CV Advisors
Latest statistics and disclosures from CV Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, NVDA, AAPL, AMZN, MSFT, and represent 78.38% of CV Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$26M), AAPL (+$6.6M), AMZN (+$5.6M), NVDA, NFLX, MSFT, VOO, GOOGL, MUB, META.
- Started 16 new stock positions in VUG, ALAB, VOO, CVX, QBTS, IVV, SMG, RGTI, BRK.B, EOSEW. VCSH, PANW, JXN, HYG, NDAQ, TSLA.
- Reduced shares in these 3 stocks: AMD, ALTI, RIVN.
- Sold out of its position in ALTI.
- CV Advisors was a net buyer of stock by $75M.
- CV Advisors has $288M in assets under management (AUM), dropping by 38.38%.
- Central Index Key (CIK): 0001872254
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Portfolio Holdings for CV Advisors
CV Advisors holds 34 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 55.1 | $158M | +19% | 270k | 586.08 |
|
| NVIDIA Corporation (NVDA) | 6.4 | $18M | +37% | 137k | 134.29 |
|
| Apple (AAPL) | 6.3 | $18M | +57% | 85k | 213.60 |
|
| Amazon (AMZN) | 5.8 | $17M | +50% | 82k | 202.06 |
|
| Microsoft Corporation (MSFT) | 4.8 | $14M | +39% | 33k | 418.96 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.7 | $14M | +33% | 73k | 186.70 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.7 | $14M | +8% | 27k | 510.17 |
|
| Ishares Tr National Mun Etf (MUB) | 1.7 | $4.8M | +192% | 45k | 106.55 |
|
| Netflix (NFLX) | 1.6 | $4.6M | +722% | 5.2k | 891.32 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $3.6M | NEW | 6.7k | 538.81 |
|
| Meta Platforms Cl A (META) | 1.2 | $3.5M | +195% | 8.5k | 413.91 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.1 | $3.0M | +213% | 29k | 106.84 |
|
| Wal-Mart Stores (WMT) | 0.9 | $2.6M | 29k | 90.35 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $2.2M | +79% | 11k | 190.44 |
|
| Coinbase Global Com Cl A (COIN) | 0.6 | $1.8M | +69% | 7.1k | 248.30 |
|
| Advanced Micro Devices (AMD) | 0.5 | $1.5M | -7% | 13k | 120.79 |
|
| Tesla Motors (TSLA) | 0.4 | $1.1M | NEW | 2.6k | 403.87 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.0M | NEW | 2.2k | 453.28 |
|
| Chevron Corporation (CVX) | 0.3 | $851k | NEW | 5.9k | 144.84 |
|
| Jackson Financial Com Cl A (JXN) | 0.2 | $679k | NEW | 7.8k | 87.08 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $615k | NEW | 7.8k | 78.65 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $559k | NEW | 7.2k | 78.01 |
|
| Scotts Miracle-gro Cl A (SMG) | 0.1 | $385k | NEW | 5.8k | 66.34 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.1 | $359k | -12% | 27k | 13.30 |
|
| Intuit (INTU) | 0.1 | $276k | 439.00 | 628.50 |
|
|
| Astera Labs (ALAB) | 0.1 | $265k | NEW | 2.0k | 132.45 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $253k | NEW | 501.00 | 505.65 |
|
| Palo Alto Networks (PANW) | 0.1 | $246k | NEW | 3.6k | 69.17 |
|
| Rigetti Computing Common Stock (RGTI) | 0.1 | $214k | NEW | 14k | 15.26 |
|
| Adapthealth Corp Common Stock (AHCO) | 0.1 | $208k | 22k | 9.52 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $203k | NEW | 494.00 | 410.44 |
|
| D-wave Quantum (QBTS) | 0.0 | $118k | NEW | 14k | 8.40 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $38k | NEW | 10k | 3.79 |
|
| Eos Energy Enterprises *w Exp 11/17/202 (EOSEW) | 0.0 | $1.8k | NEW | 10k | 0.18 |
|
Past Filings by CV Advisors
SEC 13F filings are viewable for CV Advisors going back to 2021
- CV Advisors 2024 Q4 filed Feb. 10, 2025
- CV Advisors 2024 Q3 filed Oct. 30, 2024
- CV Advisors 2024 Q2 filed July 24, 2024
- CV Advisors 2024 Q1 filed May 3, 2024
- CV Advisors 2023 Q4 filed Feb. 1, 2024
- CV Advisors 2023 Q3 filed Nov. 3, 2023
- CV Advisors 2023 Q2 filed Aug. 10, 2023
- CV Advisors 2023 Q1 filed May 11, 2023
- CV Advisors 2022 Q4 filed Feb. 15, 2023
- CV Advisors 2022 Q3 filed Nov. 7, 2022
- CV Advisors 2022 Q2 filed Aug. 10, 2022
- CV Advisors 2022 Q1 filed May 12, 2022
- CV Advisors 2021 Q4 filed Feb. 14, 2022