Cva Family Office, LLC Portfolio Holdings
Cva Family Office, LLC
- $619 Million
- Q4 2024
Cva Family Office, LLC has filed its 13F form on January 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $619 Million distributed in 1289 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $62.8M, Schwab Fundamental Intl Large with a value of $25.7M, Vanguard Information Technolog with a value of $24.7M, Vanguard Index Fds S&P 500 ETF with a value of $21.1M, and Ishares Core S&P 500 ETF with a value of $20.3M.
Examining the 13F form we can see an increase of $13.2M in the current position value, from $606M to 619M.
Below you can find more details about Cva Family Office, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,289
- Current Value $619 Million
- Prior Value $606 Million
- Filing
- Period Q4 2024
- Filing Date January 07, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 91 stocks
- Additional Purchases 549 stocks
- Sold out of 0 stocks
- Reduced holdings in 163 stocks