Mv Capital Management, Inc. Purchases in Q1 2025

Mv Capital Management, Inc.

  • $889 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEUR
Ishares Tr Ishares Core Msci E

ETFs
248K
New
$53.69 - $62.68 $13.3M - $15.5M
248K $15.1M
ABBV
Abb Vie Inc.

Healthcare
4.34K
+ 1.63%
$169.2 - $216.66 $734K - $940K
271K $56.8M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
68K
+ 11.89%
$24.79 - $25.26 $1.69M - $1.72M
640K $16.2M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
73.2K
+ 11.72%
$22.61 - $23.14 $1.65M - $1.69M
698K $16.1M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
68.9K
+ 11.57%
$23.9 - $24.18 $1.65M - $1.67M
664K $16.1M
IWR
Ishares Russell Mid Cap ETF

ETFs
24K
+ 31.72%
$82.81 - $92.93 $1.99M - $2.23M
99.6K $8.43M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
68.1K
+ 47.93%
$21.77 - $22.25 $1.48M - $1.51M
210K $4.67M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
63.1K
+ 11.98%
$22.11 - $22.43 $1.39M - $1.41M
590K $13.2M
IBDV
Ishares Tr

Technology
58.8K
+ 8.72%
$21.11 - $21.73 $1.24M - $1.28M
734K $15.9M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
46.5K
+ 6.03%
$24.21 - $25.09 $1.13M - $1.17M
818K $20.4M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
24.2K
New
$46.83 - $56.05 $1.13M - $1.35M
24.2K $1.3M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
46.6K
+ 7.08%
$20.1 - $20.8 $936K - $969K
704K $14.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
4.21K
+ 1.11%
$182.82 - $196.21 $769K - $825K
384K $71.6M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
36.8K
+ 5.95%
N/A
655K $15.6M
IEMG
Ishares Inc

ETFs
16K
+ 116.7%
N/A
29.7K $1.59M
VTV
Vanguard Value ETF

ETFs
3.78K
+ 23.02%
$167.73 - $179.21 $634K - $678K
20.2K $3.45M
EXPD
Expeditors International Of Washington Inc

Industrials
2.92K
+ 13.51%
$109.09 - $126.48 $318K - $369K
24.5K $2.95M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
21.2K
+ 3.68%
$22.77 - $22.94 $484K - $487K
599K $13.7M
QCOM
Qualcomm Inc

Technology
3.29K
+ 17.5%
$151.94 - $175.86 $500K - $579K
22.1K $3.4M
VUG
Vanguard Growth ETF

ETFs
1.92K
+ 37.37%
$369.1 - $427.61 $707K - $819K
7.04K $2.61M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
438
+ 12.74%
$442.66 - $534.52 $194K - $234K
3.88K $2.04M
GLD
Spdr Gold Trust

ETFs
1.54K
New
$243.19 - $288.14 $375K - $445K
1.54K $444K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
16.7K
+ 19.14%
$21.16 - $21.77 $354K - $364K
104K $2.26M
IEFA
Ishares Tr

ETFs
4.03K
+ 42.44%
$69.57 - $78.65 $281K - $317K
13.5K $1.03M
CB
Chubb LTD

Financial Services
326
+ 3.2%
$257.71 - $301.99 $84K - $98.4K
10.5K $3.17M
PG
Procter & Gamble CO

Consumer Defensive
1.32K
+ 5.23%
$158.56 - $176.26 $209K - $232K
26.5K $4.52M
COST
Costco Wholesale Corp

Consumer Defensive
176
+ 4.11%
$890.62 - $1076.86 $157K - $190K
4.46K $4.22M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.18K
+ 14.22%
$81.83 - $82.73 $261K - $263K
25.6K $2.11M
LLY
Eli Lilly & CO

Healthcare
177
+ 7.73%
$725.72 - $929.72 $128K - $165K
2.47K $2.04M
GILD
Gilead Sciences, Inc.

Healthcare
1.3K
+ 20.7%
$89.14 - $117.41 $116K - $152K
7.56K $847K
GRMN
Garmin LTD

Technology
496
+ 3.42%
$204.55 - $241.93 $101K - $120K
15K $3.26M
MA
Mastercard Inc

Financial Services
216
+ 3.21%
$504.67 - $576.31 $109K - $124K
6.95K $3.81M
RTX
Raytheon Technologies Corp

Industrials
1.08K
+ 20.29%
$114.1 - $135.66 $123K - $146K
6.37K $844K
CVX
Chevron Corp

Energy
1.1K
+ 78.92%
$146.71 - $167.97 $161K - $184K
2.49K $416K
SYY
Sysco Corp

Consumer Defensive
3.46K
+ 10.07%
$70.0 - $77.13 $242K - $267K
37.8K $2.84M
NFLX
Netflix Inc

Communication Services
175
+ 48.88%
$828.4 - $1058.6 $145K - $185K
533 $497K
META
Meta Platforms, Inc.

Communication Services
338
+ 17.44%
$576.36 - $736.67 $195K - $249K
2.28K $1.31M
EPD
Enterprise Products Partners L.P.

Energy
4K
+ 37.62%
$31.75 - $34.14 $127K - $137K
14.6K $499K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
600
+ 134.53%
$208.48 - $244.03 $125K - $146K
1.05K $255K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
95
+ 175.93%
$1187.71 - $1432.58 $113K - $136K
149 $213K
XOM
Exxon Mobil Corp

Energy
94
+ 0.79%
$105.44 - $118.93 $9.91K - $11.2K
12K $1.43M
PSX
Phillips 66

Energy
1.04K
+ 109.1%
$113.93 - $131.55 $119K - $137K
2K $246K
MELI
Mercadolibre Inc

Consumer Cyclical
71
New
$1739.0 - $2260.0 $123K - $160K
71 $138K
RSG
Republic Services, Inc.

Industrials
515
+ 447.83%
$200.09 - $242.16 $103K - $125K
630 $152K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.23K
+ 34.21%
$117.4 - $131.02 $145K - $161K
4.83K $576K
ISRG
Intuitive Surgical Inc

Healthcare
256
+ 92.75%
$476.63 - $610.45 $122K - $156K
532 $263K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.95K
New
$56.51 - $62.98 $110K - $123K
1.95K $118K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
210
+ 107.14%
$402.49 - $513.76 $84.5K - $108K
406 $196K
VBR
Vanguard Small Cap Value ETF

ETFs
633
New
$183.02 - $207.75 $116K - $132K
633 $117K
Activity Summary
Buys All Purchases 451 New Holdings 72 Increased Positions 379 Sells All Sells 378 Reductions 378 Sold out 0 Options Calls 0 Puts 0
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