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.

Portfolio value $606 Million
ETFs: $446 Million
Technology: $48.6 Million
Financial Services: $22.8 Million
Healthcare: $17.3 Million
Consumer Defensive: $14.3 Million
Industrials: $14.2 Million
Consumer Cyclical: $12.9 Million
Communication Services: $12 Million
Other: $16.4 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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
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