Central Valley Advisors, LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $264 Billion distributed in 153 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Innovator Etfs Trust with a value of $12.5B, Vanguard Russell 2000 ETF with a value of $10.7B, Apple Inc. with a value of $10.7B, Innovator Etfs Trust with a value of $10.1B, and Innovator Etfs Tr with a value of $9.77B.
Examining the 13F form we can see an increase of $43.9B in the current position value, from $220B to 264B.
Central Valley Advisors, LLC is based out at Sacramento, CA
Below you can find more details about Central Valley Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$264 Billion
ETFs: $127 Billion
Technology: $26.2 Billion
Financial Services: $15 Billion
Industrials: $11 Billion
Healthcare: $10.6 Billion
Consumer Cyclical: $9.11 Billion
Energy: $8.6 Billion
Communication Services: $7.93 Billion
Other: $10.6 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
