Cva Family Office, LLC Portfolio Holdings
Cva Family Office, LLC
- $550 Million
- Q2 2024
Cva Family Office, LLC has filed its 13F form on July 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $550 Million distributed in 1276 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $58.7M, Schwab Fundamental Intl Large with a value of $27.6M, Vanguard Information Technolog with a value of $21.4M, Vanguard Index Fds S&P 500 ETF with a value of $20.7M, and Ishares Core S&P 500 ETF with a value of $17.8M.
Examining the 13F form we can see an decrease of $4.19M in the current position value, from $554M to 550M.
Below you can find more details about Cva Family Office, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 1,276
- Current Value $550 Million
- Prior Value $554 Million
- Filing
- Period Q2 2024
- Filing Date July 09, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 256 stocks
- Additional Purchases 455 stocks
- Sold out of 0 stocks
- Reduced holdings in 202 stocks