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
SHOP
Shopify Inc.

Technology
-23
- 1.42%
$76.89 - $115.35 $1.77K - $2.65K
1.6K $184K
HWM
Howmet Aerospace Inc.

Industrials
-1
- 0.17%
$112.33 - $186.13 $112 - $186
604 $112K
BMO
Bank Of Montreal

Financial Services
-13
- 0.51%
$87.54 - $110.63 $1.14K - $1.44K
2.51K $277K
BAC
Bank Of America Corp

Financial Services
-225
- 2.52%
$34.39 - $47.46 $7.74K - $10.7K
8.71K $412K
WFC
Wells Fargo & Company

Financial Services
-185
- 2.82%
$60.98 - $80.12 $11.3K - $14.8K
6.39K $511K
MCHP
Microchip Technology Inc

Technology
-361
- 11.19%
$35.34 - $71.6 $12.8K - $25.8K
2.87K $201K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-270
- 2.47%
$65.84 - $80.81 $17.8K - $21.8K
10.6K $853K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-3
- 5.56%
$4164.15 - $5789.24 $12.5K - $17.4K
51 $295K
KMI
Kinder Morgan, Inc.

Energy
-1.61K
- 1.49%
$25.21 - $29.4 $40.6K - $47.3K
106K $3.13M
EMR
Emerson Electric CO

Industrials
-12
- 0.51%
$94.15 - $133.33 $1.13K - $1.6K
2.35K $312K
ASML
Asml Holding Nv

Technology
-2
- 0.43%
$595.37 - $815.24 $1.19K - $1.63K
468 $375K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-79
- 0.15%
$33.77 - $41.16 $2.67K - $3.25K
53.6K $2.15M
KLAC
Kla Corp

Technology
-26
- 6.07%
$576.53 - $902.94 $15K - $23.5K
402 $360K
AMD
Advanced Micro Devices Inc

Technology
-491
- 13.41%
$78.21 - $143.81 $38.4K - $70.6K
3.17K $449K
TT
Trane Technologies PLC

Industrials
-27
- 3.14%
$315.21 - $437.41 $8.51K - $11.8K
833 $364K
COST
Costco Wholesale Corp

Consumer Defensive
-7
- 0.35%
$908.13 - $1056.85 $6.36K - $7.4K
1.99K $1.97M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-501
- 2.39%
$73.0 - $85.5 $36.6K - $42.8K
20.5K $1.72M
FNDB
Schwab Fundamental U S Broad M

ETFs
-2.32K
- 1.8%
$20.36 - $23.98 $47.3K - $55.7K
127K $3.04M
DIS
Walt Disney CO

Communication Services
-31
- 0.84%
$81.72 - $124.01 $2.53K - $3.84K
3.65K $453K
QDF
Flexshares Quality Dividend In

ETFs
-1.58K
- 3.59%
$59.99 - $73.18 $94.8K - $116K
42.4K $3.11M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-20
- 0.1%
$71.86 - $82.66 $1.44K - $1.65K
19.3K $1.59M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-24
- 0.1%
$90.56 - $109.49 $2.17K - $2.63K
24.9K $2.72M
CAT
Caterpillar Inc

Industrials
-71
- 2.72%
$273.94 - $388.21 $19.4K - $27.6K
2.54K $985K
GE
General Electric CO

Industrials
-3
- 0.13%
$166.81 - $257.39 $500 - $772
2.38K $613K
AVDV
American Centy ETF Tr Avantis

ETFs
-74
- 0.48%
$61.76 - $79.32 $4.57K - $5.87K
15.5K $1.23M
CSCO
Cisco Systems, Inc.

Technology
-988
- 3.51%
$53.19 - $69.38 $52.6K - $68.5K
27.2K $1.88M
DFAE
Dimensional ETF Tr

ETFs
-475
- 0.89%
$22.87 - $28.95 $10.9K - $13.8K
53K $1.54M
VOX
Vanguard Communication Service

ETFs
-141
- 1.85%
$133.12 - $171.03 $18.8K - $24.1K
7.47K $1.28M
GS
Goldman Sachs Group Inc

Financial Services
-28
- 2.43%
$462.22 - $707.75 $12.9K - $19.8K
1.13K $796K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-120
- 3.4%
$141.37 - $228.57 $17K - $27.4K
3.41K $771K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-937
- 1.31%
$51.16 - $62.02 $47.9K - $58.1K
70.4K $4.36M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-3.3K
- 3.2%
$50.27 - $62.05 $166K - $205K
100K $6.18M
NFLX
Netflix Inc

Communication Services
-2
- 0.19%
$855.86 - $1339.13 $1.71K - $2.68K
1.03K $1.38M
JPM
Jpmorgan Chase & CO

Financial Services
-130
- 1.12%
$210.28 - $289.91 $27.3K - $37.7K
11.5K $3.33M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-142
- 0.84%
$180.84 - $240.32 $25.7K - $34.1K
16.7K $4.02M
VEA
Vanguard Ftse Developed Market

ETFs
-409
- 0.28%
$45.65 - $57.01 $18.7K - $23.3K
145K $8.26M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.72K
- 4.25%
$456.74 - $568.03 $785K - $976K
38.8K $22M
IVV
Ishares Core S&P 500 ETF

ETFs
-426
- 1.2%
$498.8 - $620.9 $212K - $265K
35.1K $21.8M
AVGO
Broadcom Inc.

Technology
-498
- 2.23%
$146.29 - $275.65 $72.9K - $137K
21.9K $6.03M
VGT
Vanguard Information Technolog

ETFs
-593
- 1.47%
$470.37 - $663.28 $279K - $393K
39.6K $26.3M
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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