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CIK: 0001877829
Total reported value
$254.1M
$254.1M
110 檔
26.1%
As reported in its official Q4 2024 Form 13F filing, Cherry Creek Investment Advisors, Inc.'s tracked investment portfolio stood at $254.1M with 110 total positions.
Cherry Creek Investment Advisors, Inc. executed strategic sector rebalancing during Q4 2024, establishing 8 new positions while fully exiting 6 holdings and trimming 17 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VRIG | Invesco Variable Rate Invest | ETF-Other | 7.72% | -1.21% | +11.10% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.61% | +0.22% | -2.84% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.39% | — | -3.36% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.97% | -0.86% | -2.50% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 5.92% | +0.23% | -5.40% | |
| 6 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 5.76% | +0.58% | -1.19% | |
| 7 | IBM | Intl Business Machines CORP | Stock-Tech | 4.27% | +0.25% | -1.24% | |
| 8 | FVD | First Trust Value Line Dvd | ETF-Other | 3.05% | -0.24% | -0.65% | |
| 9 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 3.01% | -0.11% | +10.32% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 3.00% | -0.65% | -2.12% | |
| 11 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.00% | -0.79% | -12.56% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.53% | -0.28% | -3.16% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 2.45% | +0.15% | +0.85% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 2.32% | +0.10% | -0.25% | |
| 15 | P | Everpure Inc-a | Stock-Tech | 2.03% | +0.31% | +0.28% | |
| 16 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.61% | -0.14% | +0.04% | |
| 17 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.61% | -0.03% | +5.84% | |
| 18 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.50% | +0.54% | -0.67% | |
| 19 | GEHC | GE Healthcare Technology | Stock-Healthcare | 1.44% | — | +0.31% | |
| 20 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.41% | -0.03% | +0.49% | |
| 21 | T | At&t Inc | Stock-Comm Services | 1.36% | -0.67% | +22.91% | |
| 22 | VDE | Vanguard Energy ETF | ETF-Other | 1.36% | -0.37% | +0.96% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.26% | -0.04% | +0.02% | |
| 24 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.06% | +0.04% | -2.13% | |
| 25 | BAR | Graniteshares Gold Trust | ETF-Commodities | 0.95% | -0.29% | -9.78% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.90% | +0.28% | +262.95% | |
| 27 | FTCS | First Trust Capital Strength | ETF-Other | 0.80% | -0.09% | +0.01% | |
| 28 | BA | Boeing Co/the | Stock-Industrials | 0.75% | — | — | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.74% | +0.07% | -5.96% | |
| 30 | EQT | Eqt CORP | Stock-Energy | 0.72% | -0.47% | +98.14% | |
| 31 | MMM | 3m Co | Stock-Industrials | 0.68% | -0.02% | +0.53% | |
| 32 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.63% | -0.11% | -4.30% | |
| 33 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.56% | -0.03% | +0.12% | |
| 34 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.54% | — | -3.33% | |
| 35 | MYFW | First Western Financial Inc | Stock-Other | 0.50% | +0.11% | — | |
| 36 | EMLP | First Trust North American E | ETF-Other | 0.49% | -0.05% | -0.36% | |
| 37 | LVHI | Franklin International Low V | ETF-Other | 0.46% | -0.07% | +2.39% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.46% | +0.02% | +12.36% | |
| 39 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.42% | -0.02% | +1.98% | |
| 40 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.41% | — | -24.53% | |
| 41 | SYY | Sysco CORP | Stock-Consumer Staples | 0.39% | +0.02% | +0.66% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | -0.29% | -3.81% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | -0.01% | +0.58% | |
| 44 | MBSF | Regan Floating Rate Mbs ETF | ETF-Other | 0.36% | — | +1.83% | |
| 45 | MPLX | Mplx LP | Stock-Energy | 0.34% | -0.04% | +2.01% | |
| 46 | BROS | Dutch Bros Inc-class A | Stock-Consumer Disc | 0.33% | +0.13% | — | |
| 47 | NTNX | Nutanix Inc - A | Stock-Tech | 0.33% | — | -0.91% | |
| 48 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.31% | +0.01% | — | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.31% | -0.12% | -2.45% | |
| 50 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.29% | +0.25% | +121.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +1.2% | -12.56% | Trim |
| 2 | BA | Boeing Co/the | +0.8% | NEW | New buy |
| 3 | GOOG | Alphabet Inc-cl C | +0.7% | +262.95% | Add |
| 4 | AMZN | Amazon.com Inc | +0.5% | -2.84% | Trim |
| 5 | VRIG | Invesco Variable Rate Invest | +0.4% | +11.10% | Add |
| 6 | EQT | Eqt CORP | +0.4% | +98.14% | Add |
| 7 | TTD | Trade Desk Inc/the -class A | +0.3% | +10.32% | Add |
| 8 | P | Everpure Inc-a | +0.3% | +0.28% | Add |
| 9 | T | At&t Inc | +0.2% | +22.91% | Add |
| 10 | QXO | Qxo Inc | +0.2% | NEW | New buy |
| 11 | COP | Conocophillips | +0.2% | NEW | New buy |
| 12 | ALAB | Astera Labs Inc | +0.2% | NEW | New buy |
| 13 | V | Visa Inc-class A Shares | +0.2% | -0.25% | Trim |
| 14 | ADUS | Addus Homecare CORP | +0.2% | NEW | New buy |
| 15 | ARM | Arm Holdings Plc-adr | +0.1% | +121.21% | Add |
| 16 | WMT | Walmart Inc | +0.1% | -2.12% | Trim |
| 17 | SHOP | Shopify Inc - Class A | +0.1% | +0.12% | Add |
| 18 | BROS | Dutch Bros Inc-class A | +0.1% | — | Unchanged |
| 19 | CART | Maplebear Inc | +0.1% | NEW | New buy |
| 20 | VRT | Vertiv Holdings Co-a | +0.1% | -0.67% | Trim |
| 21 | CSHI | Neos Enhanced Income 1-3 Mon | +0.1% | NEW | New buy |
| 22 | BAC | Bank Of America CORP | +0.1% | +12.36% | Add |
| 23 | VTRS | Viatris Inc | +0.1% | NEW | New buy |
| 24 | DLR | Digital Realty Trust Inc | +0.1% | +0.04% | Add |
| 25 | PSEC | Prospect Capital CORP | +0.1% | +199.76% | Add |
| 26 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +23.99% | Add |
| 27 | SDVY | First Trust Smid Cap Rising | 0% | +5.84% | Add |
| 28 | MGK | Vanguard Mega Cap Growth ETF | 0% | -2.13% | Trim |
| 29 | NVDA | Nvidia CORP | 0% | -5.40% | Trim |
| 30 | MRK | Merck & Co. Inc. | -0.1% | +0.46% | Add |
| 31 | ZTS | Zoetis Inc | -0.1% | -4.34% | Trim |
| 32 | MMM | 3m Co | -0.1% | +0.53% | Add |
| 33 | AAPL | Apple Inc | -0.1% | -3.36% | Trim |
| 34 | FTRI | First Trust Indxx Global Nat | -0.1% | EXIT | Sold out |
| 35 | MDIV | Ft Multi-asset Divers Inc | -0.1% | EXIT | Sold out |
| 36 | LMT | Lockheed Martin CORP | -0.1% | -20.14% | Trim |
| 37 | MELI | Mercadolibre Inc | -0.1% | EXIT | Sold out |
| 38 | AMGN | Amgen Inc | -0.1% | EXIT | Sold out |
| 39 | FCX | Freeport-mcmoran Inc | -0.1% | EXIT | Sold out |
| 40 | BAR | Graniteshares Gold Trust | -0.2% | -9.78% | Trim |
| 41 | VRTX | Vertex Pharmaceuticals Inc | -0.2% | -4.30% | Trim |
| 42 | SPHD | Invesco S&p 500 High Dividen | -0.2% | -24.53% | Trim |
| 43 | KO | Coca-cola Co/the | -0.3% | +0.49% | Add |
| 44 | IBM | Intl Business Machines CORP | -0.3% | -1.24% | Trim |
| 45 | FVD | First Trust Value Line Dvd | -0.3% | -0.65% | Trim |
| 46 | GEHC | GE Healthcare Technology | -0.4% | +0.31% | Add |
| 47 | ABBV | Abbvie Inc | -0.4% | +0.85% | Add |
| 48 | TDIV | Ft Nasdaq Tech Dvd Index Fd | -0.5% | -1.19% | Trim |
| 49 | MSFT | Microsoft CORP | -0.6% | -2.50% | Trim |
| 50 | CGCP | Cap Group Core Plus Income | -1.7% | EXIT | Sold out |
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 110 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VRIG, AMZN, AAPL) accounted for 26.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
BA
市值: $1.5M
Top Position Liquidated / Trimmed
CGCP
前期市值: $3.3M
During Q4 2024, Cherry Creek Investment Advisors, Inc.'s top holdings by market value included VRIG (7.7%)、AMZN (6.6%)、AAPL (6.4%). The largest single position, VRIG, represented 7.7% of total portfolio value.
In Q4 2024, Cherry Creek Investment Advisors, Inc. made 49 total portfolio adjustments, initiating 8 new buys, adding to 18 positions, trimming 17 holdings, and fully liquidating 6 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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