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
MGV
Vanguard Mega Cap Value

ETFs
-922
- 3.25%
$123.61 - $133.01 $114K - $123K
27.5K $3.49M
LOW
Lowes Companies Inc

Consumer Cyclical
-105
- 6.05%
$222.66 - $268.42 $23.4K - $28.2K
1.63K $380K
BA
Boeing CO

Industrials
-227
- 17.79%
$148.15 - $186.25 $33.6K - $42.3K
1.05K $178K
CNC
Centene Corp

Healthcare
-764
- 92.16%
$55.93 - $65.89 $42.7K - $50.3K
65 $3K
DIS
Walt Disney CO

Communication Services
-5
- 0.14%
$96.87 - $114.0 $484 - $570
3.69K $363K
IWM
Ishares Russell 2000 ETF

ETFs
-118
- 11.21%
$198.1 - $229.79 $23.4K - $27.1K
935 $186K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-126
- 9.99%
$168.84 - $202.89 $21.3K - $25.6K
1.14K $199K
HRL
Hormel Foods Corp

Consumer Defensive
-1.27K
- 81.6%
$28.29 - $31.52 $35.9K - $40K
286 $8K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-583
- 98.31%
$48.65 - $66.04 $28.4K - $38.5K
10 $0
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-244
- 9.31%
$47.79 - $59.89 $11.7K - $14.6K
2.38K $119K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-17
- 5.65%
$283.06 - $421.16 $4.81K - $7.16K
284 $80K
AXP
American Express CO

Financial Services
-9
- 0.78%
$255.39 - $325.87 $2.3K - $2.93K
1.15K $308K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-1.77K
- 77.89%
$16.57 - $18.85 $29.3K - $33.3K
502 $8K
SNPS
Synopsys Inc

Technology
-37
- 12.54%
$428.58 - $551.54 $15.9K - $20.4K
258 $110K
DXCM
Dexcom Inc

Healthcare
-341
- 39.93%
$67.74 - $90.75 $23.1K - $30.9K
513 $35K
ADM
Archer Daniels Midland CO

Consumer Defensive
-471
- 13.84%
$45.22 - $52.17 $21.3K - $24.6K
2.93K $140K
USB
Us Bancorp \De\

Financial Services
-115
- 2.47%
$40.92 - $50.9 $4.71K - $5.85K
4.55K $192K
DVN
Devon Energy Corp

Energy
-1.11K
- 42.29%
$33.15 - $38.55 $36.9K - $42.9K
1.52K $56K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-290
- 12.78%
$110.75 - $119.78 $32.1K - $34.7K
1.98K $230K
PRU
Prudential Financial Inc

Financial Services
-162
- 12.15%
$105.04 - $122.33 $17K - $19.8K
1.17K $130K
MKTX
Marketaxess Holdings Inc

Financial Services
-121
- 52.16%
$189.81 - $226.47 $23K - $27.4K
111 $24K
PCG
Pg&E Corp

Utilities
-1.13K
- 42.2%
$15.16 - $20.4 $17.1K - $23.1K
1.55K $26K
APA
Apa Corp

Energy
-1.17K
- 97.49%
$18.54 - $25.45 $21.6K - $29.6K
30 $0
HSY
Hershey CO

Consumer Defensive
-159
- 63.86%
$144.74 - $186.36 $23K - $29.6K
90 $15K
TROW
Price T Rowe Group Inc

Financial Services
-100
- 11.67%
$91.57 - $116.93 $9.16K - $11.7K
757 $69K
EQIX
Equinix Inc

Real Estate
-12
- 9.16%
$803.0 - $959.97 $9.64K - $11.5K
119 $97K
HDV
Ishares Core High Dividend ETF

ETFs
-302
- 25.44%
$110.86 - $121.12 $33.5K - $36.6K
885 $107K
GM
General Motors CO

Consumer Cyclical
-245
- 11.33%
$45.22 - $54.92 $11.1K - $13.5K
1.92K $90K
DEO
Diageo PLC

Consumer Defensive
-8
- 0.72%
$104.79 - $126.12 $838 - $1.01K
1.1K $115K
ABNB
Airbnb, Inc.

Consumer Cyclical
-140
- 18.84%
$119.38 - $161.42 $16.7K - $22.6K
603 $72K
PEG
Public Service Enterprise Group Inc

Utilities
-277
- 71.76%
$78.2 - $90.39 $21.7K - $25K
109 $8K
EA
Electronic Arts Inc.

Communication Services
-157
- 32.17%
$116.53 - $146.29 $18.3K - $23K
331 $47K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-329
- 68.68%
$61.92 - $76.95 $20.4K - $25.3K
150 $11K
HPQ
Hp Inc

Technology
-363
- 12.97%
$27.69 - $34.72 $10.1K - $12.6K
2.44K $67K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2K
- 6.01%
$25.81 - $28.52 $51.5K - $57K
31.2K $861K
A
Agilent Technologies, Inc.

Healthcare
-103
- 16.97%
$116.69 - $152.6 $12K - $15.7K
504 $58K
BIO
Bio Rad Laboratories, Inc.

Healthcare
-67
- 97.1%
$243.0 - $367.0 $16.3K - $24.6K
2 $0
FCX
Freeport Mcmoran Inc

Basic Materials
-541
- 30.06%
$34.5 - $43.01 $18.7K - $23.3K
1.26K $47K
MRNA
Moderna, Inc.

Healthcare
-403
- 74.08%
$28.35 - $47.53 $11.4K - $19.2K
141 $3K
SPG
Simon Property Group Inc

Real Estate
-82
- 9.39%
$159.48 - $187.78 $13.1K - $15.4K
791 $131K
IT
Gartner Inc

Technology
-5
- 1.91%
$418.25 - $548.38 $2.09K - $2.74K
257 $107K
HPE
Hewlett Packard Enterprise CO

Technology
-707
- 52.72%
$14.77 - $24.42 $10.4K - $17.3K
634 $9K
SYY
Sysco Corp

Consumer Defensive
-209
- 15.07%
$70.0 - $77.13 $14.6K - $16.1K
1.18K $88K
UAL
United Airlines Holdings, Inc.

Industrials
-47
- 9.09%
$69.05 - $110.52 $3.25K - $5.19K
470 $32K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-2.84K
- 39.25%
$9.19 - $12.93 $26.1K - $36.8K
4.4K $49K
ZTS
Zoetis Inc.

Healthcare
-117
- 9.62%
$156.48 - $175.67 $18.3K - $20.6K
1.1K $180K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-71
- 2.59%
$169.43 - $182.84 $12K - $13K
2.67K $462K
TER
Teradyne, Inc

Technology
-10
- 2.73%
$82.6 - $140.0 $826 - $1.4K
356 $29K
MSTR
Microstrategy Inc

Technology
-59
- 22.26%
$239.27 - $396.5 $14.1K - $23.4K
206 $59K
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
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