MV Capital Management
Latest statistics and disclosures from Mv Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWF, IWD, IVV, ABBV, ABT, and represent 31.12% of Mv Capital Management's stock portfolio.
- Added to shares of these 10 stocks: IEUR (+$7.1M), IEFA, EZU, IBTI, XLE, IBTJ, IBTH, IBDT, IBDS, IBDV.
- Started 75 new stock positions in WSO, FTI, Dun & Bradstreet Hldgs, CMC, DLB, ENSG, CUBE, BXMT, DDS, NTRA.
- Reduced shares in these 10 stocks: IVV, IWF, IWD, IVW, XLK, IVE, IBDZ, IWM, USMV, AGG.
- Sold out of its positions in AMN, AWP, UHAL.B, ARMK, ARW, BERY, OWL, SAM, CNMD, CXT.
- Mv Capital Management was a net seller of stock by $-9.0M.
- Mv Capital Management has $972M in assets under management (AUM), dropping by 4.33%.
- Central Index Key (CIK): 0001633366
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Portfolio Holdings for Mv Capital Management
Mv Capital Management holds 1076 positions in its portfolio as reported in the June 2025 quarterly 13F filing
Mv Capital Management has 1076 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Mv Capital Management June 30, 2025 positions
- Download the Mv Capital Management June 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 7.6 | $74M | -4% | 175k | 424.58 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 7.3 | $71M | -4% | 367k | 194.23 |
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| Ishares Tr Core S&p500 Etf (IVV) | 7.0 | $69M | -5% | 110k | 620.90 |
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| Abbvie (ABBV) | 5.2 | $50M | 271k | 185.62 |
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| Abbott Laboratories (ABT) | 3.9 | $38M | 281k | 136.01 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 3.4 | $33M | -4% | 302k | 110.10 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 2.6 | $25M | 253k | 99.20 |
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| Ishares Tr Core Msci Euro (IEUR) | 2.4 | $24M | +43% | 355k | 66.20 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 2.2 | $21M | -4% | 107k | 195.42 |
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| Ishares Tr Ibonds Dec 2033 (IBDY) | 2.1 | $21M | 794k | 25.91 |
|
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| Ishares Tr Ibonds Dec 2032 (IBDX) | 2.1 | $21M | 812k | 25.29 |
|
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| Ishares Tr Msci Usa Min Vol (USMV) | 2.1 | $20M | 216k | 93.87 |
|
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| NVIDIA Corporation (NVDA) | 2.0 | $19M | 121k | 157.99 |
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| Apple (AAPL) | 1.8 | $17M | 85k | 205.17 |
|
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 1.7 | $17M | 652k | 25.42 |
|
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| Ishares Tr Ibonds Dec 29 (IBDU) | 1.7 | $17M | 707k | 23.33 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 1.7 | $16M | 676k | 24.27 |
|
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 1.7 | $16M | 744k | 21.98 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 1.6 | $16M | 652k | 24.25 |
|
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 1.6 | $15M | 656k | 23.36 |
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|
| Microsoft Corporation (MSFT) | 1.6 | $15M | 31k | 497.41 |
|
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| Ishares Tr Ibonds Dec 2034 (IBDZ) | 1.5 | $15M | -4% | 567k | 26.13 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 1.5 | $15M | 704k | 21.04 |
|
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 1.5 | $14M | 567k | 25.18 |
|
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 1.4 | $14M | +2% | 604k | 22.49 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 1.4 | $14M | 591k | 22.93 |
|
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 1.1 | $11M | 220k | 48.24 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 1.0 | $9.9M | -9% | 39k | 253.23 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.9 | $9.0M | 98k | 91.97 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $8.2M | 28k | 289.91 |
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|
| Ishares Tr Rus 1000 Etf (IWB) | 0.8 | $8.1M | 24k | 339.57 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.6 | $5.8M | 109k | 53.29 |
|
|
| Wal-Mart Stores (WMT) | 0.6 | $5.6M | -2% | 58k | 97.78 |
|
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.6 | $5.6M | +19% | 252k | 22.36 |
|
| Visa Com Cl A (V) | 0.6 | $5.5M | -2% | 16k | 355.05 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $4.8M | +322% | 57k | 83.48 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $4.7M | 27k | 176.23 |
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| Caterpillar (CAT) | 0.5 | $4.5M | 12k | 388.21 |
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| Ishares Tr Select Divid Etf (DVY) | 0.5 | $4.4M | 33k | 132.81 |
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| Costco Wholesale Corporation (COST) | 0.4 | $4.3M | -3% | 4.3k | 989.94 |
|
| Procter & Gamble Company (PG) | 0.4 | $4.1M | -2% | 26k | 159.32 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $4.1M | 30k | 138.68 |
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| Ecolab (ECL) | 0.4 | $4.0M | 15k | 269.45 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $3.8M | -2% | 6.8k | 561.94 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $3.6M | 5.00 | 728800.00 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $3.6M | 20k | 176.74 |
|
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| TJX Companies (TJX) | 0.4 | $3.5M | -2% | 28k | 123.49 |
|
| Qualcomm (QCOM) | 0.4 | $3.4M | -2% | 22k | 159.26 |
|
| Ishares Msci Eurzone Etf (EZU) | 0.4 | $3.4M | +137% | 57k | 59.45 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $3.3M | -7% | 25k | 134.79 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $3.2M | -2% | 33k | 97.34 |
|
| Intuit (INTU) | 0.3 | $3.2M | -3% | 4.1k | 787.63 |
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| Micron Technology (MU) | 0.3 | $3.2M | -2% | 26k | 123.25 |
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| Home Depot (HD) | 0.3 | $3.2M | 8.7k | 366.64 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $3.1M | 7.0k | 438.40 |
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| Amazon (AMZN) | 0.3 | $3.1M | 14k | 219.39 |
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| Garmin SHS (GRMN) | 0.3 | $3.1M | 15k | 208.72 |
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| Chubb (CB) | 0.3 | $3.0M | -2% | 10k | 289.72 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.3 | $2.9M | -5% | 10k | 285.86 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $2.9M | -3% | 9.5k | 298.89 |
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| Citizens Financial (CFG) | 0.3 | $2.8M | -4% | 64k | 44.75 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $2.8M | 4.6k | 617.90 |
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| Aon Shs Cl A (AON) | 0.3 | $2.8M | -2% | 7.9k | 356.76 |
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| salesforce (CRM) | 0.3 | $2.8M | -3% | 10k | 272.69 |
|
| Johnson & Johnson (JNJ) | 0.3 | $2.8M | -4% | 18k | 152.75 |
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| SYSCO Corporation (SYY) | 0.3 | $2.8M | -2% | 37k | 75.74 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.7M | -2% | 15k | 177.39 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $2.7M | -2% | 33k | 81.66 |
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| Air Products & Chemicals (APD) | 0.3 | $2.7M | -2% | 9.5k | 282.06 |
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| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.3 | $2.7M | +16% | 121k | 21.92 |
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| Expeditors International of Washington (EXPD) | 0.3 | $2.6M | -5% | 23k | 114.25 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $2.5M | -4% | 5.5k | 463.18 |
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| Msci (MSCI) | 0.3 | $2.5M | -2% | 4.3k | 576.74 |
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| Packaging Corporation of America (PKG) | 0.2 | $2.3M | 12k | 188.45 |
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| Merck & Co (MRK) | 0.2 | $2.3M | -5% | 29k | 79.16 |
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| Cme (CME) | 0.2 | $2.2M | -3% | 8.1k | 275.62 |
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| Amgen (AMGN) | 0.2 | $2.2M | 7.9k | 279.21 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $2.1M | 26k | 82.86 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.9M | 2.5k | 779.53 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.9M | 3.9k | 485.77 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $1.8M | 30k | 60.03 |
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| Centene Corporation (CNC) | 0.2 | $1.7M | +2% | 31k | 54.28 |
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| Meta Platforms Cl A (META) | 0.2 | $1.6M | -3% | 2.2k | 738.09 |
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| Medtronic SHS (MDT) | 0.2 | $1.5M | -6% | 18k | 87.17 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $1.5M | -2% | 18k | 80.97 |
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| Wells Fargo & Company (WFC) | 0.2 | $1.5M | 18k | 80.12 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $1.5M | -10% | 9.3k | 157.76 |
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| Pinnacle Financial Partners (PNFP) | 0.1 | $1.4M | 13k | 110.41 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $1.4M | -13% | 10k | 132.14 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.4M | -24% | 6.3k | 215.80 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.4M | -14% | 2.4k | 568.03 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.3M | 12k | 107.80 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $1.2M | 11k | 117.17 |
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| McDonald's Corporation (MCD) | 0.1 | $1.1M | 3.8k | 292.17 |
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| Broadcom (AVGO) | 0.1 | $1.1M | +4% | 3.8k | 275.65 |
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| Coca-Cola Company (KO) | 0.1 | $945k | 13k | 70.75 |
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| International Business Machines (IBM) | 0.1 | $926k | 3.1k | 294.80 |
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| Marriott Intl Cl A (MAR) | 0.1 | $917k | 3.4k | 273.21 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $887k | -4% | 6.1k | 146.02 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $876k | 17k | 52.37 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $870k | -15% | 14k | 62.02 |
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| Ishares Tr Ibond Dec 2030 (IBTK) | 0.1 | $859k | +13% | 43k | 19.84 |
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| Gilead Sciences (GILD) | 0.1 | $838k | 7.6k | 110.87 |
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| Illinois Tool Works (ITW) | 0.1 | $770k | 3.1k | 247.25 |
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| Oracle Corporation (ORCL) | 0.1 | $754k | 3.4k | 218.63 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $752k | +98% | 8.9k | 84.81 |
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| Bank of America Corporation (BAC) | 0.1 | $726k | 15k | 47.32 |
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| Netflix (NFLX) | 0.1 | $711k | 531.00 | 1339.13 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $655k | 4.9k | 133.31 |
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| Tesla Motors (TSLA) | 0.1 | $652k | 2.1k | 317.66 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $610k | -19% | 4.1k | 147.52 |
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| Goldman Sachs (GS) | 0.1 | $610k | 862.00 | 707.75 |
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| Sherwin-Williams Company (SHW) | 0.1 | $561k | 1.6k | 343.36 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $561k | -6% | 2.7k | 207.62 |
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| Ameriprise Financial (AMP) | 0.1 | $530k | 992.00 | 533.73 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $498k | -16% | 4.0k | 123.58 |
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| AFLAC Incorporated (AFL) | 0.1 | $492k | 4.7k | 105.46 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $485k | 1.3k | 386.88 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $482k | -42% | 4.4k | 109.29 |
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| American Express Company (AXP) | 0.0 | $482k | 1.5k | 318.98 |
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| Ge Aerospace Com New (GE) | 0.0 | $481k | 1.9k | 257.39 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $477k | 26k | 18.13 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $470k | 1.5k | 304.83 |
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| Clorox Company (CLX) | 0.0 | $469k | 3.9k | 120.07 |
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| UnitedHealth (UNH) | 0.0 | $461k | -13% | 1.5k | 311.97 |
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| Enterprise Products Partners (EPD) | 0.0 | $454k | 15k | 31.01 |
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| Walt Disney Company (DIS) | 0.0 | $450k | 3.6k | 124.01 |
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| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 0.0 | $446k | 5.4k | 82.66 |
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| MetLife (MET) | 0.0 | $446k | +9% | 5.5k | 80.42 |
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| Applied Materials (AMAT) | 0.0 | $435k | 2.4k | 183.07 |
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| Cisco Systems (CSCO) | 0.0 | $430k | 6.2k | 69.38 |
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| Nike CL B (NKE) | 0.0 | $419k | +5% | 5.9k | 71.04 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $409k | 817.00 | 499.98 |
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| Analog Devices (ADI) | 0.0 | $400k | -7% | 1.7k | 238.02 |
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| Linde SHS (LIN) | 0.0 | $388k | 827.00 | 469.18 |
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| Avidxchange Holdings (AVDX) | 0.0 | $374k | 38k | 9.79 |
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| Altria (MO) | 0.0 | $362k | 6.2k | 58.63 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $347k | 2.0k | 173.27 |
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| Chevron Corporation (CVX) | 0.0 | $341k | -4% | 2.4k | 143.19 |
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| Automatic Data Processing (ADP) | 0.0 | $337k | 1.1k | 308.40 |
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| 3M Company (MMM) | 0.0 | $337k | 2.2k | 152.24 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $335k | -17% | 3.8k | 87.81 |
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| Nextera Energy (NEE) | 0.0 | $330k | -5% | 4.8k | 69.43 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $317k | -7% | 3.5k | 90.98 |
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| Fidelity National Information Services (FIS) | 0.0 | $307k | +11% | 3.8k | 81.41 |
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| Blackrock (BLK) | 0.0 | $304k | 290.00 | 1049.25 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $295k | 3.2k | 91.11 |
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| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.0 | $293k | 4.2k | 69.63 |
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| Servicenow (NOW) | 0.0 | $293k | 285.00 | 1028.08 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $293k | 2.3k | 128.93 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $291k | +3% | 8.2k | 35.69 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $290k | 1.4k | 204.67 |
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| Booking Holdings (BKNG) | 0.0 | $290k | -16% | 50.00 | 5789.24 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $289k | 532.00 | 543.41 |
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| Verizon Communications (VZ) | 0.0 | $287k | 6.6k | 43.27 |
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| Synchrony Financial (SYF) | 0.0 | $273k | 4.1k | 66.74 |
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| Deere & Company (DE) | 0.0 | $266k | 524.00 | 508.49 |
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| Paypal Holdings (PYPL) | 0.0 | $264k | +38% | 3.5k | 74.32 |
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| Pepsi (PEP) | 0.0 | $260k | -5% | 2.0k | 132.04 |
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| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $254k | 6.8k | 37.51 |
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| Fortinet (FTNT) | 0.0 | $249k | 2.4k | 105.72 |
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| Advanced Micro Devices (AMD) | 0.0 | $246k | 1.7k | 141.90 |
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| Phillips 66 (PSX) | 0.0 | $240k | 2.0k | 119.30 |
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| Waste Management (WM) | 0.0 | $237k | -4% | 1.0k | 228.82 |
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| Ge Vernova (GEV) | 0.0 | $234k | 442.00 | 529.15 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $231k | 1.8k | 128.60 |
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| FedEx Corporation (FDX) | 0.0 | $228k | -2% | 1.0k | 227.31 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $227k | 1.0k | 218.64 |
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| American Intl Group Com New (AIG) | 0.0 | $222k | 2.6k | 85.59 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $222k | 1.9k | 118.00 |
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| General Mills (GIS) | 0.0 | $213k | 4.1k | 51.81 |
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| Welltower Inc Com reit (WELL) | 0.0 | $213k | 1.4k | 153.73 |
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| Pfizer (PFE) | 0.0 | $210k | +76% | 8.7k | 24.24 |
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| Valero Energy Corporation (VLO) | 0.0 | $209k | 1.6k | 134.42 |
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| Citigroup Com New (C) | 0.0 | $208k | 2.4k | 85.12 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $207k | -16% | 1.2k | 166.11 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $206k | -2% | 404.00 | 509.31 |
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| O'reilly Automotive (ORLY) | 0.0 | $194k | +1341% | 2.1k | 90.13 |
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| Constellation Energy (CEG) | 0.0 | $193k | +2% | 598.00 | 322.76 |
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| General Motors Company (GM) | 0.0 | $192k | +35% | 3.9k | 49.21 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $191k | 1.4k | 136.32 |
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| Kla Corp Com New (KLAC) | 0.0 | $191k | -4% | 213.00 | 895.74 |
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| ConocoPhillips (COP) | 0.0 | $189k | 2.1k | 89.74 |
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| MercadoLibre (MELI) | 0.0 | $186k | 71.00 | 2613.63 |
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| Hca Holdings (HCA) | 0.0 | $182k | +138% | 475.00 | 383.10 |
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| Tapestry (TPR) | 0.0 | $181k | +62% | 2.1k | 87.81 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $179k | -32% | 1.8k | 99.49 |
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| Stryker Corporation (SYK) | 0.0 | $178k | -4% | 449.00 | 395.63 |
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| Travelers Companies (TRV) | 0.0 | $176k | 659.00 | 267.54 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $175k | 251.00 | 698.47 |
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| eBay (EBAY) | 0.0 | $175k | +19% | 2.3k | 74.46 |
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| Carlisle Companies (CSL) | 0.0 | $175k | +45% | 468.00 | 373.40 |
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| Philip Morris International (PM) | 0.0 | $171k | 938.00 | 182.13 |
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| Boeing Company (BA) | 0.0 | $169k | +8% | 806.00 | 209.53 |
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| Truist Financial Corp equities (TFC) | 0.0 | $168k | +14% | 3.9k | 42.99 |
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| Northern Trust Corporation (NTRS) | 0.0 | $165k | +47% | 1.3k | 126.79 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $159k | +16% | 729.00 | 218.49 |
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| At&t (T) | 0.0 | $159k | 5.5k | 28.94 |
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| Carrier Global Corporation (CARR) | 0.0 | $159k | -5% | 2.2k | 73.19 |
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| Amphenol Corp Cl A (APH) | 0.0 | $158k | +5% | 1.6k | 98.75 |
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| Cigna Corp (CI) | 0.0 | $157k | +15% | 476.00 | 330.58 |
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| Republic Services (RSG) | 0.0 | $155k | 629.00 | 246.61 |
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| Starbucks Corporation (SBUX) | 0.0 | $153k | -3% | 1.7k | 91.63 |
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| Southern Company (SO) | 0.0 | $152k | 1.7k | 91.83 |
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| Select Sector Spdr Tr Communication (XLC) | 0.0 | $150k | 1.4k | 108.53 |
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| Oneok (OKE) | 0.0 | $148k | 1.8k | 81.63 |
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| Lowe's Companies (LOW) | 0.0 | $146k | -3% | 657.00 | 221.87 |
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| Expedia Group Com New (EXPE) | 0.0 | $143k | +12% | 850.00 | 168.68 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $142k | 258.00 | 551.64 |
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| Hershey Company (HSY) | 0.0 | $138k | 834.00 | 165.95 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $136k | +2% | 1.5k | 91.24 |
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| Palo Alto Networks (PANW) | 0.0 | $135k | -4% | 658.00 | 204.64 |
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| Dupont De Nemours (DD) | 0.0 | $134k | -14% | 2.0k | 68.60 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $133k | -14% | 999.00 | 133.04 |
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| Progressive Corporation (PGR) | 0.0 | $132k | 496.00 | 266.86 |
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| NewMarket Corporation (NEU) | 0.0 | $132k | 191.00 | 690.86 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $131k | 1.9k | 67.22 |
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| Twilio Cl A (TWLO) | 0.0 | $130k | +43% | 1.0k | 124.36 |
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| Morgan Stanley Com New (MS) | 0.0 | $130k | 921.00 | 140.86 |
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| NetApp (NTAP) | 0.0 | $128k | -15% | 1.2k | 106.55 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $123k | 633.00 | 195.01 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $122k | 928.00 | 131.20 |
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| Uber Technologies (UBER) | 0.0 | $116k | +23% | 1.2k | 93.30 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $115k | 174.00 | 663.28 |
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| McKesson Corporation (MCK) | 0.0 | $115k | 157.00 | 732.78 |
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| Jabil Circuit (JBL) | 0.0 | $115k | 527.00 | 218.11 |
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| Arista Networks Com Shs (ANET) | 0.0 | $115k | 1.1k | 102.31 |
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| Honeywell International (HON) | 0.0 | $114k | -4% | 489.00 | 232.88 |
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| Manulife Finl Corp (MFC) | 0.0 | $113k | NEW | 3.5k | 31.96 |
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| Anthem (ELV) | 0.0 | $113k | -3% | 291.00 | 388.96 |
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| Metropcs Communications (TMUS) | 0.0 | $113k | -6% | 473.00 | 238.26 |
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| Eaton Corp SHS (ETN) | 0.0 | $113k | 315.00 | 356.99 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $111k | 391.00 | 284.39 |
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| Prudential Financial (PRU) | 0.0 | $110k | 1.0k | 107.44 |
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| Union Pacific Corporation (UNP) | 0.0 | $109k | -48% | 475.00 | 230.08 |
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| AmerisourceBergen (COR) | 0.0 | $109k | 363.00 | 299.85 |
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| CRH Ord (CRH) | 0.0 | $103k | +2% | 1.1k | 91.98 |
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| Fiserv (FI) | 0.0 | $103k | -4% | 597.00 | 172.41 |
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| Steel Dynamics (STLD) | 0.0 | $102k | -38% | 794.00 | 128.01 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $101k | 322.00 | 313.14 |
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| Regions Financial Corporation (RF) | 0.0 | $99k | 4.2k | 23.52 |
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| EOG Resources (EOG) | 0.0 | $98k | +68% | 821.00 | 119.61 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $98k | -14% | 655.00 | 149.58 |
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| S&p Global (SPGI) | 0.0 | $97k | -4% | 183.00 | 527.30 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $96k | 971.00 | 99.02 |
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| Boston Scientific Corporation (BSX) | 0.0 | $95k | +6% | 884.00 | 107.41 |
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| Cadence Design Systems (CDNS) | 0.0 | $94k | 304.00 | 308.15 |
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| Intel Corporation (INTC) | 0.0 | $93k | -8% | 4.1k | 22.40 |
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| Devon Energy Corporation (DVN) | 0.0 | $92k | -6% | 2.9k | 31.81 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $92k | -27% | 1.8k | 50.64 |
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Past Filings by Mv Capital Management
SEC 13F filings are viewable for Mv Capital Management going back to 2014
- Mv Capital Management 2025 Q2 filed Aug. 8, 2025
- Mv Capital Management 2025 Q1 filed April 15, 2025
- Mv Capital Management 2024 Q4 filed Feb. 12, 2025
- Mv Capital Management 2024 Q3 filed Nov. 4, 2024
- Mv Capital Management 2024 Q2 filed Aug. 1, 2024
- Mv Capital Management 2024 Q1 filed April 18, 2024
- Mv Capital Management 2023 Q4 filed Jan. 29, 2024
- Mv Capital Management 2023 Q3 filed Nov. 7, 2023
- Mv Capital Management 2023 Q2 filed Aug. 3, 2023
- Mv Capital Management 2023 Q1 filed April 26, 2023
- Mv Capital Management 2022 Q4 filed Jan. 27, 2023
- Mv Capital Management 2022 Q3 filed Oct. 24, 2022
- Mv Capital Management 2022 Q2 filed July 19, 2022
- Mv Capital Management 2022 Q1 filed May 9, 2022
- Mv Capital Management 2021 Q4 filed Feb. 2, 2022
- Mv Capital Management 2021 Q3 filed Nov. 12, 2021