Cvfg LLC Top Holdings and 13F Report (2025) About Cvfg LLCInvestment ActivityCvfg LLC has $109.64 million in total holdings as of December 31, 2024.Cvfg LLC owns shares of 88 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Largest Holdings Apple $7,914,003SPDR S&P 500 ETF Trust $7,890,530SPDR Dow Jones Industrial Average ETF Trust $5,874,104Vanguard Total Stock Market ETF $4,992,932SPDR Portfolio S&P 400 Mid Cap ETF $4,123,037 Sector AllocationMap of 500 Largest Holdings ofCvfg LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAAPLApple$7,914,00331,6037.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$7,890,53013,4637.2%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$5,874,10413,8055.4%FinanceVTIVanguard Total Stock Market ETF$4,992,93217,2284.6%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$4,123,03775,3893.8%ETFCWISPDR MSCI ACWI ex-US ETF$4,017,264143,7823.7%ETFRSPInvesco S&P 500 Equal Weight ETF$3,757,67521,4443.4%ETFQQQMInvesco NASDAQ 100 ETF$3,561,47716,9233.2%ETFLLYEli Lilly and Company$3,547,3624,5953.2%MedicalIVViShares Core S&P 500 ETF$3,174,8015,3932.9%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$3,053,64287,8742.8%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,987,73566,5122.7%ETFMSFTMicrosoft$2,727,2026,4702.5%Computer and TechnologySPABSPDR Portfolio Aggregate Bond ETF$2,331,23793,2872.1%ETFCGGOCapital Group Global Growth Equity ETF$2,251,37377,0492.1%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$2,160,10720,2182.0%FinanceQQQInvesco QQQ$2,128,9764,1641.9%FinanceAMZNAmazon.com$1,998,4329,1091.8%Retail/WholesaleMAMastercard$1,841,2763,4971.7%Business ServicesCAPITAL GROUP CORE BALANCED$1,714,55654,8311.6%SHSGOOGLAlphabet$1,518,7538,0231.4%Computer and TechnologyNVDANVIDIA$1,454,63510,8321.3%Computer and TechnologyONEQFidelity NASDAQ Composite Index ETF$1,391,51818,2951.3%ETFINTUIntuit$1,218,8701,9391.1%Computer and TechnologySPGIS&P Global$1,128,5362,2661.0%Business ServicesHDHome Depot$1,070,8752,7531.0%Retail/WholesaleMETAMeta Platforms$1,001,2251,7100.9%Computer and TechnologyBRK.BBerkshire Hathaway$969,1132,1380.9%FinanceACNAccenture$954,3662,7130.9%Computer and TechnologyVXFVanguard Extended Market ETF$916,6554,8250.8%ETFTSLATesla$899,3522,2270.8%Auto/Tires/TrucksUNPUnion Pacific$894,0513,9210.8%TransportationCGCPCapital Group Core Plus Income ETF$886,91439,9510.8%ETFAVGOBroadcom$817,5803,5260.7%Computer and TechnologyIWMiShares Russell 2000 ETF$816,9953,6970.7%FinanceORCLOracle$807,5804,8460.7%Computer and TechnologyNEENextEra Energy$796,74411,1140.7%UtilitiesTJXTJX Companies$772,4206,3940.7%Retail/WholesalePGProcter & Gamble$681,0674,0620.6%Consumer StaplesVXUSVanguard Total International Stock ETF$632,61710,7350.6%ETFIJHiShares Core S&P Mid-Cap ETF$630,83910,1240.6%ETFWMTWalmart$600,1916,6430.5%Retail/WholesaleGOOGAlphabet$567,5362,9800.5%Computer and TechnologyKOCoca-Cola$565,2549,0790.5%Consumer StaplesELVElevance Health$543,3361,4730.5%MedicalVVisa$538,5001,7040.5%Business ServicesSOSouthern$535,0806,5000.5%UtilitiesCOSTCostco Wholesale$532,3535810.5%Retail/WholesaleMCDMcDonald's$523,4111,8060.5%Retail/WholesaleIWRiShares Russell Mid-Cap ETF$516,5695,8440.5%ETFFDXFedEx$482,2981,7140.4%TransportationCMICummins$479,4421,3750.4%Auto/Tires/TrucksGSThe Goldman Sachs Group$478,1388350.4%FinanceCRMSalesforce$471,8811,4110.4%Computer and TechnologyMGKVanguard Mega Cap Growth ETF$468,7551,3650.4%ETFIJRiShares Core S&P Small-Cap ETF$466,4164,0480.4%ETFJPMJPMorgan Chase & Co.$466,1031,9440.4%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$446,81216,0320.4%ETFMUSTColumbia Multi-Sector Municipal Income ETF$439,29921,6300.4%ETFSOXXiShares Semiconductor ETF$427,9641,9860.4%ETFDGROiShares Core Dividend Growth ETF$404,0466,5870.4%ETFPALANTIR TECHNOLOGIES INC$383,2175,0670.3%CL ACGUSCapital Group Core Equity ETF$380,23710,8730.3%ETFDISWalt Disney$371,3583,3350.3%Consumer DiscretionaryLINDE PLC$330,6407900.3%SHSDUKDuke Energy$330,1183,0640.3%UtilitiesPNCThe PNC Financial Services Group$329,7741,7100.3%FinanceIEFAiShares Core MSCI EAFE ETF$328,0154,6670.3%ETFACWViShares MSCI Global Min Vol Factor ETF$298,7712,7360.3%ETFKRKroger$295,6604,8350.3%Retail/WholesaleBABoeing$289,5721,6360.3%AerospaceALSNAllison Transmission$288,7362,6720.3%Auto/Tires/TrucksQUALiShares MSCI USA Quality Factor ETF$286,0441,6060.3%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$271,0503,0000.2%ETFMGVVanguard Mega Cap Value ETF$268,5592,1500.2%ETFHONHoneywell International$256,2841,1350.2%Multi-Sector ConglomeratesABBVAbbVie$252,1171,4190.2%MedicalIXUSiShares Core MSCI Total International Stock ETF$246,9613,7340.2%ManufacturingRTXRTX$237,6882,0540.2%AerospaceUNHUnitedHealth Group$233,2044610.2%MedicalIUSGiShares Core S&P U.S. Growth ETF$232,4921,6680.2%ManufacturingXLEEnergy Select Sector SPDR Fund$221,9172,5910.2%ETFCNICanadian National Railway$218,6542,1540.2%TransportationMTDMettler-Toledo International$212,9211740.2%Computer and TechnologyCGGRCapital Group Growth ETF$208,2325,6020.2%ETFPYPLPayPal$208,1702,4390.2%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$201,1308650.2%ETFETYEaton Vance Tax-Managed Diversified Equity Income Fund$198,02813,2460.2%Financial ServicesShowing 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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