Mv Capital Management, Inc. has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $889 Million distributed in 1065 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Val ETF with a value of $71.6M, Ishares Russell 1000 Gr ETF with a value of $66.2M, Ishares Core S&P 500 ETF with a value of $65.4M, Abb Vie Inc. with a value of $56.8M, and Abbott Laboratories with a value of $37.5M.

Examining the 13F form we can see an decrease of $2.29M in the current position value, from $892M to 889M.

Below you can find more details about Mv Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $889 Million
ETFs: $552 Million
Healthcare: $113 Million
Technology: $69.4 Million
Financial Services: $45.4 Million
Consumer Defensive: $20.2 Million
Consumer Cyclical: $17.1 Million
Industrials: $15.8 Million
Communication Services: $9.94 Million
Other: $15 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,065
  • Current Value $889 Million
  • Prior Value $892 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 72 stocks
  • Additional Purchases 379 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 378 stocks
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