Cva Family Office, LLC Sells in Q1 2025

Cva Family Office, LLC

  • $634 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-47.3K
- 65.53%
$102.49 - $119.96 $4.85M - $5.67M
24.9K $2.6M
AVGO
Broadcom Inc.

Technology
-3.19K
- 12.48%
$167.43 - $244.7 $534K - $780K
22.4K $3.74M
SONY
Sony Group Corp

Technology
-52.5K
- 97.35%
$19.88 - $25.64 $1.04M - $1.35M
1.43K $36K
DFAU
Dimensional ETF Tr

ETFs
-7.76K
- 2.05%
$37.84 - $42.29 $293K - $328K
371K $14.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-354
- 0.08%
$32.42 - $36.13 $11.5K - $12.8K
452K $14.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-6.47K
- 8.32%
$57.21 - $65.8 $370K - $426K
71.3K $4.16M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4.91K
- 1.05%
$21.75 - $24.28 $107K - $119K
463K $10.2M
SLDP
Solid Power, Inc.

Industrials
-13.7K
- 2.52%
$1.05 - $2.21 $14.4K - $30.3K
529K $555K
QDF
Flexshares Quality Dividend In

ETFs
-5.19K
- 10.55%
$67.19 - $73.37 $349K - $381K
44K $3.01M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-3.81K
- 1.28%
$21.23 - $23.75 $80.9K - $90.5K
295K $6.32M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-1.24K
- 6.83%
$196.12 - $229.48 $243K - $284K
16.9K $3.41M
DFAX
Dimensional ETF Tr
-14.2K
- 25.86%
$24.45 - $27.2 $347K - $387K
40.7K $1.07M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-12K
- 58.72%
$22.91 - $25.71 $276K - $310K
8.47K $215K
IWV
Ishares Russell 3000 ETF

ETFs
-400
- 9.09%
$313.1 - $349.83 $125K - $140K
4K $1.26M
VB
Vanguard Small Cap ETF

ETFs
-799
- 55.76%
$217.89 - $252.64 $174K - $202K
634 $140K
GLD
Spdr Gold Trust

ETFs
-1.24K
- 35.94%
$243.19 - $288.14 $300K - $356K
2.2K $634K
GOOG
Alphabet Inc.

Communication Services
-520
- 15.83%
$156.06 - $207.71 $81.2K - $108K
2.77K $431K
MRVL
Marvell Technology, Inc.

Technology
-357
- 11.0%
$61.57 - $126.06 $22K - $45K
2.89K $177K
NOW
Service Now, Inc.

Technology
-7
- 1.18%
$783.83 - $1170.39 $5.49K - $8.19K
585 $465K
PFE
Pfizer Inc

Healthcare
-5.69K
- 52.38%
$25.01 - $27.13 $142K - $154K
5.18K $131K
IEMG
Ishares Inc

ETFs
-2.69K
- 19.35%
N/A
11.2K $600K
FNDA
Schwab Fundamental U S Small C

ETFs
-2.76K
- 9.7%
$26.87 - $30.99 $74.2K - $85.5K
25.7K $702K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-7.48K
- 12.23%
$36.6 - $39.56 $274K - $296K
53.7K $2.08M
VBR
Vanguard Small Cap Value ETF

ETFs
-122
- 1.35%
$183.02 - $207.75 $22.3K - $25.3K
8.94K $1.66M
IYW
Ishares Dj Us Tech ETF

ETFs
-612
- 24.22%
$140.44 - $166.79 $85.9K - $102K
1.92K $268K
SPY
Spdr S&P 500 ETF Trust

ETFs
-170
- 11.42%
$551.42 - $612.93 $93.7K - $104K
1.32K $737K
ALK
Alaska Air Group, Inc.

Industrials
-1.86K
- 83.45%
$49.22 - $76.6 $91.6K - $143K
369 $18K
ZION
Zions Bancorporation, National Association

Financial Services
-296
- 1.16%
$47.0 - $59.03 $13.9K - $17.5K
25.1K $1.25M
MRK
Merck & Co., Inc.

Healthcare
-71
- 0.64%
$83.01 - $101.02 $5.89K - $7.17K
11K $983K
FNDB
Schwab Fundamental U S Broad M

ETFs
-2.54K
- 1.93%
$22.52 - $24.48 $57.2K - $62.2K
129K $2.95M
CDW
Cdw Corp

Technology
-602
- 76.11%
$160.26 - $206.13 $96.5K - $124K
189 $30K
FNDX
Schwab Fundamental U S Large C

ETFs
-1.95K
- 0.99%
$23.03 - $25.01 $45K - $48.9K
196K $4.58M
MCHP
Microchip Technology Inc

Technology
-1.2K
- 27.16%
$48.41 - $64.3 $58.2K - $77.4K
3.23K $156K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-139
- 9.25%
$307.43 - $357.48 $42.7K - $49.7K
1.36K $420K
TGT
Target Corp

Consumer Defensive
-73
- 2.74%
$103.65 - $142.5 $7.57K - $10.4K
2.59K $270K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-1.48K
- 39.71%
$64.47 - $70.13 $95.4K - $104K
2.25K $152K
NKE
Nike, Inc.

Consumer Cyclical
-852
- 37.8%
$63.29 - $81.72 $53.9K - $69.6K
1.4K $88K
GIS
General Mills Inc

Consumer Defensive
-695
- 7.8%
$57.56 - $65.3 $40K - $45.4K
8.21K $491K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-366
- 1.34%
$23.16 - $27.04 $8.48K - $9.9K
27K $633K
URI
United Rentals, Inc.

Industrials
-5
- 0.59%
$594.17 - $789.56 $2.97K - $3.95K
845 $529K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-608
- 45.2%
$65.15 - $91.81 $39.6K - $55.8K
737 $48K
CMCSA
Comcast Corp

Communication Services
-1.33K
- 5.47%
$33.19 - $38.23 $44.2K - $51K
23.1K $850K
ILMN
Illumina, Inc.

Healthcare
-480
- 98.77%
$79.34 - $144.22 $38.1K - $69.2K
6 $0
LMT
Lockheed Martin Corp

Industrials
-4
- 0.26%
$423.19 - $506.29 $1.69K - $2.03K
1.56K $695K
UPS
United Parcel Service Inc

Industrials
-179
- 6.88%
$109.66 - $136.26 $19.6K - $24.4K
2.42K $266K
CDNS
Cadence Design Systems Inc

Technology
-151
- 33.63%
$233.96 - $324.52 $35.3K - $49K
298 $75K
EIX
Edison International

Utilities
-682
- 81.97%
$50.06 - $80.01 $34.1K - $54.6K
150 $8K
BDX
Becton Dickinson & CO

Healthcare
-233
- 65.63%
$222.79 - $249.08 $51.9K - $58K
122 $27K
CSX
Csx Corp

Industrials
-1.14K
- 19.7%
$29.11 - $33.67 $33.3K - $38.5K
4.66K $137K
Activity Summary
Buys All Purchases 725 New Holdings 206 Increased Positions 519 Sells All Sells 271 Reductions 271 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cva Family Office, LLC Portfolio

Follow Cva Family Office, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cva Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cva Family Office, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email