Central Valley Advisors, LLC Reduced Holdings in Q4 2025

Central Valley Advisors, LLC

  • $335 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-226
- 1.21%
$496.82 - $542.07 $112K - $123K
18.4K $8.9B
HD
Home Depot, Inc.

Consumer Cyclical
-276
- 3.09%
$358.03 - $397.02 $98.8K - $110K
8.67K $2.98B
IWM
Ishares Russell 2000 ETF

ETFs
-1.9K
- 63.4%
$236.79 - $250.33 $450K - $476K
1.1K $270M
TT
Trane Technologies PLC

Industrials
-307
- 4.14%
$408.5 - $448.65 $125K - $138K
7.1K $2.76B
ORCL
Oracle Corp

Technology
-480
- 23.23%
$217.57 - $313.0 $104K - $150K
1.59K $309M
ICE
Intercontinental Exchange, Inc.

Financial Services
-472
- 3.89%
$145.59 - $162.64 $68.7K - $76.8K
11.7K $1.89B
UNP
Union Pacific Corp

Industrials
-394
- 4.49%
$216.37 - $237.41 $85.2K - $93.5K
8.38K $1.94B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-425
- 2.58%
$459.47 - $491.71 $195K - $209K
16K $7.59B
UNH
Unitedhealth Group Inc

Healthcare
-132
- 3.44%
$320.52 - $369.92 $42.3K - $48.8K
3.71K $1.22B
JPM
Jpmorgan Chase & CO

Financial Services
-754
- 3.52%
$294.11 - $320.41 $222K - $242K
20.7K $6.66B
Amplify ETF Tr
-500
- 12.39%
N/A
3.54K $284M
NVDA
Nvidia Corp

Technology
-257
- 0.68%
$179.83 - $207.04 $46.2K - $53.2K
37.7K $7.03B
GS
Goldman Sachs Group Inc

Financial Services
-93
- 24.6%
$744.6 - $838.97 $69.2K - $78K
285 $251M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
-2.11K
- 11.39%
$23.56 - $23.67 $49.6K - $49.9K
16.4K $388M
ABT
Abbott Laboratories

Healthcare
-158
- 5.8%
$123.62 - $134.59 $19.5K - $21.3K
2.57K $321M
ETN
Eaton Corp PLC

Industrials
-7
- 0.96%
$352.39 - $387.75 $2.47K - $2.71K
724 $231M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-130
- 4.03%
$589.5 - $635.77 $76.6K - $82.7K
3.1K $1.9B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.5K
- 3.38%
$19.54 - $19.6 $29.3K - $29.3K
42.8K $837M
BA
Boeing CO

Industrials
-97
- 4.32%
$191.81 - $225.32 $18.6K - $21.9K
2.15K $466M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-47
- 4.64%
$310.75 - $335.0 $14.6K - $15.7K
967 $312M
DIS
Walt Disney CO

Communication Services
-70
- 1.92%
$105.69 - $116.65 $7.4K - $8.17K
3.57K $406M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-77
- 1.61%
$58.18 - $60.69 $4.48K - $4.67K
4.72K $285M
V
Visa Inc.

Financial Services
-249
- 2.59%
$325.75 - $352.42 $81.1K - $87.8K
9.35K $3.28B
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-5
- 0.06%
$55.36 - $56.52 $277 - $283
8.08K $461M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-100
- 1.64%
$42.25 - $47.23 $4.23K - $4.72K
5.99K $267M
F
Ford Motor CO

Consumer Cyclical
-25
- 0.18%
$11.41 - $13.84 $285 - $346
13.7K $180M
GE
General Electric CO

Industrials
-1
- 0.04%
$291.49 - $314.28 $291 - $314
2.33K $719M
SPY
Spdr S&P 500 ETF Trust

ETFs
-171
- 1.97%
$653.02 - $687.39 $112K - $118K
8.52K $5.81B
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
-1
- -0.0%
$35.72 - $36.15 $35.7 - $36.2
55.4K $2.03B
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-18
- 0.02%
$32.0 - $32.39 $576 - $583
72.8K $2.38B
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-280
- 0.41%
$38.72 - $39.43 $10.8K - $11K
68.4K $2.73B
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
-28
- 0.05%
$35.43 - $36.21 $992 - $1.01K
57.4K $2.11B
IWD
Ishares Russell 1000 Val ETF

ETFs
-104
- 0.81%
$199.44 - $208.01 $20.7K - $21.6K
12.8K $2.69B
CAT
Caterpillar Inc

Industrials
-53
- 5.14%
$480.82 - $585.49 $25.5K - $31K
979 $561M
AVGO
Broadcom Inc.

Technology
-4
- 0.07%
$324.63 - $385.98 $1.3K - $1.54K
5.37K $1.86B
CB
Chubb LTD

Financial Services
-309
- 3.95%
$268.2 - $296.22 $82.9K - $91.5K
7.51K $2.34B
CRM
Salesforce, Inc.

Technology
-272
- 3.53%
$235.69 - $263.41 $64.1K - $71.6K
7.43K $1.97B
WMT
Walmart Inc.

Consumer Defensive
-1.21K
- 3.6%
$101.18 - $109.03 $122K - $132K
32.4K $3.61B
MU
Micron Technology Inc

Technology
-423
- 15.17%
$181.6 - $253.3 $76.8K - $107K
2.37K $675M
GOOG
Alphabet Inc.

Communication Services
-360
- 6.21%
$237.49 - $291.74 $85.5K - $105K
5.44K $1.71B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-20
- 0.1%
$600.51 - $631.95 $12K - $12.6K
21K $13.2B
Activity Summary
Buys All Purchases 64 New Holdings 7 Increased Positions 57 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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