Mv Capital Management, Inc. has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $861 Million distributed in 861 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $75M, Ishares Core S&P 500 ETF with a value of $71.3M, Ishares Russell 1000 Val ETF with a value of $67.5M, Abb Vie Inc. with a value of $48.4M, and Abbott Laboratories with a value of $32.1M.

Examining the 13F form we can see an increase of $71.6M in the current position value, from $789M to 861M.

Below you can find more details about Mv Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $861 Million
ETFs: $564 Million
Healthcare: $99.4 Million
Technology: $63.2 Million
Financial Services: $37.8 Million
Consumer Cyclical: $18.1 Million
Consumer Defensive: $16.9 Million
Industrials: $16.2 Million
Communication Services: $9.42 Million
Other: $14.5 Million

Stock Holdings Table

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


  • Portfolio
  • No. of Stocks 861
  • Current Value $861 Million
  • Prior Value $789 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 18, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 120 stocks
  • Additional Purchases 318 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 247 stocks
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