Cva Family Office, LLC Incresed Positions in Q3 2024

Cva Family Office, LLC

  • $606 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
2.32K
+ 29.76%
$47.7 - $48.54 $111K - $113K
10.1K $490K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.18K
+ 40.71%
$49.93 - $51.15 $109K - $112K
7.55K $385K
ZION
Zions Bancorporation, National Association

Financial Services
217
+ 0.87%
$42.49 - $52.53 $9.22K - $11.4K
25.2K $1.19M
PG
Procter & Gamble CO

Consumer Defensive
151
+ 1.58%
$160.76 - $177.82 $24.3K - $26.9K
9.72K $1.68M
IBM
International Business Machines Corp

Technology
80
+ 4.45%
$175.1 - $223.38 $14K - $17.9K
1.88K $414K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
4.14K
+ 131.22%
$23.63 - $24.42 $97.8K - $101K
7.3K $177K
DVY
Ishares Tr

ETFs
9
+ 0.13%
$119.99 - $135.74 $1.08K - $1.22K
6.98K $943K
SBUX
Starbucks Corp

Consumer Cyclical
247
+ 6.47%
$72.51 - $98.6 $17.9K - $24.4K
4.06K $396K
EL
Estee Lauder Companies Inc

Consumer Defensive
1.01K
+ 392.64%
$84.18 - $106.5 $85.3K - $108K
1.27K $126K
JPM
Jpmorgan Chase & CO

Financial Services
36
+ 0.34%
$194.9 - $224.8 $7.02K - $8.09K
10.7K $2.26M
LOW
Lowes Companies Inc

Consumer Cyclical
52
+ 3.19%
$213.3 - $270.78 $11.1K - $14.1K
1.68K $454K
UBER
Uber Technologies, Inc

Technology
1.2K
+ 77.53%
$58.48 - $77.47 $70K - $92.7K
2.74K $206K
VGSH
Vanguard

ETFs
1.55K
+ 138.44%
$57.74 - $59.13 $89.2K - $91.4K
2.66K $157K
CWB
Spdr Bloomberg Convertible Sec

ETFs
24
+ 0.12%
$71.19 - $76.59 $1.71K - $1.84K
19.2K $1.47M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
130
+ 0.32%
$45.2 - $47.87 $5.88K - $6.22K
41.2K $1.96M
MO
Altria Group, Inc.

Consumer Defensive
683
+ 7.38%
$45.95 - $54.71 $31.4K - $37.4K
9.94K $507K
VZ
Verizon Communications Inc

Communication Services
1.03K
+ 9.61%
$38.89 - $45.0 $39.9K - $46.1K
11.7K $524K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.61K
+ 18.0%
$49.7 - $56.11 $79.8K - $90.1K
10.5K $578K
DUK
Duke Energy Corp

Utilities
31
+ 0.6%
$99.35 - $117.71 $3.08K - $3.65K
5.2K $599K
NOW
Service Now, Inc.

Technology
26
+ 4.94%
$730.87 - $937.36 $19K - $24.4K
552 $493K
SUB
Ishares Short Term National Mu

ETFs
730
+ 38.12%
$104.3 - $106.3 $76.1K - $77.6K
2.65K $280K
MDLZ
Mondelez International, Inc.

Consumer Defensive
188
+ 2.38%
$64.35 - $75.71 $12.1K - $14.2K
8.07K $594K
DASH
Door Dash, Inc.

Communication Services
518
+ 414.4%
$100.28 - $143.99 $51.9K - $74.6K
643 $91K
GE
General Electric CO

Industrials
83
+ 4.42%
$156.66 - $189.66 $13K - $15.7K
1.96K $369K
BLK
Black Rock Inc.

Financial Services
28
+ 11.02%
$782.27 - $949.51 $21.9K - $26.6K
282 $267K
AFL
Aflac Inc

Financial Services
52
+ 1.93%
$88.52 - $111.8 $4.6K - $5.81K
2.74K $306K
NEAR
Blackrock Short Maturity Bond

ETFs
1.11K
+ 11.19%
$50.09 - $51.31 $55.5K - $56.9K
11K $564K
UNP
Union Pacific Corp

Industrials
23
+ 0.77%
$221.78 - $256.09 $5.1K - $5.89K
3K $738K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
772
+ 46.62%
$76.38 - $78.87 $59K - $60.9K
2.43K $191K
PH
Parker Hannifin Corp

Industrials
16
+ 3.91%
$501.01 - $635.92 $8.02K - $10.2K
425 $268K
CRM
Salesforce, Inc.

Technology
132
+ 8.91%
$238.42 - $276.53 $31.5K - $36.5K
1.61K $441K
BNDX
Vanguard Total International B

ETFs
1.01K
+ 22.04%
$48.42 - $50.35 $49.1K - $51.1K
5.62K $282K
SPGI
S&P Global Inc.

Financial Services
18
+ 2.57%
$446.32 - $527.38 $8.03K - $9.49K
718 $370K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
40
+ 0.38%
$75.88 - $83.21 $3.04K - $3.33K
10.6K $880K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
29
+ 0.13%
$23.66 - $26.53 $686 - $769
21.6K $565K
PGR
Progressive Corp

Financial Services
78
+ 10.12%
$209.46 - $259.24 $16.3K - $20.2K
849 $215K
TT
Trane Technologies PLC

Industrials
17
+ 2.23%
$314.21 - $388.71 $5.34K - $6.61K
780 $303K
NFLX
Netflix Inc

Communication Services
33
+ 3.78%
$598.55 - $722.26 $19.8K - $23.8K
905 $641K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
369
+ 18.22%
$114.73 - $120.23 $42.3K - $44.4K
2.39K $286K
GPN
Global Payments Inc

Industrials
491
+ 2455.0%
$92.66 - $112.97 $45.5K - $55.5K
511 $52K
LEN
Lennar Corp

Consumer Cyclical
24
+ 2.03%
$142.5 - $192.45 $3.42K - $4.62K
1.21K $225K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
904
+ 66.81%
$51.02 - $52.74 $46.1K - $47.7K
2.26K $118K
CTAS
Cintas Corp

Industrials
998
+ 315.82%
$201.38 - $819.83 $201K - $818K
1.31K $270K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.07%
$517.38 - $573.86 $517 - $574
1.54K $882K
AMGN
Amgen Inc

Healthcare
31
+ 0.88%
$309.38 - $337.38 $9.59K - $10.5K
3.56K $1.15M
BX
Blackstone Inc.

Financial Services
73
+ 6.35%
$120.77 - $159.66 $8.82K - $11.7K
1.22K $187K
SHW
Sherwin Williams CO

Basic Materials
12
+ 2.49%
$294.65 - $384.0 $3.54K - $4.61K
494 $188K
HCA
Hca Healthcare, Inc.

Healthcare
14
+ 3.13%
$315.12 - $406.43 $4.41K - $5.69K
462 $187K
APD
Air Products & Chemicals, Inc.

Basic Materials
69
+ 11.4%
$247.34 - $300.11 $17.1K - $20.7K
674 $200K
Activity Summary
Buys All Purchases 582 New Holdings 100 Increased Positions 482 Sells All Sells 242 Reductions 242 Sold out 0 Options Calls 0 Puts 0
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