CVA Family Office
Latest statistics and disclosures from CVA Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHD, FNDF, VOO, VGT, DFAC, and represent 25.98% of CVA Family Office's stock portfolio.
- Added to shares of these 10 stocks: VYM, VIG, DFAU, AVUS, SCHG, DUHP, JMUB, VTV, AGG, SCHZ.
- Started 820 new stock positions in FMAT, DKNG, BKR, PGR, AMCR, BLDR, HEI.A, PAYC, CM, ADP.
- Reduced shares in these 10 stocks: SCHD, HITI, QQQ, IJR, VBR, VEA, FNDB, IEMG, DFAX, BAC.
- Sold out of its position in HITI.
- CVA Family Office was a net buyer of stock by $35M.
- CVA Family Office has $513M in assets under management (AUM), dropping by 17.00%.
- Central Index Key (CIK): 0001802084
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Portfolio Holdings for CVA Family Office
CVA Family Office holds 1044 positions in its portfolio as reported in the December 2023 quarterly 13F filing
CVA Family Office has 1044 total positions. Only the first 250 positions are shown.
- Sign up to view all of the CVA Family Office Dec. 31, 2023 positions
- Download the CVA Family Office December 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 10.8 | $56M | -5% | 730k | 76.13 |
|
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 5.1 | $26M | 777k | 33.73 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.7 | $19M | 43k | 436.80 |
|
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| Vanguard World Fds Inf Tech Etf (VGT) | 3.4 | $17M | 36k | 484.00 |
|
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 3.0 | $15M | 522k | 29.23 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.9 | $15M | +2% | 31k | 477.63 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.5 | $13M | -3% | 268k | 47.90 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 2.3 | $12M | +12% | 143k | 81.55 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.9 | $9.9M | 179k | 54.98 |
|
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 1.9 | $9.7M | +15% | 290k | 33.25 |
|
| Apple (AAPL) | 1.8 | $9.3M | 48k | 192.53 |
|
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.8 | $9.1M | 151k | 60.43 |
|
|
| Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 1.7 | $8.5M | 315k | 27.14 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $8.4M | -9% | 78k | 108.25 |
|
| Microsoft Corporation (MSFT) | 1.6 | $8.3M | 22k | 376.05 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.5 | $7.6M | +5% | 135k | 56.40 |
|
| Vanguard World Fds Health Car Etf (VHT) | 1.4 | $7.3M | 29k | 250.70 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.4 | $7.2M | +31% | 42k | 170.40 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.3 | $6.7M | 235k | 28.64 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $6.5M | 28k | 237.22 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.1 | $5.8M | -4% | 104k | 55.67 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.1 | $5.6M | -7% | 31k | 179.97 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 1.0 | $5.3M | 56k | 93.81 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $4.9M | 18k | 277.15 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.9 | $4.8M | +4% | 54k | 89.80 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $4.3M | -6% | 12k | 356.66 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $4.2M | +95% | 38k | 111.63 |
|
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.8 | $4.1M | 67k | 61.94 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.7 | $3.8M | 53k | 70.35 |
|
|
| Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) | 0.7 | $3.8M | -9% | 62k | 61.10 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.7 | $3.6M | 33k | 109.37 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $3.6M | 26k | 139.69 |
|
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.7 | $3.5M | +32% | 69k | 50.96 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.7 | $3.5M | -5% | 94k | 36.96 |
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.6 | $3.3M | -3% | 81k | 40.95 |
|
| Flexshares Tr Qualt Divd Idx (QDF) | 0.6 | $3.2M | +14% | 52k | 61.53 |
|
| Ishares Tr Agency Bond Etf (AGZ) | 0.6 | $3.2M | 29k | 108.43 |
|
|
| Amazon (AMZN) | 0.6 | $3.1M | 20k | 151.94 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.6 | $3.1M | -5% | 127k | 24.11 |
|
| Broadcom (AVGO) | 0.5 | $2.7M | 2.4k | 1116.14 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.5 | $2.4M | -4% | 16k | 156.89 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $2.4M | 4.8k | 495.22 |
|
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.5 | $2.4M | 45k | 51.83 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.4 | $2.1M | -4% | 62k | 34.36 |
|
| Coca-Cola Company (KO) | 0.4 | $2.1M | -2% | 36k | 58.93 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $2.1M | 27k | 77.37 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.9M | -36% | 4.7k | 409.52 |
|
| Kinder Morgan (KMI) | 0.4 | $1.9M | +2% | 107k | 17.64 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.8M | 11k | 170.10 |
|
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.3 | $1.7M | -16% | 71k | 24.42 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.3 | $1.7M | -4% | 25k | 69.34 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $1.7M | +78% | 17k | 99.25 |
|
| Meta Platforms Cl A (META) | 0.3 | $1.5M | 4.3k | 353.96 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.5M | 3.6k | 426.53 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.5M | 2.5k | 582.92 |
|
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| Wal-Mart Stores (WMT) | 0.3 | $1.4M | 9.1k | 157.66 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $1.4M | +339% | 17k | 82.96 |
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.3 | $1.4M | 19k | 72.15 |
|
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.3 | $1.4M | 40k | 34.46 |
|
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.3 | $1.4M | +10% | 26k | 52.27 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $1.4M | 14k | 99.98 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $1.4M | +113% | 29k | 46.62 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $1.3M | +2% | 17k | 81.28 |
|
| Procter & Gamble Company (PG) | 0.3 | $1.3M | -7% | 9.1k | 146.54 |
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| UnitedHealth (UNH) | 0.3 | $1.3M | 2.5k | 526.47 |
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| Chevron Corporation (CVX) | 0.3 | $1.3M | 8.8k | 149.16 |
|
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| Costco Wholesale Corporation (COST) | 0.2 | $1.3M | 1.9k | 660.25 |
|
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $1.3M | -13% | 51k | 24.79 |
|
| Johnson & Johnson (JNJ) | 0.2 | $1.3M | -5% | 8.0k | 156.73 |
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.2 | $1.3M | 41k | 30.59 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $1.2M | 4.4k | 273.74 |
|
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| Merck & Co (MRK) | 0.2 | $1.2M | 11k | 109.02 |
|
|
| Visa Com Cl A (V) | 0.2 | $1.2M | -3% | 4.5k | 260.35 |
|
| Tesla Motors (TSLA) | 0.2 | $1.2M | -7% | 4.7k | 248.48 |
|
| Cisco Systems (CSCO) | 0.2 | $1.2M | -4% | 23k | 50.52 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.2 | $1.2M | 19k | 62.49 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $1.1M | -23% | 23k | 50.58 |
|
| Vanguard World Fds Consum Stp Etf (VDC) | 0.2 | $1.1M | 5.9k | 190.96 |
|
|
| Zions Bancorporation (ZION) | 0.2 | $1.1M | 25k | 43.87 |
|
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.1M | 6.5k | 165.25 |
|
|
| Home Depot (HD) | 0.2 | $1.1M | -6% | 3.1k | 346.55 |
|
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.2 | $1.0M | 20k | 52.52 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $1.0M | -2% | 24k | 43.85 |
|
| Vanguard World Fds Comm Srvc Etf (VOX) | 0.2 | $1.0M | -8% | 8.5k | 117.72 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $980k | +192% | 3.2k | 310.93 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.2 | $971k | 28k | 34.89 |
|
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.2 | $963k | NEW | 34k | 28.61 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $925k | 12k | 75.10 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $911k | +4% | 19k | 47.24 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $864k | 1.4k | 596.60 |
|
|
| Caterpillar (CAT) | 0.2 | $852k | -4% | 2.9k | 295.66 |
|
| Amgen (AMGN) | 0.2 | $842k | +10% | 2.9k | 287.99 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $820k | 7.0k | 117.23 |
|
|
| Solid Power Class A Com (SLDP) | 0.2 | $816k | 562k | 1.45 |
|
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| Oracle Corporation (ORCL) | 0.2 | $807k | -3% | 7.7k | 105.43 |
|
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.2 | $790k | -11% | 14k | 55.35 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $789k | NEW | 5.3k | 149.50 |
|
| Danaher Corporation (DHR) | 0.2 | $772k | 3.3k | 231.34 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $760k | -4% | 11k | 66.49 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $748k | -4% | 1.4k | 530.83 |
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| Philip Morris International (PM) | 0.1 | $748k | 7.9k | 94.09 |
|
|
| Medtronic SHS (MDT) | 0.1 | $743k | -7% | 9.0k | 82.38 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $741k | +6% | 2.1k | 350.99 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $741k | 11k | 70.28 |
|
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| Union Pacific Corporation (UNP) | 0.1 | $738k | 3.0k | 245.62 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $730k | 1.5k | 475.35 |
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| ConocoPhillips (COP) | 0.1 | $718k | 6.2k | 116.07 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $690k | -12% | 7.8k | 88.36 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $689k | +5% | 1.5k | 453.21 |
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| Abbott Laboratories (ABT) | 0.1 | $673k | -11% | 6.1k | 110.07 |
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| At&t (T) | 0.1 | $663k | +2% | 40k | 16.78 |
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| Pepsi (PEP) | 0.1 | $663k | -11% | 3.9k | 169.83 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $658k | 13k | 52.33 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $642k | 4.3k | 148.36 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $631k | 3.6k | 173.89 |
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| General Mills (GIS) | 0.1 | $599k | +20% | 9.2k | 65.14 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $595k | 5.9k | 100.97 |
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| Nextera Energy (NEE) | 0.1 | $590k | -7% | 9.7k | 60.74 |
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| Vanguard World Fds Utilities Etf (VPU) | 0.1 | $588k | 4.3k | 137.07 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $577k | +4% | 8.0k | 72.43 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $554k | -2% | 4.8k | 115.03 |
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| Wisdomtree Tr Us Midcap Fund (EZM) | 0.1 | $547k | 9.5k | 57.39 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $543k | +53% | 7.2k | 75.32 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $539k | -27% | 5.3k | 101.99 |
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| Schwab Strategic Tr Internl Divid (SCHY) | 0.1 | $530k | -15% | 22k | 24.59 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $529k | NEW | 9.8k | 53.82 |
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| Abbvie (ABBV) | 0.1 | $522k | 3.4k | 154.98 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $519k | -32% | 11k | 49.44 |
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| F.N.B. Corporation (FNB) | 0.1 | $515k | 37k | 13.77 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $511k | +12% | 5.3k | 97.04 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $510k | +16% | 6.1k | 84.14 |
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| General Dynamics Corporation (GD) | 0.1 | $509k | +5% | 2.0k | 259.67 |
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| Kla Corp Com New (KLAC) | 0.1 | $495k | +9% | 851.00 | 581.30 |
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| Fathom Digital Mfg Corp Cl A (FATH) | 0.1 | $492k | -3% | 110k | 4.46 |
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| D.R. Horton (DHI) | 0.1 | $482k | +2% | 3.2k | 151.98 |
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.1 | $476k | 7.4k | 64.12 |
|
|
| United Rentals (URI) | 0.1 | $475k | -3% | 828.00 | 573.42 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $471k | -11% | 4.3k | 110.66 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $451k | 596.00 | 756.92 |
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| Proshares Tr Pshs Short Dow30 (DOG) | 0.1 | $447k | 15k | 29.70 |
|
|
| CVS Caremark Corporation (CVS) | 0.1 | $446k | +8% | 5.7k | 78.96 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $445k | -25% | 2.1k | 213.29 |
|
| McDonald's Corporation (MCD) | 0.1 | $444k | 1.5k | 296.51 |
|
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| Lam Research Corporation (LRCX) | 0.1 | $442k | 564.00 | 783.26 |
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| Stryker Corporation (SYK) | 0.1 | $437k | 1.5k | 299.46 |
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| 3M Company (MMM) | 0.1 | $417k | 3.8k | 109.31 |
|
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $415k | 11k | 37.22 |
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| Netflix (NFLX) | 0.1 | $413k | +3% | 848.00 | 486.88 |
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| CRH Ord (CRH) | 0.1 | $412k | 6.0k | 69.16 |
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| Starbucks Corporation (SBUX) | 0.1 | $411k | +5% | 4.3k | 96.01 |
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| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.1 | $410k | 9.3k | 44.02 |
|
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| Advanced Micro Devices (AMD) | 0.1 | $409k | +7% | 2.8k | 147.41 |
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| Proshares Tr Short S&p 500 Ne (SH) | 0.1 | $408k | 31k | 12.99 |
|
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $396k | 3.2k | 122.75 |
|
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| Qualcomm (QCOM) | 0.1 | $395k | +8% | 2.7k | 144.64 |
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| Cigna Corp (CI) | 0.1 | $395k | 1.3k | 299.45 |
|
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| Verizon Communications (VZ) | 0.1 | $389k | NEW | 10k | 37.70 |
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| Applied Materials (AMAT) | 0.1 | $386k | +3% | 2.4k | 162.10 |
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| Perficient (PRFT) | 0.1 | $378k | -25% | 5.7k | 65.82 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $378k | 2.7k | 140.93 |
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| Target Corporation (TGT) | 0.1 | $378k | -11% | 2.7k | 142.42 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $376k | 2.8k | 136.38 |
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| Citigroup Com New (C) | 0.1 | $374k | +33% | 7.3k | 51.44 |
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| salesforce (CRM) | 0.1 | $373k | 1.4k | 263.14 |
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| United Parcel Service CL B (UPS) | 0.1 | $373k | +16% | 2.4k | 157.23 |
|
| Eaton Corp SHS (ETN) | 0.1 | $372k | +7% | 1.5k | 240.82 |
|
| Linde SHS (LIN) | 0.1 | $370k | -6% | 901.00 | 410.71 |
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| Servicenow (NOW) | 0.1 | $367k | +5% | 519.00 | 706.49 |
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| Lowe's Companies (LOW) | 0.1 | $366k | -7% | 1.6k | 222.55 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $360k | +3% | 3.5k | 104.01 |
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| Waste Management (WM) | 0.1 | $346k | 1.9k | 179.10 |
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| Stmicroelectronics N V Ny Registry (STM) | 0.1 | $338k | 6.7k | 50.13 |
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| Fiserv (FI) | 0.1 | $337k | 2.5k | 132.84 |
|
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| Intel Corporation (INTC) | 0.1 | $336k | 6.7k | 50.25 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $336k | -44% | 6.8k | 49.37 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $336k | 6.9k | 48.45 |
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| Autoliv (ALV) | 0.1 | $331k | 3.0k | 110.19 |
|
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $329k | NEW | 1.3k | 259.44 |
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| Flexshares Tr Hig Yld Vl Etf (HYGV) | 0.1 | $326k | -10% | 8.0k | 40.87 |
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| Walt Disney Company (DIS) | 0.1 | $326k | NEW | 3.6k | 90.29 |
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| Altria (MO) | 0.1 | $325k | +6% | 8.0k | 40.34 |
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| Intuit (INTU) | 0.1 | $316k | +2% | 505.00 | 625.03 |
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| Pfizer (PFE) | 0.1 | $312k | -25% | 11k | 28.79 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $309k | 4.1k | 74.46 |
|
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| S&p Global (SPGI) | 0.1 | $306k | +9% | 695.00 | 440.52 |
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| Ishares Msci Pac Jp Etf (EPP) | 0.1 | $304k | 7.0k | 43.41 |
|
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| Nike CL B (NKE) | 0.1 | $301k | NEW | 2.8k | 108.57 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $297k | 8.0k | 37.06 |
|
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| Unilever Spon Adr New (UL) | 0.1 | $289k | 6.0k | 48.48 |
|
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| AutoZone (AZO) | 0.1 | $287k | 111.00 | 2585.61 |
|
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| Enterprise Products Partners (EPD) | 0.1 | $286k | 11k | 26.35 |
|
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| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $285k | 4.2k | 67.38 |
|
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| International Business Machines (IBM) | 0.1 | $284k | +10% | 1.7k | 163.55 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $282k | NEW | 3.6k | 78.03 |
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| Anthem (ELV) | 0.1 | $272k | +3% | 577.00 | 471.56 |
|
| Norfolk Southern (NSC) | 0.1 | $266k | +5% | 1.1k | 236.38 |
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| Deere & Company (DE) | 0.1 | $264k | +10% | 660.00 | 399.80 |
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| TJX Companies (TJX) | 0.1 | $260k | +9% | 2.8k | 93.81 |
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| Honeywell International (HON) | 0.1 | $259k | 1.2k | 209.71 |
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| Sun Life Financial (SLF) | 0.1 | $259k | 5.0k | 51.86 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $259k | 6.3k | 41.10 |
|
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| Bank Of Montreal Cadcom (BMO) | 0.0 | $249k | 2.5k | 98.94 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $248k | -21% | 5.0k | 49.22 |
|
| Credicorp (BAP) | 0.0 | $247k | 1.7k | 149.93 |
|
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $246k | 3.6k | 68.31 |
|
|
| Rbc Cad (RY) | 0.0 | $245k | 2.4k | 101.13 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $243k | NEW | 2.1k | 115.19 |
|
| Canadian Natl Ry (CNI) | 0.0 | $241k | 1.9k | 125.63 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $240k | -48% | 2.6k | 93.25 |
|
| Etf Managers Tr Prime Cybr Scrty | 0.0 | $239k | 4.0k | 60.41 |
|
|
| Infosys Sponsored Adr (INFY) | 0.0 | $239k | 13k | 18.38 |
|
|
| Magna Intl Inc cl a (MGA) | 0.0 | $236k | 4.0k | 59.08 |
|
|
| General Electric Com New (GE) | 0.0 | $234k | 1.8k | 127.63 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $234k | 5.8k | 40.21 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $234k | 3.6k | 64.62 |
|
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $230k | 4.6k | 49.73 |
|
|
| Capital One Financial (COF) | 0.0 | $229k | NEW | 1.7k | 131.12 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $229k | NEW | 2.9k | 79.72 |
|
| Grupo Aeropuerto Del Pacific Spon Adr B (PAC) | 0.0 | $228k | 1.3k | 175.22 |
|
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $224k | 80k | 2.80 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $221k | -2% | 3.1k | 72.22 |
|
| Chubb (CB) | 0.0 | $219k | -2% | 971.00 | 226.00 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $219k | NEW | 5.9k | 36.92 |
|
| Air Products & Chemicals (APD) | 0.0 | $217k | 793.00 | 273.80 |
|
|
| American Tower Reit (AMT) | 0.0 | $215k | NEW | 995.00 | 215.88 |
|
| Emerson Electric (EMR) | 0.0 | $215k | -5% | 2.2k | 97.34 |
|
| AFLAC Incorporated (AFL) | 0.0 | $214k | NEW | 2.6k | 82.50 |
|
| Microchip Technology (MCHP) | 0.0 | $213k | NEW | 2.4k | 90.18 |
|
| CSX Corporation (CSX) | 0.0 | $211k | NEW | 6.1k | 34.67 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $211k | -24% | 1.1k | 200.63 |
|
| Boeing Company (BA) | 0.0 | $208k | NEW | 796.00 | 260.66 |
|
| Zoetis Cl A (ZTS) | 0.0 | $206k | -25% | 1.0k | 197.37 |
|
| Illinois Tool Works (ITW) | 0.0 | $206k | NEW | 787.00 | 261.94 |
|
| American Express Company (AXP) | 0.0 | $204k | NEW | 1.1k | 187.34 |
|
| Owens Corning (OC) | 0.0 | $200k | NEW | 1.4k | 148.23 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $200k | NEW | 4.0k | 49.92 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $199k | 17k | 11.47 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $194k | NEW | 1.5k | 128.43 |
|
| BlackRock (BLK) | 0.0 | $193k | NEW | 238.00 | 811.80 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $190k | NEW | 3.3k | 57.64 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $187k | NEW | 405.00 | 460.70 |
|
| Bank of America Corporation (BAC) | 0.0 | $186k | -61% | 5.5k | 33.67 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $184k | NEW | 1.8k | 103.45 |
|
| Cintas Corporation (CTAS) | 0.0 | $183k | NEW | 304.00 | 602.66 |
|
| Trane Technologies SHS (TT) | 0.0 | $182k | NEW | 748.00 | 243.90 |
|
| Etf Ser Solutions Us Glb Jets (JETS) | 0.0 | $182k | NEW | 9.6k | 19.03 |
|
| PNC Financial Services (PNC) | 0.0 | $182k | NEW | 1.2k | 154.88 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $181k | NEW | 1.6k | 110.14 |
|
| American Electric Power Company (AEP) | 0.0 | $179k | NEW | 2.2k | 81.22 |
|
| Kraft Heinz (KHC) | 0.0 | $178k | NEW | 4.8k | 36.98 |
|
Past Filings by CVA Family Office
SEC 13F filings are viewable for CVA Family Office going back to 2019
- CVA Family Office 2023 Q4 filed Jan. 16, 2024
- CVA Family Office 2023 Q3 filed Oct. 11, 2023
- CVA Family Office 2023 Q2 filed July 10, 2023
- CVA Family Office 2023 Q1 filed April 27, 2023
- CVA Family Office 2022 Q4 filed Feb. 22, 2023
- CVA Family Office 2022 Q3 filed Nov. 22, 2022
- CVA Family Office 2022 Q2 filed July 11, 2022
- CVA Family Office 2022 Q1 filed April 22, 2022
- CVA Family Office 2021 Q4 filed Jan. 25, 2022
- CVA Family Office 2021 Q3 filed Oct. 12, 2021
- CVA Family Office 2021 Q2 filed July 13, 2021
- CVA Family Office 2021 Q1 filed April 14, 2021
- CVA Family Office 2020 Q4 filed Jan. 15, 2021
- CVA Family Office 2020 Q3 filed Oct. 27, 2020
- CVA Family Office 2020 Q2 filed July 31, 2020
- CVA Family Office 2020 Q1 filed May 28, 2020