Cva Family Office, LLC Portfolio Holdings
Cva Family Office, LLC
- $606 Million
- Q3 2024
Cva Family Office, LLC has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $606 Million distributed in 1267 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 $65.8M, Schwab Fundamental Intl Large with a value of $28.6M, Vanguard Information Technolog with a value of $21.9M, Vanguard Index Fds S&P 500 ETF with a value of $21.8M, and Ishares Core S&P 500 ETF with a value of $19.6M.
Examining the 13F form we can see an increase of $56.5M in the current position value, from $550M to 606M.
Below you can find more details about Cva Family Office, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 1,267
- Current Value $606 Million
- Prior Value $550 Million
- Filing
- Period Q3 2024
- Filing Date October 10, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 100 stocks
- Additional Purchases 482 stocks
- Sold out of 0 stocks
- Reduced holdings in 242 stocks