Cvfg LLC Incresed Positions in Q2 2025

Cvfg LLC

  • $126 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.92K
+ 10.59%
$171.4 - $227.1 $329K - $435K
20K $4.55B
SPY
Spdr S&P 500 ETF Trust

ETFs
334
+ 2.45%
$496.48 - $617.85 $166K - $206K
14K $8.64B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.25K
+ 8.91%
$376.48 - $440.65 $469K - $549K
15.2K $6.71B
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
8.37K
+ 5.42%
$26.38 - $32.66 $221K - $273K
163K $5.32B
VTI
Vanguard Total Stock Market Et

ETFs
657
+ 3.51%
$243.75 - $303.93 $160K - $200K
19.4K $5.89B
Capital Group Core Balanced
15.7K
+ 17.84%
N/A
104K $3.47B
SPMD
Spdr Portfolio

ETFs
8.02K
+ 10.11%
$44.89 - $54.38 $360K - $436K
87.3K $4.75B
GS
Goldman Sachs Group Inc

Financial Services
880
+ 222.78%
$462.22 - $707.75 $407K - $623K
1.28K $902M
CGGO
Capital Group Global Growth Eq

ETFs
8.39K
+ 9.93%
$25.31 - $32.17 $212K - $270K
92.9K $2.97B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
8.36K
+ 11.83%
$35.35 - $42.68 $296K - $357K
79K $3.37B
META
Meta Platforms, Inc.

Communication Services
300
+ 25.1%
$484.66 - $738.09 $145K - $221K
1.5K $1.1B
QQQ
Invesco Qqq Trust, Series 1

ETFs
133
+ 3.32%
$416.06 - $551.64 $55.3K - $73.4K
4.14K $2.28B
AMZN
Amazon Com Inc

Consumer Cyclical
622
+ 6.79%
$167.32 - $223.3 $104K - $139K
9.79K $2.15B
IVV
Ishares Core S&P 500 ETF

ETFs
172
+ 3.51%
$498.8 - $620.9 $85.8K - $107K
5.07K $3.15B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.13K
+ 5.09%
$152.93 - $181.74 $172K - $205K
23.2K $4.22B
TSLA
Tesla, Inc.

Consumer Cyclical
580
+ 17.31%
$221.86 - $362.89 $129K - $210K
3.93K $1.25B
HEFA
Ishares Currency Hedged Msci E

ETFs
5.16K
+ 5.67%
$32.11 - $38.21 $166K - $197K
96.1K $3.65B
BA
Boeing CO

Industrials
800
+ 45.43%
$136.59 - $217.51 $109K - $174K
2.56K $537M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
8.34K
+ 8.15%
$24.98 - $25.66 $208K - $214K
111K $2.83B
CGXU
Capital Group Intl Focus Equit

ETFs
6.91K
+ 66.91%
$21.44 - $27.35 $148K - $189K
17.2K $468M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.75K
+ 7.74%
$105.23 - $109.61 $184K - $192K
24.4K $2.67B
IWM
Ishares Russell 2000 ETF

ETFs
669
+ 19.64%
$174.82 - $215.79 $117K - $144K
4.08K $879M
SOXX
Ishares Semiconductor ETF

ETFs
210
+ 9.77%
$154.86 - $239.07 $32.5K - $50.2K
2.36K $563M
DIS
Walt Disney CO

Communication Services
360
+ 11.21%
$81.72 - $124.01 $29.4K - $44.6K
3.57K $443M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
593
+ 16.7%
$483.48 - $539.8 $287K - $320K
4.14K $2.01B
COST
Costco Wholesale Corp

Consumer Defensive
102
+ 24.76%
$908.13 - $1056.85 $92.6K - $108K
514 $509M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
163
+ 37.05%
$456.74 - $568.03 $74.4K - $92.6K
603 $343M
CGUS
Capital Group Core Equity ETF
1.52K
+ 11.14%
$29.93 - $36.93 $45.5K - $56.2K
15.2K $560M
VXF
Vanguard Extended Market ETF

ETFs
9
+ 0.19%
$150.43 - $192.71 $1.35K - $1.73K
4.84K $933M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
58
+ 0.49%
$55.54 - $69.09 $3.22K - $4.01K
11.9K $824M
GOOG
Alphabet Inc.

Communication Services
111
+ 3.53%
$146.58 - $180.01 $16.3K - $20K
3.26K $578M
MGK
Vanguard Mega Cap Growth ETF

ETFs
20
+ 1.46%
$273.67 - $366.17 $5.47K - $7.32K
1.39K $509M
CGDV
Capital Group Divid Value ETF

ETFs
1.18K
+ 13.98%
$31.93 - $39.49 $37.8K - $46.7K
9.65K $381M
WMT
Walmart Inc.

Consumer Defensive
107
+ 1.63%
$81.79 - $99.98 $8.75K - $10.7K
6.68K $654M
CGGR
Capital Group Growth ETF Shs C

ETFs
670
+ 9.5%
$30.53 - $40.65 $20.5K - $27.2K
7.73K $314M
HD
Home Depot, Inc.

Consumer Cyclical
193
+ 7.01%
$335.24 - $380.78 $64.7K - $73.5K
2.95K $1.08B
CGCP
Capital Group Core Plus Income

ETFs
2.78K
+ 6.73%
$21.92 - $22.56 $60.9K - $62.7K
44K $991M
IWR
Ishares Russell Mid Cap ETF

ETFs
215
+ 3.55%
$74.88 - $91.97 $16.1K - $19.8K
6.28K $577M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
1.7K
+ 15.1%
$12.25 - $15.47 $20.8K - $26.3K
12.9K $200M
IXUS
Ishares Tr

ETFs
85
+ 2.41%
$62.37 - $77.63 $5.3K - $6.6K
3.62K $280M
DGRO
Ishares Core Dividend Growth E

ETFs
185
+ 2.96%
$55.22 - $63.94 $10.2K - $11.8K
6.45K $412M
V
Visa Inc.

Financial Services
44
+ 2.46%
$308.27 - $373.31 $13.6K - $16.4K
1.83K $649M
DE
Deere & CO

Industrials
7
+ 1.62%
$412.99 - $531.48 $2.89K - $3.72K
439 $223M
QUAL
Ishares Msci Usa Quality Facto

ETFs
14
+ 0.96%
$152.42 - $182.82 $2.13K - $2.56K
1.48K $270M
CMI
Cummins Inc

Industrials
1
+ 0.07%
$267.12 - $336.65 $267 - $337
1.38K $450M
XLU
Utilities Sector Spdr

ETFs
53
+ 2.05%
$73.09 - $82.77 $3.87K - $4.39K
2.63K $215M
Linde PLC
15
+ 1.91%
N/A
800 $375M
CRM
Salesforce, Inc.

Technology
10
+ 0.65%
$236.26 - $291.15 $2.36K - $2.91K
1.54K $421M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
15
+ 0.55%
$107.61 - $119.09 $1.61K - $1.79K
2.73K $324M
Activity Summary
Buys All Purchases 65 New Holdings 7 Increased Positions 58 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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