Cherry Creek Investment Advisors, Inc. Top Holdings and 13F Report (2025) About Cherry Creek Investment Advisors, Inc.Investment ActivityCherry Creek Investment Advisors, Inc. has $192.20 million in total holdings as of March 31, 2025.Cherry Creek Investment Advisors, Inc. owns shares of 111 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 5.89% of the portfolio was purchased this quarter.About 6.88% of the portfolio was sold this quarter.This quarter, Cherry Creek Investment Advisors, Inc. has purchased 110 new stocks and bought additional shares in 50 stocks.Cherry Creek Investment Advisors, Inc. sold shares of 38 stocks and completely divested from 7 stocks this quarter.Largest Holdings Invesco Variable Rate Investment Grade ETF $17,805,549Amazon.com $11,137,160Apple $10,856,937First Trust NASDAQ Technology Dividend Index Fund $10,731,657Microsoft $10,686,917 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $798,442 Holding903002103 - UMH Properties $674,752 Holding33738R100 - First Trust Multi-Asset Diversified Income Index Fund $453,192 Holding354613101 - Franklin Resources $348,980 Holding46435G425 - iShares ESG Aware MSCI USA ETF $297,217 Holding Largest Purchases this Quarter Invesco Variable Rate Investment Grade ETF 84,908 shares (about $2.13M)MongoDB 6,777 shares (about $1.19M)DIGITALOCEAN HLDGS INC 25,858 shares (about $863.40K)Berkshire Hathaway 1 shares (about $798.44K)EQT 14,328 shares (about $765.55K) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 33,680 shares (about $2.84M)Boeing 5,811 shares (about $991.21K)First Trust SMID Cap Rising Dividend Achievers ETF 29,151 shares (about $976.56K)GE HealthCare Technologies 10,818 shares (about $873.12K)NVIDIA 7,796 shares (about $844.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCherry Creek Investment Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVRIGInvesco Variable Rate Investment Grade ETF$17,805,549$2,129,493 ▲13.6%709,9509.3%ETFAMZNAmazon.com$11,137,160$526,065 ▼-4.5%58,5375.8%Retail/WholesaleAAPLApple$10,856,937$673,283 ▼-5.8%48,8765.6%Computer and TechnologyTDIVFirst Trust NASDAQ Technology Dividend Index Fund$10,731,657$271,252 ▼-2.5%145,7915.6%ManufacturingMSFTMicrosoft$10,686,917$130,635 ▼-1.2%28,4695.6%Computer and TechnologyIBMInternational Business Machines$9,199,605$627,364 ▼-6.4%36,9974.8%Computer and TechnologyNVDANVIDIA$8,881,721$844,929 ▼-8.7%81,9504.6%Computer and TechnologyFVDFirst Trust Value Line Dividend Index Fund$7,016,123$682,363 ▲10.8%157,3473.7%ETFABBVAbbVie$5,891,937$18,228 ▲0.3%28,1213.1%MedicalWMTWalmart$5,883,920$49,952 ▼-0.8%67,0233.1%Retail/WholesaleVVisa$5,354,930$116,351 ▲2.2%15,2802.8%Business ServicesCOSTCostco Wholesale$4,990,837$318,725 ▼-6.0%5,2772.6%Retail/WholesalePALANTIR TECHNOLOGIES INC$3,967,897$2,842,592 ▼-41.7%47,0132.1%CL ATAT&T$3,677,412$240,295 ▲7.0%130,0361.9%Computer and TechnologyKOCoca-Cola$3,300,642$4,942 ▼-0.1%46,0851.7%Consumer StaplesVDEVanguard Energy ETF$2,972,736$23,737 ▲0.8%22,9181.5%ETFTTDTrade Desk$2,847,355$5,964 ▼-0.2%52,0351.5%Computer and TechnologyPSTGPure Storage$2,819,866$156,494 ▼-5.3%63,6971.5%Computer and TechnologyDLRDigital Realty Trust$2,676,789$29,518 ▲1.1%18,6811.4%FinanceVOOVanguard S&P 500 ETF$2,493,799$40,082 ▲1.6%4,8531.3%ETFEQTEQT$2,465,319$765,547 ▲45.0%46,1411.3%EnergyBARGraniteShares Gold Trust$2,346,739$51,194 ▲2.2%76,0941.2%FinanceGEHCGE HealthCare Technologies$2,141,475$873,119 ▼-29.0%26,5331.1%MedicalSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$2,083,845$976,564 ▼-31.9%62,2041.1%ETFMGKVanguard Mega Cap Growth ETF$1,937,482$10,501 ▼-0.5%6,2731.0%ETFVRTVertiv$1,895,522$39,854 ▼-2.1%26,2541.0%Computer and TechnologyLVHIFranklin International Low Volatility High Dividend Index ETF$1,653,929$659,953 ▲66.4%51,0950.9%ETFFTCSFirst Trust Capital Strength ETF$1,618,563$52,888 ▼-3.2%18,0560.8%ETFMMM3M$1,582,394$12,189 ▲0.8%10,7750.8%Multi-Sector ConglomeratesVRTXVertex Pharmaceuticals$1,541,2430.0%3,1790.8%MedicalMDBMongoDB$1,413,306$1,188,629 ▲529.0%8,0580.7%Computer and TechnologyBROSDutch Bros$1,312,160$511,331 ▲63.9%21,2530.7%Retail/WholesaleDIGITALOCEAN HLDGS INC$1,288,954$863,399 ▲202.9%38,6030.7%COMQQQInvesco QQQ$1,268,715$106,430 ▼-7.7%2,7060.7%FinanceMYFWFirst Western Financial$1,020,6010.0%51,9390.5%FinanceEMLPFirst Trust North American Energy Infrastructure Fund$1,012,588$29,804 ▼-2.9%27,0100.5%ETFSHOPShopify$997,957$26,639 ▼-2.6%10,4520.5%Computer and TechnologyGOOGAlphabet$985,837$509,479 ▼-34.1%6,3100.5%Computer and TechnologyBACBank of America$884,727$5,091 ▲0.6%21,2010.5%FinanceJEPIJPMorgan Equity Premium Income ETF$845,443$686 ▲0.1%14,7960.4%ETFGILDGilead Sciences$812,362$218,497 ▲36.8%7,2500.4%MedicalBRK.ABerkshire Hathaway$798,442$798,442 ▲New Holding10.4%FinanceHPEHewlett Packard Enterprise$791,946$3,672 ▼-0.5%51,3250.4%Computer and TechnologyMPLXMplx$789,058$13,594 ▲1.8%14,7430.4%EnergySYYSysco$782,055$976 ▲0.1%10,4220.4%Consumer StaplesPGProcter & Gamble$767,313$4,602 ▲0.6%4,5020.4%Consumer StaplesMETAMeta Platforms$751,251$9,225 ▲1.2%1,3030.4%Computer and TechnologyCVXChevron$741,048$15,892 ▲2.2%4,4300.4%EnergyNTNXNutanix$732,237$23,875 ▼-3.2%10,4890.4%Computer and TechnologyUMHUMH Properties$674,752$674,752 ▲New Holding36,0830.4%FinanceQXO INC$636,109$232,333 ▲57.5%46,9800.3%COM NEWBMYBristol-Myers Squibb$632,048$5,916 ▲0.9%10,3630.3%MedicalBRK.BBerkshire Hathaway$618,3250.0%1,1610.3%FinanceDFACDimensional U.S. Core Equity 2 ETF$598,9990.0%18,1570.3%ETFORLYO'Reilly Automotive$570,167$17,191 ▲3.1%3980.3%Retail/WholesaleIWBiShares Russell 1000 ETF$563,304$920 ▲0.2%1,8360.3%ETFIGLDFT Vest Gold Strategy Target Income ETF$554,072$9,898 ▲1.8%26,4220.3%ETFARM HOLDINGS PLC$538,542$21,678 ▲4.2%5,0430.3%SPONSORED ADSVEAVanguard FTSE Developed Markets ETF$528,857$11,539 ▲2.2%10,4040.3%ETFBABoeing$488,525$991,208 ▼-67.0%2,8640.3%AerospaceJPMJPMorgan Chase & Co.$487,542$2,452 ▲0.5%1,9880.3%FinanceNOBLProShares S&P 500 Aristocrats ETF$479,418$12,874 ▲2.8%4,6920.2%ETFZTSZoetis$477,141$1,317 ▲0.3%2,8980.2%MedicalPEPPepsiCo$470,460$37,631 ▼-7.4%3,1380.2%Consumer StaplesVALUED ADVISERS TR$468,317$264,057 ▼-36.1%18,3970.2%REGAN FLTG RATEVEEVVeeva Systems$454,6900.0%1,9630.2%MedicalMDIVFirst Trust Multi-Asset Diversified Income Index Fund$453,192$453,192 ▲New Holding27,7140.2%ManufacturingCOPConocoPhillips$440,3490.0%4,1930.2%EnergyCVCOCavco Industries$420,9000.0%8100.2%ConstructionYUMYum! Brands$411,746$944 ▲0.2%2,6170.2%Retail/WholesaleMRKMerck & Co., Inc.$404,305$102,513 ▼-20.2%4,5040.2%MedicalFTSMFirst Trust Enhanced Short Maturity ETF$383,537$164,510 ▼-30.0%6,4090.2%ManufacturingPAYXPaychex$381,376$1,697 ▼-0.4%2,4720.2%Business ServicesCRWDCrowdStrike$379,0240.0%1,0750.2%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$370,544$27,392 ▼-6.9%4,6940.2%ETFAJGArthur J. Gallagher & Co.$362,4180.0%1,0500.2%FinanceMPCMarathon Petroleum$360,703$2,331 ▲0.7%2,4760.2%EnergyHONHoneywell International$359,216$1,906 ▲0.5%1,6960.2%Multi-Sector ConglomeratesRGENRepligen$350,1640.0%2,7520.2%MedicalBENFranklin Resources$348,980$348,980 ▲New Holding18,1290.2%FinanceGOOGLAlphabet$348,8930.0%2,2560.2%Computer and TechnologyRXRXRecursion Pharmaceuticals$336,428$7,776 ▲2.4%63,5970.2%MedicalCMGChipotle Mexican Grill$322,599$13,055 ▲4.2%6,4250.2%Retail/WholesaleSBRASabra Health Care REIT$319,211$54,139 ▲20.4%18,2720.2%FinanceLMTLockheed Martin$310,451$2,233 ▲0.7%6950.2%AerospaceWFCWells Fargo & Company$306,888$861 ▲0.3%4,2750.2%FinanceORealty Income$303,048$78,663 ▲35.1%5,2240.2%FinanceESGUiShares ESG Aware MSCI USA ETF$297,217$297,217 ▲New Holding2,4380.2%ManufacturingEFXEquifax$283,927$487 ▲0.2%1,1660.1%Business ServicesPKGPackaging Co. of America$276,615$33,463 ▼-10.8%1,3970.1%IndustrialsJPSTJPMorgan Ultra-Short Income ETF$268,626$10,328 ▼-3.7%5,3060.1%ETFPANWPalo Alto Networks$254,595$13,651 ▲5.7%1,4920.1%Computer and TechnologyVBRVanguard Small-Cap Value ETF$246,131$1,677 ▲0.7%1,3210.1%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$233,435$20,027 ▼-7.9%5,4900.1%ETFLINDE PLC$230,6950.0%4950.1%SHSRDVIFT Vest Rising Dividend Achievers Target Income ETF$230,148$90,655 ▼-28.3%9,7030.1%ETFMCDMcDonald's$221,379$1,249 ▲0.6%7090.1%Retail/WholesaleIVOOVanguard S&P Mid-Cap 400 ETF$213,580$7,501 ▼-3.4%2,1640.1%ETFASTERA LABS INC$211,649$31,864 ▲17.7%3,5470.1%COMKRANESHARES TRUST$207,608$207,608 ▲New Holding6,3180.1%KWEB COVERD CALLShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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