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
CRM
Salesforce, Inc.

Technology
190
+ 11.77%
$270.87 - $367.87 $51.5K - $69.9K
1.8K $603K
DGRO
Ishares Core Dividend Growth E

ETFs
2.83K
+ 19.97%
$60.73 - $64.94 $172K - $183K
17K $1.04M
BA
Boeing CO

Industrials
722
+ 130.32%
$138.14 - $180.72 $99.7K - $130K
1.28K $225K
MRVL
Marvell Technology, Inc.

Technology
229
+ 7.59%
$70.31 - $124.78 $16.1K - $28.6K
3.25K $358K
NOW
Service Now, Inc.

Technology
40
+ 7.25%
$867.18 - $1148.42 $34.7K - $45.9K
592 $627K
WFC
Wells Fargo & Company

Financial Services
826
+ 16.06%
$54.98 - $77.35 $45.4K - $63.9K
5.97K $419K
COST
Costco Wholesale Corp

Consumer Defensive
82
+ 4.48%
$873.59 - $994.69 $71.6K - $81.6K
1.91K $1.75M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
200
+ 6.02%
$172.07 - $207.36 $34.4K - $41.5K
3.53K $696K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
1.45K
+ 32.85%
$76.72 - $82.83 $111K - $120K
5.84K $451K
SONY
Sony Group Corp

Technology
43.1K
+ 399.96%
$17.53 - $96.8 $756K - $4.18M
53.9K $1.14M
UPS
United Parcel Service Inc

Industrials
913
+ 54.02%
$122.65 - $138.35 $112K - $126K
2.6K $328K
CVX
Chevron Corp

Energy
818
+ 9.65%
$141.15 - $162.53 $115K - $133K
9.29K $1.35M
CME
Cme Group Inc.

Financial Services
399
+ 91.51%
$221.17 - $246.02 $88.2K - $98.2K
835 $193K
MDT
Medtronic PLC

Healthcare
2.22K
+ 27.77%
$79.61 - $92.24 $177K - $205K
10.2K $815K
BKNG
Booking Holdings Inc.

Consumer Cyclical
13
+ 31.71%
$4100.99 - $5300.34 $53.3K - $68.9K
54 $268K
MUB
Ishares National Muni Bond ETF

ETFs
875
+ 20.11%
$105.78 - $108.7 $92.6K - $95.1K
5.23K $556K
GILD
Gilead Sciences, Inc.

Healthcare
760
+ 48.62%
$83.95 - $97.9 $63.8K - $74.4K
2.32K $214K
BAC
Bank Of America Corp

Financial Services
1.24K
+ 20.15%
$39.22 - $47.77 $48.5K - $59.1K
7.38K $324K
BMY
Bristol Myers Squibb CO

Healthcare
685
+ 7.85%
$51.92 - $59.94 $35.6K - $41.1K
9.41K $532K
C
Citigroup Inc

Financial Services
368
+ 5.24%
$61.31 - $72.5 $22.6K - $26.7K
7.39K $520K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
16
+ 0.09%
$201.32 - $217.44 $3.22K - $3.48K
18.1K $3.75M
PYPL
Pay Pal Holdings, Inc.

Financial Services
805
+ 149.07%
$77.25 - $91.3 $62.2K - $73.5K
1.35K $114K
ISRG
Intuitive Surgical Inc

Healthcare
104
+ 19.51%
$471.27 - $550.62 $49K - $57.3K
637 $332K
HON
Honeywell International Inc

Industrials
184
+ 13.5%
$202.84 - $236.0 $37.3K - $43.4K
1.55K $349K
PANW
Palo Alto Networks Inc

Technology
596
+ 212.86%
$181.96 - $405.9 $108K - $242K
876 $159K
BLK
Black Rock Inc.

Financial Services
39
+ 13.83%
$934.02 - $1065.26 $36.4K - $41.5K
321 $329K
EW
Edwards Lifesciences Corp

Healthcare
799
+ 459.2%
$64.54 - $75.92 $51.6K - $60.7K
973 $72K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
965
+ 1.26%
$61.68 - $67.87 $59.5K - $65.5K
77.8K $4.84M
ANET
Arista Networks, Inc.

Technology
2.08K
+ 330.94%
$104.78 - $431.02 $217K - $894K
2.7K $298K
AXP
American Express CO

Financial Services
99
+ 9.36%
$267.35 - $305.57 $26.5K - $30.3K
1.16K $343K
MSTR
Microstrategy Inc

Technology
135
+ 103.85%
$162.69 - $473.83 $22K - $64K
265 $76K
DXCM
Dexcom Inc

Healthcare
684
+ 402.35%
$65.68 - $81.01 $44.9K - $55.4K
854 $66K
VO
Vanguard Mid Cap ETF

ETFs
202
+ 148.53%
$261.5 - $284.63 $52.8K - $57.5K
338 $89K
BSX
Boston Scientific Corp

Healthcare
481
+ 24.79%
$83.62 - $91.5 $40.2K - $44K
2.42K $216K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
42
+ 5.18%
$173.13 - $258.09 $7.27K - $10.8K
853 $196K
CRWD
Crowd Strike Holdings, Inc.

Technology
130
+ 130.0%
$275.15 - $388.2 $35.8K - $50.5K
230 $78K
IBM
International Business Machines Corp

Technology
239
+ 12.74%
$204.9 - $238.04 $49K - $56.9K
2.12K $464K
GRMN
Garmin LTD

Technology
221
+ 256.98%
$161.91 - $220.77 $35.8K - $48.8K
307 $63K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.11K
+ 14.66%
$49.79 - $51.14 $55.1K - $56.6K
8.65K $433K
COF
Capital One Financial Corp

Financial Services
51
+ 3.88%
$145.19 - $192.01 $7.4K - $9.79K
1.37K $243K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
46
+ 18.04%
$260.53 - $404.79 $12K - $18.6K
301 $115K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
197K
+ 195.03%
$22.01 - $66.82 $4.35M - $13.2M
299K $6.78M
BX
Blackstone Inc.

Financial Services
125
+ 10.23%
$148.45 - $199.05 $18.6K - $24.9K
1.35K $232K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.19K
+ 15.05%
$24.82 - $25.48 $54.2K - $55.7K
16.7K $415K
EMR
Emerson Electric CO

Industrials
103
+ 4.63%
$108.13 - $134.33 $11.1K - $13.8K
2.33K $288K
AMP
Ameriprise Financial Inc

Financial Services
27
+ 6.62%
$473.15 - $574.01 $12.8K - $15.5K
435 $231K
ACN
Accenture PLC

Technology
125
+ 6.05%
$343.9 - $376.86 $43K - $47.1K
2.19K $770K
DAL
Delta Air Lines, Inc.

Industrials
91
+ 2.58%
$47.46 - $65.77 $4.32K - $5.99K
3.62K $219K
ABT
Abbott Laboratories

Healthcare
415
+ 5.97%
$111.93 - $119.39 $46.5K - $49.5K
7.37K $833K
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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