Cvfg LLC Incresed Positions in Q3 2025

Cvfg LLC

  • $138 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
423
+ 3.02%
$617.65 - $666.84 $261K - $282K
14.4K $9.6B
NVDA
Nvidia Corp

Technology
2.83K
+ 26.39%
$153.3 - $186.58 $434K - $528K
13.5K $2.53B
Capital Group Core Balanced
14.3K
+ 13.83%
N/A
118K $4.1B
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
6K
+ 3.69%
$32.11 - $34.92 $193K - $210K
169K $5.89B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
473
+ 3.1%
$435.72 - $463.74 $206K - $219K
15.7K $7.29B
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.44K
+ 18.19%
$107.66 - $112.36 $477K - $498K
28.8K $3.21B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
19.5K
+ 17.66%
$25.21 - $25.99 $493K - $508K
130K $3.37B
TSLA
Tesla, Inc.

Consumer Cyclical
57
+ 1.45%
$293.94 - $444.72 $16.8K - $25.3K
3.99K $1.77B
SPMD
Spdr Portfolio

ETFs
3.49K
+ 3.99%
$54.43 - $58.29 $190K - $203K
90.8K $5.19B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.95K
+ 3.73%
$42.26 - $47.16 $125K - $139K
82K $3.8B
MSFT
Microsoft Corp

Technology
402
+ 6.12%
$491.09 - $535.64 $197K - $215K
6.97K $3.61B
GOOG
Alphabet Inc.

Communication Services
389
+ 11.94%
$175.16 - $255.24 $68.1K - $99.3K
3.65K $889M
CGCP
Capital Group Core Plus Income

ETFs
10.5K
+ 23.79%
$22.27 - $22.95 $233K - $240K
54.5K $1.24B
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
395
+ 1.91%
$79.52 - $89.63 $31.4K - $35.4K
21.1K $1.88B
QQQ
Invesco Qqq Trust, Series 1

ETFs
33
+ 0.8%
$546.99 - $602.2 $18.1K - $19.9K
4.17K $2.5B
HEFA
Ishares Currency Hedged Msci E

ETFs
1.4K
+ 1.46%
$37.2 - $39.61 $52.2K - $55.6K
97.5K $3.86B
RSP
Invesco S&P 500 Equal Weight E

ETFs
109
+ 0.47%
$181.56 - $190.33 $19.8K - $20.7K
23.3K $4.43B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
208
+ 34.49%
$567.77 - $614.76 $118K - $128K
811 $497M
HD
Home Depot, Inc.

Consumer Cyclical
26
+ 0.88%
$357.4 - $423.42 $9.29K - $11K
2.97K $1.2B
NEE
Nextera Energy Inc

Utilities
472
+ 4.35%
$69.77 - $77.54 $32.9K - $36.6K
11.3K $855M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
42
+ 1.01%
$459.11 - $506.91 $19.3K - $21.3K
4.19K $2.1B
CGUS
Capital Group Core Equity ETF
1.29K
+ 8.5%
$36.89 - $39.72 $47.6K - $51.2K
16.5K $651M
CRWD
Crowd Strike Holdings, Inc.

Technology
200
+ 48.54%
$412.46 - $514.1 $82.5K - $103K
612 $300M
CGXU
Capital Group Intl Focus Equit

ETFs
1.4K
+ 8.1%
$26.49 - $29.62 $37K - $41.4K
18.6K $552M
JPM
Jpmorgan Chase & CO

Financial Services
101
+ 5.62%
$282.78 - $316.06 $28.6K - $31.9K
1.9K $598M
ABBV
Abb Vie Inc.

Healthcare
32
+ 2.25%
$184.85 - $231.54 $5.92K - $7.41K
1.45K $336M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
666
+ 7.58%
$62.09 - $66.51 $41.4K - $44.3K
9.46K $617M
LLY
Eli Lilly & CO

Healthcare
187
+ 4.37%
$625.65 - $812.69 $117K - $152K
4.47K $3.41B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
260
+ 6.94%
$108.46 - $120.63 $28.2K - $31.4K
4.01K $476M
MGK
Vanguard Mega Cap Growth ETF

ETFs
25
+ 1.8%
$362.31 - $405.74 $9.06K - $10.1K
1.42K $569M
ITA
Ishares Tr

ETFs
135
+ 12.68%
$184.73 - $209.26 $24.9K - $28.3K
1.2K $251M
CGDV
Capital Group Divid Value ETF

ETFs
584
+ 6.05%
$39.59 - $42.21 $23.1K - $24.7K
10.2K $430M
V
Visa Inc.

Financial Services
205
+ 11.21%
$332.09 - $358.86 $68.1K - $73.6K
2.03K $694M
CGGR
Capital Group Growth ETF Shs C

ETFs
339
+ 4.39%
$40.2 - $44.58 $13.6K - $15.1K
8.06K $354M
DGRO
Ishares Core Dividend Growth E

ETFs
150
+ 2.33%
$64.12 - $68.08 $9.62K - $10.2K
6.6K $449M
XLE
Energy Sector Spdr

ETFs
218
+ 7.34%
$84.25 - $91.99 $18.4K - $20.1K
3.19K $285M
XLU
Utilities Sector Spdr

ETFs
202
+ 7.67%
$81.14 - $87.32 $16.4K - $17.6K
2.84K $247M
Linde PLC
50
+ 6.25%
N/A
850 $404M
UNP
Union Pacific Corp

Industrials
3
+ 0.08%
$214.91 - $237.16 $645 - $711
3.97K $938M
MGV
Vanguard Mega Cap Value

ETFs
75
+ 3.5%
$129.46 - $137.85 $9.71K - $10.3K
2.22K $306M
MCD
Mcdonalds Corp

Consumer Cyclical
17
+ 1.09%
$291.67 - $316.99 $4.96K - $5.39K
1.58K $481M
DUK
Duke Energy Corp

Utilities
25
+ 0.78%
$116.31 - $125.93 $2.91K - $3.15K
3.24K $401M
PG
Procter & Gamble CO

Consumer Defensive
85
+ 2.14%
$150.47 - $161.22 $12.8K - $13.7K
4.05K $622M
DE
Deere & CO

Industrials
10
+ 2.28%
$457.26 - $524.37 $4.57K - $5.24K
449 $205M
COST
Costco Wholesale Corp

Consumer Defensive
16
+ 3.11%
$915.95 - $994.57 $14.7K - $15.9K
530 $491M
HON
Honeywell International Inc

Industrials
1
+ 0.09%
$207.7 - $240.4 $208 - $240
1.14K $239M
DIS
Walt Disney CO

Communication Services
76
+ 2.13%
$112.25 - $124.0 $8.53K - $9.42K
3.65K $418M
KO
Coca Cola CO

Consumer Defensive
183
+ 1.92%
$65.67 - $71.67 $12K - $13.1K
9.71K $644M
CRM
Salesforce, Inc.

Technology
25
+ 1.62%
$231.66 - $273.65 $5.79K - $6.84K
1.57K $372M
Activity Summary
Buys All Purchases 54 New Holdings 4 Increased Positions 50 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cvfg LLC Portfolio

Follow Cvfg LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cvfg LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cvfg LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email