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
PM
Philip Morris International Inc.

Consumer Defensive
-4
- 0.42%
$149.23 - $184.95 $597 - $740
938 $170K
PH
Parker Hannifin Corp

Industrials
-1
- 0.4%
$517.23 - $700.54 $517 - $701
251 $175K
MS
Morgan Stanley

Financial Services
-1
- 0.11%
$99.83 - $140.86 $99.8 - $141
921 $129K
BK
Bank Of New York Mellon Corp

Financial Services
-16
- 0.49%
$73.31 - $91.62 $1.17K - $1.47K
3.24K $295K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-5
- 1.53%
$177.93 - $313.14 $890 - $1.57K
322 $100K
ADI
Analog Devices Inc

Technology
-134
- 7.38%
$164.6 - $238.02 $22.1K - $31.9K
1.68K $400K
C
Citigroup Inc

Financial Services
-5
- 0.2%
$58.13 - $85.12 $291 - $426
2.45K $208K
KLAC
Kla Corp

Technology
-11
- 4.91%
$576.53 - $902.94 $6.34K - $9.93K
213 $190K
COST
Costco Wholesale Corp

Consumer Defensive
-156
- 3.5%
$908.13 - $1056.85 $142K - $165K
4.3K $4.26M
RTX
Raytheon Technologies Corp

Industrials
-301
- 4.72%
$113.75 - $148.48 $34.2K - $44.7K
6.07K $886K
XLF
Financial Sector Spdr

ETFs
-97
- 0.58%
$43.92 - $52.37 $4.26K - $5.08K
16.7K $876K
QCOM
Qualcomm Inc

Technology
-481
- 2.18%
$124.66 - $159.48 $60K - $76.7K
21.6K $3.44M
SYF
Synchrony Financial

Financial Services
-7
- 0.17%
$43.81 - $66.74 $307 - $467
4.09K $273K
XLU
Utilities Sector Spdr

ETFs
-833
- 2.46%
$73.09 - $82.77 $60.9K - $68.9K
33K $2.69M
CRWD
Crowd Strike Holdings, Inc.

Technology
-12
- 2.88%
$321.63 - $509.31 $3.86K - $6.11K
404 $205K
NOW
Service Now, Inc.

Technology
-5
- 1.72%
$721.65 - $1040.18 $3.61K - $5.2K
285 $293K
AMD
Advanced Micro Devices Inc

Technology
-10
- 0.57%
$78.21 - $143.81 $782 - $1.44K
1.73K $245K
AXP
American Express CO

Financial Services
-12
- 0.79%
$231.39 - $318.98 $2.78K - $3.83K
1.51K $481K
BAC
Bank Of America Corp

Financial Services
-272
- 1.74%
$34.39 - $47.46 $9.35K - $12.9K
15.3K $725K
DIS
Walt Disney CO

Communication Services
-3
- 0.08%
$81.72 - $124.01 $245 - $372
3.63K $450K
MAR
Marriott International Inc

Consumer Cyclical
-32
- 0.94%
$211.12 - $274.14 $6.76K - $8.77K
3.36K $917K
TSLA
Tesla, Inc.

Consumer Cyclical
-27
- 1.3%
$221.86 - $362.89 $5.99K - $9.8K
2.05K $652K
CFG
Citizens Financial Group Inc

Financial Services
-2.68K
- 4.04%
$34.27 - $44.75 $91.8K - $120K
63.5K $2.84M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-595
- 5.58%
$224.16 - $285.86 $133K - $170K
10.1K $2.88M
GS
Goldman Sachs Group Inc

Financial Services
-8
- 0.92%
$462.22 - $707.75 $3.7K - $5.66K
862 $610K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
-5.12K
- 0.63%
$24.31 - $25.29 $124K - $129K
812K $20.5M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-329
- 0.05%
$20.23 - $21.04 $6.66K - $6.92K
704K $14.8M
NFLX
Netflix Inc

Communication Services
-2
- 0.38%
$855.86 - $1339.13 $1.71K - $2.68K
531 $711K
GOOG
Alphabet Inc.

Communication Services
-364
- 2.33%
$146.58 - $180.01 $53.4K - $65.5K
15.3K $2.71M
ORCL
Oracle Corp

Technology
-10
- 0.29%
$122.82 - $218.63 $1.23K - $2.19K
3.45K $753K
META
Meta Platforms, Inc.

Communication Services
-71
- 3.12%
$484.66 - $738.09 $34.4K - $52.4K
2.21K $1.63M
AMZN
Amazon Com Inc

Consumer Cyclical
-225
- 1.57%
$167.32 - $223.3 $37.6K - $50.2K
14.1K $3.09M
WMT
Walmart Inc.

Consumer Defensive
-1.34K
- 2.26%
$81.79 - $99.98 $109K - $134K
57.8K $5.65M
GOOGL
Alphabet Inc.

Communication Services
-406
- 1.49%
$144.7 - $178.6 $58.7K - $72.5K
26.9K $4.73M
IWP
Ishares Russell Mid Cap Growth

ETFs
-474
- 1.58%
$104.34 - $138.68 $49.5K - $65.7K
29.5K $4.1M
CAT
Caterpillar Inc

Industrials
-233
- 1.99%
$273.94 - $388.21 $63.8K - $90.5K
11.5K $4.45M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.41K
- 1.42%
$74.88 - $91.97 $106K - $130K
98.2K $9.03M
INTU
Intuit Inc

Technology
-134
- 3.17%
$544.07 - $787.63 $72.9K - $106K
4.1K $3.23M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-327
- 1.35%
$272.36 - $339.57 $89.1K - $111K
24K $8.14M
ABT
Abbott Laboratories

Healthcare
-942
- 0.33%
$123.95 - $138.08 $117K - $130K
281K $38.3M
MU
Micron Technology Inc

Technology
-661
- 2.5%
$64.72 - $127.91 $42.8K - $84.5K
25.8K $3.18M
XLK
Technology Sector Spdr

ETFs
-4.04K
- 9.39%
$179.73 - $253.23 $726K - $1.02M
39K $9.88M
JPM
Jpmorgan Chase & CO

Financial Services
-522
- 1.82%
$210.28 - $289.91 $110K - $151K
28.1K $8.16M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-1.77K
- 0.8%
$35.12 - $48.24 $62.3K - $85.6K
220K $10.6M
IVV
Ishares Core S&P 500 ETF

ETFs
-6.79K
- 5.8%
$498.8 - $620.9 $3.39M - $4.22M
110K $68.5M
MSFT
Microsoft Corp

Technology
-602
- 1.93%
$354.56 - $497.45 $213K - $299K
30.6K $15.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
-13.2K
- 4.18%
$82.96 - $110.1 $1.09M - $1.45M
302K $33.3M
NVDA
Nvidia Corp

Technology
-2.21K
- 1.79%
$94.31 - $157.99 $208K - $349K
121K $19.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-8.67K
- 4.72%
$320.42 - $424.58 $2.78M - $3.68M
175K $74.3M
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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