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CIK: 0001877829
Total reported value
$254.1M
$254.1M
111 檔
24.1%
According to the latest 13F quarterly dataset, Cherry Creek Investment Advisors, Inc. managed an equity portfolio of $254.1M at the end of Q1 2025, spanning 111 distinct U.S. exchange-listed positions.
In Q1 2025, Cherry Creek Investment Advisors, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VRIG | Invesco Variable Rate Invest | ETF-Other | 9.26% | -1.21% | +13.58% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.79% | +0.22% | -4.51% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.65% | — | -5.84% | |
| 4 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 5.58% | +0.58% | -2.47% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 5.56% | -0.86% | -1.21% | |
| 6 | IBM | Intl Business Machines CORP | Stock-Tech | 4.79% | +0.25% | -6.38% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 4.62% | +0.23% | -8.69% | |
| 8 | FVD | First Trust Value Line Dvd | ETF-Other | 3.65% | -0.24% | +10.77% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 3.07% | +0.15% | +0.31% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 3.06% | -0.65% | -0.84% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.79% | +0.10% | +2.22% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.60% | -0.28% | -6.00% | |
| 13 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.06% | -0.79% | -41.74% | |
| 14 | T | At&t Inc | Stock-Comm Services | 1.91% | -0.67% | +6.99% | |
| 15 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.72% | -0.03% | -0.15% | |
| 16 | VDE | Vanguard Energy ETF | ETF-Other | 1.55% | -0.37% | +0.80% | |
| 17 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.48% | -0.11% | -0.21% | |
| 18 | P | Everpure Inc-a | Stock-Tech | 1.47% | +0.31% | -5.26% | |
| 19 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.39% | -0.14% | +1.11% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | -0.04% | +1.63% | |
| 21 | EQT | Eqt CORP | Stock-Energy | 1.28% | -0.47% | +45.04% | |
| 22 | BAR | Graniteshares Gold Trust | ETF-Commodities | 1.22% | -0.29% | +2.23% | |
| 23 | GEHC | GE Healthcare Technology | Stock-Healthcare | 1.11% | — | -28.96% | |
| 24 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.08% | -0.03% | -31.91% | |
| 25 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.01% | +0.04% | -0.54% | |
| 26 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.99% | +0.54% | -2.06% | |
| 27 | LVHI | Franklin International Low V | ETF-Other | 0.86% | -0.07% | +66.40% | |
| 28 | FTCS | First Trust Capital Strength | ETF-Other | 0.84% | -0.09% | -3.16% | |
| 29 | MMM | 3m Co | Stock-Industrials | 0.82% | -0.02% | +0.78% | |
| 30 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.80% | -0.11% | — | |
| 31 | MDB | Mongodb Inc | Stock-Tech | 0.74% | -0.55% | +529.04% | |
| 32 | BROS | Dutch Bros Inc-class A | Stock-Consumer Disc | 0.68% | +0.13% | +63.85% | |
| 33 | DOCN | Digitalocean Holdings Inc | Stock-Tech | 0.67% | — | +202.89% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.66% | +0.07% | -7.74% | |
| 35 | MYFW | First Western Financial Inc | Stock-Other | 0.53% | +0.11% | — | |
| 36 | EMLP | First Trust North American E | ETF-Other | 0.53% | -0.05% | -2.86% | |
| 37 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.52% | -0.03% | -2.60% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.28% | -34.07% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.46% | +0.02% | +0.58% | |
| 40 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.44% | -0.02% | +0.08% | |
| 41 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.42% | -0.08% | +36.79% | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.42% | -0.02% | — | |
| 43 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.41% | — | -0.46% | |
| 44 | MPLX | Mplx LP | Stock-Energy | 0.41% | -0.04% | +1.75% | |
| 45 | SYY | Sysco CORP | Stock-Consumer Staples | 0.41% | +0.02% | +0.12% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.40% | -0.01% | +0.60% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | -0.29% | +1.24% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.39% | -0.12% | +2.19% | |
| 49 | NTNX | Nutanix Inc - A | Stock-Tech | 0.38% | — | -3.16% | |
| 50 | UMH | Umh Properties Inc | Stock-Other | 0.35% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VRIG | Invesco Variable Rate Invest | — | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | TDIV | Ft Nasdaq Tech Dvd Index Fd | — | NEW | New buy |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 7 | NVDA | Nvidia CORP | — | NEW | New buy |
| 8 | FVD | First Trust Value Line Dvd | — | NEW | New buy |
| 9 | ABBV | Abbvie Inc | — | NEW | New buy |
| 10 | WMT | Walmart Inc | — | NEW | New buy |
| 11 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 12 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 13 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 14 | T | At&t Inc | — | NEW | New buy |
| 15 | KO | Coca-cola Co/the | — | NEW | New buy |
| 16 | VDE | Vanguard Energy ETF | — | NEW | New buy |
| 17 | TTD | Trade Desk Inc/the -class A | — | NEW | New buy |
| 18 | P | Everpure Inc-a | — | NEW | New buy |
| 19 | DLR | Digital Realty Trust Inc | — | NEW | New buy |
| 20 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 21 | EQT | Eqt CORP | — | NEW | New buy |
| 22 | BAR | Graniteshares Gold Trust | — | NEW | New buy |
| 23 | GEHC | GE Healthcare Technology | — | NEW | New buy |
| 24 | SDVY | First Trust Smid Cap Rising | — | NEW | New buy |
| 25 | MGK | Vanguard Mega Cap Growth ETF | — | NEW | New buy |
| 26 | VRT | Vertiv Holdings Co-a | — | NEW | New buy |
| 27 | LVHI | Franklin International Low V | — | NEW | New buy |
| 28 | FTCS | First Trust Capital Strength | — | NEW | New buy |
| 29 | MMM | 3m Co | — | NEW | New buy |
| 30 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 31 | MDB | Mongodb Inc | — | NEW | New buy |
| 32 | BROS | Dutch Bros Inc-class A | — | NEW | New buy |
| 33 | DOCN | Digitalocean Holdings Inc | — | NEW | New buy |
| 34 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 35 | MYFW | First Western Financial Inc | — | NEW | New buy |
| 36 | EMLP | First Trust North American E | — | NEW | New buy |
| 37 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 38 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 39 | BAC | Bank Of America CORP | — | NEW | New buy |
| 40 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | New buy |
| 41 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 43 | HPE | Hewlett Packard Enterprise | — | NEW | New buy |
| 44 | MPLX | Mplx LP | — | NEW | New buy |
| 45 | SYY | Sysco CORP | — | NEW | New buy |
| 46 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 47 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 48 | CVX | Chevron CORP | — | NEW | New buy |
| 49 | NTNX | Nutanix Inc - A | — | NEW | New buy |
| 50 | UMH | Umh Properties Inc | — | NEW | New buy |
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 111 disclosed positions in Q1 2025.
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 24.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
VRIG
市值: $17.8M
During Q1 2025, Cherry Creek Investment Advisors, Inc.'s top holdings by market value included VRIG (9.3%)、AMZN (5.8%)、AAPL (5.7%). The largest single position, VRIG, represented 9.3% of total portfolio value.
In Q1 2025, Cherry Creek Investment Advisors, Inc. made 50 total portfolio adjustments, initiating 50 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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