Mv Capital Management, Inc. has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $920 Million distributed in 1053 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $78M, Ishares Russell 1000 Gr ETF with a value of $77.7M, Ishares Russell 1000 Val ETF with a value of $71.3M, Abb Vie Inc. with a value of $52.6M, and Ishares S&P 500 Growth ETF with a value of $33.3M.

Examining the 13F form we can see an increase of $45.3M in the current position value, from $875M to 920M. Also it can be appreciated an additional of 86 stocks purchases and 1 closed positions.

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

Portfolio value $920 Million
ETFs: $591 Million
Healthcare: $105 Million
Technology: $76.5 Million
Financial Services: $40.9 Million
Consumer Defensive: $19.5 Million
Consumer Cyclical: $18.7 Million
Industrials: $17.1 Million
Communication Services: $9.9 Million
Other: $15.4 Million

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 1,053
  • Current Value $920 Million
  • Prior Value $875 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 86 stocks
  • Additional Purchases 461 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 295 stocks
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