Cvfg LLC Portfolio Holdings

Cvfg LLC

  • $110 Billion
  • Q4 2024

Cvfg LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $110 Billion distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.91B, Spdr S&P 500 ETF Trust with a value of $7.89B, Spdr Dow Jones Industrial Average ETF Trust with a value of $5.87B, Vanguard Total Stock Market Et with a value of $4.99B, and Spdr Portfolio with a value of $4.12B.

Examining the 13F form we can see an increase of $110B in the current position value.

Cvfg LLC is based out at Shelbyville, IN

Below you can find more details about Cvfg LLC portfolio as well as his latest detailed transactions.

Portfolio value $110 Billion
ETFs: $63.3 Billion
Technology: $16.7 Billion
Financial Services: $6.16 Billion
Consumer Cyclical: $5.55 Billion
Healthcare: $4.79 Billion
Communication Services: $3.46 Billion
Industrials: $2.86 Billion
Consumer Defensive: $2.67 Billion
Other: $1.66 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.89 Billion 7.2% of portfolio
13,463
Q4 2024 New
$0
$5.87 Billion 5.36% of portfolio
13,805
Q4 2024 New
$0
$4.99 Billion 4.55% of portfolio
17,228
Q4 2024 New
$0
$4.12 Billion 3.76% of portfolio
75,389
Q4 2024 New
$0
$4.02 Billion 3.66% of portfolio
143,782
Q4 2024 New
$0
$3.76 Billion 3.43% of portfolio
21,444
Q4 2024 New
$0
$3.56 Billion 3.25% of portfolio
16,923
Q4 2024 New
$0
$3.17 Billion 2.9% of portfolio
5,393
Q4 2024 New
$0
$3.05 Billion 2.79% of portfolio
87,874
Q4 2024 New
$0
$2.99 Billion 2.73% of portfolio
66,512
Q4 2024 New
$0
$2.33 Billion 2.13% of portfolio
93,287
Q4 2024 New
$0
$2.25 Billion 2.05% of portfolio
77,049
Q4 2024 New
$0
$2.16 Billion 1.97% of portfolio
20,218
Q4 2024 New
$0
$2.13 Billion 1.94% of portfolio
4,164
Q4 2024 New
$0
$1.39 Billion 1.27% of portfolio
18,295
Q4 2024 New
$0
$917 Million 0.84% of portfolio
4,825
Q4 2024 New
$0
$817 Million 0.75% of portfolio
3,697
Q4 2024 New
$0
$633 Million 0.58% of portfolio
10,735
Q4 2024 New
$0
$631 Million 0.58% of portfolio
10,124
Q4 2024 New
$0
$517 Million 0.47% of portfolio
5,844
Q4 2024 New
$0
$469 Million 0.43% of portfolio
1,365
Q4 2024 New
$0
$466 Million 0.43% of portfolio
4,048
Q4 2024 New
$0
$447 Million 0.41% of portfolio
16,032
Q4 2024 New
$0
$439 Million 0.4% of portfolio
21,630
Q4 2024 New
$0
$428 Million 0.39% of portfolio
1,986
Q4 2024 New
$0
$404 Million 0.37% of portfolio
6,587
Q4 2024 New
$0
$380 Million 0.35% of portfolio
10,873
Q4 2024 New
$0
$328 Million 0.3% of portfolio
4,667
Q4 2024 New
$0
$299 Million 0.27% of portfolio
2,736
Q4 2024 New
$0
$286 Million 0.26% of portfolio
1,606
Q4 2024 New
$0
$271 Million 0.25% of portfolio
3,000
Q4 2024 New
$0
$269 Million 0.24% of portfolio
2,150
Q4 2024 New
$0
$247 Million 0.23% of portfolio
3,734
Q4 2024 New
$0
$232 Million 0.21% of portfolio
1,668
Q4 2024 New
$0
$222 Million 0.2% of portfolio
2,591
Q4 2024 New
$0
$208 Million 0.19% of portfolio
5,602
Q4 2024 New
$0
$201 Million 0.18% of portfolio
865
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $110 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 88 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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