Cv Advisors LLC Portfolio Holdings

Cv Advisors LLC

  • $325 Million
  • Q2 2025

Cv Advisors LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $325 Million distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $179M, Amazon Com Inc with a value of $18.6M, Microsoft Corp with a value of $17.8M, Nvidia Corp with a value of $17.3M, and Apple Inc. with a value of $17.1M.

Examining the 13F form we can see an increase of $40.6M in the current position value, from $285M to 325M.

Cv Advisors LLC is based out at Aventura, FL

Below you can find more details about Cv Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $325 Million
ETFs: $204 Million
Technology: $55.7 Million
Communication Services: $32.6 Million
Consumer Cyclical: $21.6 Million
Financial Services: $8.84 Million
Energy: $1.39 Million
Consumer Defensive: $404,000
Basic Materials: $382,000
Other: $224,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$60.2B
$1.71 Million 0.53% of portfolio
20,000
Q1 2025 New
$89.1B
$1.57 Million 0.48% of portfolio
5,000
Q1 2025 New
$56.2B
$1.43 Million 0.44% of portfolio
4,092
Q2 2025 Reduced 24.59%
$117B
$982,000 0.3% of portfolio
3,564
Q2 2025 Reduced 7.52%
$60.2B
$764,000 0.24% of portfolio
3,736
Q1 2025 Added 4.88%
$12.2B
$324,000 0.1% of portfolio
23,647
Q1 2025 Reduced 12.28%
$64.4B
$275,000 0.08% of portfolio
2,620
Q2 2025 New
$74.8B
$224,000 0.07% of portfolio
2,225
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $325 Million
  • Prior Value $285 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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