CV Advisors

Latest statistics and disclosures from CV Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SPY, WMT, AAPL, MSFT, AMZN, and represent 84.85% of CV Advisors's stock portfolio.
  • Added to shares of these 5 stocks: AAPL, SPY, AMD, ADBE, MUB.
  • Started 1 new stock position in AMD.
  • Reduced shares in these 7 stocks: DIS, NVDA, LI, LQD, AMZN, GOOGL, MSFT.
  • Sold out of its position in LI.
  • CV Advisors was a net seller of stock by $-178k.
  • CV Advisors has $149M in assets under management (AUM), dropping by 10.44%.
  • Central Index Key (CIK): 0001872254

Tip: Access up to 7 years of quarterly data

Positions held by CV Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for CV Advisors

CV Advisors holds 21 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) 59.5 $88M 186k 475.31
 View chart
Wal-Mart Stores (WMT) 10.3 $15M 97k 157.65
 View chart
Apple (AAPL) 6.2 $9.2M +7% 48k 192.53
 View chart
Microsoft Corporation (MSFT) 4.5 $6.7M 18k 376.04
 View chart
Amazon (AMZN) 4.4 $6.5M -2% 43k 151.94
 View chart
NVIDIA Corporation (NVDA) 4.2 $6.3M -6% 13k 495.22
 View chart
Alphabet Cap Stk Cl A (GOOGL) 3.5 $5.2M 37k 139.69
 View chart
Adobe Systems Incorporated (ADBE) 1.4 $2.0M +12% 3.4k 596.60
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $1.8M 4.3k 409.50
 View chart
Ishares Tr National Mun Etf (MUB) 1.0 $1.6M +14% 14k 108.41
 View chart
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.0 $1.4M -9% 13k 110.66
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.6 $947k 6.7k 140.93
 View chart
Coinbase Global Com Cl A (COIN) 0.5 $748k 4.3k 173.92
 View chart
Rivian Automotive Com Cl A (RIVN) 0.4 $661k 28k 23.46
 View chart
Walt Disney Company (DIS) 0.4 $634k -55% 7.0k 90.29
 View chart
Moderna (MRNA) 0.2 $298k 3.0k 99.45
 View chart
Intuit (INTU) 0.2 $274k 439.00 625.03
 View chart
salesforce (CRM) 0.2 $263k 1.0k 263.14
 View chart
Advanced Micro Devices (AMD) 0.2 $245k NEW 1.7k 147.41
 View chart
Adapthealth Corp Common Stock (AHCO) 0.1 $159k 22k 7.29
 View chart
Stitch Fix Com Cl A (SFIX) 0.0 $70k 20k 3.57
 View chart

Past Filings by CV Advisors

SEC 13F filings are viewable for CV Advisors going back to 2021