Cv Advisors LLC Top Holdings and 13F Report (2024) → Free report reveals “two-baggers” for 2024 (From TradingTips) (Ad) About Cv Advisors LLCInvestment ActivityCv Advisors LLC has $177.34 million in total holdings as of March 31, 2024.Cv Advisors LLC owns shares of 21 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 14.73% of the portfolio was purchased this quarter.About 1.96% of the portfolio was sold this quarter.This quarter, Cv Advisors LLC has purchased 21 new stocks and bought additional shares in 9 stocks.Cv Advisors LLC sold shares of 4 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR S&P 500 ETF Trust $105,615,407Amazon.com $9,835,400Apple $9,671,129Microsoft $9,628,598NVIDIA $9,561,472 Largest New Holdings this Quarter Meta Platforms $242,304 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 16,039 shares (about $8.39M)Invesco QQQ 15,869 shares (about $7.05M)Advanced Micro Devices 13,583 shares (about $2.45M)Amazon.com 11,879 shares (about $2.14M)Microsoft 5,074 shares (about $2.13M) Largest Sales this Quarter NVIDIA 2,097 shares (about $1.89M)Walmart 13,315 shares (about $801.16K)iShares iBoxx $ Investment Grade Corporate Bond ETF 800 shares (about $87.14K)Alphabet 377 shares (about $57.40K) 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$105,615,407$8,389,540 ▲8.6%201,91459.6%FinanceAMZNAmazon.com$9,835,400$2,142,734 ▲27.9%54,5265.5%Retail/WholesaleAAPLApple$9,671,129$1,449,349 ▲17.6%56,3985.5%Computer and TechnologyMSFTMicrosoft$9,628,598$2,134,733 ▲28.5%22,8865.4%Computer and TechnologyNVDANVIDIA$9,561,472$1,894,765 ▼-16.5%10,5825.4%Computer and TechnologyQQQInvesco QQQ$8,953,987$7,045,360 ▲369.1%20,1685.0%FinanceGOOGLAlphabet$7,671,621$2,087,815 ▲37.4%50,8294.3%Computer and TechnologyWMTWalmart$5,043,389$801,164 ▼-13.7%83,8192.8%Retail/WholesaleAMDAdvanced Micro Devices$2,751,570$2,451,596 ▲817.3%15,2451.6%Computer and TechnologyADBEAdobe$1,845,827$146,334 ▲8.6%3,6581.0%Computer and TechnologyMUBiShares National Muni Bond ETF$1,545,1360.0%14,3600.9%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,327,743$87,137 ▼-6.2%12,1900.7%FinanceCOINCoinbase Global$1,139,7510.0%4,2990.6%FinanceGOOGAlphabet$965,328$57,402 ▼-5.6%6,3400.5%Computer and TechnologyRIVNRivian Automotive$338,147$29,718 ▲9.6%30,8810.2%Auto/Tires/TrucksMRNAModerna$318,7210.0%2,9910.2%MedicalCRMSalesforce$301,1800.0%1,0000.2%Computer and TechnologyINTUIntuit$285,3500.0%4390.2%Computer and TechnologyAHCOAdaptHealth$251,4010.0%21,8420.1%MedicalMETAMeta Platforms$242,304$242,304 ▲New Holding4990.1%Computer and TechnologySFIXStitch Fix$51,4800.0%19,5000.0%Retail/WholesaleDISWalt Disney$0$633,836 ▼-100.0%00.0%Consumer DiscretionaryShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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