Central Valley Advisors, LLC Reduced Holdings in Q3 2025

Central Valley Advisors, LLC

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

ETFs
-436K
- 90.78%
$19.49 - $19.61 $8.49M - $8.54M
44.3K $866M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-411K
- 91.17%
$20.66 - $20.74 $8.49M - $8.52M
39.8K $823M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-158K
- 89.85%
$24.45 - $24.58 $3.86M - $3.88M
17.8K $437M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
-164K
- 89.86%
$23.48 - $23.7 $3.85M - $3.89M
18.5K $437M
CRM
Salesforce, Inc.

Technology
-206
- 2.6%
$231.66 - $273.65 $47.7K - $56.4K
7.7K $1.83B
COST
Costco Wholesale Corp

Consumer Defensive
-96
- 4.11%
$915.95 - $994.57 $87.9K - $95.5K
2.24K $2.07B
ICE
Intercontinental Exchange, Inc.

Financial Services
-27
- 0.22%
$167.28 - $188.45 $4.52K - $5.09K
12.1K $2.05B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-900
- 44.64%
$224.68 - $282.71 $202K - $254K
1.12K $312M
V
Visa Inc.

Financial Services
-9
- 0.09%
$332.09 - $358.86 $2.99K - $3.23K
9.6K $3.28B
TT
Trane Technologies PLC

Industrials
-5
- 0.07%
$398.96 - $472.54 $1.99K - $2.36K
7.41K $3.13B
CB
Chubb LTD

Financial Services
-13
- 0.17%
$265.99 - $289.59 $3.46K - $3.76K
7.82K $2.21B
WM
Waste Management Inc

Industrials
-133
- 4.57%
$213.88 - $237.1 $28.4K - $31.5K
2.78K $614M
META
Meta Platforms, Inc.

Communication Services
-15
- 0.25%
$695.21 - $791.73 $10.4K - $11.9K
5.9K $4.33B
IBM
International Business Machines Corp

Technology
-12
- 0.7%
$234.77 - $292.47 $2.82K - $3.51K
1.7K $479M
ADP
Automatic Data Processing Inc

Industrials
-2
- 0.27%
$288.69 - $310.94 $577 - $622
733 $215M
PEP
Pepsico Inc

Consumer Defensive
-119
- 7.52%
$133.81 - $152.16 $15.9K - $18.1K
1.46K $206M
XLC
Select Sector Spdr Tr Communic

ETFs
-174
- 8.45%
$105.99 - $119.41 $18.4K - $20.8K
1.89K $223M
SPY
Spdr S&P 500 ETF Trust

ETFs
-674
- 7.2%
$617.65 - $666.84 $416K - $449K
8.69K $5.79B
BMAY
Innovator U.S. Equity Buffer E

ETFs
-69
- 1.2%
$42.18 - $43.86 $2.91K - $3.03K
5.67K $248M
ETN
Eaton Corp PLC

Industrials
-1
- 0.14%
$342.99 - $392.76 $343 - $393
731 $274M
UNP
Union Pacific Corp

Industrials
-70
- 0.79%
$214.91 - $237.16 $15K - $16.6K
8.78K $2.07B
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-211
- 0.39%
$35.56 - $36.69 $7.5K - $7.74K
54.2K $1.99B
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-240
- 0.33%
$31.28 - $32.14 $7.51K - $7.71K
72.8K $2.34B
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
-215
- 0.39%
$34.91 - $35.87 $7.51K - $7.71K
55.4K $1.99B
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-185
- 0.49%
$40.37 - $42.12 $7.47K - $7.79K
37.7K $1.59B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-69
- 0.45%
$84.28 - $89.46 $5.82K - $6.17K
15.2K $1.35B
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
-218
- 0.38%
$34.26 - $35.77 $7.47K - $7.8K
57.4K $2.05B
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-199
- 0.29%
$37.58 - $39.01 $7.48K - $7.76K
68.7K $2.68B
IWD
Ishares Russell 1000 Val ETF

ETFs
-57
- 0.44%
$192.76 - $203.86 $11K - $11.6K
12.9K $2.63B
UNH
Unitedhealth Group Inc

Healthcare
-27
- 0.7%
$237.77 - $353.61 $6.42K - $9.55K
3.84K $1.33B
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-206
- 0.26%
$36.37 - $38.37 $7.49K - $7.9K
78.1K $3B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-22
- 0.68%
$546.99 - $602.2 $12K - $13.2K
3.23K $1.94B
WMT
Walmart Inc.

Consumer Defensive
-28
- 0.08%
$94.4 - $104.27 $2.64K - $2.92K
33.6K $3.46B
HD
Home Depot, Inc.

Consumer Cyclical
-18
- 0.2%
$357.4 - $423.42 $6.43K - $7.62K
8.94K $3.62B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-24
- 0.15%
$420.11 - $472.68 $10.1K - $11.3K
16.5K $7.71B
NEM
Newmont Corp

Basic Materials
-6
- 0.02%
$57.35 - $85.25 $344 - $512
37K $3.12B
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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