Mv Capital Management, Inc. Top Holdings and 13F Report (2025) About Mv Capital Management, Inc.Investment ActivityMv Capital Management, Inc. has $936.22 million in total holdings as of December 31, 2024.Mv Capital Management, Inc. owns shares of 1,031 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 4.65% of the portfolio was purchased this quarter.About 5.15% of the portfolio was sold this quarter.This quarter, Mv Capital Management, Inc. has purchased 1,047 new stocks and bought additional shares in 379 stocks.Mv Capital Management, Inc. sold shares of 347 stocks and completely divested from 55 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $79,282,018iShares Russell 1000 Growth ETF $79,256,857iShares Russell 1000 Value ETF $70,347,186AbbVie $47,389,747iShares S&P 500 Growth ETF $34,762,457 Largest New Holdings this Quarter LAM RESEARCH CORP $2,355,565 HoldingARISTA NETWORKS INC $154,300 HoldingBLACKROCK INC $134,290 HoldingAPTIV PLC $5,867 HoldingSUPER MICRO COMPUTER INC $5,700 Holding Largest Purchases this Quarter ISHARES TR 679,633 shares (about $17.30M)iShares iBonds Dec 2033 Term Corporate ETF 163,419 shares (about $4.10M)iShares iBonds Dec 2032 Term Corporate ETF 147,446 shares (about $3.62M)LAM RESEARCH CORP 32,612 shares (about $2.36M)iShares iBonds Dec 2031 Term Corporate ETF 102,119 shares (about $2.08M) Largest Sales this Quarter iShares Russell 1000 Growth ETF 9,753 shares (about $3.92M)Fidelity Blue Chip Growth ETF 47,254 shares (about $2.19M)iShares Russell 2000 ETF 8,233 shares (about $1.82M)iShares MSCI USA Min Vol Factor ETF 9,247 shares (about $821.04K)iShares S&P 500 Value ETF 4,190 shares (about $799.79K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMv Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$79,282,018$334,958 ▼-0.4%134,6788.5%ETFIWFiShares Russell 1000 Growth ETF$79,256,857$3,916,601 ▼-4.7%197,3638.5%ETFIWDiShares Russell 1000 Value ETF$70,347,186$767,919 ▲1.1%379,9887.5%ETFABBVAbbVie$47,389,747$14,394 ▲0.0%266,6845.1%MedicalIVWiShares S&P 500 Growth ETF$34,762,457$509,579 ▼-1.4%342,3863.7%ETFABTAbbott Laboratories$32,200,721$9,275 ▲0.0%284,6853.4%MedicalAGGiShares Core U.S. Aggregate Bond ETF$25,895,623$396,902 ▲1.6%267,2412.8%FinanceAAPLApple$22,123,100$318,284 ▼-1.4%88,3442.4%Computer and TechnologyIVEiShares S&P 500 Value ETF$22,029,059$799,786 ▼-3.5%115,4082.4%ETFISHARES TR$21,543,284$17,296,669 ▲407.3%846,4942.3%IBONDS DEC 2034USMViShares MSCI USA Min Vol Factor ETF$21,443,717$821,043 ▼-3.7%241,5102.3%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$18,952,347$3,624,225 ▲23.6%771,0472.0%ETFIBDYiShares iBonds Dec 2033 Term Corporate ETF$18,885,106$4,101,815 ▲27.7%752,3952.0%ETFNVDANVIDIA$16,278,769$43,376 ▲0.3%121,2211.7%Computer and TechnologyIBTFiShares iBonds Dec 2025 Term Treasury ETF$15,427,139$50,814 ▲0.3%661,5411.6%ManufacturingIBDRiShares iBonds Dec 2026 Term Corporate ETF$14,879,498$829,428 ▲5.9%618,1761.6%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$14,467,835$203,456 ▲1.4%577,5581.5%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$14,413,572$1,830,466 ▲14.5%674,7931.5%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$14,263,790$1,114,547 ▲8.5%595,3171.5%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$14,252,026$1,204,215 ▲9.2%572,3701.5%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$14,236,390$1,432,638 ▲11.2%624,4031.5%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$13,377,943$2,078,121 ▲18.4%657,3931.4%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$13,168,245$246,645 ▲1.9%577,3011.4%ManufacturingXLKTechnology Select Sector SPDR Fund$13,117,087$97,658 ▼-0.7%56,4131.4%ETFMSFTMicrosoft$12,215,083$24,026 ▲0.2%28,9801.3%Computer and TechnologyIBTHiShares iBonds Dec 2027 Term Treasury ETF$11,686,451$532,188 ▲4.8%526,4951.2%ManufacturingFBCGFidelity Blue Chip Growth ETF$10,886,228$2,185,970 ▼-16.7%235,3271.2%ETFIWBiShares Russell 1000 ETF$8,475,064$4,832 ▼-0.1%26,3070.9%ETFJPMJPMorgan Chase & Co.$6,884,424$60,886 ▼-0.9%28,7200.7%FinanceIWRiShares Russell Mid-Cap ETF$6,683,806$1,459,920 ▲27.9%75,6090.7%ETFVVisa$5,398,232$40,769 ▼-0.7%17,0810.6%Business ServicesWMTWalmart$5,237,409$15,902 ▼-0.3%57,9680.6%Retail/WholesaleGOOGLAlphabet$5,208,410$5,300 ▼-0.1%27,5140.6%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$4,876,230$387,540 ▼-7.4%35,4450.5%ETFDVYiShares Select Dividend ETF$4,448,361$19,300 ▼-0.4%33,8820.5%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$4,290,869$377,979 ▲9.7%83,3020.5%ManufacturingPGProcter & Gamble$4,224,780$16,597 ▲0.4%25,2000.5%Consumer StaplesCATCaterpillar$3,986,733$100,485 ▲2.6%10,9900.4%IndustrialsCOSTCostco Wholesale$3,925,301$10,995 ▼-0.3%4,2840.4%Retail/WholesaleIWMiShares Russell 2000 ETF$3,867,380$1,819,125 ▼-32.0%17,5030.4%FinanceIWPiShares Russell Mid-Cap Growth ETF$3,840,684$30,927 ▲0.8%30,3010.4%ETFECLEcolab$3,780,612$5,858 ▼-0.2%16,1340.4%Basic MaterialsTJXTJX Companies$3,770,239$13,168 ▲0.4%31,2080.4%Retail/WholesaleMAMastercard$3,545,923$20,010 ▼-0.6%6,7340.4%Business ServicesHDHome Depot$3,541,365$3,890 ▼-0.1%9,1040.4%Retail/WholesaleIWOiShares Russell 2000 Growth ETF$3,427,937$20,723 ▼-0.6%11,9100.4%ETFCRMSalesforce$3,411,838$21,731 ▼-0.6%10,2050.4%Computer and TechnologyBRK.ABerkshire Hathaway$3,404,6000.0%50.4%FinanceACNAccenture$3,363,113$4,221 ▼-0.1%9,5600.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$3,116,422$177,596 ▼-5.4%5,3170.3%FinanceIBTIiShares iBonds Dec 2028 Term Treasury ETF$3,111,560$736,049 ▲31.0%142,0570.3%ManufacturingLMTLockheed Martin$3,059,211$1,944 ▼-0.1%6,2950.3%AerospaceAPDAir Products and Chemicals$3,056,732$5,801 ▼-0.2%10,5390.3%Basic MaterialsGRMNGarmin$2,993,040$1,444 ▼0.0%14,5110.3%Computer and TechnologyAMZNAmazon.com$2,986,776$32,470 ▲1.1%13,6140.3%Retail/WholesaleCFGCitizens Financial Group$2,971,961$4,288 ▼-0.1%67,9150.3%FinanceAONAON$2,958,042$5,747 ▼-0.2%8,2360.3%FinanceJNJJohnson & Johnson$2,906,439$20,536 ▼-0.7%20,0970.3%MedicalPKGPackaging Co. of America$2,891,795$6,979 ▼-0.2%12,8450.3%IndustrialsQCOMQUALCOMM$2,890,054$37,330 ▲1.3%18,8130.3%Computer and TechnologyCBChubb$2,813,287$7,736 ▲0.3%10,1820.3%FinanceGOOGAlphabet$2,787,280$18,092 ▼-0.6%14,6360.3%Computer and TechnologyVTVVanguard Value ETF$2,781,0920.0%16,4270.3%ETFINTUIntuit$2,759,744$1,886 ▲0.1%4,3910.3%Computer and TechnologyMRKMerck & Co., Inc.$2,752,811$8,456 ▼-0.3%27,6720.3%MedicalXLUUtilities Select Sector SPDR Fund$2,732,544$200,350 ▼-6.8%36,1020.3%ETFMSCIMSCI$2,636,444$9,600 ▼-0.4%4,3940.3%FinanceSYYSysco$2,624,872$11,010 ▲0.4%34,3300.3%Consumer StaplesMUMicron Technology$2,595,242$48,392 ▲1.9%30,8370.3%Computer and TechnologyXLPConsumer Staples Select Sector SPDR Fund$2,437,493$253,756 ▼-9.4%31,0070.3%ETFEXPDExpeditors International of Washington$2,390,749$17,169 ▲0.7%21,5830.3%TransportationLAM RESEARCH CORP$2,355,565$2,355,565 ▲New Holding32,6120.3%COM NEWAMGNAmgen$2,240,201$6,255 ▲0.3%8,5950.2%MedicalCMECME Group$2,154,166$929 ▲0.0%9,2760.2%FinanceVUGVanguard Growth ETF$2,103,5050.0%5,1250.2%ETFIWNiShares Russell 2000 Value ETF$1,953,788$16,745 ▲0.9%11,9010.2%ETFCNCCentene$1,931,836$12,237 ▲0.6%31,8890.2%MedicalMDTMedtronic$1,869,832$879 ▼0.0%23,4080.2%MedicalIBTJiShares iBonds Dec 2029 Term Treasury ETF$1,863,621$346,681 ▲22.9%87,3860.2%ManufacturingSHYiShares 1-3 Year Treasury Bond ETF$1,835,271$132,970 ▲7.8%22,3870.2%ManufacturingLLYEli Lilly and Company$1,767,108$4,632 ▼-0.3%2,2890.2%MedicalBRK.BBerkshire Hathaway$1,558,830$38,982 ▼-2.4%3,4390.2%FinanceIWSiShares Russell Mid-Cap Value ETF$1,525,954$31,559 ▲2.1%11,7980.2%ETFVOOVanguard S&P 500 ETF$1,514,5950.0%2,8110.2%ETFPNFPPinnacle Financial Partners$1,437,8830.0%12,5700.2%FinanceTSLATesla$1,377,095$309,342 ▼-18.3%3,4100.1%Auto/Tires/TrucksXOMExxon Mobil$1,282,040$18,825 ▲1.5%11,9180.1%EnergyWFCWells Fargo & Company$1,279,773$24,935 ▲2.0%18,2200.1%FinanceHDViShares Core High Dividend ETF$1,203,3150.0%10,7190.1%ETFMCDMcDonald's$1,136,659$18,553 ▼-1.6%3,9210.1%Retail/WholesaleMETAMeta Platforms$1,134,719$32,789 ▼-2.8%1,9380.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$974,280$59,755 ▲6.5%15,6360.1%ETFIJRiShares Core S&P Small-Cap ETF$952,179$45,166 ▲5.0%8,2640.1%ETFMARMarriott International$945,886$33,194 ▼-3.4%3,3910.1%Consumer DiscretionaryKOCoca-Cola$924,378$311 ▲0.0%14,8470.1%Consumer StaplesXLFFinancial Select Sector SPDR Fund$911,3590.0%18,8570.1%ETFUNHUnitedHealth Group$845,798$28,834 ▼-3.3%1,6720.1%MedicalITWIllinois Tool Works$795,418$254 ▲0.0%3,1370.1%IndustrialsXLIIndustrial Select Sector SPDR Fund$741,282$19,500 ▼-2.6%5,6260.1%ETFIBTKiShares iBonds Dec 2030 Term Treasury ETF$732,709$243,865 ▲49.9%38,1760.1%ManufacturingShowing 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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