Cv Advisors LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $208 Million distributed in 20 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 $117M, Apple Inc. with a value of $12.5M, Nvidia Corp with a value of $12.1M, Invesco Qqq Trust, Series 1 with a value of $12M, and Microsoft Corp with a value of $10.3M.

Examining the 13F form we can see an increase of $16.9M in the current position value, from $191M to 208M.

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 $208 Million
ETFs: $144 Million
Technology: $38.1 Million
Communication Services: $12.2 Million
Consumer Cyclical: $10.5 Million
Consumer Defensive: $2.32 Million
Healthcare: $245,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $208 Million
  • Prior Value $191 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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