Mv Capital Management, Inc. Reduced Holdings in Q2 2025

Mv Capital Management, Inc.

  • $931 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
-414
- 0.15%
$170.16 - $206.27 $70.4K - $85.4K
271K $50.2M
AAPL
Apple Inc.

Technology
-544
- 0.64%
$172.42 - $223.89 $93.8K - $122K
84.5K $17.3M
XLV
Select Sector Spdr Fund Health

ETFs
-1.92K
- 7.23%
$128.77 - $144.3 $248K - $278K
24.7K $3.33M
MRK
Merck & Co., Inc.

Healthcare
-1.79K
- 5.89%
$73.47 - $87.12 $131K - $156K
28.6K $2.26M
UNH
Unitedhealth Group Inc

Healthcare
-239
- 13.92%
$274.35 - $599.47 $65.6K - $143K
1.48K $461K
AON
Aon PLC

Financial Services
-203
- 2.49%
$335.85 - $398.81 $68.2K - $81K
7.94K $2.83M
PG
Procter & Gamble CO

Consumer Defensive
-555
- 2.09%
$157.66 - $172.39 $87.5K - $95.7K
26K $4.14M
JNJ
Johnson & Johnson

Healthcare
-770
- 4.01%
$146.36 - $159.82 $113K - $123K
18.4K $2.82M
IWD
Ishares Russell 1000 Val ETF

ETFs
-17.4K
- 4.53%
$166.82 - $194.23 $2.91M - $3.38M
367K $71.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.25K
- 42.43%
$90.56 - $109.49 $294K - $356K
4.41K $481K
IWM
Ishares Russell 2000 ETF

ETFs
-2.03K
- 24.25%
$174.82 - $215.79 $355K - $438K
6.34K $1.37M
AMGN
Amgen Inc

Healthcare
-135
- 1.68%
$262.28 - $309.85 $35.4K - $41.8K
7.92K $2.21M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.85K
- 1.5%
$96.84 - $99.46 $372K - $382K
253K $25.1M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-10.6K
- 1.84%
$25.04 - $25.18 $266K - $267K
567K $14.3M
ACN
Accenture PLC

Technology
-308
- 3.13%
$279.23 - $323.21 $86K - $99.5K
9.54K $2.85M
CB
Chubb LTD

Financial Services
-303
- 2.88%
$274.32 - $302.46 $83.1K - $91.6K
10.2K $2.96M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-8.55K
- 1.29%
$23.29 - $23.38 $199K - $200K
656K $15.3M
GRMN
Garmin LTD

Technology
-292
- 1.95%
$173.63 - $218.07 $50.7K - $63.7K
14.7K $3.07M
APD
Air Products & Chemicals, Inc.

Basic Materials
-198
- 2.03%
$248.61 - $294.96 $49.2K - $58.4K
9.53K $2.69M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-8.08K
- 1.35%
$22.81 - $22.97 $184K - $186K
590K $13.5M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-4.37K
- 1.99%
$85.42 - $94.39 $374K - $413K
216K $20.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-19
- 0.49%
$483.48 - $539.8 $9.19K - $10.3K
3.86K $1.87M
MDT
Medtronic PLC

Healthcare
-1.25K
- 6.68%
$80.68 - $88.86 $101K - $111K
17.5K $1.53M
PKG
Packaging Corp Of America

Consumer Cyclical
-204
- 1.66%
$175.97 - $201.36 $35.9K - $41.1K
12.1K $2.28M
APP
App Lovin Corp

Technology
-605
- 80.99%
$219.37 - $417.89 $133K - $253K
142 $49K
IWS
Ishares Russell Midcap Value E

ETFs
-1.68K
- 13.94%
$110.58 - $132.14 $186K - $222K
10.4K $1.37M
IVE
Ishares S&P 500 Value ETF

ETFs
-4.52K
- 4.04%
$168.34 - $195.42 $761K - $883K
107K $21M
LLY
Eli Lilly & CO

Healthcare
-8
- 0.32%
$713.71 - $898.95 $5.71K - $7.19K
2.46K $1.92M
BMY
Bristol Myers Squibb CO

Healthcare
-1.62K
- 61.37%
$44.12 - $59.6 $71.6K - $96.7K
1.02K $47K
CLX
Clorox CO

Consumer Defensive
-21
- 0.54%
$118.01 - $148.69 $2.48K - $3.12K
3.9K $468K
GDDY
Go Daddy Inc.

Technology
-603
- 66.85%
$162.11 - $192.36 $97.8K - $116K
299 $53K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-210
- 51.72%
$421.16 - $509.5 $88.4K - $107K
196 $87K
UNP
Union Pacific Corp

Industrials
-446
- 48.43%
$208.27 - $238.46 $92.9K - $106K
475 $109K
IWN
Ishares Russell2000 Val ETF

ETFs
-1.11K
- 10.64%
$131.84 - $157.76 $146K - $175K
9.32K $1.47M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.52K
- 15.26%
$51.16 - $62.02 $129K - $157K
14K $869K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-872
- 32.67%
$83.54 - $100.04 $72.8K - $87.2K
1.8K $178K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-806
- 16.68%
$103.88 - $123.68 $83.7K - $99.7K
4.03K $497K
MCD
Mcdonalds Corp

Consumer Cyclical
-7
- 0.18%
$285.55 - $321.23 $2K - $2.25K
3.78K $1.1M
CVX
Chevron Corp

Energy
-103
- 4.14%
$133.73 - $168.51 $13.8K - $17.4K
2.38K $341K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-412
- 14.69%
$456.74 - $568.03 $188K - $234K
2.39K $1.36M
V
Visa Inc.

Financial Services
-402
- 2.53%
$308.27 - $373.31 $124K - $150K
15.5K $5.49M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-2.77K
- 0.42%
N/A
652K $15.5M
HD
Home Depot, Inc.

Consumer Cyclical
-176
- 1.99%
$335.24 - $380.78 $59K - $67K
8.65K $3.17M
VRSK
Verisk Analytics, Inc.

Industrials
-212
- 68.83%
$277.03 - $321.33 $58.7K - $68.1K
96 $29K
XLI
Industrial Sector Spdr

ETFs
-1K
- 19.5%
$116.42 - $147.52 $117K - $148K
4.14K $610K
XLB
Select Sector Spdr Fd Material

ETFs
-791
- 17.17%
$74.27 - $88.92 $58.7K - $70.3K
3.82K $335K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-87
- 42.44%
$390.26 - $489.06 $34K - $42.5K
118 $47K
DHR
Danaher Corp

Healthcare
-252
- 45.08%
$174.64 - $205.16 $44K - $51.7K
307 $60K
PEP
Pepsico Inc

Consumer Defensive
-123
- 5.87%
$128.02 - $151.37 $15.7K - $18.6K
1.97K $260K
Activity Summary
Buys All Purchases 413 New Holdings 75 Increased Positions 338 Sells All Sells 450 Reductions 450 Sold out 0 Options Calls 0 Puts 0
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