Cva Family Office, LLC Reduced Holdings in Q2 2025

Cva Family Office, LLC

  • $691 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OTIS
Otis Worldwide Corp

Industrials
-35
- 2.56%
$90.88 - $104.3 $3.18K - $3.65K
1.33K $131K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-75
- 40.54%
$90.21 - $112.66 $6.77K - $8.45K
110 $10K
MSCI
Msci Inc.

Financial Services
-22
- 8.37%
$506.56 - $576.74 $11.1K - $12.7K
241 $138K
ICLR
Icon PLC

Healthcare
-57
- 77.03%
$126.62 - $168.7 $7.22K - $9.62K
17 $2K
PCG
Pg&E Corp

Utilities
-367
- 23.69%
$13.55 - $17.87 $4.97K - $6.56K
1.18K $16K
LEN
Lennar Corp

Consumer Cyclical
-38
- 2.94%
$102.76 - $115.66 $3.9K - $4.4K
1.26K $138K
EXC
Exelon Corp

Utilities
-122
- 7.9%
$42.2 - $47.37 $5.15K - $5.78K
1.42K $61K
ENTG
Entegris Inc

Technology
-101
- 54.59%
$62.92 - $86.2 $6.35K - $8.71K
84 $6K
IEMG
Ishares Inc

ETFs
-182
- 1.63%
N/A
11K $590K
PSCT
Invesco S&P Smallcap Informati

ETFs
-355
- 32.13%
$34.03 - $46.24 $12.1K - $16.4K
750 $34K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.01K
- 79.37%
$7.69 - $11.46 $7.78K - $11.6K
263 $3K
EXR
Extra Space Storage Inc.

Real Estate
-51
- 5.03%
$126.61 - $152.99 $6.46K - $7.8K
963 $141K
FISV
Fiserv Inc

Technology
-69
- 2.55%
N/A
2.64K $330K
ETR
Entergy Corp

Utilities
-77
- 6.04%
$79.01 - $86.61 $6.08K - $6.67K
1.2K $99K
LNT
Alliant Energy Corp

Utilities
-142
- 48.14%
$58.79 - $64.85 $8.35K - $9.21K
153 $9K
TDG
Trans Digm Group Inc

Industrials
-10
- 17.24%
$1231.75 - $1520.64 $12.3K - $15.2K
48 $72K
SO
Southern CO

Utilities
-83
- 3.55%
$84.91 - $92.56 $7.05K - $7.68K
2.25K $206K
K
Kellogg CO

Consumer Defensive
-71
- 15.74%
$77.85 - $82.88 $5.53K - $5.88K
380 $30K
TSN
Tyson Foods, Inc.

Consumer Defensive
-83
- 34.73%
$54.33 - $63.56 $4.51K - $5.28K
156 $8K
BNDX
Vanguard Total International B

ETFs
-205
- 3.86%
$48.77 - $49.55 $10K - $10.2K
5.1K $252K
XYL
Xylem Inc.

Industrials
-65
- 47.45%
$102.86 - $129.5 $6.69K - $8.42K
72 $9K
CCI
Crown Castle International Corp

Real Estate
-48
- 3.9%
$94.83 - $107.06 $4.55K - $5.14K
1.18K $121K
ED
Consolidated Edison Inc

Utilities
-6
- 1.17%
$98.05 - $113.3 $588 - $680
508 $50K
AMCR
Amcor PLC

Consumer Cyclical
-479
- 14.72%
$8.57 - $9.81 $4.11K - $4.7K
2.78K $25K
OC
Owens Corning

Industrials
-3
- 0.28%
$126.32 - $147.75 $379 - $443
1.05K $144K
CHD
Church & Dwight CO Inc

Consumer Defensive
-32
- 13.22%
$91.57 - $110.76 $2.93K - $3.54K
210 $20K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-73
- 37.82%
$67.02 - $83.8 $4.89K - $6.12K
120 $9K
PSA
Public Storage

Real Estate
-15
- 6.3%
$266.31 - $309.77 $3.99K - $4.65K
223 $65K
EVRG
Evergy, Inc.

Utilities
-95
- 10.46%
$64.06 - $69.64 $6.09K - $6.62K
813 $56K
ATO
Atmos Energy Corp

Utilities
-31
- 19.5%
$145.06 - $162.66 $4.5K - $5.04K
128 $19K
SHW
Sherwin Williams CO

Basic Materials
-5
- 0.9%
$313.51 - $363.51 $1.57K - $1.82K
548 $188K
BKR
Baker Hughes CO

Energy
-55
- 9.93%
$35.0 - $44.92 $1.93K - $2.47K
499 $19K
VTR
Ventas, Inc.

Real Estate
-32
- 7.8%
$62.45 - $70.08 $2K - $2.24K
378 $23K
SSNC
Ss&C Technologies Holdings Inc

Technology
-55
- 28.65%
$71.96 - $83.42 $3.96K - $4.59K
137 $11K
TXT
Textron Inc

Industrials
-95
- 23.46%
$60.72 - $80.34 $5.77K - $7.63K
310 $24K
BR
Broadridge Financial Solutions, Inc.

Technology
-19
- 13.1%
$217.22 - $246.25 $4.13K - $4.68K
126 $30K
AIG
American International Group, Inc.

Financial Services
-18
- 0.67%
$77.56 - $87.72 $1.4K - $1.58K
2.68K $229K
BBY
Best Buy CO Inc

Consumer Cyclical
-53
- 25.73%
$56.17 - $75.73 $2.98K - $4.01K
153 $10K
WAT
Waters Corp

Healthcare
-9
- 12.33%
$307.71 - $366.67 $2.77K - $3.3K
64 $22K
LUV
Southwest Airlines CO

Industrials
-82
- 7.11%
$24.04 - $34.36 $1.97K - $2.82K
1.07K $34K
COLM
Columbia Sportswear CO

Consumer Cyclical
-50
- 86.21%
$59.62 - $77.36 $2.98K - $3.87K
8 $0
INCY
Incyte Corp

Healthcare
-160
- 18.12%
$55.17 - $71.22 $8.83K - $11.4K
723 $49K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-125
- 22.01%
$139.8 - $197.22 $17.5K - $24.7K
443 $87K
CFG
Citizens Financial Group Inc

Financial Services
-225
- 13.96%
$34.27 - $44.75 $7.71K - $10.1K
1.39K $62K
HBAN
Huntington Bancshares Inc

Financial Services
-390
- 27.54%
$12.49 - $16.76 $4.87K - $6.54K
1.03K $17K
MMM
3 M CO

Industrials
-187
- 4.19%
$126.09 - $154.15 $23.6K - $28.8K
4.28K $651K
CRL
Charles River Laboratories International, Inc.

Healthcare
-29
- 26.13%
$99.75 - $151.89 $2.89K - $4.4K
82 $12K
TW
Tradeweb Markets Inc.

Financial Services
-30
- 50.0%
$125.37 - $149.02 $3.76K - $4.47K
30 $4K
SUI
Sun Communities Inc

Real Estate
-30
- 42.25%
$114.62 - $132.25 $3.44K - $3.97K
41 $5K
Activity Summary
Buys All Purchases 503 New Holdings 94 Increased Positions 409 Sells All Sells 391 Reductions 391 Sold out 0 Options Calls 0 Puts 0
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