CV Advisors

CV Advisors as of Sept. 30, 2025

Portfolio Holdings for CV Advisors

CV Advisors holds 50 positions in its portfolio as reported in the September 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) 54.6 $197M 296k 666.18
Apple (AAPL) 5.8 $21M 83k 254.63
NVIDIA Corporation (NVDA) 5.7 $21M 111k 186.58
Alphabet Cap Stk Cl A (GOOGL) 5.3 $19M 79k 243.10
Microsoft Corporation (MSFT) 5.2 $19M 36k 517.95
Amazon (AMZN) 5.1 $19M 84k 219.57
Meta Platforms Cl A (META) 2.6 $9.5M 13k 734.38
Netflix (NFLX) 2.0 $7.4M 6.1k 1198.92
Bank of America Corporation (BAC) 1.5 $5.4M 105k 51.59
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 1.4 $4.9M 103k 47.88
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $4.2M 6.8k 612.42
Alphabet Cap Stk Cl C (GOOG) 0.9 $3.4M 14k 243.55
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.9 $3.1M 13k 239.64
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.8 $2.9M 26k 111.47
Uber Technologies (UBER) 0.6 $2.3M 24k 97.97
Ishares Tr National Mun Etf (MUB) 0.5 $1.8M 17k 106.49
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.5 $1.7M 3.7k 463.71
Tesla Motors (TSLA) 0.5 $1.7M 3.8k 444.75
Coinbase Global Com Cl A (COIN) 0.4 $1.4M 4.1k 337.49
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.3 $1.3M 12k 104.51
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.2M 2.4k 502.74
Broadcom (AVGO) 0.3 $1.2M 3.6k 329.91
Chevron Corporation (CVX) 0.3 $1.0M 6.5k 155.29
Blackstone Group Inc Com Cl A (BX) 0.3 $982k 5.7k 170.85
Palo Alto Networks (PANW) 0.3 $903k 4.4k 203.62
Jackson Financial Com Cl A (JXN) 0.2 $790k 7.8k 101.23
Spotify Technology S A SHS (SPOT) 0.2 $698k 1.0k 698.00
Oracle Corporation (ORCL) 0.2 $660k 2.3k 281.24
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $635k 7.8k 81.18
Exxon Mobil Corporation (XOM) 0.2 $576k 5.1k 112.75
Tidal Trust I Fundstrat Granny (GRNY) 0.1 $457k 18k 24.99
Bain Cap Specialty Fin Com Stk (BCSF) 0.1 $449k 32k 14.25
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $420k 5.3k 79.64
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $417k 1.5k 279.29
American Intl Group Com New (AIG) 0.1 $405k 5.2k 78.54
Blackstone Secd Lending Common Stock (BXSL) 0.1 $401k 15k 26.07
Astera Labs (ALAB) 0.1 $392k 2.0k 195.80
Roblox Corp Cl A (RBLX) 0.1 $363k 2.6k 138.52
Scotts Miracle-gro Cl A (SMG) 0.1 $330k 5.8k 56.95
Wal-Mart Stores (WMT) 0.1 $321k 3.1k 103.06
Ishares Tr Russell 2000 Etf (IWM) 0.1 $306k 1.3k 241.99
Ishares Tr Core S&p500 Etf (IVV) 0.1 $302k 451.00 669.30
Wedbush Ser Tr Dan Ives Wedbush (IVES) 0.1 $256k 8.0k 32.12
Vanguard Index Fds Growth Etf (VUG) 0.1 $237k 494.00 479.61
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $223k 684.00 326.36
Palantir Technologies Cl A (PLTR) 0.1 $219k 1.2k 182.42
Rivian Automotive Com Cl A (RIVN) 0.1 $219k 15k 14.68
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $217k 1.5k 148.61
Dell Technologies CL C (DELL) 0.1 $209k 1.5k 141.77
JPMorgan Chase & Co. (JPM) 0.1 $209k 663.00 315.43