CV Advisors as of Dec. 31, 2024
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 | 270k | 586.08 | |
| NVIDIA Corporation (NVDA) | 6.4 | $18M | 137k | 134.29 | |
| Apple (AAPL) | 6.3 | $18M | 85k | 213.60 | |
| Amazon (AMZN) | 5.8 | $17M | 82k | 202.06 | |
| Microsoft Corporation (MSFT) | 4.8 | $14M | 33k | 418.96 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.7 | $14M | 73k | 186.70 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.7 | $14M | 27k | 510.17 | |
| Ishares Tr National Mun Etf (MUB) | 1.7 | $4.8M | 45k | 106.55 | |
| Netflix (NFLX) | 1.6 | $4.6M | 5.2k | 891.32 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $3.6M | 6.7k | 538.81 | |
| Meta Platforms Cl A (META) | 1.2 | $3.5M | 8.5k | 413.91 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.1 | $3.0M | 29k | 106.84 | |
| Wal-Mart Stores (WMT) | 0.9 | $2.6M | 29k | 90.35 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $2.2M | 11k | 190.44 | |
| Coinbase Global Com Cl A (COIN) | 0.6 | $1.8M | 7.1k | 248.30 | |
| Advanced Micro Devices (AMD) | 0.5 | $1.5M | 13k | 120.79 | |
| Tesla Motors (TSLA) | 0.4 | $1.1M | 2.6k | 403.87 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.0M | 2.2k | 453.28 | |
| Chevron Corporation (CVX) | 0.3 | $851k | 5.9k | 144.84 | |
| Jackson Financial Com Cl A (JXN) | 0.2 | $679k | 7.8k | 87.08 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $615k | 7.8k | 78.65 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $559k | 7.2k | 78.01 | |
| Scotts Miracle-gro Cl A (SMG) | 0.1 | $385k | 5.8k | 66.34 | |
| Rivian Automotive Com Cl A (RIVN) | 0.1 | $359k | 27k | 13.30 | |
| Intuit (INTU) | 0.1 | $276k | 439.00 | 628.50 | |
| Astera Labs (ALAB) | 0.1 | $265k | 2.0k | 132.45 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $253k | 501.00 | 505.65 | |
| Palo Alto Networks (PANW) | 0.1 | $246k | 3.6k | 69.17 | |
| Rigetti Computing Common Stock (RGTI) | 0.1 | $214k | 14k | 15.26 | |
| Adapthealth Corp Common Stock (AHCO) | 0.1 | $208k | 22k | 9.52 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $203k | 494.00 | 410.44 | |
| D-wave Quantum (QBTS) | 0.0 | $118k | 14k | 8.40 | |
| Nasdaq Omx (NDAQ) | 0.0 | $38k | 10k | 3.79 | |
| Eos Energy Enterprises *w Exp 11/17/202 (EOSEW) | 0.0 | $1.8k | 10k | 0.18 |
