Central Valley Advisors, LLC Portfolio Holdings

Central Valley Advisors, LLC

  • $177 Billion
  • Q3 2024

Central Valley Advisors, LLC has filed its 13F form on October 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $177 Billion distributed in 163 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.9B, Ishares Russell 2000 ETF with a value of $11B, Ishares Russell 1000 Gr ETF with a value of $9.3B, Microsoft Corp with a value of $8.55B, and Spdr S&P 500 ETF Trust with a value of $5.87B.

Examining the 13F form we can see an decrease of $57B in the current position value, from $234B to 177B.

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 $177 Billion
ETFs: $51.8 Billion
Technology: $37.4 Billion
Financial Services: $17.8 Billion
Industrials: $13.1 Billion
Healthcare: $12.6 Billion
Consumer Cyclical: $11.5 Billion
Consumer Defensive: $8.89 Billion
Communication Services: $8.78 Billion
Other: $10.3 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.73B
$673 Million 0.38% of portfolio
5,352
Q3 2024 New
$770M
$257 Million 0.15% of portfolio
146,067
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $177 Billion
  • Prior Value $234 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 36 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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