Cva Family Office, LLC Incresed Positions in Q4 2024

Cva Family Office, LLC

  • $619 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.62K
+ 71.03%
$481.22 - $538.17 $2.71M - $3.03M
13.5K $6.92M
VGT
Vanguard Information Technolog

ETFs
2.37K
+ 6.35%
$571.78 - $647.97 $1.36M - $1.54M
39.7K $24.7M
DFAU
Dimensional ETF Tr

ETFs
39.9K
+ 11.77%
$39.27 - $42.38 $1.57M - $1.69M
379K $15.3M
AVGO
Broadcom Inc.

Technology
872
+ 3.53%
$159.67 - $250.0 $139K - $218K
25.5K $5.92M
AAPL
Apple Inc.

Technology
2.71K
+ 5.28%
$221.69 - $259.02 $602K - $703K
54.1K $13.5M
AMZN
Amazon Com Inc

Consumer Cyclical
2.73K
+ 12.36%
$180.88 - $232.93 $493K - $635K
24.8K $5.44M
NVDA
Nvidia Corp

Technology
4.27K
+ 7.9%
$117.0 - $148.88 $499K - $635K
58.3K $7.82M
SCHX
Schwab Strategic Tr Us Large C

ETFs
326K
+ 230.54%
$22.4 - $68.28 $7.31M - $22.3M
468K $10.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15.1K
+ 25.23%
$96.64 - $101.23 $1.46M - $1.53M
75K $7.26M
TSLA
Tesla, Inc.

Consumer Cyclical
625
+ 9.51%
$213.65 - $479.86 $134K - $300K
7.2K $2.91M
GOOGL
Alphabet Inc.

Communication Services
2.49K
+ 9.13%
$161.86 - $196.66 $402K - $489K
29.7K $5.62M
DFIV
Dimensional ETF Tr

ETFs
32.5K
+ 71.02%
$34.86 - $37.97 $1.13M - $1.23M
78.3K $2.78M
V
Visa Inc.

Financial Services
2.08K
+ 53.06%
$273.87 - $320.91 $568K - $666K
5.99K $1.89M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
9.09K
+ 374.55%
$77.02 - $78.58 $700K - $715K
11.5K $890K
AVUV
American Centy ETF Tr Avantis

ETFs
6.77K
+ 14.74%
$94.37 - $106.41 $638K - $720K
52.7K $5.08M
IVV
Ishares Core S&P 500 ETF

ETFs
428
+ 1.26%
$570.51 - $610.59 $244K - $261K
34.4K $20.3M
MS
Morgan Stanley

Financial Services
4.64K
+ 178.99%
$104.42 - $134.99 $485K - $627K
7.24K $909K
KMI
Kinder Morgan, Inc.

Energy
1.37K
+ 1.29%
$22.59 - $28.54 $31K - $39.2K
108K $2.96M
GS
Goldman Sachs Group Inc

Financial Services
1.05K
+ 2495.24%
$486.1 - $608.57 $509K - $638K
1.09K $624K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
12K
+ 157.98%
$47.77 - $51.75 $575K - $623K
19.7K $949K
LNG
Cheniere Energy, Inc.

Energy
2.35K
+ 301.02%
$181.07 - $225.92 $426K - $532K
3.14K $673K
MSFT
Microsoft Corp

Technology
1.68K
+ 7.47%
$406.35 - $454.46 $684K - $765K
24.2K $10.2M
SCHW
Schwab Charles Corp

Financial Services
6.74K
+ 1130.7%
$63.31 - $82.85 $427K - $558K
7.34K $542K
HD
Home Depot, Inc.

Consumer Cyclical
1.4K
+ 45.94%
$385.02 - $431.37 $541K - $606K
4.46K $1.73M
CSCO
Cisco Systems, Inc.

Technology
6K
+ 27.86%
$52.45 - $60.02 $315K - $360K
27.5K $1.63M
DFAS
Dimensional ETF Tr U S Small C

ETFs
7.04K
+ 265.07%
$63.58 - $71.15 $447K - $501K
9.69K $630K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
39.7K
+ 342.15%
$27.54 - $83.04 $1.09M - $3.3M
51.3K $1.42M
JPM
Jpmorgan Chase & CO

Financial Services
504
+ 4.71%
$205.18 - $250.29 $103K - $126K
11.2K $2.69M
VIG
Vanguard Dividend Appreciation

ETFs
2.35K
+ 5.61%
N/A
44.3K $8.06M
SHV
Ishares Tr

ETFs
3.61K
+ 16.69%
$109.92 - $110.57 $397K - $399K
25.3K $2.78M
SUB
Ishares Short Term National Mu

ETFs
3.51K
+ 132.85%
$104.94 - $106.2 $369K - $373K
6.16K $649K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.03K
+ 283.5%
$174.22 - $187.62 $353K - $380K
2.74K $480K
WMT
Walmart Inc.

Consumer Defensive
855
+ 3.13%
$79.1 - $95.7 $67.6K - $81.8K
28.2K $2.55M
VTI
Vanguard Total Stock Market Et

ETFs
532
+ 2.02%
$280.04 - $302.45 $149K - $161K
26.9K $7.78M
META
Meta Platforms, Inc.

Communication Services
385
+ 8.38%
$554.08 - $632.68 $213K - $244K
4.98K $2.94M
AVDE
American Centy ETF Tr Avantis

ETFs
18.7K
+ 12.52%
$60.9 - $66.69 $1.14M - $1.25M
168K $10.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.23K
+ 873.14%
$71.75 - $75.11 $303K - $317K
4.71K $338K
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.7K
+ 6.06%
$57.53 - $60.83 $674K - $713K
205K $11.8M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
8.19K
+ 7.23%
$50.02 - $51.24 $410K - $420K
121K $6.09M
NFLX
Netflix Inc

Communication Services
77
+ 8.51%
$687.65 - $936.56 $52.9K - $72.1K
982 $875K
SCHG
Schwab Strategic Tr Us Large C

ETFs
84.8K
+ 301.89%
$25.93 - $105.3 $2.2M - $8.93M
113K $3.15M
MA
Mastercard Inc

Financial Services
151
+ 4.21%
$491.3 - $536.15 $74.2K - $81K
3.74K $1.97M
ZION
Zions Bancorporation, National Association

Financial Services
189
+ 0.75%
$45.62 - $61.73 $8.62K - $11.7K
25.4K $1.38M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.14K
+ 55.82%
$88.59 - $94.57 $190K - $203K
5.98K $531K
ORCL
Oracle Corp

Technology
1.26K
+ 16.59%
$165.41 - $192.43 $208K - $242K
8.84K $1.47M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.93K
+ 17.46%
$80.13 - $83.77 $235K - $246K
19.7K $1.58M
PLTR
Palantir Technologies Inc.

Technology
1.98K
+ 303.52%
$36.46 - $82.38 $72.3K - $163K
2.64K $199K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
52.7K
+ 127.7%
$22.63 - $47.53 $1.19M - $2.5M
93.9K $2.13M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.54K
+ 64.33%
$115.08 - $119.55 $177K - $184K
3.93K $454K
Activity Summary
Buys All Purchases 640 New Holdings 91 Increased Positions 549 Sells All Sells 163 Reductions 163 Sold out 0 Options Calls 0 Puts 0
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