Central Valley Advisors, LLC Purchases in Q3 2025

Central Valley Advisors, LLC

  • $323 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.33K
+ 0.9%
$19.61 - $19.79 $84.8K - $85.6K
485K $9.56B
CAT
Caterpillar Inc

Industrials
55
+ 5.63%
$390.92 - $477.15 $21.5K - $26.2K
1.03K $492M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
1.38K
+ 0.73%
$22.71 - $23.24 $31.3K - $32K
190K $4.39B
EPD
Enterprise Products Partners L.P.

Energy
2.74K
+ 4.9%
$30.74 - $32.14 $84.1K - $87.9K
58.5K $1.83B
XOM
Exxon Mobil Corp

Energy
524
+ 8.45%
$105.83 - $117.22 $55.5K - $61.4K
6.72K $758M
ABBV
Abb Vie Inc.

Healthcare
5
+ 0.27%
$184.85 - $231.54 $924 - $1.16K
1.88K $435M
IYH
Ishares Tr

ETFs
1.03K
+ 11.33%
$54.36 - $58.96 $56.1K - $60.8K
10.1K $596M
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.07%
$214.92 - $244.84 $430 - $490
3K $725M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
1.38K
+ 0.75%
$23.12 - $23.59 $31.9K - $32.6K
187K $4.37B
BSMR
Invesco Bulletshares 2027 Muni

ETFs
1.21K
+ 0.66%
$23.46 - $23.77 $28.3K - $28.7K
184K $4.35B
AMZN
Amazon Com Inc

Consumer Cyclical
171
+ 0.81%
$211.65 - $238.24 $36.2K - $40.7K
21.2K $4.65B
VZ
Verizon Communications Inc

Communication Services
617
+ 8.23%
$40.84 - $45.06 $25.2K - $27.8K
8.11K $357M
ENOV
Enovis Corp

Industrials
2.86K
+ 4.98%
$25.74 - $35.94 $73.5K - $103K
60.2K $1.83B
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.12%
$250.62 - $279.43 $251 - $279
836 $233M
ABT
Abbott Laboratories

Healthcare
10
+ 0.37%
$120.51 - $136.62 $1.21K - $1.37K
2.72K $365M
CSCO
Cisco Systems, Inc.

Technology
26
+ 0.41%
$66.2 - $71.79 $1.72K - $1.87K
6.33K $433M
T
At&T Inc.

Communication Services
71
+ 0.64%
$26.94 - $29.62 $1.91K - $2.1K
11.1K $315M
KO
Coca Cola CO

Consumer Defensive
41
+ 1.0%
$65.67 - $71.67 $2.69K - $2.94K
4.14K $274M
HON
Honeywell International Inc

Industrials
25
+ 1.81%
$207.7 - $240.4 $5.19K - $6.01K
1.41K $297M
DIS
Walt Disney CO

Communication Services
5
+ 0.14%
$112.25 - $124.0 $561 - $620
3.64K $417M
AMCR
Amcor PLC

Consumer Cyclical
10.9K
+ 7.27%
$7.97 - $9.94 $86.8K - $108K
161K $1.31B
NFLX
Netflix Inc

Communication Services
56
+ 4.06%
$1147.87 - $1297.18 $64.3K - $72.6K
1.44K $1.72B
PAGP
Plains Gp Holdings LP

Energy
171
+ 0.1%
$18.12 - $20.08 $3.1K - $3.43K
170K $3.09B
Activity Summary
Buys All Purchases 74 New Holdings 16 Increased Positions 58 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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