Central Valley Advisors, LLC Purchases in Q1 2025

Central Valley Advisors, LLC

  • $264 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
416K
+ 1864.24%
$20.05 - $20.4 $8.34M - $8.48M
438K $8.91B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
455K
+ 2088.01%
$18.18 - $18.58 $8.27M - $8.45M
476K $8.83B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
427K
+ 1842.83%
$19.43 - $19.62 $8.31M - $8.39M
451K $8.83B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
428K
+ 1875.71%
$19.42 - $19.54 $8.31M - $8.36M
451K $8.78B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
403K
+ 2053.39%
$20.64 - $20.73 $8.31M - $8.34M
422K $8.73B
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
185K
New
$23.55 - $23.74 $4.36M - $4.39M
185K $4.37B
BSMR
Invesco Bulletshares 2027 Muni

ETFs
186K
New
$23.49 - $23.77 $4.36M - $4.41M
186K $4.37B
BSMP
Invesco Bulletshares 2025 Muni

ETFs
178K
New
$24.41 - $24.65 $4.35M - $4.39M
178K $4.36B
BSMS
Invesco Bulletshares 2028 Muni

ETFs
188K
New
$23.1 - $23.56 $4.34M - $4.42M
188K $4.35B
BSMT
Invesco Bulletshares 2029 Muni

ETFs
191K
New
$22.66 - $23.19 $4.33M - $4.43M
191K $4.35B
A
Agilent Technologies, Inc.

Healthcare
15.8K
New
$116.69 - $152.6 $1.85M - $2.42M
15.8K $1.85B
ENOV
Enovis Corp

Industrials
48.4K
New
$35.51 - $47.99 $1.72M - $2.32M
48.4K $1.85B
LMT
Lockheed Martin Corp

Industrials
3.88K
New
$423.19 - $506.29 $1.64M - $1.96M
3.88K $1.73B
NEM
Newmont Corp

Basic Materials
35.8K
New
$37.79 - $48.39 $1.35M - $1.73M
35.8K $1.73B
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
50.2K
+ 501.94%
$32.13 - $33.82 $1.61M - $1.7M
60.2K $1.95B
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
43.5K
+ 184.91%
$35.26 - $36.57 $1.53M - $1.59M
67.1K $2.38B
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
43.7K
+ 191.15%
$29.41 - $31.79 $1.28M - $1.39M
66.5K $1.99B
Innovator Etfs Trust
33.4K
+ 9.55%
N/A
383K $10.1B
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
20.4K
+ 108.09%
$37.87 - $39.86 $771K - $811K
39.2K $1.49B
Innovator Etfs Trust
24.2K
+ 6.14%
N/A
419K $12.5B
BALT
Innovator Etfs Tr
19.9K
+ 6.84%
$31.31 - $31.89 $624K - $635K
311K $9.77B
ICE
Intercontinental Exchange, Inc.

Financial Services
709
+ 6.14%
$142.8 - $176.36 $101K - $125K
12.3K $2.11B
MDT
Medtronic PLC

Healthcare
1.94K
+ 12.58%
$79.84 - $94.5 $155K - $183K
17.3K $1.56B
PM
Philip Morris International Inc.

Consumer Defensive
1.47K
New
$117.15 - $158.79 $172K - $233K
1.47K $233M
STE
Steris PLC

Healthcare
394
+ 6.37%
$202.46 - $232.74 $79.8K - $91.7K
6.58K $1.49B
KXI
Ishares Tr Global Consumer Sta

ETFs
3.31K
New
$58.57 - $64.8 $194K - $214K
3.31K $212M
UNH
Unitedhealth Group Inc

Healthcare
232
+ 6.21%
$461.52 - $548.18 $107K - $127K
3.97K $2.08B
UNP
Union Pacific Corp

Industrials
205
+ 2.25%
$225.21 - $254.42 $46.2K - $52.2K
9.32K $2.2B
T
At&T Inc.

Communication Services
1.96K
+ 21.55%
$21.56 - $28.28 $42.3K - $55.5K
11.1K $313M
EPD
Enterprise Products Partners L.P.

Energy
978
+ 10.85%
$31.75 - $34.14 $31.1K - $33.4K
9.99K $341M
FANG
Diamondback Energy, Inc.

Energy
518
+ 5.08%
$139.9 - $180.18 $72.5K - $93.3K
10.7K $1.71B
DE
Deere & CO

Industrials
1
+ 0.19%
$408.57 - $509.27 $409 - $509
525 $246M
TROW
Price T Rowe Group Inc

Financial Services
560
+ 30.55%
$91.57 - $116.93 $51.3K - $65.5K
2.39K $220M
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
147
+ 0.88%
$32.91 - $34.28 $4.84K - $5.04K
16.9K $567M
HAL
Halliburton CO

Energy
3.73K
+ 7.31%
$24.15 - $29.9 $90K - $111K
54.7K $1.39B
VTI
Vanguard Total Stock Market Et

ETFs
4
+ 0.46%
$271.18 - $303.12 $1.08K - $1.21K
866 $238M
CAT
Caterpillar Inc

Industrials
25
+ 2.63%
$326.75 - $407.63 $8.17K - $10.2K
977 $322M
TT
Trane Technologies PLC

Industrials
595
+ 8.6%
$332.0 - $400.86 $198K - $239K
7.52K $2.53B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
258
+ 10.79%
$165.25 - $224.62 $42.6K - $58K
2.65K $440M
NXPI
Nxp Semiconductors N.V.

Technology
553
+ 7.03%
$189.99 - $245.86 $105K - $136K
8.42K $1.6B
META
Meta Platforms, Inc.

Communication Services
7
+ 0.12%
$576.36 - $736.67 $4.03K - $5.16K
5.7K $3.29B
MRK
Merck & Co., Inc.

Healthcare
964
+ 5.1%
$83.01 - $101.02 $80K - $97.4K
19.8K $1.78B
AVGO
Broadcom Inc.

Technology
538
+ 11.21%
$167.43 - $244.7 $90.1K - $132K
5.34K $893M
CRM
Salesforce, Inc.

Technology
401
+ 6.09%
$268.36 - $359.95 $108K - $144K
6.98K $1.87B
VTWO
Vanguard Russell 2000 ETF

ETFs
8.88K
+ 7.15%
$80.08 - $92.93 $711K - $825K
133K $10.7B
TSLA
Tesla, Inc.

Consumer Cyclical
5
+ 0.13%
$222.15 - $428.22 $1.11K - $2.14K
3.92K $1.01B
Activity Summary
Buys All Purchases 47 New Holdings 11 Increased Positions 36 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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