Cva Family Office, LLC has filed its 13F form on January 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $619 Million distributed in 1289 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 $62.8M, Schwab Fundamental Intl Large with a value of $25.7M, Vanguard Information Technolog with a value of $24.7M, Vanguard Index Fds S&P 500 ETF with a value of $21.1M, and Ishares Core S&P 500 ETF with a value of $20.3M.
Examining the 13F form we can see an increase of $13.2M in the current position value, from $606M to 619M.
Below you can find more details about Cva Family Office, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$619 Million
ETFs: $445 Million
Technology: $54.5 Million
Financial Services: $27.4 Million
Consumer Cyclical: $15.9 Million
Healthcare: $15.7 Million
Industrials: $14.7 Million
Consumer Defensive: $13.8 Million
Communication Services: $13.8 Million
Other: $17.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
