Cva Family Office, LLC Incresed Positions in Q3 2025

Cva Family Office, LLC

  • $753 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
36
+ 0.47%
$66.38 - $71.68 $2.39K - $2.58K
7.74K $552K
ETN
Eaton Corp PLC

Industrials
9
+ 0.52%
$342.99 - $392.76 $3.09K - $3.53K
1.75K $654K
SCHW
Schwab Charles Corp

Financial Services
1
+ 0.01%
$91.03 - $98.69 $91 - $98.7
7.78K $742K
UBER
Uber Technologies, Inc

Technology
129
+ 2.98%
$86.91 - $99.57 $11.2K - $12.8K
4.46K $436K
AGZ
Ishares Agency Bond ETF

ETFs
107
+ 0.37%
$108.74 - $110.41 $11.6K - $11.8K
29.2K $3.22M
DUK
Duke Energy Corp

Utilities
20
+ 0.39%
$116.31 - $125.93 $2.33K - $2.52K
5.17K $639K
IXUS
Ishares Tr

ETFs
327
+ 32.8%
$76.35 - $82.58 $25K - $27K
1.32K $109K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
40
+ 0.55%
$61.83 - $67.07 $2.47K - $2.68K
7.31K $481K
IQV
Iqvia Holdings Inc.

Healthcare
68
+ 11.6%
$157.68 - $200.82 $10.7K - $13.7K
654 $124K
BK
Bank Of New York Mellon Corp

Financial Services
5
+ 0.29%
$90.65 - $109.75 $453 - $549
1.72K $186K
SCHO
Schwab Short Term Us Treasury

ETFs
1.27K
+ 11.8%
$24.23 - $24.42 $30.7K - $30.9K
12K $292K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1
+ 0.02%
$49.43 - $54.52 $49.4 - $54.5
6.22K $337K
TER
Teradyne, Inc

Technology
95
+ 28.88%
$90.15 - $137.64 $8.56K - $13.1K
424 $58K
WFC
Wells Fargo & Company

Financial Services
58
+ 0.91%
$77.05 - $85.16 $4.47K - $4.94K
6.44K $540K
XLC
Select Sector Spdr Tr Communic

ETFs
79
+ 4.3%
$105.99 - $119.41 $8.37K - $9.43K
1.92K $227K
ADM
Archer Daniels Midland CO

Consumer Defensive
44
+ 1.26%
$53.54 - $64.21 $2.36K - $2.83K
3.54K $211K
IDXX
Idexx Laboratories Inc

Healthcare
5
+ 2.16%
$514.61 - $682.78 $2.57K - $3.41K
236 $150K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
47
+ 0.45%
$41.91 - $44.87 $1.97K - $2.11K
10.4K $466K
LHX
L3 Harris Technologies, Inc.

Industrials
6
+ 1.3%
$252.18 - $305.41 $1.51K - $1.83K
468 $142K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
216
+ 1.0%
$78.96 - $80.04 $17.1K - $17.3K
21.9K $1.75M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
199
+ 4.17%
$117.65 - $120.08 $23.4K - $23.9K
4.97K $593K
VIG
Vanguard Dividend Appreciation

ETFs
142
+ 0.28%
N/A
51.4K $9.36M
PFE
Pfizer Inc

Healthcare
413
+ 3.3%
$23.29 - $25.88 $9.62K - $10.7K
12.9K $329K
DASH
Door Dash, Inc.

Communication Services
6
+ 0.63%
$234.5 - $272.5 $1.41K - $1.64K
951 $258K
HCA
Hca Healthcare, Inc.

Healthcare
2
+ 0.36%
$334.32 - $426.2 $669 - $852
559 $238K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.11%
$214.92 - $244.84 $215 - $245
936 $226K
TFC
Truist Financial Corp

Financial Services
158
+ 2.48%
$42.83 - $47.07 $6.77K - $7.44K
6.52K $298K
MDB
Mongo Db, Inc.

Technology
2
+ 0.86%
$201.0 - $334.87 $402 - $670
234 $72K
VNQ
Vanguard Specialized Funds Van

ETFs
23
+ 0.25%
$88.47 - $93.24 $2.03K - $2.14K
9.22K $843K
WELL
Welltower Inc.

Real Estate
33
+ 4.44%
$150.71 - $178.14 $4.97K - $5.88K
776 $138K
CBRE
Cbre Group, Inc.

Real Estate
44
+ 4.7%
$137.04 - $165.9 $6.03K - $7.3K
980 $154K
DELL
Dell Technologies Inc.

Technology
7
+ 0.62%
$120.96 - $141.77 $847 - $992
1.14K $161K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
48
+ 2.42%
$133.48 - $144.38 $6.41K - $6.93K
2.03K $289K
GM
General Motors CO

Consumer Cyclical
129
+ 9.98%
$48.89 - $61.24 $6.31K - $7.9K
1.42K $86K
AES
Aes Corp

Utilities
1.61K
+ 403.51%
$10.77 - $13.94 $17.3K - $22.4K
2.01K $26K
ITW
Illinois Tool Works Inc

Industrials
38
+ 4.19%
$252.31 - $269.41 $9.59K - $10.2K
945 $246K
SPG
Simon Property Group Inc

Real Estate
3
+ 0.4%
$159.93 - $187.67 $480 - $563
747 $140K
FDX
Fedex Corp

Industrials
75
+ 22.39%
$217.1 - $243.2 $16.3K - $18.2K
410 $96K
LEN
Lennar Corp

Consumer Cyclical
5
+ 0.4%
$107.73 - $142.4 $539 - $712
1.26K $158K
KEY
Keycorp

Financial Services
215
+ 1.71%
$17.37 - $19.39 $3.73K - $4.17K
12.8K $239K
CSX
Csx Corp

Industrials
177
+ 3.54%
$32.05 - $36.52 $5.67K - $6.46K
5.17K $183K
AFL
Aflac Inc

Financial Services
29
+ 1.12%
$98.09 - $111.7 $2.84K - $3.24K
2.61K $291K
XLV
Select Sector Spdr Fund Health

ETFs
53
+ 1.9%
$129.01 - $139.72 $6.84K - $7.41K
2.84K $395K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
253
+ 3.67%
$86.07 - $90.74 $21.8K - $23K
7.15K $640K
CDNS
Cadence Design Systems Inc

Technology
8
+ 2.17%
$309.46 - $373.37 $2.48K - $2.99K
376 $132K
D
Dominion Energy, Inc

Utilities
60
+ 1.81%
$56.32 - $62.1 $3.38K - $3.73K
3.38K $206K
PSX
Phillips 66

Energy
15
+ 1.59%
$118.37 - $139.46 $1.78K - $2.09K
957 $130K
EIX
Edison International

Utilities
307
+ 113.7%
$50.42 - $56.35 $15.5K - $17.3K
577 $31K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2
+ 0.17%
$185.88 - $207.44 $372 - $415
1.2K $241K
Activity Summary
Buys All Purchases 451 New Holdings 75 Increased Positions 376 Sells All Sells 272 Reductions 272 Sold out 0 Options Calls 0 Puts 1
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