Central Valley Advisors, LLC Incresed Positions in Q3 2025

Central Valley Advisors, LLC

  • $323 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
3.29K
+ 6.76%
$202.38 - $256.87 $665K - $844K
51.9K $13.2B
MCD
Mcdonalds Corp

Consumer Cyclical
6.29K
+ 240.96%
$291.67 - $316.99 $1.83M - $1.99M
8.9K $2.7B
VTWO
Vanguard Russell 2000 ETF

ETFs
271
+ 0.2%
$86.92 - $99.32 $23.6K - $26.9K
137K $13.4B
GOOGL
Alphabet Inc.

Communication Services
749
+ 4.05%
$174.36 - $254.72 $131K - $191K
19.3K $4.68B
MSFT
Microsoft Corp

Technology
1.81K
+ 10.73%
$491.09 - $535.64 $887K - $967K
18.6K $9.65B
NVDA
Nvidia Corp

Technology
404
+ 1.08%
$153.3 - $186.58 $61.9K - $75.4K
38K $7.09B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
302
+ 1.46%
$567.77 - $614.76 $171K - $186K
21K $12.9B
JPM
Jpmorgan Chase & CO

Financial Services
1.29K
+ 6.4%
$282.78 - $316.06 $364K - $407K
21.4K $6.76B
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
20.5K
+ 64.8%
$36.71 - $38.11 $754K - $783K
52.2K $1.99B
USEP
Innovator U.S. Equity Ultra Bu
15.1K
+ 26.36%
N/A
72.6K $2.81B
GOOG
Alphabet Inc.

Communication Services
1.22K
+ 26.55%
$175.16 - $255.24 $213K - $311K
5.8K $1.41B
FSLR
First Solar, Inc.

Technology
105
+ 1.01%
$160.84 - $223.53 $16.9K - $23.5K
10.5K $2.32B
TSLA
Tesla, Inc.

Consumer Cyclical
250
+ 6.65%
$293.94 - $444.72 $73.5K - $111K
4.01K $1.78B
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
12.9K
+ 31.79%
$37.4 - $39.31 $481K - $506K
53.3K $2.1B
Innovator Etfs Trust
2.06K
+ 0.52%
N/A
395K $11.3B
Innovator Etfs Trust
1.03K
+ 0.24%
N/A
426K $13.6B
PLTR
Palantir Technologies Inc.

Technology
1.96K
+ 88.97%
$130.68 - $186.97 $256K - $367K
4.17K $760M
BAC
Bank Of America Corp

Financial Services
5.12K
+ 19.86%
$44.92 - $52.42 $230K - $268K
30.9K $1.59B
MO
Altria Group, Inc.

Consumer Defensive
2.25K
+ 7.69%
$57.75 - $67.68 $130K - $152K
31.5K $2.08B
GE
General Electric CO

Industrials
825
+ 54.64%
$244.75 - $305.63 $202K - $252K
2.34K $702M
AVGO
Broadcom Inc.

Technology
7
+ 0.13%
$264.74 - $369.57 $1.85K - $2.59K
5.37K $1.77B
RGLD
Royal Gold Inc

Basic Materials
536
+ 7.06%
$151.42 - $200.58 $81.2K - $108K
8.13K $1.63B
BALT
Innovator Etfs Tr
1.03K
+ 0.33%
$32.11 - $32.82 $33.2K - $33.9K
315K $10.3B
ES
Eversource Energy

Utilities
1.01K
+ 4.31%
$62.86 - $71.14 $63.4K - $71.8K
24.4K $1.74B
CVX
Chevron Corp

Energy
303
+ 1.88%
$145.57 - $161.83 $44.1K - $49K
16.5K $2.56B
RIO
Rio Tinto PLC

Basic Materials
508
+ 1.94%
$57.66 - $66.01 $29.3K - $33.5K
26.7K $1.77B
ORCL
Oracle Corp

Technology
389
+ 23.2%
$218.96 - $328.33 $85.2K - $128K
2.07K $581M
MRK
Merck & Co., Inc.

Healthcare
702
+ 3.03%
$77.6 - $87.37 $54.5K - $61.3K
23.9K $2B
JNJ
Johnson & Johnson

Healthcare
314
+ 9.47%
$155.17 - $185.42 $48.7K - $58.2K
3.63K $673M
BA
Boeing CO

Industrials
642
+ 40.07%
$209.79 - $237.38 $135K - $152K
2.24K $484M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
4.93K
+ 0.97%
$18.61 - $18.94 $91.7K - $93.4K
511K $9.6B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
5.27K
+ 1.13%
$20.41 - $20.67 $108K - $109K
471K $9.68B
MU
Micron Technology Inc

Technology
83
+ 3.07%
$104.88 - $168.89 $8.71K - $14K
2.79K $467M
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
Blackrock Inc
1
+ 0.28%
N/A
359 $419M
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
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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