Cva Family Office, LLC Reduced Holdings in Q3 2025

Cva Family Office, LLC

  • $753 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-147K
- 6.34%
$26.38 - $27.95 $3.87M - $4.1M
2.17M $59.2M
NVDA
Nvidia Corp

Technology
-19.9K
- 24.12%
$153.3 - $186.58 $3.05M - $3.71M
62.6K $11.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-22.6K
- 11.27%
$55.61 - $57.37 $1.25M - $1.29M
178K $10.1M
ACN
Accenture PLC

Technology
-1.11K
- 54.59%
$232.56 - $304.78 $259K - $339K
925 $228K
SLDP
Solid Power, Inc.

Industrials
-261K
- 49.33%
$2.2 - $5.37 $574K - $1.4M
268K $930K
KO
Coca Cola CO

Consumer Defensive
-158
- 0.41%
$65.67 - $71.67 $10.4K - $11.3K
38.8K $2.57M
PM
Philip Morris International Inc.

Consumer Defensive
-74
- 0.87%
$157.77 - $183.27 $11.7K - $13.6K
8.46K $1.37M
COST
Costco Wholesale Corp

Consumer Defensive
-51
- 2.57%
$915.95 - $994.57 $46.7K - $50.7K
1.94K $1.79M
SPY
Spdr S&P 500 ETF Trust

ETFs
-317
- 26.03%
$617.65 - $666.84 $196K - $211K
901 $600K
VHT
Vanguard Health Care ETF

ETFs
-1.73K
- 6.35%
$239.12 - $259.95 $412K - $448K
25.5K $6.61M
DHR
Danaher Corp

Healthcare
-653
- 18.78%
$181.46 - $212.2 $118K - $139K
2.82K $559K
CI
Cigna Corp

Healthcare
-188
- 13.01%
$262.23 - $334.39 $49.3K - $62.9K
1.26K $362K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-4.22K
- 3.52%
$49.09 - $50.58 $207K - $214K
116K $5.84M
CMCSA
Comcast Corp

Communication Services
-565
- 2.52%
$31.41 - $36.33 $17.7K - $20.5K
21.9K $686K
V
Visa Inc.

Financial Services
-65
- 1.07%
$332.09 - $358.86 $21.6K - $23.3K
6.03K $2.06M
UPS
United Parcel Service Inc

Industrials
-603
- 23.46%
$82.58 - $105.54 $49.8K - $63.6K
1.97K $164K
PG
Procter & Gamble CO

Consumer Defensive
-195
- 1.9%
$150.47 - $161.22 $29.3K - $31.4K
10.1K $1.55M
CRM
Salesforce, Inc.

Technology
-67
- 3.8%
$231.66 - $273.65 $15.5K - $18.3K
1.7K $402K
ELV
Elevance Health, Inc.

Healthcare
-109
- 17.55%
$274.66 - $395.76 $29.9K - $43.1K
512 $165K
LLY
Eli Lilly & CO

Healthcare
-29
- 1.04%
$625.65 - $812.69 $18.1K - $23.6K
2.75K $2.1M
CHTR
Charter Communications, Inc.

Communication Services
-149
- 79.26%
$256.57 - $418.22 $38.2K - $62.3K
39 $10K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-223
- 18.76%
$196.15 - $217.83 $43.7K - $48.6K
966 $194K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-316
- 11.08%
$38.58 - $58.24 $12.2K - $18.4K
2.54K $99K
ABT
Abbott Laboratories

Healthcare
-338
- 4.4%
$120.51 - $136.62 $40.7K - $46.2K
7.34K $983K
TXN
Texas Instruments Inc

Technology
-315
- 33.37%
N/A
629 $122K
KMB
Kimberly Clark Corp

Consumer Defensive
-434
- 42.34%
$121.72 - $136.77 $52.8K - $59.4K
591 $73K
VDC
Vanguard Consumer Staples ETF

ETFs
-128
- 2.25%
$212.64 - $225.25 $27.2K - $28.8K
5.56K $1.19M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-707
- 51.79%
$65.64 - $78.22 $46.4K - $55.3K
658 $44K
IT
Gartner Inc

Technology
-65
- 24.25%
$225.98 - $406.7 $14.7K - $26.4K
203 $53K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.06K
- 27.82%
$63.41 - $69.69 $66.9K - $73.5K
2.74K $187K
MRVL
Marvell Technology, Inc.

Technology
-860
- 27.99%
$62.31 - $84.07 $53.6K - $72.3K
2.21K $186K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.2K
- 11.76%
$48.5 - $50.19 $58.2K - $60.2K
9.01K $450K
FTNT
Fortinet, Inc.

Technology
-291
- 24.23%
$74.39 - $107.65 $21.6K - $31.3K
910 $76K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-985
- 25.62%
$50.81 - $51.07 $50K - $50.3K
2.86K $145K
HON
Honeywell International Inc

Industrials
-63
- 3.93%
$207.7 - $240.4 $13.1K - $15.1K
1.54K $324K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-1.3K
- 66.41%
$25.5 - $35.2 $33.2K - $45.8K
658 $16K
PKI
Perkinelmer Inc

Healthcare
-400
- 97.56%
N/A
10 $1K
DOW
Dow Inc.

Basic Materials
-1.52K
- 50.73%
$20.87 - $30.37 $31.8K - $46.3K
1.48K $33K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-68
- 0.86%
$60.9 - $70.75 $4.14K - $4.81K
7.88K $491K
ADBE
Adobe Inc.

Technology
-2
- 0.15%
$333.65 - $392.1 $667 - $784
1.29K $455K
PAYX
Paychex Inc

Industrials
-111
- 7.37%
$126.69 - $147.99 $14.1K - $16.4K
1.4K $176K
TGT
Target Corp

Consumer Defensive
-197
- 7.14%
$86.56 - $107.43 $17.1K - $21.2K
2.56K $229K
IBM
International Business Machines Corp

Technology
-40
- 1.67%
$234.77 - $292.47 $9.39K - $11.7K
2.36K $664K
PGR
Progressive Corp

Financial Services
-84
- 7.98%
$238.61 - $264.3 $20K - $22.2K
969 $239K
SBUX
Starbucks Corp

Consumer Cyclical
-113
- 2.68%
$81.9 - $96.86 $9.25K - $10.9K
4.1K $346K
CTAS
Cintas Corp

Industrials
-59
- 3.96%
$199.29 - $226.27 $11.8K - $13.3K
1.43K $293K
DIS
Walt Disney CO

Communication Services
-26
- 0.71%
$112.25 - $124.0 $2.92K - $3.22K
3.63K $415K
CL
Colgate Palmolive CO

Consumer Defensive
-44
- 1.48%
$79.36 - $93.33 $3.49K - $4.11K
2.93K $234K
DE
Deere & CO

Industrials
-13
- 2.34%
$457.26 - $524.37 $5.94K - $6.82K
542 $247K
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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