Cvfg LLC Reduced Holdings in Q3 2025

Cvfg LLC

  • $138 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
-500
- 39.22%
$696.56 - $806.32 $348K - $403K
775 $617M
ACN
Accenture PLC

Technology
-490
- 18.75%
$232.56 - $304.78 $114K - $149K
2.12K $524M
AVGO
Broadcom Inc.

Technology
-1K
- 61.46%
$264.74 - $369.57 $265K - $370K
627 $207M
INTU
Intuit Inc

Technology
-20
- 1.05%
$646.03 - $807.39 $12.9K - $16.1K
1.88K $1.28B
ELV
Elevance Health, Inc.

Healthcare
-84
- 5.6%
$274.66 - $395.76 $23.1K - $33.2K
1.42K $457M
SPGI
S&P Global Inc.

Financial Services
-5
- 0.23%
$484.94 - $564.15 $2.42K - $2.82K
2.18K $1.06B
META
Meta Platforms, Inc.

Communication Services
-100
- 6.69%
$695.21 - $791.73 $69.5K - $79.2K
1.4K $1.02B
FDX
Fedex Corp

Industrials
-353
- 22.92%
$217.1 - $243.2 $76.6K - $85.8K
1.19K $280M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.49K
- 12.53%
$68.24 - $73.73 $102K - $110K
10.4K $766M
VXF
Vanguard Extended Market ETF

ETFs
-628
- 12.98%
$193.58 - $213.07 $122K - $134K
4.21K $882M
MA
Mastercard Inc

Financial Services
-93
- 2.8%
$550.18 - $598.96 $51.2K - $55.7K
3.23K $1.83B
BA
Boeing CO

Industrials
-195
- 7.61%
$209.79 - $237.38 $40.9K - $46.3K
2.37K $511M
CVNA
Carvana Co.

Consumer Cyclical
-150
- 19.66%
$326.09 - $392.66 $48.9K - $58.9K
613 $231M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-1.73K
- 13.33%
$15.5 - $16.01 $26.7K - $27.6K
11.2K $178M
MUST
Columbia ETF Tr I Multi Sector

ETFs
-1.21K
- 5.44%
$19.87 - $20.65 $24.1K - $25K
21.1K $432M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-111
- 7.52%
$182.33 - $194.5 $20.2K - $21.6K
1.37K $266M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-46
- 1.68%
$116.29 - $120.92 $5.35K - $5.56K
2.69K $322M
MTD
Mettler Toledo International Inc

Healthcare
-5
- 2.87%
$1166.48 - $1324.06 $5.83K - $6.62K
169 $207M
IEFA
Ishares Tr

ETFs
-127
- 3.1%
$81.7 - $87.53 $10.4K - $11.1K
3.97K $346M
IXUS
Ishares Tr

ETFs
-116
- 3.21%
$76.35 - $82.58 $8.86K - $9.58K
3.5K $289M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-24
- 1.49%
$148.97 - $165.88 $3.58K - $3.98K
1.59K $261M
IWR
Ishares Russell Mid Cap ETF

ETFs
-50
- 0.8%
$92.26 - $97.51 $4.61K - $4.88K
6.23K $601M
WMT
Walmart Inc.

Consumer Defensive
-47
- 0.7%
$94.4 - $104.27 $4.44K - $4.9K
6.64K $684M
JNJ
Johnson & Johnson

Healthcare
-59
- 3.12%
$155.17 - $185.42 $9.16K - $10.9K
1.83K $340M
SOXX
Ishares Semiconductor ETF

ETFs
-45
- 1.91%
$236.93 - $271.12 $10.7K - $12.2K
2.32K $628M
IWM
Ishares Russell 2000 ETF

ETFs
-36
- 0.88%
$214.92 - $244.84 $7.74K - $8.81K
4.04K $978M
TJX
Tjx Companies Inc

Consumer Cyclical
-219
- 3.49%
$121.35 - $144.54 $26.6K - $31.7K
6.05K $875M
IVV
Ishares Core S&P 500 ETF

ETFs
-45
- 0.89%
$620.67 - $670.08 $27.9K - $30.2K
5.03K $3.37B
ORCL
Oracle Corp

Technology
-75
- 1.54%
$218.96 - $328.33 $16.4K - $24.6K
4.81K $1.35B
VTI
Vanguard Total Stock Market Et

ETFs
-251
- 1.3%
$303.93 - $329.86 $76.3K - $82.8K
19.1K $6.28B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-18
- 0.09%
$225.11 - $247.9 $4.05K - $4.46K
20K $4.94B
GOOGL
Alphabet Inc.

Communication Services
-145
- 1.86%
$174.36 - $254.72 $25.3K - $36.9K
7.63K $1.85B
AAPL
Apple Inc.

Technology
-183
- 0.57%
$202.38 - $256.87 $37K - $47K
32K $8.16B
Activity Summary
Buys All Purchases 54 New Holdings 4 Increased Positions 50 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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