Cva Family Office, LLC Reduced Holdings in Q3 2024

Cva Family Office, LLC

  • $606 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
-5
- 4.63%
$18.12 - $21.31 $90.6 - $107
103 $2K
MSM
Msc Industrial Direct CO Inc

Industrials
-6
- 10.71%
$75.8 - $89.13 $455 - $535
50 $4K
FOXA
Fox Corp

Communication Services
-16
- 13.56%
$34.12 - $42.33 $546 - $677
102 $4K
DKNG
Draft Kings Inc.

Consumer Cyclical
-10
- 2.29%
$29.85 - $41.1 $299 - $411
427 $16K
CSL
Carlisle Companies Inc

Industrials
-1
- 4.76%
$376.5 - $449.34 $377 - $449
20 $8K
BR
Broadridge Financial Solutions, Inc.

Technology
-3
- 3.61%
$196.56 - $218.55 $590 - $656
80 $17K
SPOT
Spotify Technology S.A.

Communication Services
-5
- 8.93%
$290.16 - $384.01 $1.45K - $1.92K
51 $18K
FSLR
First Solar, Inc.

Technology
-1
- 1.75%
$205.36 - $255.78 $205 - $256
56 $13K
MTD
Mettler Toledo International Inc

Healthcare
-1
- 4.17%
$1308.0 - $1521.03 $1.31K - $1.52K
23 $34K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-80
- 4.46%
$6.71 - $8.78 $537 - $702
1.72K $14K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5
- 1.02%
$71.45 - $75.64 $357 - $378
484 $36K
WLK
Westlake Corp

Basic Materials
-3
- 1.64%
$133.5 - $150.97 $401 - $453
180 $27K
SUI
Sun Communities Inc

Real Estate
-4
- 9.76%
$117.46 - $147.6 $470 - $590
37 $5K
AES
Aes Corp

Utilities
-506
- 11.78%
$16.18 - $20.07 $8.19K - $10.2K
3.79K $76K
TSCO
Tractor Supply CO

Consumer Cyclical
-6
- 5.66%
$251.95 - $290.93 $1.51K - $1.75K
100 $29K
OC
Owens Corning

Industrials
-4
- 0.38%
$154.02 - $186.38 $616 - $746
1.05K $185K
FTNT
Fortinet, Inc.

Technology
-182
- 19.65%
$55.39 - $77.55 $10.1K - $14.1K
744 $57K
TU
Telus Corp

Communication Services
-138
- 4.73%
$14.91 - $17.03 $2.06K - $2.35K
2.78K $46K
STX
Seagate Technology Holdings PLC

Technology
-2
- 0.59%
$92.1 - $110.76 $184 - $222
336 $36K
ENPH
Enphase Energy, Inc.

Technology
-6
- 2.93%
$95.77 - $123.65 $575 - $742
199 $22K
ZBRA
Zebra Technologies Corp

Technology
-1
- 1.92%
$306.21 - $371.02 $306 - $371
51 $18K
ATO
Atmos Energy Corp

Utilities
-4
- 4.76%
$114.08 - $138.75 $456 - $555
80 $11K
VTR
Ventas, Inc.

Real Estate
-10
- 3.13%
$50.88 - $65.33 $509 - $653
310 $19K
FNDC
Schwab Fundamental Intl Small

ETFs
-94
- 5.55%
$33.85 - $38.5 $3.18K - $3.62K
1.6K $61K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-95
- 4.47%
$34.48 - $38.87 $3.28K - $3.69K
2.03K $78K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-147
- 21.4%
$57.22 - $80.08 $8.41K - $11.8K
540 $42K
INCY
Incyte Corp

Healthcare
-11
- 1.25%
$57.33 - $68.61 $631 - $755
868 $57K
HDV
Ishares Core High Dividend ETF

ETFs
-61
- 4.89%
$107.62 - $118.76 $6.56K - $7.24K
1.19K $139K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-4
- 2.17%
$89.87 - $124.16 $359 - $497
180 $22K
OTIS
Otis Worldwide Corp

Industrials
-60
- 4.59%
$91.43 - $104.43 $5.49K - $6.27K
1.25K $129K
FE
Firstenergy Corp

Utilities
-42
- 3.83%
$38.25 - $44.54 $1.61K - $1.87K
1.06K $46K
PODD
Insulet Corp

Healthcare
-5
- 2.0%
$180.69 - $239.01 $903 - $1.2K
245 $57K
EPP
Ishares Inc

ETFs
-684
- 9.77%
$41.3 - $48.84 $28.2K - $33.4K
6.32K $308K
SYY
Sysco Corp

Consumer Defensive
-1
- 0.08%
$69.16 - $78.98 $69.2 - $79
1.22K $95K
MKTX
Marketaxess Holdings Inc

Financial Services
-20
- 7.94%
$193.39 - $261.08 $3.87K - $5.22K
232 $59K
VCIT
Vanguard Intermediate Term Cor

ETFs
-684
- 3.91%
$79.29 - $84.02 $54.2K - $57.5K
16.8K $1.41M
MS
Morgan Stanley

Financial Services
-69
- 2.59%
$92.07 - $106.96 $6.35K - $7.38K
2.59K $270K
PWR
Quanta Services, Inc.

Industrials
-2
- 0.69%
$239.58 - $298.23 $479 - $596
286 $85K
ILMN
Illumina, Inc.

Healthcare
-1
- 0.21%
$105.28 - $135.9 $105 - $136
477 $62K
ES
Eversource Energy

Utilities
-106
- 5.75%
$56.52 - $68.38 $5.99K - $7.25K
1.74K $118K
TGT
Target Corp

Consumer Defensive
-38
- 1.41%
$133.47 - $159.25 $5.07K - $6.05K
2.65K $412K
DEO
Diageo PLC

Consumer Defensive
-4
- 0.36%
$120.02 - $140.77 $480 - $563
1.11K $155K
BHP
Bhp Group LTD

Basic Materials
-24
- 0.64%
$51.32 - $62.11 $1.23K - $1.49K
3.71K $230K
CARR
Carrier Global Corp

Industrials
-323
- 13.18%
$61.9 - $80.88 $20K - $26.1K
2.13K $171K
ISRG
Intuitive Surgical Inc

Healthcare
-15
- 2.74%
$416.14 - $494.01 $6.24K - $7.41K
533 $261K
CCI
Crown Castle International Corp

Real Estate
-23
- 2.19%
$95.29 - $120.24 $2.19K - $2.77K
1.03K $121K
AXP
American Express CO

Financial Services
-89
- 7.76%
$225.92 - $271.17 $20.1K - $24.1K
1.06K $286K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-95
- 1.51%
$41.9 - $48.26 $3.98K - $4.58K
6.2K $296K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-79
- 2.02%
$83.76 - $91.82 $6.62K - $7.25K
3.84K $350K
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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