Mv Capital Management, Inc. Reduced Holdings in Q4 2024

Mv Capital Management, Inc.

  • $892 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
-8.23K
- 31.99%
$216.13 - $242.4 $1.78M - $2M
17.5K $3.87M
IVE
Ishares S&P 500 Value ETF

ETFs
-4.19K
- 3.5%
$189.5 - $206.17 $794K - $864K
115K $22M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-9.25K
- 3.69%
$88.59 - $94.57 $819K - $874K
242K $21.4M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-47.3K
- 16.72%
$42.05 - $48.31 $1.99M - $2.28M
235K $10.9M
XLV
Select Sector Spdr Fund Health

ETFs
-2.82K
- 7.36%
$136.28 - $154.74 $384K - $436K
35.4K $4.88M
LMT
Lockheed Martin Corp

Industrials
-4
- 0.06%
$479.66 - $614.62 $1.92K - $2.46K
6.3K $3.06M
MRK
Merck & Co., Inc.

Healthcare
-85
- 0.31%
$96.31 - $114.76 $8.19K - $9.75K
27.7K $2.75M
XLU
Utilities Sector Spdr

ETFs
-2.65K
- 6.83%
$74.89 - $82.93 $198K - $220K
36.1K $2.73M
JNJ
Johnson & Johnson

Healthcare
-142
- 0.7%
$143.34 - $165.86 $20.4K - $23.6K
20.1K $2.91M
TFLO
Ishares Treasury Floating Rate

ETFs
-7.32K
- 73.21%
$50.37 - $50.63 $369K - $371K
2.68K $135K
IEFA
Ishares Tr

ETFs
-3.4K
- 26.37%
$70.06 - $77.43 $238K - $263K
9.5K $667K
LLY
Eli Lilly & CO

Healthcare
-6
- 0.26%
$727.2 - $932.06 $4.36K - $5.59K
2.29K $1.77M
XLP
Consumer Staples Sector Spdr

ETFs
-3.23K
- 9.43%
N/A
31K $2.36M
IEMG
Ishares Inc

ETFs
-4.55K
- 24.9%
N/A
13.7K $735K
MDT
Medtronic PLC

Healthcare
-11
- 0.05%
$79.61 - $92.24 $876 - $1.01K
23.4K $1.87M
UNH
Unitedhealth Group Inc

Healthcare
-57
- 3.3%
$485.52 - $625.25 $27.7K - $35.6K
1.67K $845K
HD
Home Depot, Inc.

Consumer Cyclical
-10
- 0.11%
$385.02 - $431.37 $3.85K - $4.31K
9.1K $3.54M
DVY
Ishares Tr

ETFs
-147
- 0.43%
$129.55 - $143.41 $19K - $21.1K
33.9K $4.45M
PEP
Pepsico Inc

Consumer Defensive
-392
- 12.41%
$151.29 - $176.1 $59.3K - $69K
2.77K $420K
VRSK
Verisk Analytics, Inc.

Industrials
-424
- 42.36%
$262.86 - $294.75 $111K - $125K
577 $158K
SPY
Spdr S&P 500 ETF Trust

ETFs
-303
- 5.39%
$567.81 - $607.81 $172K - $184K
5.32K $3.12M
ADBE
Adobe Inc.

Technology
-16
- 1.23%
$437.39 - $552.96 $7K - $8.85K
1.29K $572K
STT
State Street Corp

Financial Services
-1.14K
- 81.67%
$85.96 - $100.78 $97.7K - $114K
255 $25K
APD
Air Products & Chemicals, Inc.

Basic Materials
-20
- 0.19%
$285.5 - $335.62 $5.71K - $6.71K
10.5K $3.06M
MMM
3 M CO

Industrials
-506
- 18.64%
$124.74 - $137.12 $63.1K - $69.4K
2.21K $285K
LOW
Lowes Companies Inc

Consumer Cyclical
-250
- 25.8%
$244.52 - $284.07 $61.1K - $71K
719 $177K
AMD
Advanced Micro Devices Inc

Technology
-26
- 1.48%
$118.88 - $172.8 $3.09K - $4.49K
1.73K $209K
MCD
Mcdonalds Corp

Consumer Cyclical
-64
- 1.61%
$288.47 - $316.54 $18.5K - $20.3K
3.92K $1.14M
ELV
Elevance Health, Inc.

Healthcare
-65
- 18.68%
$365.96 - $514.62 $23.8K - $33.5K
283 $104K
VZ
Verizon Communications Inc

Communication Services
-897
- 12.05%
$39.6 - $45.21 $35.5K - $40.6K
6.55K $261K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-86
- 2.44%
$442.29 - $483.08 $38K - $41.5K
3.44K $1.56M
CAH
Cardinal Health Inc

Healthcare
-607
- 43.51%
$107.89 - $125.33 $65.5K - $76.1K
788 $93K
BLDR
Builders First Source, Inc.

Industrials
-77
- 8.0%
$142.93 - $198.25 $11K - $15.3K
885 $126K
DFS
Discover Financial Services

Financial Services
-463
- 75.65%
$136.3 - $182.67 $63.1K - $84.6K
149 $25K
CI
Cigna Corp

Healthcare
-83
- 17.74%
$265.59 - $358.58 $22K - $29.8K
385 $106K
CTRA
Coterra Energy Inc.

Energy
-2.27K
- 80.5%
$22.71 - $27.63 $51.6K - $62.8K
551 $14K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-313
- 16.69%
$107.06 - $123.74 $33.5K - $38.7K
1.56K $170K
UBER
Uber Technologies, Inc

Technology
-556
- 55.94%
$59.93 - $86.34 $33.3K - $48K
438 $26K
GE
General Electric CO

Industrials
-17
- 0.91%
$159.95 - $194.23 $2.72K - $3.3K
1.85K $308K
BBY
Best Buy CO Inc

Consumer Cyclical
-218
- 15.96%
$85.2 - $101.35 $18.6K - $22.1K
1.15K $98K
MPC
Marathon Petroleum Corp

Energy
-8
- 0.45%
$131.65 - $174.84 $1.05K - $1.4K
1.76K $245K
INTC
Intel Corp

Technology
-1.28K
- 28.46%
$19.07 - $26.23 $24.5K - $33.7K
3.23K $64K
XLI
Industrial Sector Spdr

ETFs
-148
- 2.56%
$131.76 - $143.99 $19.5K - $21.3K
5.63K $741K
AFL
Aflac Inc

Financial Services
-6
- 0.12%
$100.37 - $115.27 $602 - $692
4.82K $498K
CMCSA
Comcast Corp

Communication Services
-158
- 1.92%
$37.39 - $45.14 $5.91K - $7.13K
8.07K $302K
PLD
Prologis, Inc.

Real Estate
-248
- 36.26%
$101.4 - $126.96 $25.1K - $31.5K
436 $46K
ADI
Analog Devices Inc

Technology
-26
- 1.38%
$206.35 - $236.48 $5.37K - $6.15K
1.85K $393K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-341
- 29.68%
$59.25 - $72.99 $20.2K - $24.9K
808 $48K
CCI
Crown Castle International Corp

Real Estate
-221
- 38.24%
$89.78 - $119.11 $19.8K - $26.3K
357 $32K
Activity Summary
Buys All Purchases 418 New Holdings 39 Increased Positions 379 Sells All Sells 347 Reductions 347 Sold out 0 Options Calls 0 Puts 0
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