Cvfg LLC Portfolio Holdings

Cvfg LLC

  • $110 Billion
  • Q1 2025

Cvfg LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $110 Billion distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $7.64B, Apple Inc. with a value of $7.12B, Spdr Dow Jones Industrial Average ETF Trust with a value of $5.87B, Vanguard Total Stock Market Et with a value of $5.14B, and Spdr Ser Tr Spdr Msci Acwi Ex with a value of $4.57B.

Examining the 13F form we can see an increase of $320M in the current position value, from $110B to 110B.

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: $63.9 Billion
Technology: $14.7 Billion
Financial Services: $6.63 Billion
Healthcare: $5.23 Billion
Consumer Cyclical: $5.23 Billion
Consumer Defensive: $3.15 Billion
Industrials: $3 Billion
Communication Services: $2.71 Billion
Other: $1.79 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $110 Billion
  • Prior Value $110 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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