0001725547-24-000507.txt : 20240209
0001725547-24-000507.hdr.sgml : 20240209
20240209114556
ACCESSION NUMBER: 0001725547-24-000507
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240209
DATE AS OF CHANGE: 20240209
EFFECTIVENESS DATE: 20240209
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: COTTONWOOD CAPITAL ADVISORS, LLC
CENTRAL INDEX KEY: 0001903321
ORGANIZATION NAME:
IRS NUMBER: 853255866
STATE OF INCORPORATION: UT
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21525
FILM NUMBER: 24613231
BUSINESS ADDRESS:
STREET 1: 650 SOUTH 500 WEST
STREET 2: SUITE #176
CITY: SALT LAKE CITY
STATE: UT
ZIP: 84101
BUSINESS PHONE: 385-853-5000
MAIL ADDRESS:
STREET 1: 650 SOUTH 500 WEST
STREET 2: SUITE #176
CITY: SALT LAKE CITY
STATE: UT
ZIP: 84101
13F-HR
1
primary_doc.xml
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0001903321
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12-31-2023
12-31-2023
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COTTONWOOD CAPITAL ADVISORS, LLC
650 SOUTH 500 WEST
SUITE #176
SALT LAKE CITY
UT
84101
13F HOLDINGS REPORT
028-21525
000311272
801-119782
N
Thomas Pappas
President
385-853-5003
Thomas Pappas
Salt Lake City
UT
02-09-2024
0
119
121434751
false
INFORMATION TABLE
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Form13fInfoTable.xml
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COM
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ALPHABET INC
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SOLE
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AMAZON COM INC
COM
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SOLE
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AMERICAN EXPRESS CO
COM
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SOLE
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AMERICAN TOWER CORP NEW
COM
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CENCORA INC
COM
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APPLE INC
COM
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ARISTA NETWORKS INC
COM
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BANK AMERICA CORP
COM
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BENTLEY SYS INC
COM CL B
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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BROADCOM INC
COM
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THE CIGNA GROUP
COM
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COM
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EXXON MOBIL CORP
COM
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META PLATFORMS INC
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COM
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LATIN AMER ALP
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UNIT KING ALPH
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FIRST TR EXCH TRD ALPHDX FD
SWITZLND ALPHA
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INDIA NFTY50 EQW
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NO AMER ENERGY
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RISNG DIVD ACHIV
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TCW OPPORTUNIS
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SMID RISNG ETF
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CL A
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GRAINGER W W INC
COM
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HONEYWELL INTL INC
COM
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ILLINOIS TOOL WKS INC
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INTERNATIONAL BUSINESS MACHS
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INTUIT
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VAR RATE PFD
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TIPS BD ETF
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S&P 500 VAL ETF
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US AER DEF ETF
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U.S. INSRNCE ETF
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US BR DEL SE ETF
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US OIL GS EX ETF
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BROAD USD HIGH
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JPMORGAN CHASE & CO
COM
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KRANESHARES TR
BOSERA MSCI CHIN
500767405
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ELI LILLY & CO
COM
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LOWES COS INC
COM
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MARSH & MCLENNAN COS INC
COM
571748102
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MASTERCARD INCORPORATED
CL A
57636Q104
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0
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MCDONALDS CORP
COM
580135101
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SH
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MERCADOLIBRE INC
COM
58733R102
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SH
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MERCK & CO INC
COM
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SH
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MICROSOFT CORP
COM
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MITSUBISHI UFJ FINL GROUP IN
SPONSORED ADS
606822104
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MONDELEZ INTL INC
CL A
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352589
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MOTOROLA SOLUTIONS INC
COM NEW
620076307
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1088
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NEXTERA ENERGY INC
COM
65339F101
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SH
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NVIDIA CORPORATION
COM
67066G104
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PEPSICO INC
COM
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SH
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0
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PHILIP MORRIS INTL INC
COM
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313569
3333
SH
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POOL CORP
COM
73278L105
202943
509
SH
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0
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509
PROCTER AND GAMBLE CO
COM
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785454
5360
SH
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PROGRESSIVE CORP
COM
743315103
237327
1490
SH
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1490
PROLOGIS INC.
COM
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288728
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2166
S&P GLOBAL INC
COM
78409V104
214974
488
SH
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SPDR SER TR
BBG CONV SEC ETF
78464A359
1107865
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SCHWAB CHARLES CORP
COM
808513105
225870
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SH
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TJX COS INC NEW
COM
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TEXAS INSTRS INC
COM
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UNION PAC CORP
COM
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UNITEDHEALTH GROUP INC
COM
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WALMART INC
COM
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WATSCO INC
COM
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WILLIAMS COS INC
COM
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ZEBRA TECHNOLOGIES CORPORATI
CL A
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ZIONS BANCORPORATION N A
COM
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ZOETIS INC
CL A
98978V103
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ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
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EATON CORP PLC
SHS
G29183103
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LINDE PLC
SHS
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TRANE TECHNOLOGIES PLC
SHS
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