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
XOM
Exxon Mobil Corp

Energy
-62
- 0.43%
$109.72 - $119.0 $6.8K - $7.38K
14.4K $1.69M
FITB
Fifth Third Bancorp

Financial Services
-10
- 0.24%
$36.01 - $43.64 $360 - $436
4.15K $177K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-350
- 3.11%
$66.31 - $74.08 $23.2K - $25.9K
10.9K $801K
AMT
American Tower Corp

Real Estate
-13
- 1.35%
$192.27 - $242.73 $2.5K - $3.16K
950 $220K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-456
- 3.15%
$46.9 - $51.96 $21.4K - $23.7K
14K $723K
MDT
Medtronic PLC

Healthcare
-644
- 7.46%
$76.84 - $91.03 $49.5K - $58.6K
7.99K $719K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-1.56K
- 6.77%
$69.31 - $77.34 $108K - $121K
21.5K $1.65M
VOX
Vanguard Communication Service

ETFs
-41
- 0.52%
$129.82 - $145.39 $5.32K - $5.96K
7.87K $1.14M
GIS
General Mills Inc

Consumer Defensive
-642
- 6.9%
$62.5 - $75.15 $40.1K - $48.2K
8.66K $639K
DFAX
Dimensional ETF Tr
-1.63K
- 2.53%
$24.29 - $27.25 $39.7K - $44.5K
63K $1.7M
VTV
Vanguard Value ETF

ETFs
-48
- 0.94%
$159.75 - $174.57 $7.67K - $8.38K
5.05K $881K
VDC
Vanguard Consumer Staples ETF

ETFs
-120
- 2.04%
$201.77 - $221.32 $24.2K - $26.6K
5.75K $1.26M
VBR
Vanguard Small Cap Value ETF

ETFs
-554
- 5.74%
$179.99 - $201.6 $99.7K - $112K
9.09K $1.83M
IEFA
Ishares Tr

ETFs
-2.65K
- 5.23%
$70.09 - $78.74 $186K - $208K
48K $3.75M
MCD
Mcdonalds Corp

Consumer Cyclical
-11
- 0.68%
$245.82 - $304.51 $2.7K - $3.35K
1.61K $489K
DHR
Danaher Corp

Healthcare
-11
- 0.35%
$239.25 - $280.76 $2.63K - $3.09K
3.16K $879K
VNQ
Vanguard Specialized Funds Van

ETFs
-234
- 2.87%
$82.97 - $98.97 $19.4K - $23.2K
7.92K $771K
FNDB
Schwab Fundamental U S Broad M

ETFs
-2.44K
- 4.46%
$64.17 - $70.37 $157K - $172K
52.2K $3.68M
CAT
Caterpillar Inc

Industrials
-93
- 3.77%
$316.8 - $391.12 $29.5K - $36.4K
2.37K $927K
RTX
Raytheon Technologies Corp

Industrials
-243
- 3.47%
$99.55 - $123.34 $24.2K - $30K
6.76K $818K
T
At&T Inc.

Communication Services
-35
- 0.08%
$18.21 - $22.28 $637 - $780
42.8K $942K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.53K
- 2.79%
$36.98 - $41.55 $93.4K - $105K
88K $3.62M
PM
Philip Morris International Inc.

Consumer Defensive
-23
- 0.3%
$101.25 - $127.45 $2.33K - $2.93K
7.66K $929K
NEE
Nextera Energy Inc

Utilities
-86
- 0.74%
$69.9 - $84.97 $6.01K - $7.31K
11.5K $974K
HD
Home Depot, Inc.

Consumer Cyclical
-80
- 2.55%
$333.64 - $405.2 $26.7K - $32.4K
3.06K $1.24M
MA
Mastercard Inc

Financial Services
-30
- 0.83%
$429.6 - $500.99 $12.9K - $15K
3.59K $1.77M
MGV
Vanguard Mega Cap Value

ETFs
-899
- 3.01%
$118.0 - $128.28 $106K - $115K
29K $3.72M
AVUS
American Centy ETF Tr Avantis

ETFs
-5.85K
- 3.9%
$86.27 - $95.15 $505K - $557K
144K $13.7M
QDF
Flexshares Quality Dividend In

ETFs
-906
- 1.78%
$65.37 - $71.71 $59.2K - $65K
50K $3.59M
KMI
Kinder Morgan, Inc.

Energy
-48
- 0.04%
$19.72 - $22.22 $947 - $1.07K
107K $2.36M
FNDX
Schwab Fundamental U S Large C

ETFs
-1.08K
- 1.58%
$65.36 - $71.76 $70.8K - $77.7K
67.3K $4.83M
KO
Coca Cola CO

Consumer Defensive
-353
- 0.96%
$62.69 - $73.01 $22.1K - $25.8K
36.4K $2.62M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-75
- 0.1%
$57.32 - $62.65 $4.3K - $4.7K
76.8K $4.79M
WMT
Walmart Inc.

Consumer Defensive
-535
- 1.92%
$66.91 - $81.4 $35.8K - $43.5K
27.3K $2.21M
VTI
Vanguard Total Stock Market Et

ETFs
-252
- 0.95%
$255.18 - $283.2 $64.3K - $71.4K
26.3K $7.45M
VHT
Vanguard Health Care ETF

ETFs
-452
- 1.54%
$261.88 - $288.1 $118K - $130K
29K $8.18M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.48K
- 1.72%
$61.11 - $67.85 $152K - $168K
142K $9.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-493
- 0.68%
$105.53 - $118.34 $52K - $58.3K
72.5K $8.48M
FNDF
Schwab Fundamental Intl Large

ETFs
-21.2K
- 2.69%
$33.67 - $37.71 $713K - $799K
766K $28.6M
AAPL
Apple Inc.

Technology
-268
- 0.52%
$207.23 - $234.82 $55.5K - $62.9K
51.4K $12M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-7
- 0.02%
$475.2 - $527.7 $3.33K - $3.69K
41.3K $21.8M
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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