Central Valley Advisors, LLC Incresed Positions in Q3 2024

Central Valley Advisors, LLC

  • $177 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USEP
Innovator U.S. Equity Ultra Bu
31.7K
+ 112.47%
N/A
59.9K $2.08B
SPY
Spdr S&P 500 ETF Trust

ETFs
127
+ 1.26%
$517.38 - $573.86 $65.7K - $72.9K
10.2K $5.87B
IWM
Ishares Russell 2000 ETF

ETFs
2.59K
+ 5.5%
$200.87 - $224.6 $520K - $582K
49.7K $11B
HD
Home Depot, Inc.

Consumer Cyclical
49
+ 0.49%
$333.64 - $405.2 $16.3K - $19.9K
10K $4.05B
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
9.42K
+ 46.8%
$33.87 - $34.82 $319K - $328K
29.6K $1.03B
IYF
Ishares Tr

ETFs
985
+ 15.43%
$93.83 - $105.05 $92.4K - $103K
7.37K $765M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
23K
+ 1606.42%
$31.92 - $33.91 $735K - $781K
24.5K $829M
WMT
Walmart Inc.

Consumer Defensive
348
+ 0.9%
$66.91 - $81.4 $23.3K - $28.3K
38.9K $3.14B
CB
Chubb LTD

Financial Services
283
+ 3.86%
$252.51 - $292.2 $71.5K - $82.7K
7.62K $2.2B
JPM
Jpmorgan Chase & CO

Financial Services
151
+ 0.66%
$194.9 - $224.8 $29.4K - $33.9K
23.1K $4.87B
APD
Air Products & Chemicals, Inc.

Basic Materials
154
+ 2.48%
$247.34 - $300.11 $38.1K - $46.2K
6.37K $1.9B
GOOG
Alphabet Inc.

Communication Services
1
+ 0.02%
$149.54 - $192.66 $150 - $193
6.36K $1.06B
FISV
Fiserv Inc

Technology
129
+ 1.16%
N/A
11.3K $2.02B
CME
Cme Group Inc.

Financial Services
207
+ 3.1%
$193.43 - $220.62 $40K - $45.7K
6.89K $1.52B
META
Meta Platforms, Inc.

Communication Services
18
+ 0.32%
$453.41 - $572.44 $8.16K - $10.3K
5.71K $3.27B
CVX
Chevron Corp

Energy
190
+ 2.83%
$137.88 - $161.97 $26.2K - $30.8K
6.91K $1.02B
ETN
Eaton Corp PLC

Industrials
107
+ 1.36%
$272.52 - $333.02 $29.2K - $35.6K
8K $2.65B
ICE
Intercontinental Exchange, Inc.

Financial Services
183
+ 1.67%
$136.93 - $162.81 $25.1K - $29.8K
11.2K $1.79B
TT
Trane Technologies PLC

Industrials
38
+ 0.55%
$314.21 - $388.71 $11.9K - $14.8K
6.94K $2.7B
SPGI
S&P Global Inc.

Financial Services
76
+ 2.42%
$446.32 - $527.38 $33.9K - $40.1K
3.22K $1.66B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.09%
$405.19 - $478.57 $405 - $479
1.12K $516M
KO
Coca Cola CO

Consumer Defensive
369
+ 8.68%
$62.69 - $73.01 $23.1K - $26.9K
4.62K $332M
XOM
Exxon Mobil Corp

Energy
44
+ 0.68%
$109.72 - $119.0 $4.83K - $5.24K
6.48K $759M
T
At&T Inc.

Communication Services
3
+ 0.03%
$18.21 - $22.28 $54.6 - $66.8
10.3K $227M
V
Visa Inc.

Financial Services
185
+ 1.72%
$253.74 - $291.56 $46.9K - $53.9K
10.9K $3.01B
AMZN
Amazon Com Inc

Consumer Cyclical
444
+ 1.98%
$161.02 - $200.0 $71.5K - $88.8K
22.9K $4.27B
CRM
Salesforce, Inc.

Technology
271
+ 4.4%
$238.42 - $276.53 $64.6K - $74.9K
6.43K $1.76B
FANG
Diamondback Energy, Inc.

Energy
532
+ 5.77%
$168.46 - $210.94 $89.6K - $112K
9.75K $1.68B
GOOGL
Alphabet Inc.

Communication Services
808
+ 4.41%
$148.65 - $191.18 $120K - $154K
19.1K $3.17B
NVDA
Nvidia Corp

Technology
1.08K
+ 4.1%
$98.91 - $134.91 $106K - $145K
27.3K $3.31B
UNP
Union Pacific Corp

Industrials
119
+ 1.42%
$221.78 - $256.09 $26.4K - $30.5K
8.51K $2.1B
IQV
Iqvia Holdings Inc.

Healthcare
180
+ 3.03%
$206.81 - $251.55 $37.2K - $45.3K
6.12K $1.45B
MRK
Merck & Co., Inc.

Healthcare
498
+ 2.94%
$111.15 - $128.97 $55.4K - $64.2K
17.4K $1.98B
HAL
Halliburton CO

Energy
3.92K
+ 8.72%
$27.81 - $36.44 $109K - $143K
48.9K $1.42B
MDT
Medtronic PLC

Healthcare
521
+ 3.65%
$76.84 - $91.03 $40K - $47.4K
14.8K $1.33B
STE
Steris PLC

Healthcare
164
+ 3.03%
$213.51 - $247.14 $35K - $40.5K
5.57K $1.35B
EW
Edwards Lifesciences Corp

Healthcare
1.13K
+ 7.89%
$59.7 - $93.78 $67.6K - $106K
15.5K $1.02B
NXPI
Nxp Semiconductors N.V.

Technology
428
+ 5.98%
$225.14 - $290.78 $96.4K - $124K
7.58K $1.82B
UNH
Unitedhealth Group Inc

Healthcare
47
+ 1.36%
$488.01 - $604.18 $22.9K - $28.4K
3.51K $2.05B
Activity Summary
Buys All Purchases 76 New Holdings 36 Increased Positions 40 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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