Cv Advisors LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $295 Million distributed in 34 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 $158M, Apple Inc. with a value of $21.2M, Nvidia Corp with a value of $18.4M, Amazon Com Inc with a value of $18M, and Microsoft Corp with a value of $14M.

Examining the 13F form we can see an increase of $87.1M in the current position value, from $208M to 295M.

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 $295 Million
ETFs: $185 Million
Technology: $58.1 Million
Communication Services: $25.6 Million
Consumer Cyclical: $19.5 Million
Consumer Defensive: $2.61 Million
Financial Services: $2.46 Million
Energy: $850,000
Basic Materials: $384,000
Other: $207,000

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $295 Million
  • Prior Value $208 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
Track This Portfolio

Track Cv Advisors LLC Portfolio

Follow Cv Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cv Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cv Advisors LLC with notifications on news.