Cva Family Office, LLC Incresed Positions in Q1 2025

Cva Family Office, LLC

  • $634 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
2K
+ 34.14%
$74.34 - $81.0 $148K - $162K
7.84K $596K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.34K
+ 20.45%
$56.12 - $68.15 $75.1K - $91.2K
7.88K $534K
COST
Costco Wholesale Corp

Consumer Defensive
84
+ 4.4%
$890.62 - $1076.86 $74.8K - $90.5K
2K $1.89M
GE
General Electric CO

Industrials
324
+ 15.72%
$168.59 - $212.13 $54.6K - $68.7K
2.39K $477K
DFAE
Dimensional ETF Tr

ETFs
4.14K
+ 8.38%
$24.64 - $26.86 $102K - $111K
53.5K $1.39M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.68K
+ 35.56%
$71.17 - $73.66 $119K - $123K
6.39K $468K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.79K
+ 9.13%
$47.08 - $50.67 $84.5K - $90.9K
21.4K $1.08M
MA
Mastercard Inc

Financial Services
82
+ 2.19%
$504.67 - $576.31 $41.4K - $47.3K
3.82K $2.09M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.37K
+ 159.8%
$50.72 - $50.92 $120K - $120K
3.85K $195K
AGZ
Ishares Agency Bond ETF

ETFs
724
+ 2.55%
$107.46 - $109.48 $77.8K - $79.3K
29.1K $3.18M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
862
+ 21.91%
$114.57 - $118.14 $98.8K - $102K
4.8K $565K
CSCO
Cisco Systems, Inc.

Technology
608
+ 2.21%
$58.74 - $64.87 $35.7K - $39.4K
28.1K $1.74M
MMM
3 M CO

Industrials
220
+ 5.18%
$129.7 - $155.12 $28.5K - $34.1K
4.47K $655K
VNQ
Vanguard Specialized Funds Van

ETFs
1.13K
+ 14.25%
$85.55 - $94.34 $96.8K - $107K
9.07K $813K
CCI
Crown Castle International Corp

Real Estate
954
+ 343.17%
$84.33 - $106.39 $80.5K - $101K
1.23K $128K
CI
Cigna Corp

Healthcare
82
+ 6.15%
$274.49 - $329.0 $22.5K - $27K
1.42K $465K
DUK
Duke Energy Corp

Utilities
149
+ 2.96%
$105.87 - $121.97 $15.8K - $18.2K
5.18K $632K
NFLX
Netflix Inc

Communication Services
53
+ 5.4%
$828.4 - $1058.6 $43.9K - $56.1K
1.04K $965K
ELV
Elevance Health, Inc.

Healthcare
122
+ 27.73%
$365.9 - $436.25 $44.6K - $53.2K
562 $244K
PEP
Pepsico Inc

Consumer Defensive
605
+ 15.11%
$142.64 - $156.42 $86.3K - $94.6K
4.61K $691K
AZO
Autozone Inc

Consumer Cyclical
2
+ 1.71%
$3193.96 - $3828.11 $6.39K - $7.66K
119 $453K
PLD
Prologis, Inc.

Real Estate
621
+ 58.09%
$103.59 - $124.04 $64.3K - $77K
1.69K $188K
TMUS
T Mobile Us, Inc.

Communication Services
114
+ 11.59%
$211.3 - $272.83 $24.1K - $31.1K
1.1K $292K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.38K
+ 13.02%
$50.44 - $50.7 $69.8K - $70.2K
12K $609K
WM
Waste Management Inc

Industrials
36
+ 1.7%
$200.54 - $233.78 $7.22K - $8.42K
2.16K $498K
XLE
Energy Sector Spdr

ETFs
675
+ 68.11%
$85.7 - $93.96 $57.8K - $63.4K
1.67K $153K
PLTR
Palantir Technologies Inc.

Technology
523
+ 19.85%
$64.98 - $124.62 $34K - $65.2K
3.16K $266K
PGR
Progressive Corp

Financial Services
85
+ 9.18%
$235.61 - $291.22 $20K - $24.8K
1.01K $286K
UNH
Unitedhealth Group Inc

Healthcare
40
+ 1.65%
$461.52 - $548.18 $18.5K - $21.9K
2.46K $1.29M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
133
+ 13.35%
$208.48 - $244.03 $27.7K - $32.5K
1.13K $275K
PG
Procter & Gamble CO

Consumer Defensive
191
+ 1.87%
$158.56 - $176.26 $30.3K - $33.7K
10.4K $1.77M
XLC
Select Sector Spdr Tr Communic

ETFs
651
+ 54.89%
$94.84 - $105.31 $61.7K - $68.6K
1.84K $175K
MOS
Mosaic CO

Basic Materials
1.94K
+ 113.95%
$23.08 - $28.8 $44.9K - $56K
3.65K $98K
UNP
Union Pacific Corp

Industrials
129
+ 4.26%
$225.21 - $254.42 $29.1K - $32.8K
3.16K $745K
NTR
Nutrien Ltd.

Basic Materials
1K
+ 97.85%
$45.28 - $53.84 $45.3K - $53.8K
2.02K $100K
QCOM
Qualcomm Inc

Technology
360
+ 11.65%
$151.94 - $175.86 $54.7K - $63.3K
3.45K $529K
LNG
Cheniere Energy, Inc.

Energy
5
+ 0.16%
$209.32 - $253.66 $1.05K - $1.27K
3.14K $726K
BSX
Boston Scientific Corp

Healthcare
247
+ 10.2%
$89.38 - $106.18 $22.1K - $26.2K
2.67K $269K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
44
+ 11.49%
$402.49 - $513.76 $17.7K - $22.6K
427 $207K
WFC
Wells Fargo & Company

Financial Services
602
+ 10.09%
$66.78 - $81.42 $40.2K - $49K
6.57K $471K
ICE
Intercontinental Exchange, Inc.

Financial Services
77
+ 4.77%
$142.8 - $176.36 $11K - $13.6K
1.69K $291K
MCD
Mcdonalds Corp

Consumer Cyclical
33
+ 1.88%
$279.74 - $321.29 $9.23K - $10.6K
1.79K $560K
LYB
Lyondell Basell Industries N.V.

Basic Materials
736
+ 287.5%
$69.82 - $78.67 $51.4K - $57.9K
992 $69K
AMT
American Tower Corp

Real Estate
71
+ 7.24%
$173.46 - $217.6 $12.3K - $15.4K
1.05K $228K
UBER
Uber Technologies, Inc

Technology
70
+ 2.0%
$63.17 - $81.49 $4.42K - $5.7K
3.57K $260K
SCHW
Schwab Charles Corp

Financial Services
223
+ 3.04%
$71.24 - $83.64 $15.9K - $18.7K
7.56K $591K
GILD
Gilead Sciences, Inc.

Healthcare
29
+ 1.25%
$89.14 - $117.41 $2.59K - $3.4K
2.35K $263K
BAC
Bank Of America Corp

Financial Services
1.56K
+ 21.11%
$39.61 - $47.74 $61.7K - $74.3K
8.93K $372K
TDG
Trans Digm Group Inc

Industrials
32
+ 123.08%
$1251.32 - $1394.11 $40K - $44.6K
58 $80K
Activity Summary
Buys All Purchases 725 New Holdings 206 Increased Positions 519 Sells All Sells 271 Reductions 271 Sold out 0 Options Calls 0 Puts 0
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