Cv Advisors LLC Top Holdings and 13F Report (2024) About Cv Advisors LLCInvestment ActivityCv Advisors LLC has $287.47 million in total holdings as of September 30, 2024.Cv Advisors LLC owns shares of 34 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 26.08% of the portfolio was purchased this quarter.About 0.09% of the portfolio was sold this quarter.This quarter, Cv Advisors LLC has purchased 19 new stocks and bought additional shares in 14 stocks.Cv Advisors LLC sold shares of 2 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR S&P 500 ETF Trust $158,348,045NVIDIA $18,382,777Apple $18,064,545Amazon.com $16,623,619Microsoft $13,901,492 Largest New Holdings this Quarter Vanguard S&P 500 ETF $3,605,717 HoldingTesla $1,054,108 HoldingBerkshire Hathaway $1,004,015 HoldingChevron $850,935 HoldingJackson Financial $679,224 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 44,395 shares (about $26.02M)Apple 30,993 shares (about $6.62M)Amazon.com 27,533 shares (about $5.56M)NVIDIA 37,200 shares (about $5.00M)Netflix 4,579 shares (about $4.08M) Largest Sales this Quarter Advanced Micro Devices 994 shares (about $120.07K)Rivian Automotive 3,925 shares (about $52.20K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCv Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$158,348,045$26,018,985 ▲19.7%270,18255.1%FinanceNVDANVIDIA$18,382,777$4,995,575 ▲37.3%136,8896.4%Computer and TechnologyAAPLApple$18,064,545$6,620,249 ▲57.8%84,5706.3%Computer and TechnologyAMZNAmazon.com$16,623,619$5,563,231 ▲50.3%82,2725.8%Retail/WholesaleMSFTMicrosoft$13,901,492$3,916,851 ▲39.2%33,1814.8%Computer and TechnologyGOOGLAlphabet$13,600,637$3,385,457 ▲33.1%72,8474.7%Computer and TechnologyQQQInvesco QQQ$13,556,286$1,048,403 ▲8.4%26,5724.7%FinanceMUBiShares National Muni Bond ETF$4,765,555$3,136,725 ▲192.6%44,7261.7%ETFNFLXNetflix$4,646,451$4,081,354 ▲722.2%5,2131.6%Consumer DiscretionaryVOOVanguard S&P 500 ETF$3,605,717$3,605,717 ▲New Holding6,6921.3%ETFMETAMeta Platforms$3,530,625$2,334,848 ▲195.3%8,5301.2%Computer and TechnologyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$3,049,221$2,078,043 ▲214.0%28,5401.1%FinanceWMTWalmart$2,608,224$10,842 ▲0.4%28,8680.9%Retail/WholesaleGOOGAlphabet$2,171,206$963,817 ▲79.8%11,4010.8%Computer and TechnologyCOINCoinbase Global$1,761,192$722,305 ▲69.5%7,0930.6%FinanceAMDAdvanced Micro Devices$1,522,196$120,065 ▼-7.3%12,6020.5%Computer and TechnologyTSLATesla$1,054,108$1,054,108 ▲New Holding2,6100.4%Auto/Tires/TrucksBRK.BBerkshire Hathaway$1,004,015$1,004,015 ▲New Holding2,2150.3%FinanceCVXChevron$850,935$850,935 ▲New Holding5,8750.3%EnergyJXNJackson Financial$679,224$679,224 ▲New Holding7,8000.2%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$615,083$615,083 ▲New Holding7,8210.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$559,098$559,098 ▲New Holding7,1670.2%ETFSMGScotts Miracle-Gro$384,772$384,772 ▲New Holding5,8000.1%Basic MaterialsRIVNRivian Automotive$358,515$52,203 ▼-12.7%26,9560.1%Auto/Tires/TrucksINTUIntuit$275,9120.0%4390.1%Computer and TechnologyASTERA LABS INC$264,900$264,900 ▲New Holding2,0000.1%COMIVViShares Core S&P 500 ETF$253,330$253,330 ▲New Holding5010.1%ETFPANWPalo Alto Networks$246,374$246,374 ▲New Holding3,5620.1%Computer and TechnologyRGTIRigetti Computing$213,640$213,640 ▲New Holding14,0000.1%Computer and TechnologyAHCOAdaptHealth$207,9360.0%21,8420.1%MedicalVUGVanguard Growth ETF$202,757$202,757 ▲New Holding4940.1%ETFQBTSD-Wave Quantum$117,600$117,600 ▲New Holding14,0000.0%Computer and TechnologyNDAQNasdaq$38,019$38,019 ▲New Holding10,0300.0%FinanceEOSEWEos Energy Enterprises$1,807$1,807 ▲New Holding10,0000.0%IndustrialsALTIAlTi Global$0$84,733 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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