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.
Portfolio value
$550 Million
ETFs: $400 Million
Technology: $46.7 Million
Financial Services: $20.2 Million
Healthcare: $16.5 Million
Industrials: $13.2 Million
Consumer Defensive: $13 Million
Communication Services: $11.7 Million
Consumer Cyclical: $11.3 Million
Other: $15.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions