Cva Family Office, LLC has filed its 13F form on April 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $554 Million distributed in 1057 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $59.8M, Schwab Fundamental Intl Large with a value of $28.2M, Vanguard Index Fds S&P 500 ETF with a value of $20M, Vanguard Information Technolog with a value of $19.3M, and Ishares Core S&P 500 ETF with a value of $16.8M.

Examining the 13F form we can see an increase of $45.8M in the current position value, from $508M to 554M.

Below you can find more details about Cva Family Office, LLC portfolio as well as his latest detailed transactions.

Portfolio value $554 Million
ETFs: $412 Million
Technology: $39.1 Million
Financial Services: $20.6 Million
Healthcare: $16.3 Million
Industrials: $13.8 Million
Consumer Defensive: $12.6 Million
Consumer Cyclical: $11.3 Million
Communication Services: $10.4 Million
Other: $15.7 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 1,057
  • Current Value $554 Million
  • Prior Value $508 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 41 stocks
  • Additional Purchases 363 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 145 stocks
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