTGC | First Trust Global Tactical | ETF-Other | 0.63% | -0.11% | +1.56% | |
| 34 | MDB | Mongodb Inc | Stock-Tech | 0.62% | -0.55% | -0.34% | |
| 35 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.61% | — | -27.95% | |
| 36 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.53% | -0.03% | +1.26% | |
| 37 | ✓ | Stock-Other | 0.52% | — | — | ||
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.47% | -0.02% | -3.60% | |
| 39 | SYY | Sysco CORP | Stock-Consumer Staples | 0.45% | +0.02% | +0.55% | |
| 40 | EMLP | First Trust North American E | ETF-Other | 0.43% | -0.05% | +1.81% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.41% | — | -2.84% | |
| 42 | MYFW | First Western Financial Inc | Stock-Other | 0.41% | +0.11% | -10.36% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.40% | -0.12% | +0.92% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | -0.01% | +0.59% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.38% | +0.04% | +1.13% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.38% | +0.02% | -0.78% | |
| 47 | INTC | Intel CORP | Stock-Tech | 0.37% | — | -1.77% | |
| 48 | RGEN | Repligen CORP | Stock-Healthcare | 0.36% | — | -11.69% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.35% | -0.03% | +0.46% | |
| 50 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.34% | -0.02% | -90.63% |
According to official SEC Form 13F filings, Cherry Creek Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $254.1M across 104 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, VRIG, AMZN) accounted for 21.9% of total reported equity market value during Q1 2024.
During Q1 2024, Cherry Creek Investment Advisors, Inc.'s top holdings by market value included MSFT (6.7%)、VRIG (6.3%)、AMZN (6.1%). The largest single position, MSFT, represented 6.7% of total portfolio value.
In Q1 2024, Cherry Creek Investment Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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