HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MICROSOFT CORP |
30,390 | -272 | $11,428 |
| MSFT | 30,390 | -272 | $11,428 |
| APPLE INC |
56,409 | +119 | $10,860 |
| AAPL | 56,409 | +119 | $10,860 |
| FIRST TR EXCHANGE TRADED FD (TDIV) |
162,641 | +883 | $10,424 |
| TDIV | 162,641 | +883 | $10,424 |
| AMAZON COM INC |
62,278 | +616 | $9,463 |
| AMZN | 62,278 | +616 | $9,463 |
| FIRST TR EXCHANGE TRADED FD (FTSL) |
178,448 | +11,496 | $8,221 |
| FTSL | 178,448 | +11,496 | $8,221 |
| VERTIV HOLDINGS CO |
163,510 | -24,034 | $7,853 |
| VRT | 163,510 | -24,034 | $7,853 |
| INTERNATIONAL BUSINESS MACHS |
41,602 | +412 | $6,804 |
| IBM | 41,602 | +412 | $6,804 |
| FIRST TR EXCHANGE TRADED FD (FTSM) |
111,527 | -5,559 | $6,654 |
| FTSM | 111,527 | -5,559 | $6,654 |
| NVIDIA CORPORATION |
13,365 | +758 | $6,618 |
| NVDA | 13,365 | +758 | $6,618 |
| FIRST TR EXCH TRADED FD III (FPEI) |
345,586 | UNCH | $5,833 |
| FPEI | 345,586 | UNCH | $5,833 |
| FIRST TR VALUE LINE DIVID IN (FVD) |
138,614 | +415 | $5,622 |
| FVD | 138,614 | +415 | $5,622 |
| ABBVIE INC |
29,257 | +329 | $4,534 |
| ABBV | 29,257 | +329 | $4,534 |
| NUTANIX INC |
83,694 | -2,476 | $3,991 |
| NTNX | 83,694 | -2,476 | $3,991 |
| VISA INC |
14,914 | -37 | $3,883 |
| V | 14,914 | -37 | $3,883 |
| COSTCO WHSL CORP NEW |
5,580 | +13 | $3,683 |
| COST | 5,580 | +13 | $3,683 |
| GE HEALTHCARE TECHNOLOGIES I |
38,851 | +8,978 | $3,004 |
| GEHC | 38,851 | +8,978 | $3,004 |
| VANGUARD WORLD FDS (VDE) |
24,733 | +1,738 | $2,901 |
| VDE | 24,733 | +1,738 | $2,901 |
| COCA COLA CO |
47,167 | +714 | $2,780 |
| KO | 47,167 | +714 | $2,780 |
| DIGITAL RLTY TR INC |
17,657 | +283 | $2,376 |
| DLR | 17,657 | +283 | $2,376 |
| VANGUARD INDEX FDS (VOO) |
5,179 | +1,280 | $2,262 |
| VOO | 5,179 | +1,280 | $2,262 |
| FIRST TR EXCHANGE TRADED FD (SDVY) |
67,263 | +18,218 | $2,204 |
| SDVY | 67,263 | +18,218 | $2,204 |
| PURE STORAGE INC |
60,530 | +39,810 | $2,158 |
| PSTG | 60,530 | +39,810 | $2,158 |
| INVESCO QQQ TR |
4,470 | -17 | $1,830 |
| QQQ | 4,470 | -17 | $1,830 |
| THE TRADE DESK INC |
23,424 | +180 | $1,686 |
| TTD | 23,424 | +180 | $1,686 |
| WALMART INC |
10,465 | +6 | $1,650 |
| WMT | 10,465 | +6 | $1,650 |
| VANGUARD WORLD FD (MGK) |
6,286 | +219 | $1,631 |
| MGK | 6,286 | +219 | $1,631 |
| FIRST TR EXCHANGE TRADED FD (FTCS) |
19,256 | -700 | $1,541 |
| FTCS | 19,256 | -700 | $1,541 |
| FIRST TR EXCHANGE TRADED FD (RDVI) |
64,183 | -5,161 | $1,481 |
| RDVI | 64,183 | -5,161 | $1,481 |
| 3M CO |
13,292 | -2,351 | $1,453 |
| MMM | 13,292 | -2,351 | $1,453 |
| MONGODB INC |
3,189 | +1 | $1,304 |
| MDB | 3,189 | +1 | $1,304 |
| BRISTOL MYERS SQUIBB CO |
25,201 | -1,890 | $1,293 |
| BMY | 25,201 | -1,890 | $1,293 |
| VEEVA SYS INC |
6,636 | +120 | $1,278 |
| VEEV | 6,636 | +120 | $1,278 |
| CAPITAL GRP FIXED INCM ETF T (CGCP) |
52,992 | +52,992 | $1,203 |
| CGCP | 52,992 | +52,992 | $1,203 |
| FIRST WESTN FINL INC |
57,939 | -1,501 | $1,149 |
| MYFW | 57,939 | -1,501 | $1,149 |
| FIRST TR EXCHANGE TRAD FD VI (FTGC) |
47,922 | -3,748 | $1,075 |
| FTGC | 47,922 | -3,748 | $1,075 |
| GLADSTONE LD CORP |
68,007 | +3,075 | $983 |
| LAND | 68,007 | +3,075 | $983 |
| SHOPIFY INC |
12,560 | UNCH | $978 |
| SHOP | 12,560 | UNCH | $978 |
| PFIZER INC |
30,920 | UNCH | $890 |
| PFE | 30,920 | UNCH | $890 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
15,520 | -613 | $853 |
| JEPI | 15,520 | -613 | $853 |
| INTEL CORP |
15,619 | +180 | $785 |
| INTC | 15,619 | +180 | $785 |
| REPLIGEN CORP |
4,130 | -261 | $743 |
| RGEN | 4,130 | -261 | $743 |
| SYSCO CORP |
10,154 | +64 | $743 |
| SYY | 10,154 | +64 | $743 |
| PROSHARES TR (NOBL) |
7,643 | -92 | $728 |
| NOBL | 7,643 | -92 | $728 |
| FIRST TR EXCHANGE TRADED FD (EMLP) |
26,226 | +331 | $726 |
| EMLP | 26,226 | +331 | $726 |
| CISCO SYS INC |
13,937 | -1,008 | $704 |
| CSCO | 13,937 | -1,008 | $704 |
| CHEVRON CORP NEW |
4,663 | +151 | $696 |
| CVX | 4,663 | +151 | $696 |
| MERCK & CO INC |
5,942 | +27 | $648 |
| MRK | 5,942 | +27 | $648 |
| ZOETIS INC |
3,269 | +4 | $645 |
| ZTS | 3,269 | +4 | $645 |
| PROCTER AND GAMBLE CO |
4,370 | +9 | $640 |
| PG | 4,370 | +9 | $640 |
| BANK AMERICA CORP |
18,593 | +200 | $626 |
| BAC | 18,593 | +200 | $626 |
See Full List: All Stocks Held By Cherry Creek Investment Advisors Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Cherry Creek Investment Advisors Inc.
|
Size ($ in 1000's)
At 12/31/2023: $170,902 At 09/30/2023: $147,314 Cherry Creek Investment Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cherry Creek Investment Advisors Inc. 13F filings. Link to 13F filings: SEC filings |
