Central Valley Advisors, LLC has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $234 Billion distributed in 175 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Unitedhealth Group Inc with a value of $38.4B, Apple Inc. with a value of $12.8B, Ishares Russell 2000 ETF with a value of $9.67B, Innovator U.S. Equity Ultra Bu with a value of $8.88B, and Innovator Etfs Trust with a value of $8.52B.
Examining the 13F form we can see an increase of $40.7B in the current position value, from $194B to 234B.
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
$234 Billion
ETFs: $59.9 Billion
Healthcare: $50.4 Billion
Technology: $38.7 Billion
Financial Services: $17.4 Billion
Industrials: $13 Billion
Consumer Cyclical: $11.3 Billion
Consumer Defensive: $10.1 Billion
Communication Services: $8.9 Billion
Other: $9.1 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
