Cva Family Office, LLC Incresed Positions in Q4 2024

Cva Family Office, LLC

  • $619 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
24
+ 0.39%
$44.04 - $49.49 $1.06K - $1.19K
6.22K $273K
EXR
Extra Space Storage Inc.

Real Estate
30
+ 3.22%
$142.35 - $178.32 $4.27K - $5.35K
962 $143K
GE
General Electric CO

Industrials
99
+ 5.05%
$159.95 - $194.23 $15.8K - $19.2K
2.06K $343K
LOW
Lowes Companies Inc

Consumer Cyclical
56
+ 3.33%
$244.52 - $284.07 $13.7K - $15.9K
1.74K $428K
VTV
Vanguard Value ETF

ETFs
2
+ 0.04%
$168.32 - $181.87 $337 - $364
5.05K $854K
CL
Colgate Palmolive CO

Consumer Defensive
104
+ 3.54%
$90.22 - $102.31 $9.38K - $10.6K
3.04K $276K
QCOM
Qualcomm Inc

Technology
120
+ 4.04%
$150.4 - $178.04 $18K - $21.4K
3.09K $474K
COP
Conocophillips

Energy
28
+ 0.5%
$95.12 - $114.72 $2.66K - $3.21K
5.65K $560K
VZ
Verizon Communications Inc

Communication Services
621
+ 5.31%
$39.6 - $45.21 $24.6K - $28.1K
12.3K $492K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
122
+ 3.38%
$64.29 - $75.41 $7.84K - $9.2K
3.73K $240K
SCHO
Schwab Short Term Us Treasury

ETFs
4.82K
+ 79.92%
$24.06 - $48.88 $116K - $236K
10.8K $261K
VEU
Vanguard Ftse All World Ex Us

ETFs
117
+ 1.56%
$57.29 - $63.1 $6.7K - $7.38K
7.63K $438K
CDW
Cdw Corp

Technology
24
+ 3.13%
$171.49 - $225.64 $4.12K - $5.42K
791 $137K
ABBV
Abb Vie Inc.

Healthcare
220
+ 5.72%
$164.99 - $203.87 $36.3K - $44.9K
4.07K $722K
AGZ
Ishares Agency Bond ETF

ETFs
283
+ 1.01%
$107.68 - $110.37 $30.5K - $31.2K
28.3K $3.06M
AMT
American Tower Corp

Real Estate
31
+ 3.26%
$179.4 - $232.01 $5.56K - $7.19K
981 $179K
CVS
Cvs Health Corp

Healthcare
370
+ 11.04%
$43.78 - $67.46 $16.2K - $25K
3.72K $167K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
9
+ 6.21%
$701.85 - $1046.91 $6.32K - $9.42K
154 $109K
HCA
Hca Healthcare, Inc.

Healthcare
13
+ 2.81%
$297.52 - $415.61 $3.87K - $5.4K
475 $142K
CAT
Caterpillar Inc

Industrials
57
+ 2.4%
$360.37 - $416.88 $20.5K - $23.8K
2.43K $881K
UNP
Union Pacific Corp

Industrials
27
+ 0.9%
$223.15 - $249.32 $6.03K - $6.73K
3.03K $690K
ASML
Asml Holding Nv

Technology
17
+ 3.77%
$658.43 - $872.27 $11.2K - $14.8K
468 $324K
TGT
Target Corp

Consumer Defensive
15
+ 0.57%
$121.59 - $160.69 $1.82K - $2.41K
2.66K $359K
LEN
Lennar Corp

Consumer Cyclical
12
+ 1.0%
$136.2 - $188.96 $1.63K - $2.27K
1.22K $165K
VNQ
Vanguard Specialized Funds Van

ETFs
11
+ 0.14%
$87.85 - $98.6 $966 - $1.08K
7.94K $706K
AMAT
Applied Materials Inc

Technology
62
+ 3.19%
$161.44 - $213.89 $10K - $13.3K
2.01K $326K
GIS
General Mills Inc

Consumer Defensive
249
+ 2.88%
$62.78 - $74.62 $15.6K - $18.6K
8.91K $568K
GD
General Dynamics Corp

Industrials
29
+ 1.33%
$260.28 - $314.03 $7.55K - $9.11K
2.21K $583K
URI
United Rentals, Inc.

Industrials
6
+ 0.71%
$704.44 - $880.32 $4.23K - $5.28K
850 $598K
MPC
Marathon Petroleum Corp

Energy
52
+ 1.2%
$131.65 - $174.84 $6.85K - $9.09K
4.4K $614K
TMO
Thermo Fisher Scientific Inc.

Healthcare
69
+ 5.01%
$501.29 - $612.85 $34.6K - $42.3K
1.45K $752K
XOM
Exxon Mobil Corp

Energy
362
+ 2.51%
$105.51 - $125.37 $38.2K - $45.4K
14.8K $1.59M
MRK
Merck & Co., Inc.

Healthcare
422
+ 3.98%
$96.31 - $114.76 $40.6K - $48.4K
11K $1.1M
DHR
Danaher Corp

Healthcare
97
+ 3.07%
$226.16 - $274.52 $21.9K - $26.6K
3.26K $748K
UNH
Unitedhealth Group Inc

Healthcare
100
+ 4.31%
$485.52 - $625.25 $48.6K - $62.5K
2.42K $1.23M
NEE
Nextera Energy Inc

Utilities
112
+ 0.97%
$69.77 - $85.43 $7.81K - $9.57K
11.6K $834K
FNDX
Schwab Fundamental U S Large C

ETFs
131K
+ 194.26%
$23.49 - $71.77 $3.07M - $9.38M
198K $4.69M
LMT
Lockheed Martin Corp

Industrials
13
+ 0.84%
$479.66 - $614.62 $6.24K - $7.99K
1.56K $758K
DHI
Horton D R Inc

Consumer Cyclical
20
+ 0.63%
$137.24 - $194.56 $2.74K - $3.89K
3.22K $450K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
96.5K
+ 109.69%
$18.41 - $40.87 $1.78M - $3.94M
184K $3.41M
AMGN
Amgen Inc

Healthcare
21
+ 0.59%
$258.78 - $328.31 $5.43K - $6.89K
3.58K $933K
LLY
Eli Lilly & CO

Healthcare
104
+ 3.99%
$727.2 - $932.06 $75.6K - $96.9K
2.71K $2.09M
KO
Coca Cola CO

Consumer Defensive
1.01K
+ 2.76%
$61.74 - $71.71 $62K - $72.1K
37.4K $2.33M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
2.36K
+ 2.36%
$54.29 - $59.49 $128K - $140K
102K $5.61M
FNDB
Schwab Fundamental U S Broad M

ETFs
79.3K
+ 151.77%
$23.07 - $70.32 $1.83M - $5.58M
132K $3.06M
FNDE
Schwab Fundamental Emerging Mk

ETFs
5.66K
+ 2.32%
$28.89 - $33.95 $164K - $192K
250K $7.26M
FNDF
Schwab Fundamental Intl Large

ETFs
7.35K
+ 0.96%
$32.92 - $37.15 $242K - $273K
773K $25.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.52M
+ 195.35%
$26.93 - $84.95 $40.9M - $129M
2.3M $62.8M
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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