CV Advisors as of June 30, 2025
Portfolio Holdings for CV Advisors
CV Advisors holds 37 positions in its portfolio as reported in the June 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) | 55.1 | $179M | 290k | 617.85 | |
| Amazon (AMZN) | 5.7 | $19M | 85k | 219.39 | |
| Microsoft Corporation (MSFT) | 5.5 | $18M | 36k | 497.41 | |
| NVIDIA Corporation (NVDA) | 5.3 | $17M | 109k | 157.99 | |
| Apple (AAPL) | 5.2 | $17M | 83k | 205.17 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.5 | $15M | 27k | 551.64 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.2 | $14M | 78k | 176.23 | |
| Netflix (NFLX) | 2.5 | $8.3M | 6.2k | 1339.13 | |
| Meta Platforms Cl A (META) | 2.5 | $8.2M | 11k | 738.09 | |
| Bank of America Corporation (BAC) | 1.5 | $5.0M | 105k | 47.32 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $3.8M | 6.8k | 568.03 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.9 | $2.9M | 26k | 109.61 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $2.2M | 12k | 177.39 | |
| American Intl Group Com New (AIG) | 0.5 | $1.7M | 20k | 85.59 | |
| Royal Caribbean Cruises (RCL) | 0.5 | $1.6M | 5.0k | 313.14 | |
| Ishares Tr National Mun Etf (MUB) | 0.5 | $1.6M | 15k | 104.48 | |
| Coinbase Global Com Cl A (COIN) | 0.4 | $1.4M | 4.1k | 350.49 | |
| Tesla Motors (TSLA) | 0.4 | $1.2M | 3.6k | 317.68 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.1M | 2.3k | 485.77 | |
| Broadcom (AVGO) | 0.3 | $982k | 3.6k | 275.65 | |
| Chevron Corporation (CVX) | 0.3 | $841k | 5.9k | 143.19 | |
| Palo Alto Networks (PANW) | 0.2 | $765k | 3.7k | 204.64 | |
| Jackson Financial Com Cl A (JXN) | 0.2 | $693k | 7.8k | 88.79 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $631k | 7.8k | 80.64 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $551k | 5.1k | 107.80 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $417k | 5.3k | 79.21 | |
| Tidal Trust I Fundstrat Granny (GRNY) | 0.1 | $415k | 18k | 22.68 | |
| Wal-Mart Stores (WMT) | 0.1 | $404k | 4.1k | 97.78 | |
| Scotts Miracle-gro Cl A (SMG) | 0.1 | $383k | 5.8k | 65.96 | |
| Blackstone Secd Lending Common Stock (BXSL) | 0.1 | $370k | 12k | 30.75 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $338k | 1.5k | 226.49 | |
| Rivian Automotive Com Cl A (RIVN) | 0.1 | $325k | 24k | 13.74 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $280k | 451.00 | 620.90 | |
| Roblox Corp Cl A (RBLX) | 0.1 | $276k | 2.6k | 105.20 | |
| United Parcel Service CL B (UPS) | 0.1 | $225k | 2.2k | 100.94 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $217k | 494.00 | 438.40 | |
| Navitas Semiconductor Corp-a (NVTS) | 0.0 | $66k | 10k | 6.55 |
