CV Advisors as of March 31, 2025
Portfolio Holdings for CV Advisors
CV Advisors holds 36 positions in its portfolio as reported in the March 2025 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) | 55.5 | $158M | 282k | 559.07 | |
| Apple (AAPL) | 6.8 | $19M | 87k | 221.67 | |
| Amazon (AMZN) | 5.7 | $16M | 84k | 190.26 | |
| Microsoft Corporation (MSFT) | 4.6 | $13M | 35k | 374.70 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.4 | $12M | 27k | 468.12 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $12M | 76k | 154.64 | |
| NVIDIA Corporation (NVDA) | 4.0 | $12M | 106k | 108.38 | |
| Meta Platforms Cl A (META) | 2.2 | $6.2M | 11k | 571.40 | |
| Netflix (NFLX) | 2.0 | $5.6M | 6.0k | 928.19 | |
| Ishares Tr National Mun Etf (MUB) | 1.7 | $4.7M | 45k | 105.44 | |
| Bank of America Corporation (BAC) | 1.6 | $4.5M | 108k | 41.47 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $3.4M | 6.8k | 508.51 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.1 | $3.1M | 28k | 108.69 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.8M | 12k | 153.31 | |
| American Intl Group Com New (AIG) | 0.6 | $1.7M | 20k | 86.94 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.2M | 2.3k | 520.13 | |
| Royal Caribbean Cruises (RCL) | 0.4 | $1.0M | 5.0k | 205.44 | |
| Chevron Corporation (CVX) | 0.3 | $983k | 6.0k | 164.08 | |
| Tesla Motors (TSLA) | 0.3 | $941k | 3.6k | 259.18 | |
| Coinbase Global Com Cl A (COIN) | 0.3 | $935k | 5.4k | 172.23 | |
| Jackson Financial Com Cl A (JXN) | 0.2 | $654k | 7.8k | 83.78 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $617k | 7.8k | 78.89 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $608k | 5.1k | 118.93 | |
| Palo Alto Networks (PANW) | 0.2 | $608k | 3.7k | 162.69 | |
| Broadcom (AVGO) | 0.2 | $597k | 3.9k | 154.83 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $564k | 7.2k | 78.65 | |
| Blackstone Secd Lending Common Stock (BXSL) | 0.1 | $389k | 12k | 32.36 | |
| Wal-Mart Stores (WMT) | 0.1 | $363k | 4.5k | 81.01 | |
| Scotts Miracle-gro Cl A (SMG) | 0.1 | $318k | 5.8k | 54.89 | |
| Rivian Automotive Com Cl A (RIVN) | 0.1 | $294k | 24k | 12.45 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $278k | 495.00 | 561.90 | |
| United Parcel Service CL B (UPS) | 0.1 | $245k | 2.2k | 109.99 | |
| Adapthealth Corp Common Stock (AHCO) | 0.1 | $237k | 22k | 10.84 | |
| Complete Solaria (SPWR) | 0.1 | $233k | 150k | 1.55 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $216k | 1.3k | 166.00 | |
| Navitas Semiconductor Corp-a (NVTS) | 0.0 | $21k | 10k | 2.05 |
