Central Valley Advisors, LLC Portfolio Holdings

Central Valley Advisors, LLC

  • $220 Billion
  • Q4 2024

Central Valley Advisors, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $220 Billion distributed in 170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.2B, Innovator Etfs Trust with a value of $11.8B, Vanguard Russell 2000 ETF with a value of $11.1B, Ishares Russell 1000 Gr ETF with a value of $9.88B, and Innovator Etfs Trust with a value of $9.24B.

Examining the 13F form we can see an increase of $42.8B in the current position value, from $177B to 220B.

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 $220 Billion
ETFs: $61.2 Billion
Technology: $38.6 Billion
Financial Services: $17.6 Billion
Consumer Cyclical: $12.6 Billion
Healthcare: $11.8 Billion
Industrials: $11.4 Billion
Communication Services: $9.92 Billion
Consumer Defensive: $9.2 Billion
Other: $12.2 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.49B
$576 Million 0.26% of portfolio
5,352
Q3 2024 New
$532M
$194 Million 0.09% of portfolio
146,067
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $220 Billion
  • Prior Value $177 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 17 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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