Central Valley Advisors, LLC Sells in Q2 2025

Central Valley Advisors, LLC

  • $294 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
-13.3K
- 50.63%
$166.82 - $194.23 $2.22M - $2.58M
13K $2.52B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-7.14K
- 30.23%
$320.42 - $421.7 $2.29M - $3.01M
16.5K $7B
UNH
Unitedhealth Group Inc

Healthcare
-102
- 2.57%
$274.35 - $599.47 $28K - $61.1K
3.87K $1.21B
UNP
Union Pacific Corp

Industrials
-472
- 5.07%
$208.27 - $238.46 $98.3K - $113K
8.85K $2.04B
CB
Chubb LTD

Financial Services
-78
- 0.99%
$274.32 - $302.46 $21.4K - $23.6K
7.83K $2.27B
XOM
Exxon Mobil Corp

Energy
-240
- 3.73%
$99.93 - $119.04 $24K - $28.6K
6.2K $668M
MCD
Mcdonalds Corp

Consumer Cyclical
-101
- 3.73%
$285.55 - $321.23 $28.8K - $32.4K
2.61K $763M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
-2.66K
- 1.43%
$23.03 - $23.64 $61.2K - $62.9K
183K $4.29B
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
-2.67K
- 1.44%
$23.2 - $23.63 $62K - $63.1K
182K $4.3B
PEP
Pepsico Inc

Consumer Defensive
-261
- 14.15%
$128.02 - $151.37 $33.4K - $39.5K
1.58K $209M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-2.57K
- 1.44%
$24.37 - $24.56 $62.6K - $63.1K
175K $4.31B
BSMS
Invesco Bulletshares 2028 Muni

ETFs
-2.49K
- 1.33%
$22.66 - $23.35 $56.4K - $58.1K
185K $4.3B
ABBV
Abb Vie Inc.

Healthcare
-8
- 0.42%
$170.16 - $206.27 $1.36K - $1.65K
1.88K $348M
HD
Home Depot, Inc.

Consumer Cyclical
-128
- 1.41%
$335.24 - $380.78 $42.9K - $48.7K
8.96K $3.29B
VZ
Verizon Communications Inc

Communication Services
-185
- 2.41%
$41.67 - $45.62 $7.71K - $8.44K
7.5K $324M
KO
Coca Cola CO

Consumer Defensive
-31
- 0.75%
$68.37 - $73.9 $2.12K - $2.29K
4.09K $290M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-632
- 23.87%
$141.37 - $228.57 $89.3K - $144K
2.02K $457M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-497
- 3.16%
$71.28 - $83.74 $35.4K - $41.6K
15.2K $1.27B
V
Visa Inc.

Financial Services
-46
- 0.48%
$308.27 - $373.31 $14.2K - $17.2K
9.61K $3.41B
BA
Boeing CO

Industrials
-200
- 11.1%
$136.59 - $217.51 $27.3K - $43.5K
1.6K $336M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
-2.53K
- 4.21%
$30.9 - $34.31 $78.3K - $86.9K
57.6K $1.98B
IYF
Ishares Tr

ETFs
-40
- 0.91%
$99.23 - $120.99 $3.97K - $4.84K
4.36K $528M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-1.28K
- 3.27%
$36.26 - $40.45 $46.5K - $51.9K
37.9K $1.53B
IWM
Ishares Russell 2000 ETF

ETFs
-25
- 0.83%
$174.82 - $215.79 $4.37K - $5.39K
3K $646M
UNOV
Earth Science Tech, Inc.

ETFs
-1.48K
- 2.94%
$32.19 - $36.09 $47.5K - $53.3K
48.8K $1.76B
Amplify ETF Tr
-51
- 1.25%
N/A
4.04K $349M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
-1.44K
- 2.95%
$32.79 - $36.78 $47.2K - $52.9K
47.4K $1.74B
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-1.54K
- 3.67%
$32.66 - $37.42 $50.3K - $57.6K
40.5K $1.51B
PLTR
Palantir Technologies Inc.

Technology
-633
- 22.31%
$74.01 - $144.25 $46.8K - $91.3K
2.2K $300M
COST
Costco Wholesale Corp

Consumer Defensive
-39
- 1.64%
$908.13 - $1056.85 $35.4K - $41.2K
2.34K $2.31B
GE
General Electric CO

Industrials
-52
- 3.33%
$166.81 - $257.39 $8.67K - $13.4K
1.51K $389M
DIS
Walt Disney CO

Communication Services
-132
- 3.51%
$81.72 - $124.01 $10.8K - $16.4K
3.63K $451M
USEP
Innovator U.S. Equity Ultra Bu
-1.46K
- 2.49%
N/A
57.4K $2.12B
ICE
Intercontinental Exchange, Inc.

Financial Services
-85
- 0.69%
$151.62 - $183.47 $12.9K - $15.6K
12.2K $2.23B
BAC
Bank Of America Corp

Financial Services
-268
- 1.03%
$34.39 - $47.46 $9.22K - $12.7K
25.8K $1.22B
TSLA
Tesla, Inc.

Consumer Cyclical
-158
- 4.04%
$221.86 - $362.89 $35.1K - $57.3K
3.76K $1.19B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-45
- 1.37%
$416.06 - $551.64 $18.7K - $24.8K
3.25K $1.79B
WMT
Walmart Inc.

Consumer Defensive
-185
- 0.55%
$81.79 - $99.98 $15.1K - $18.5K
33.6K $3.29B
SPY
Spdr S&P 500 ETF Trust

ETFs
-381
- 3.91%
$496.48 - $617.85 $189K - $235K
9.36K $5.78B
GOOGL
Alphabet Inc.

Communication Services
-261
- 1.39%
$144.7 - $178.6 $37.8K - $46.6K
18.5K $3.26B
TT
Trane Technologies PLC

Industrials
-103
- 1.37%
$315.21 - $437.41 $32.5K - $45.1K
7.41K $3.24B
JPM
Jpmorgan Chase & CO

Financial Services
-340
- 1.66%
$210.28 - $289.91 $71.5K - $98.6K
20.1K $5.84B
MSFT
Microsoft Corp

Technology
-810
- 4.59%
$354.56 - $497.45 $287K - $403K
16.8K $8.37B
Activity Summary
Buys All Purchases 58 New Holdings 20 Increased Positions 38 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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