Central Valley Advisors, LLC Reduced Holdings in Q4 2024

Central Valley Advisors, LLC

  • $220 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
-46.6K
- 93.72%
$216.13 - $242.4 $10.1M - $11.3M
3.13K $691M
AVGO
Broadcom Inc.

Technology
-17.7K
- 78.68%
$159.67 - $250.0 $2.83M - $4.43M
4.8K $1.11B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-2K
- 11.01%
$80.93 - $85.66 $162K - $171K
16.2K $1.31B
IWD
Ishares Russell 1000 Val ETF

ETFs
-218
- 0.79%
$183.23 - $199.79 $39.9K - $43.6K
27.5K $5.09B
TT
Trane Technologies PLC

Industrials
-13
- 0.19%
$369.35 - $419.14 $4.8K - $5.45K
6.92K $2.56B
JNJ
Johnson & Johnson

Healthcare
-215
- 4.2%
$143.34 - $165.86 $30.8K - $35.7K
4.91K $710M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-2.07K
- 20.9%
$32.55 - $36.44 $67.3K - $75.4K
7.83K $266M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-317
- 8.52%
$481.22 - $538.17 $153K - $171K
3.4K $1.74B
NKE
Nike, Inc.

Consumer Cyclical
-247
- 6.85%
$73.36 - $89.13 $18.1K - $22K
3.36K $254M
IYF
Ishares Tr

ETFs
-993
- 13.48%
$102.7 - $119.05 $102K - $118K
6.37K $705M
PG
Procter & Gamble CO

Consumer Defensive
-70
- 1.13%
$161.05 - $179.7 $11.3K - $12.6K
6.15K $1.03B
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-1.48K
- 5.93%
$34.72 - $35.93 $51.5K - $53.3K
23.5K $840M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
-1.01K
- 9.15%
$32.44 - $33.28 $32.6K - $33.5K
9.99K $333M
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
-969
- 5.46%
$32.84 - $33.81 $31.8K - $32.8K
16.8K $564M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
-1.02K
- 4.18%
$33.71 - $34.99 $34.5K - $35.8K
23.4K $808M
T
At&T Inc.

Communication Services
-1.2K
- 11.65%
$21.22 - $23.88 $25.5K - $28.7K
9.11K $207M
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-950
- 4.14%
$33.03 - $34.15 $31.4K - $32.4K
22K $744M
CVX
Chevron Corp

Energy
-9
- 0.13%
$141.15 - $162.53 $1.27K - $1.46K
6.9K $1B
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-1.08K
- 4.49%
$30.02 - $31.23 $32.3K - $33.6K
22.8K $705M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-1.1K
- 2.37%
$34.78 - $35.99 $38.4K - $39.7K
45.4K $1.61B
VIG
Vanguard Dividend Appreciation

ETFs
-50
- 1.78%
N/A
2.75K $539M
ABT
Abbott Laboratories

Healthcare
-76
- 2.56%
$111.93 - $119.39 $8.51K - $9.07K
2.89K $327M
USEP
Innovator U.S. Equity Ultra Bu
-984
- 1.64%
N/A
58.9K $2.07B
IBM
International Business Machines Corp

Technology
-19
- 1.07%
$204.9 - $238.04 $3.89K - $4.52K
1.76K $387M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-39
- 0.43%
$50.07 - $52.35 $1.95K - $2.04K
9K $463M
BAC
Bank Of America Corp

Financial Services
-2.6K
- 8.73%
$39.22 - $47.77 $102K - $124K
27.2K $1.2B
BA
Boeing CO

Industrials
-58
- 2.54%
$138.14 - $180.72 $8.01K - $10.5K
2.22K $393M
META
Meta Platforms, Inc.

Communication Services
-18
- 0.32%
$554.08 - $632.68 $9.97K - $11.4K
5.7K $3.34B
DIS
Walt Disney CO

Communication Services
-125
- 2.09%
$92.39 - $117.6 $11.5K - $14.7K
5.87K $654M
SPY
Spdr S&P 500 ETF Trust

ETFs
-39
- 0.38%
$567.81 - $607.81 $22.1K - $23.7K
10.2K $5.97B
TSLA
Tesla, Inc.

Consumer Cyclical
-237
- 5.71%
$213.65 - $479.86 $50.6K - $114K
3.91K $1.58B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-160
- 0.65%
$370.24 - $418.94 $59.2K - $67K
24.6K $9.88B
Activity Summary
Buys All Purchases 67 New Holdings 17 Increased Positions 50 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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