Cva Family Office, LLC Sells in Q4 2025

Cva Family Office, LLC

  • $828 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-173K
- 7.99%
$26.44 - $27.53 $4.58M - $4.77M
2M $54.3M
ET
Energy Transfer LP

Energy
-95.9K
- 94.64%
$16.29 - $17.01 $1.56M - $1.63M
5.44K $92K
KMI
Kinder Morgan, Inc.

Energy
-38.7K
- 36.39%
$25.84 - $28.46 $1M - $1.1M
67.7K $1.86M
ORCL
Oracle Corp

Technology
-263
- 2.86%
$217.57 - $313.0 $57.2K - $82.3K
8.92K $1.96M
AGZ
Ishares Agency Bond ETF

ETFs
-5.4K
- 18.52%
$110.02 - $110.96 $594K - $599K
23.8K $2.62M
SLDP
Solid Power, Inc.

Industrials
-189K
- 70.44%
$3.71 - $8.51 $701K - $1.61M
79.2K $479K
VBR
Vanguard Small Cap Value ETF

ETFs
-1.75K
- 21.98%
$201.42 - $211.15 $352K - $369K
6.2K $1.27M
HD
Home Depot, Inc.

Consumer Cyclical
-354
- 7.66%
$358.03 - $397.02 $127K - $141K
4.27K $1.53M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-579
- 3.5%
$245.79 - $258.02 $142K - $149K
16K $3.93M
FISV
Fiserv Inc

Technology
-2.36K
- 90.63%
N/A
244 $30K
CMCSA
Comcast Corp

Communication Services
-5.02K
- 22.98%
$26.98 - $31.09 $135K - $156K
16.8K $458K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.84K
- 1.6%
$56.0 - $57.6 $159K - $164K
175K $9.92M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-18.3K
- 86.55%
$11.35 - $11.74 $208K - $215K
2.85K $32K
UNH
Unitedhealth Group Inc

Healthcare
-481
- 23.08%
$320.52 - $369.92 $154K - $178K
1.6K $513K
KO
Coca Cola CO

Consumer Defensive
-5.17K
- 13.33%
$66.1 - $71.61 $342K - $370K
33.6K $2.37M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.31K
- 29.38%
$55.57 - $63.17 $129K - $146K
5.56K $309K
PG
Procter & Gamble CO

Consumer Defensive
-659
- 6.53%
$145.5 - $153.18 $95.9K - $101K
9.43K $1.38M
PM
Philip Morris International Inc.

Consumer Defensive
-473
- 5.59%
$144.33 - $160.86 $68.3K - $76.1K
7.98K $1.22M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-850
- 3.41%
$114.27 - $121.15 $97.1K - $103K
24K $2.81M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1K
- 1.46%
$63.25 - $66.24 $63.4K - $66.4K
67.6K $4.34M
T
At&T Inc.

Communication Services
-259
- 0.59%
$24.44 - $27.55 $6.33K - $7.14K
43.4K $1.11M
URI
United Rentals, Inc.

Industrials
-6
- 0.73%
$806.61 - $1020.0 $4.84K - $6.12K
812 $654K
V
Visa Inc.

Financial Services
-74
- 1.23%
$325.75 - $352.42 $24.1K - $26.1K
5.95K $1.94M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.36K
- 6.23%
$79.55 - $80.13 $108K - $109K
20.5K $1.63M
APP
App Lovin Corp

Technology
-112
- 36.36%
$552.64 - $704.09 $61.9K - $78.9K
196 $109K
ZTS
Zoetis Inc.

Healthcare
-679
- 67.36%
$118.8 - $147.53 $80.7K - $100K
329 $39K
DASH
Door Dash, Inc.

Communication Services
-202
- 21.24%
$195.21 - $281.74 $39.4K - $56.9K
749 $155K
GLD
Spdr Gold Trust

ETFs
-385
- 17.49%
$354.79 - $403.15 $137K - $155K
1.82K $682K
COP
Conocophillips

Energy
-650
- 11.43%
$85.66 - $95.46 $55.7K - $62K
5.04K $446K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-2.56K
- 11.0%
$30.55 - $32.35 $78.2K - $82.8K
20.7K $650K
MO
Altria Group, Inc.

Consumer Defensive
-209
- 2.14%
$56.38 - $66.65 $11.8K - $13.9K
9.57K $556K
SUB
Ishares Short Term National Mu

ETFs
-819
- 8.69%
$106.22 - $106.81 $87K - $87.5K
8.6K $916K
CI
Cigna Corp

Healthcare
-234
- 18.62%
$244.41 - $311.0 $57.2K - $72.8K
1.02K $277K
UBER
Uber Technologies, Inc

Technology
-608
- 13.64%
$91.62 - $100.1 $55.7K - $60.9K
3.85K $352K
HON
Honeywell International Inc

Industrials
-301
- 19.55%
$194.07 - $220.67 $58.4K - $66.4K
1.24K $242K
COST
Costco Wholesale Corp

Consumer Defensive
-62
- 3.2%
$910.94 - $954.99 $56.5K - $59.2K
1.88K $1.71M
LNG
Cheniere Energy, Inc.

Energy
-49
- 1.56%
$205.63 - $235.74 $10.1K - $11.6K
3.09K $665K
ADBE
Adobe Inc.

Technology
-108
- 8.37%
$325.07 - $359.91 $35.1K - $38.9K
1.18K $384K
AZO
Autozone Inc

Consumer Cyclical
-5
- 4.17%
$3576.14 - $4253.71 $17.9K - $21.3K
115 $443K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-876
- 4.11%
$46.96 - $49.73 $41.1K - $43.6K
20.4K $983K
LMT
Lockheed Martin Corp

Industrials
-60
- 3.98%
$452.1 - $514.24 $27.1K - $30.9K
1.45K $682K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-989
- 36.13%
$66.04 - $69.67 $65.3K - $68.9K
1.75K $117K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-687
- 8.84%
$83.21 - $86.32 $57.2K - $59.3K
7.09K $591K
APD
Air Products & Chemicals, Inc.

Basic Materials
-228
- 33.88%
$237.56 - $271.47 $54.2K - $61.9K
445 $115K
MSI
Motorola Solutions, Inc.

Technology
-70
- 13.73%
$379.98 - $462.26 $26.6K - $32.4K
440 $167K
MOS
Mosaic CO

Basic Materials
-969
- 21.21%
$24.92 - $35.41 $24.1K - $34.3K
3.6K $93K
KMB
Kimberly Clark Corp

Consumer Defensive
-504
- 85.28%
$100.05 - $123.23 $50.4K - $62.1K
87 $9K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-6
- 11.54%
$4804.01 - $5424.55 $28.8K - $32.5K
46 $220K
VOX
Vanguard Communication Service

ETFs
-17
- 0.23%
$180.26 - $190.8 $3.06K - $3.24K
7.45K $1.34M
Activity Summary
Buys All Purchases 453 New Holdings 97 Increased Positions 356 Sells All Sells 336 Reductions 336 Sold out 0 Options Calls 0 Puts 0
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