Cvfg LLC Incresed Positions in Q1 2025

Cvfg LLC

  • $110 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Capital Group Core Balanced
33.1K
+ 60.44%
N/A
88K $2.73B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.41K
+ 66.04%
$442.66 - $534.52 $625K - $755K
3.55K $1.89B
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
10.6K
+ 7.41%
$27.47 - $30.62 $293K - $326K
154K $4.57B
KR
Kroger CO

Consumer Defensive
7.22K
+ 149.35%
$58.36 - $67.72 $421K - $489K
12.1K $816M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.41K
+ 11.92%
$105.1 - $109.61 $253K - $264K
22.6K $2.46B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
9.04K
+ 9.69%
$24.73 - $25.62 $224K - $232K
102K $2.61B
HEFA
Ishares Currency Hedged Msci E

ETFs
3.11K
+ 3.54%
$34.83 - $37.52 $108K - $117K
91K $3.3B
VTI
Vanguard Total Stock Market Et

ETFs
1.49K
+ 8.64%
$271.18 - $303.12 $404K - $451K
18.7K $5.14B
CGGO
Capital Group Global Growth Eq

ETFs
7.48K
+ 9.71%
$28.33 - $30.84 $212K - $231K
84.5K $2.39B
KO
Coca Cola CO

Consumer Defensive
288
+ 3.17%
$60.81 - $72.32 $17.5K - $20.8K
9.37K $671M
ELV
Elevance Health, Inc.

Healthcare
10
+ 0.68%
$365.9 - $436.25 $3.66K - $4.36K
1.48K $645M
V
Visa Inc.

Financial Services
81
+ 4.75%
$306.92 - $362.71 $24.9K - $29.4K
1.79K $626M
CGUS
Capital Group Core Equity ETF
2.78K
+ 25.53%
$33.08 - $36.62 $91.8K - $102K
13.6K $456M
RSP
Invesco S&P 500 Equal Weight E

ETFs
661
+ 3.08%
$169.43 - $182.84 $112K - $121K
22.1K $3.83B
SO
Southern CO

Utilities
50
+ 0.77%
$80.96 - $92.96 $4.05K - $4.65K
6.55K $602M
DUK
Duke Energy Corp

Utilities
186
+ 6.07%
$105.87 - $121.97 $19.7K - $22.7K
3.25K $396M
XLE
Energy Sector Spdr

ETFs
362
+ 13.97%
$85.7 - $93.96 $31K - $34K
2.95K $276M
MCD
Mcdonalds Corp

Consumer Cyclical
38
+ 2.1%
$279.74 - $321.29 $10.6K - $12.2K
1.84K $576M
UNP
Union Pacific Corp

Industrials
35
+ 0.89%
$225.21 - $254.42 $7.88K - $8.9K
3.96K $935M
CGCP
Capital Group Core Plus Income

ETFs
1.3K
+ 3.26%
$21.94 - $22.64 $28.6K - $29.5K
41.3K $926M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.45K
+ 25.94%
$33.98 - $39.84 $49.4K - $57.9K
7.06K $242M
UNH
Unitedhealth Group Inc

Healthcare
28
+ 6.07%
$461.52 - $548.18 $12.9K - $15.3K
489 $256M
PG
Procter & Gamble CO

Consumer Defensive
42
+ 1.03%
$158.56 - $176.26 $6.66K - $7.4K
4.1K $699M
MUST
Columbia ETF Tr I Multi Sector

ETFs
983
+ 4.54%
$20.08 - $20.62 $19.7K - $20.3K
22.6K $455M
BA
Boeing CO

Industrials
125
+ 7.64%
$148.15 - $186.25 $18.5K - $23.3K
1.76K $300M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
185
+ 1.34%
$408.78 - $448.82 $75.6K - $83K
14K $5.87B
IWR
Ishares Russell Mid Cap ETF

ETFs
220
+ 3.76%
$82.81 - $92.93 $18.2K - $20.4K
6.06K $516M
NEE
Nextera Energy Inc

Utilities
37
+ 0.33%
$66.96 - $76.16 $2.48K - $2.82K
11.2K $791M
SOXX
Ishares Semiconductor ETF

ETFs
164
+ 8.26%
$188.17 - $235.81 $30.9K - $38.7K
2.15K $405M
TSLA
Tesla, Inc.

Consumer Cyclical
1.12K
+ 50.43%
$222.15 - $428.22 $249K - $481K
3.35K $868M
MGK
Vanguard Mega Cap Growth ETF

ETFs
5
+ 0.37%
$307.43 - $357.48 $1.54K - $1.79K
1.37K $423M
CRM
Salesforce, Inc.

Technology
122
+ 8.65%
$268.36 - $359.95 $32.7K - $43.9K
1.53K $411M
SPMD
Spdr Portfolio

ETFs
3.91K
+ 5.18%
$50.21 - $57.73 $196K - $226K
79.3K $4.06B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.18K
+ 6.96%
$192.82 - $222.1 $227K - $262K
18.1K $3.49B
GOOG
Alphabet Inc.

Communication Services
168
+ 5.64%
$156.06 - $207.71 $26.2K - $34.9K
3.15K $492M
VXF
Vanguard Extended Market ETF

ETFs
6
+ 0.12%
$170.36 - $201.04 $1.02K - $1.21K
4.83K $832M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.16K
+ 6.25%
$40.03 - $46.81 $166K - $195K
70.7K $2.88B
ORCL
Oracle Corp

Technology
140
+ 2.89%
$139.81 - $186.47 $19.6K - $26.1K
4.99K $697M
NVDA
Nvidia Corp

Technology
1.31K
+ 12.08%
$106.98 - $149.43 $140K - $195K
12.1K $1.32B
MSFT
Microsoft Corp

Technology
157
+ 2.43%
$375.39 - $447.2 $58.9K - $70.2K
6.63K $2.49B
SPY
Spdr S&P 500 ETF Trust

ETFs
190
+ 1.41%
$551.42 - $612.93 $105K - $116K
13.7K $7.64B
AMZN
Amazon Com Inc

Consumer Cyclical
55
+ 0.6%
$190.26 - $242.06 $10.5K - $13.3K
9.16K $1.74B
AAPL
Apple Inc.

Technology
437
+ 1.38%
$209.68 - $247.1 $91.6K - $108K
32K $7.12B
Activity Summary
Buys All Purchases 50 New Holdings 6 Increased Positions 44 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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