Cva Family Office, LLC Purchases in Q4 2024

Cva Family Office, LLC

  • $619 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
125
+ 10.23%
$148.45 - $199.05 $18.6K - $24.9K
1.35K $232K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.19K
+ 15.05%
$24.82 - $25.48 $54.2K - $55.7K
16.7K $415K
AMP
Ameriprise Financial Inc

Financial Services
27
+ 6.62%
$473.15 - $574.01 $12.8K - $15.5K
435 $231K
ABT
Abbott Laboratories

Healthcare
415
+ 5.97%
$111.93 - $119.39 $46.5K - $49.5K
7.37K $833K
DAL
Delta Air Lines, Inc.

Industrials
91
+ 2.58%
$47.46 - $65.77 $4.32K - $5.99K
3.62K $219K
ACN
Accenture PLC

Technology
125
+ 6.05%
$343.9 - $376.86 $43K - $47.1K
2.19K $770K
CHK
Chesapeake Energy Corp

Energy
59
+ 0.59%
$81.46 - $87.57 $4.81K - $5.17K
10.1K $869K
ABNB
Airbnb, Inc.

Consumer Cyclical
269
+ 56.75%
$125.36 - $147.37 $33.7K - $39.6K
743 $97K
PM
Philip Morris International Inc.

Consumer Defensive
366
+ 4.78%
$118.38 - $133.06 $43.3K - $48.7K
8.02K $965K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
4.23K
+ 26.31%
$11.42 - $12.5 $48.3K - $52.9K
20.3K $234K
TROW
Price T Rowe Group Inc

Financial Services
304
+ 54.97%
$106.48 - $124.69 $32.4K - $37.9K
857 $96K
IBKR
Interactive Brokers Group, Inc.

Financial Services
3
+ 0.33%
$138.3 - $192.95 $415 - $579
912 $161K
DLTR
Dollar Tree, Inc.

Consumer Defensive
467
+ 3891.67%
$61.21 - $76.19 $28.6K - $35.6K
479 $35K
PAYX
Paychex Inc

Industrials
192
+ 13.83%
$135.86 - $148.73 $26.1K - $28.6K
1.58K $221K
ADP
Automatic Data Processing Inc

Industrials
77
+ 10.89%
$280.08 - $307.97 $21.6K - $23.7K
784 $229K
TJX
Tjx Companies Inc

Consumer Cyclical
211
+ 7.34%
$112.15 - $127.2 $23.7K - $26.8K
3.09K $372K
GM
General Motors CO

Consumer Cyclical
327
+ 17.81%
$44.82 - $60.2 $14.7K - $19.7K
2.16K $115K
IWN
Ishares Russell2000 Val ETF

ETFs
204
New
$162.69 - $181.35 $33.2K - $37K
204 $33K
CDNS
Cadence Design Systems Inc

Technology
73
+ 19.41%
$249.1 - $324.54 $18.2K - $23.7K
449 $134K
ETR
Entergy Corp

Utilities
736
+ 175.24%
$73.19 - $156.4 $53.9K - $115K
1.16K $87K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.07%
$316.94 - $357.88 $317 - $358
1.5K $515K
EOG
Eog Resources Inc

Energy
255
+ 42.57%
$118.22 - $136.54 $30.1K - $34.8K
854 $104K
ETN
Eaton Corp PLC

Industrials
90
+ 5.73%
$326.96 - $377.52 $29.4K - $34K
1.66K $550K
SPG
Simon Property Group Inc

Real Estate
158
+ 22.1%
$167.23 - $183.84 $26.4K - $29K
873 $150K
AEE
Ameren Corp

Utilities
292
+ 12.04%
$85.81 - $94.98 $25.1K - $27.7K
2.72K $242K
DFS
Discover Financial Services

Financial Services
51
+ 8.07%
$136.3 - $182.67 $6.95K - $9.32K
683 $118K
INTU
Intuit Inc

Technology
41
+ 7.72%
$602.01 - $706.25 $24.7K - $29K
572 $359K
VICI
Vici Properties Inc.

Real Estate
1.03K
+ 2236.96%
$28.27 - $33.19 $29.1K - $34.2K
1.08K $31K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
255
+ 2.42%
$53.94 - $58.15 $13.8K - $14.8K
10.8K $607K
WDAY
Workday, Inc.

Technology
104
+ 71.72%
$233.85 - $279.91 $24.3K - $29.1K
249 $64K
FTNT
Fortinet, Inc.

Technology
176
+ 23.66%
$76.49 - $99.21 $13.5K - $17.5K
920 $86K
CWB
Spdr Bloomberg Convertible Sec

ETFs
51
+ 0.27%
$76.21 - $82.24 $3.89K - $4.19K
19.3K $1.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
404
+ 1.05%
$126.68 - $134.74 $51.2K - $54.4K
39K $4.97M
DG
Dollar General Corp

Consumer Defensive
369
+ 922.5%
$73.27 - $84.47 $27K - $31.2K
409 $31K
TPL
Texas Pacific Land Corp

Energy
5
+ 5.0%
$915.49 - $1730.0 $4.58K - $8.65K
105 $116K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
575
+ 25.48%
$51.54 - $52.55 $29.6K - $30.2K
2.83K $146K
PG
Procter & Gamble CO

Consumer Defensive
480
+ 4.94%
$161.05 - $179.7 $77.3K - $86.3K
10.2K $1.71M
APO
Apollo Global Management, Inc.

Financial Services
72
+ 19.25%
$131.36 - $178.61 $9.46K - $12.9K
446 $73K
WMB
Williams Companies, Inc.

Energy
252
+ 15.97%
$46.37 - $59.74 $11.7K - $15.1K
1.83K $99K
MCK
Mckesson Corp

Healthcare
16
+ 6.84%
$482.27 - $628.5 $7.72K - $10.1K
250 $142K
TMUS
T Mobile Us, Inc.

Communication Services
56
+ 6.03%
$206.1 - $246.94 $11.5K - $13.8K
984 $217K
EQIX
Equinix Inc

Real Estate
21
+ 19.09%
$865.69 - $985.0 $18.2K - $20.7K
131 $123K
IXUS
Ishares Tr

ETFs
376
+ 464.2%
$65.95 - $72.56 $24.8K - $27.3K
457 $30K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
670
+ 6.62%
$47.65 - $48.6 $31.9K - $32.6K
10.8K $515K
PEG
Public Service Enterprise Group Inc

Utilities
299
+ 343.68%
$81.87 - $94.51 $24.5K - $28.3K
386 $32K
HUBS
Hubspot Inc

Technology
11
+ 10.48%
$514.07 - $757.4 $5.65K - $8.33K
116 $80K
WEC
Wec Energy Group, Inc.

Utilities
275
+ 1250.0%
$92.94 - $101.82 $25.6K - $28K
297 $27K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
307
+ 13.27%
$55.73 - $66.16 $17.1K - $20.3K
2.62K $157K
USB
Us Bancorp \De\

Financial Services
311
+ 7.14%
$43.98 - $53.66 $13.7K - $16.7K
4.67K $223K
Activity Summary
Buys All Purchases 640 New Holdings 91 Increased Positions 549 Sells All Sells 163 Reductions 163 Sold out 0 Options Calls 0 Puts 0
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