MV Capital Management
Latest statistics and disclosures from Mv Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TFLO, IWD, IWF, IVV, ABBV, and represent 42.16% of Mv Capital Management's stock portfolio.
- Added to shares of these 10 stocks: IBTE (+$23M), IBTD (+$23M), IBDQ (+$13M), IBDR (+$12M), IBDP (+$9.5M), IWD, IWF, IVV, AAPL, IVW.
- Started 19 new stock positions in IBDQ, FSLR, ALLE, TRGP, XM, SNA, IBTD, PCG, IBDR, LPTH. ACGL, ACB, Masterbrand Inc-w/i, USRT, IBDS, AIZ, IBTE, LCID, TEAM.
- Reduced shares in these 10 stocks: ICSH (-$34M), Ishares Tr Ibonds December 2022 Corp Etf (-$13M), IBDO (-$12M), IEFA, TFLO, IEMG, USMV, VTI, XLB, PNFP.
- Sold out of its positions in Abiomed, BYND, Citrix Systems, CRWD, Duke Realty Corporation, FTCS, GLPI, GSK, RSP, EEMV.
- Mv Capital Management was a net buyer of stock by $29M.
- Mv Capital Management has $647M in assets under management (AUM), dropping by 11.56%.
- Central Index Key (CIK): 0001633366
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Portfolio Holdings for Mv Capital Management
Mv Capital Management holds 667 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Mv Capital Management has 667 total positions. Only the first 250 positions are shown.
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- Download the Mv Capital Management December 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr TRS FLT RT BD (TFLO) | 14.6 | $95M | 1.9M | 50.41 | ||
| Ishares Tr Rus 1000 Val Etf (IWD) | 8.3 | $54M | +4% | 355k | 151.65 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 6.9 | $45M | +5% | 209k | 214.24 | |
| Ishares Tr Core S&p500 Etf (IVV) | 6.7 | $43M | +5% | 112k | 384.21 | |
| Abbvie (ABBV) | 5.7 | $37M | 227k | 161.61 | ||
| Abbott Laboratories (ABT) | 4.1 | $27M | 241k | 109.79 | ||
| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 3.5 | $23M | NEW | 958k | 23.85 | |
| Ishares Tr Ibonds 23 Trm Ts (IBTD) | 3.5 | $23M | NEW | 918k | 24.70 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 3.4 | $22M | -2% | 309k | 72.10 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 3.1 | $20M | +6% | 342k | 58.50 | |
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 2.2 | $14M | +209% | 578k | 24.42 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 2.2 | $14M | +9% | 97k | 145.07 | |
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 2.0 | $13M | NEW | 524k | 24.32 | |
| Ishares Tr Ibonds Dec2026 (IBDR) | 1.8 | $12M | NEW | 503k | 23.35 | |
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| Apple (AAPL) | 1.5 | $10M | +15% | 77k | 129.93 | |
| Select Sector Spdr Tr Technology (XLK) | 1.1 | $7.0M | 57k | 124.44 | ||
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.0 | $6.5M | 48k | 135.85 | ||
| Ishares Tr Core High Dv Etf (HDV) | 0.9 | $5.7M | -2% | 55k | 104.24 | |
| Microsoft Corporation (MSFT) | 0.8 | $5.4M | +2% | 22k | 239.82 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.8 | $5.1M | -3% | 24k | 210.52 | |
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.8 | $5.0M | 236k | 21.09 | ||
| Ecolab (ECL) | 0.8 | $5.0M | -8% | 34k | 145.56 | |
| Ishares Tr Select Divid Etf (DVY) | 0.7 | $4.2M | -2% | 35k | 120.60 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $4.1M | +10% | 24k | 174.36 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $4.1M | 30k | 134.10 | ||
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.6 | $4.0M | +15% | 56k | 70.50 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.6 | $3.7M | +10% | 55k | 67.45 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.6 | $3.7M | 49k | 74.55 | ||
| Lockheed Martin Corporation (LMT) | 0.5 | $3.4M | 6.9k | 486.49 | ||
| Procter & Gamble Company (PG) | 0.5 | $3.3M | 22k | 151.56 | ||
| Air Products & Chemicals (APD) | 0.5 | $3.2M | 10k | 308.26 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $3.1M | +2% | 35k | 88.23 | |
| Visa Com Cl A (V) | 0.5 | $3.1M | +3% | 15k | 207.76 | |
| Johnson & Johnson (JNJ) | 0.5 | $3.0M | 17k | 176.65 | ||
| Caterpillar (CAT) | 0.4 | $2.8M | 12k | 239.56 | ||
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $2.7M | 10k | 266.84 | ||
| Aon Shs Cl A (AON) | 0.4 | $2.7M | 8.9k | 300.14 | ||
| Nike CL B (NKE) | 0.4 | $2.6M | 23k | 117.01 | ||
| Chubb (CB) | 0.4 | $2.6M | 12k | 220.60 | ||
| Pfizer (PFE) | 0.4 | $2.5M | +3% | 49k | 51.24 | |
| Wal-Mart Stores (WMT) | 0.4 | $2.5M | +2% | 17k | 141.79 | |
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $2.4M | -3% | 17k | 140.37 | |
| TJX Companies (TJX) | 0.4 | $2.3M | 29k | 79.60 | ||
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $2.3M | 28k | 83.60 | ||
| Home Depot (HD) | 0.4 | $2.3M | +2% | 7.3k | 315.86 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.4 | $2.3M | 11k | 214.52 | ||
| Starbucks Corporation (SBUX) | 0.3 | $2.2M | 22k | 99.20 | ||
| Select Sector Spdr Tr Financial (XLF) | 0.3 | $2.1M | 62k | 34.20 | ||
| Citizens Financial (CFG) | 0.3 | $2.1M | 53k | 39.37 | ||
| Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY) | 0.3 | $2.0M | +51% | 5.3k | 382.43 | |
| SYSCO Corporation (SYY) | 0.3 | $2.0M | 26k | 76.45 | ||
| Lauder Estee Cos Cl A (EL) | 0.3 | $2.0M | +2% | 7.9k | 248.11 | |
| General Mills (GIS) | 0.3 | $1.9M | 23k | 83.85 | ||
| Intuit (INTU) | 0.3 | $1.9M | 4.8k | 389.22 | ||
| Expeditors International of Washington (EXPD) | 0.3 | $1.8M | 18k | 103.92 | ||
| Centene Corporation (CNC) | 0.3 | $1.8M | 22k | 82.01 | ||
| Walt Disney Company (DIS) | 0.3 | $1.8M | 20k | 86.88 | ||
| Amgen (AMGN) | 0.3 | $1.8M | 6.7k | 262.64 | ||
| Micron Technology (MU) | 0.2 | $1.6M | +2% | 32k | 49.98 | |
| Qualcomm (QCOM) | 0.2 | $1.6M | +13% | 15k | 109.94 | |
| NVIDIA Corporation (NVDA) | 0.2 | $1.6M | +5% | 11k | 146.14 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.2 | $1.6M | -22% | 20k | 77.68 | |
| Cme (CME) | 0.2 | $1.5M | 9.2k | 168.16 | ||
| Lam Research Corporation (LRCX) | 0.2 | $1.5M | 3.6k | 420.30 | ||
| Packaging Corporation of America (PKG) | 0.2 | $1.4M | 11k | 127.91 | ||
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $1.4M | 3.00 | 468711.00 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.3M | 15k | 88.73 | ||
| Medtronic SHS (MDT) | 0.2 | $1.2M | 16k | 77.72 | ||
| Ishares Tr Ibonds Dec23 Etf (IBDO) | 0.2 | $1.2M | -91% | 46k | 25.03 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $1.1M | 8.0k | 138.67 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.1M | 3.6k | 308.90 | ||
| Exxon Mobil Corporation (XOM) | 0.2 | $1.1M | 9.6k | 110.30 | ||
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.0M | 4.9k | 213.11 | ||
| McDonald's Corporation (MCD) | 0.2 | $994k | 3.8k | 263.53 | ||
| Merck & Co (MRK) | 0.2 | $972k | 8.8k | 110.95 | ||
| Pinnacle Financial Partners (PNFP) | 0.1 | $923k | -32% | 13k | 73.40 | |
| Coca-Cola Company (KO) | 0.1 | $909k | 14k | 63.61 | ||
| UnitedHealth (UNH) | 0.1 | $846k | 1.6k | 530.18 | ||
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $845k | -7% | 8.0k | 105.34 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.1 | $790k | -4% | 8.0k | 98.21 | |
| Eli Lilly & Co. (LLY) | 0.1 | $789k | 2.2k | 365.84 | ||
| Paypal Holdings (PYPL) | 0.1 | $781k | 11k | 71.22 | ||
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $781k | 2.2k | 351.34 | ||
| Amazon (AMZN) | 0.1 | $600k | -18% | 7.1k | 84.00 | |
| Wells Fargo & Company (WFC) | 0.1 | $595k | 14k | 41.29 | ||
| Pepsi (PEP) | 0.1 | $575k | -23% | 3.2k | 180.66 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $532k | 4.9k | 108.21 | ||
| Tesla Motors (TSLA) | 0.1 | $528k | -5% | 4.3k | 123.18 | |
| Gilead Sciences (GILD) | 0.1 | $512k | 6.0k | 85.85 | ||
| International Business Machines (IBM) | 0.1 | $511k | +2% | 3.6k | 140.88 | |
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $494k | -12% | 7.7k | 64.34 | |
| Costco Wholesale Corporation (COST) | 0.1 | $494k | +4% | 1.1k | 456.50 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $491k | +4% | 1.4k | 347.73 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $481k | +9% | 2.9k | 165.22 | |
| Nextera Energy (NEE) | 0.1 | $462k | 5.5k | 83.60 | ||
| Raytheon Technologies Corp (RTX) | 0.1 | $437k | 4.3k | 100.92 | ||
| Illinois Tool Works (ITW) | 0.1 | $433k | 2.0k | 220.30 | ||
| Northrop Grumman Corporation (NOC) | 0.1 | $422k | 774.00 | 545.61 | ||
| Clorox Company (CLX) | 0.1 | $414k | 3.0k | 140.33 | ||
| Bank of America Corporation (BAC) | 0.1 | $405k | 12k | 33.12 | ||
| Adobe Systems Incorporated (ADBE) | 0.1 | $397k | +22% | 1.2k | 336.53 | |
| Wp Carey (WPC) | 0.1 | $397k | 5.1k | 78.15 | ||
| FedEx Corporation (FDX) | 0.1 | $369k | 2.1k | 173.20 | ||
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $356k | 4.1k | 87.47 | ||
| Chevron Corporation (CVX) | 0.1 | $352k | +3% | 2.0k | 179.49 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $350k | 4.7k | 74.49 | ||
| Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $348k | -98% | 7.0k | 50.04 | |
| Qualtrics Intl Com Cl A (XM) | 0.1 | $324k | NEW | 31k | 10.38 | |
| Marriott Intl Cl A (MAR) | 0.0 | $322k | 2.2k | 148.89 | ||
| 3M Company (MMM) | 0.0 | $317k | +6% | 2.6k | 119.92 | |
| Cisco Systems (CSCO) | 0.0 | $309k | +33% | 6.5k | 47.64 | |
| Boeing Company (BA) | 0.0 | $305k | 1.6k | 190.49 | ||
| Goldman Sachs (GS) | 0.0 | $301k | -2% | 877.00 | 343.38 | |
| Sherwin-Williams Company (SHW) | 0.0 | $300k | -2% | 1.3k | 237.33 | |
| Ameriprise Financial (AMP) | 0.0 | $298k | 958.00 | 311.37 | ||
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $290k | 25k | 11.87 | ||
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $280k | +316% | 2.2k | 129.16 | |
| Enterprise Products Partners (EPD) | 0.0 | $252k | 10k | 24.12 | ||
| Analog Devices (ADI) | 0.0 | $242k | -11% | 1.5k | 164.03 | |
| Automatic Data Processing (ADP) | 0.0 | $238k | 997.00 | 238.86 | ||
| Deere & Company (DE) | 0.0 | $235k | +7% | 547.00 | 428.76 | |
| Oracle Corporation (ORCL) | 0.0 | $233k | -4% | 2.9k | 81.74 | |
| Albemarle Corporation (ALB) | 0.0 | $232k | 1.1k | 216.86 | ||
| Applied Materials (AMAT) | 0.0 | $229k | +16% | 2.3k | 97.38 | |
| American Express Company (AXP) | 0.0 | $223k | +8% | 1.5k | 147.75 | |
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $220k | +3% | 11k | 19.85 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $215k | 1.4k | 151.85 | ||
| Duke Energy Corp Com New (DUK) | 0.0 | $211k | -10% | 2.1k | 102.99 | |
| Waste Management (WM) | 0.0 | $197k | +6% | 1.3k | 156.88 | |
| MetLife (MET) | 0.0 | $197k | 2.7k | 72.37 | ||
| Cigna Corp (CI) | 0.0 | $194k | 585.00 | 331.34 | ||
| Hershey Company (HSY) | 0.0 | $190k | 822.00 | 231.57 | ||
| Anthem (ELV) | 0.0 | $186k | 362.00 | 512.97 | ||
| Travelers Companies (TRV) | 0.0 | $186k | 990.00 | 187.49 | ||
| Truist Financial Corp equities (TFC) | 0.0 | $180k | -2% | 4.2k | 43.03 | |
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $175k | NEW | 7.5k | 23.37 | |
| Verizon Communications (VZ) | 0.0 | $173k | -18% | 4.4k | 39.40 | |
| Intel Corporation (INTC) | 0.0 | $173k | +30% | 6.5k | 26.43 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $163k | 1.2k | 135.24 | ||
| United Parcel Service CL B (UPS) | 0.0 | $163k | -4% | 935.00 | 173.84 | |
| Citigroup Com New (C) | 0.0 | $158k | -9% | 3.5k | 45.23 | |
| CVS Caremark Corporation (CVS) | 0.0 | $158k | -2% | 1.7k | 93.19 | |
| Qorvo (QRVO) | 0.0 | $155k | -3% | 1.7k | 90.64 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $155k | +3% | 640.00 | 241.89 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $153k | 1.8k | 84.88 | ||
| Kimberly-Clark Corporation (KMB) | 0.0 | $151k | +19% | 1.1k | 135.75 | |
| Meta Platforms Cl A (META) | 0.0 | $150k | -5% | 1.3k | 120.34 | |
| ConocoPhillips (COP) | 0.0 | $150k | +2% | 1.3k | 117.97 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $145k | +3% | 1.5k | 94.64 | |
| Enbridge (ENB) | 0.0 | $144k | 3.7k | 39.10 | ||
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $144k | 835.00 | 172.07 | ||
| Solaredge Technologies (SEDG) | 0.0 | $143k | -5% | 505.00 | 283.27 | |
| Bristol Myers Squibb (BMY) | 0.0 | $138k | +6% | 1.9k | 71.95 | |
| AFLAC Incorporated (AFL) | 0.0 | $134k | +3% | 1.9k | 71.94 | |
| General Electric Com New (GE) | 0.0 | $133k | +5% | 1.6k | 83.79 | |
| Prudential Financial (PRU) | 0.0 | $132k | +3% | 1.3k | 99.46 | |
| Establishment Labs Holdings Ord (ESTA) | 0.0 | $131k | 2.0k | 65.65 | ||
| Baxter International (BAX) | 0.0 | $127k | -4% | 2.5k | 50.97 | |
| Lowe's Companies (LOW) | 0.0 | $126k | -3% | 634.00 | 199.24 | |
| BlackRock (BLK) | 0.0 | $125k | -19% | 177.00 | 708.63 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $124k | 692.00 | 179.76 | ||
| Danaher Corporation (DHR) | 0.0 | $123k | -29% | 463.00 | 265.42 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $120k | +33% | 3.4k | 34.97 | |
| Dick's Sporting Goods (DKS) | 0.0 | $120k | 1.0k | 120.29 | ||
| Oneok (OKE) | 0.0 | $110k | 1.7k | 65.70 | ||
| Fortinet (FTNT) | 0.0 | $106k | +8% | 2.2k | 48.89 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $104k | 1.0k | 100.80 | ||
| Nxp Semiconductors N V (NXPI) | 0.0 | $102k | -18% | 647.00 | 158.03 | |
| Stryker Corporation (SYK) | 0.0 | $99k | +21% | 404.00 | 244.49 | |
| Carrier Global Corporation (CARR) | 0.0 | $98k | +6% | 2.4k | 41.25 | |
| Honeywell International (HON) | 0.0 | $98k | +5% | 456.00 | 214.30 | |
| Southern Company (SO) | 0.0 | $97k | +9% | 1.4k | 71.41 | |
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $95k | 928.00 | 102.85 | ||
| Broadcom (AVGO) | 0.0 | $91k | -18% | 162.00 | 559.13 | |
| Crown Castle Intl (CCI) | 0.0 | $89k | +52% | 658.00 | 135.64 | |
| Sempra Energy (SRE) | 0.0 | $88k | +4% | 566.00 | 154.54 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $87k | -9% | 158.00 | 550.69 | |
| Netflix (NFLX) | 0.0 | $84k | -2% | 285.00 | 294.88 | |
| American Intl Group Com New (AIG) | 0.0 | $83k | +8% | 1.3k | 63.24 | |
| Phillips 66 (PSX) | 0.0 | $82k | -23% | 787.00 | 104.08 | |
| Advanced Micro Devices (AMD) | 0.0 | $82k | +9% | 1.3k | 64.77 | |
| Union Pacific Corporation (UNP) | 0.0 | $81k | -28% | 392.00 | 207.07 | |
| General Dynamics Corporation (GD) | 0.0 | $81k | +4% | 325.00 | 248.11 | |
| L3harris Technologies (LHX) | 0.0 | $81k | 387.00 | 208.21 | ||
| Blue Ridge Bank (BRBS) | 0.0 | $81k | 6.5k | 12.49 | ||
| Welltower Inc Com reit (WELL) | 0.0 | $80k | -13% | 1.2k | 65.55 | |
| Dominion Resources (D) | 0.0 | $80k | -26% | 1.3k | 61.32 | |
| Linde SHS (LIN) | 0.0 | $79k | +32% | 243.00 | 326.18 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $79k | -8% | 1.0k | 78.31 | |
| Voya Financial (VOYA) | 0.0 | $77k | 1.3k | 61.49 | ||
| 4068594 Enphase Energy (ENPH) | 0.0 | $75k | +2% | 283.00 | 264.96 | |
| PerkinElmer (PKI) | 0.0 | $73k | 523.00 | 140.22 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $72k | -62% | 271.00 | 266.28 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $72k | +14% | 863.00 | 83.26 | |
| Whirlpool Corporation (WHR) | 0.0 | $72k | 507.00 | 141.46 | ||
| CSX Corporation (CSX) | 0.0 | $71k | -9% | 2.3k | 30.98 | |
| EOG Resources (EOG) | 0.0 | $69k | 533.00 | 129.52 | ||
| Caci Intl Cl A (CACI) | 0.0 | $68k | 225.00 | 300.59 | ||
| PNC Financial Services (PNC) | 0.0 | $67k | +30% | 422.00 | 157.94 | |
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $67k | 1.4k | 47.99 | ||
| Colgate-Palmolive Company (CL) | 0.0 | $67k | -23% | 844.00 | 78.79 | |
| Norfolk Southern (NSC) | 0.0 | $66k | +56% | 269.00 | 246.42 | |
| Yum! Brands (YUM) | 0.0 | $65k | +3% | 504.00 | 128.08 | |
| At&t (T) | 0.0 | $63k | +48% | 3.4k | 18.41 | |
| Kla Corp Com New (KLAC) | 0.0 | $63k | -28% | 166.00 | 377.03 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $63k | 1.9k | 33.48 | ||
| Metropcs Communications (TMUS) | 0.0 | $62k | +12% | 443.00 | 140.00 | |
| T. Rowe Price (TROW) | 0.0 | $61k | 559.00 | 109.06 | ||
| NewMarket Corporation (NEU) | 0.0 | $59k | 188.00 | 311.11 | ||
| Intuitive Surgical Com New (ISRG) | 0.0 | $58k | -19% | 219.00 | 265.35 | |
| Usa Compression Partners Comunit Ltdpar (USAC) | 0.0 | $56k | +2% | 2.8k | 19.53 | |
| Celanese Corporation (CE) | 0.0 | $56k | +24% | 543.00 | 102.24 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $56k | -93% | 1.2k | 46.69 | |
| Dupont De Nemours (DD) | 0.0 | $55k | -2% | 806.00 | 68.63 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $54k | 429.00 | 126.36 | ||
| Mondelez Intl Cl A (MDLZ) | 0.0 | $54k | -14% | 811.00 | 66.65 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $54k | +14% | 325.00 | 165.48 | |
| Canadian Natl Ry (CNI) | 0.0 | $54k | 450.00 | 118.88 | ||
| Carter's (CRI) | 0.0 | $52k | 700.00 | 74.61 | ||
| Fiserv (FISV) | 0.0 | $51k | +63% | 504.00 | 101.07 | |
| Prologis (PLD) | 0.0 | $51k | +25% | 451.00 | 112.73 | |
| Best Buy (BBY) | 0.0 | $51k | -14% | 633.00 | 80.21 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $50k | 549.00 | 91.31 | ||
| Simon Property (SPG) | 0.0 | $50k | -7% | 426.00 | 117.48 | |
| AmerisourceBergen (ABC) | 0.0 | $50k | +3% | 302.00 | 165.71 | |
| Target Corporation (TGT) | 0.0 | $50k | +7% | 334.00 | 149.04 | |
| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $49k | -48% | 900.00 | 54.84 | |
| salesforce (CRM) | 0.0 | $49k | -34% | 371.00 | 132.59 | |
| Amcor Ord (AMCR) | 0.0 | $47k | -6% | 4.0k | 11.91 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $47k | 1.1k | 44.81 | ||
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $47k | +153% | 137.00 | 339.10 | |
| Iqvia Holdings (IQV) | 0.0 | $46k | -23% | 226.00 | 204.89 | |
| Philip Morris International (PM) | 0.0 | $46k | -36% | 457.00 | 101.21 | |
| McKesson Corporation (MCK) | 0.0 | $45k | 121.00 | 375.12 | ||
| Dow (DOW) | 0.0 | $45k | +10% | 895.00 | 50.39 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $45k | +5% | 62.00 | 721.48 | |
| Cadence Design Systems (CDNS) | 0.0 | $45k | +13% | 278.00 | 160.64 | |
| Consolidated Edison (ED) | 0.0 | $44k | -3% | 466.00 | 95.31 | |
| Msci (MSCI) | 0.0 | $44k | +79% | 95.00 | 465.17 | |
| Aptar (ATR) | 0.0 | $44k | 400.00 | 109.98 | ||
| Darden Restaurants (DRI) | 0.0 | $44k | 316.00 | 138.33 | ||
| Exelon Corporation (EXC) | 0.0 | $44k | 1.0k | 43.23 | ||
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $43k | 500.00 | 86.54 | ||
| Ally Financial (ALLY) | 0.0 | $43k | 1.8k | 24.45 | ||
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $43k | 147.00 | 288.78 | ||
| American Electric Power Company (AEP) | 0.0 | $42k | +32% | 444.00 | 94.95 | |
| West Pharmaceutical Services (WST) | 0.0 | $42k | 177.00 | 235.35 | ||
| Wisdomtree Tr Us Smallcap Fund (EES) | 0.0 | $42k | 978.00 | 42.59 | ||
| Progressive Corporation (PGR) | 0.0 | $42k | +9% | 321.00 | 129.71 | |
| EQT Corporation (EQT) | 0.0 | $42k | +2% | 1.2k | 33.83 | |
Past Filings by Mv Capital Management
SEC 13F filings are viewable for Mv Capital Management going back to 2014
- 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
- Mv Capital Management 2021 Q2 filed Aug. 3, 2021
- Mv Capital Management 2021 Q1 filed May 12, 2021
- Mv Capital Management 2020 Q4 filed Feb. 8, 2021
- Mv Capital Management 2020 Q3 filed Nov. 12, 2020
- Mv Capital Management 2020 Q2 filed Aug. 4, 2020
- MV Capital Management 2020 Q1 filed April 28, 2020
- MV Capital Management 2019 Q4 filed Feb. 5, 2020
- MV Capital Management 2019 Q3 filed Nov. 21, 2019
- MV Capital Management 2019 Q2 filed Aug. 7, 2019
- MV Capital Management 2019 Q1 filed May 2, 2019