CA
| |
CV Advisors LLC13F | |
| CV Advisors LLC | |
| Last update 2025-04-22 | 36 Stocks (10 new) |
| Value $284.00 Mil | Turnover 7 % |
CV Advisors LLC Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 281,977 | 157,644.4 | +4.37% | 55.460 | +2.32% | 0.030 | +18.15% | +8.26% | 650,755.3 | ||
AAPL | Apple Inc | 87,084 | 19,303.6 | +2.97% | 6.790 | +0.20% | 0.000 | +4.33% | -14.67% | 3,183,944.7 | Hardware | |
AMZN | Amazon.com Inc | 84,437 | 16,065.0 | +2.63% | 5.650 | +0.14% | 0.000 | +25.90% | +3.64% | 2,413,893.1 | Retail - Cyclical | |
MSFT | Microsoft Corp | 35,273 | 13,216.7 | +6.30% | 4.650 | +0.28% | 0.000 | +34.44% | +19.65% | 3,734,184.4 | Software | |
QQQ | INVESCO QQQ Trust | 26,491 | 12,401.1 | -0.30% | 4.360 | -0.01% | 0.000 | +23.56% | +10.03% | 357,709.5 | ||
GOOGL | Alphabet Inc | 76,213 | 11,785.6 | +4.62% | 4.150 | +0.18% | 0.000 | +22.31% | +0.49% | 2,307,102.3 | Interactive Media | |
NVDA | NVIDIA Corp | 106,072 | 11,496.0 | -22.51% | 4.040 | -1.44% | 0.000 | +65.09% | +26.28% | 4,134,903.0 | Semiconductors | |
META | Meta Platforms Inc | 10,930 | 6,245.4 | +28.14% | 2.200 | +0.48% | 0.000 | +36.54% | +21.44% | 1,784,770.1 | Interactive Media | |
NFLX | Netflix Inc | 6,012 | 5,580.3 | +15.33% | 1.960 | +0.26% | 0.000 | +12.18% | +32.10% | 500,325.3 | Media - Diversified | |
MUB | iShares National Muni Bond ETF | 44,726 | 4,715.9 | 0% | 1.660 | 0% | 0.010 | +0.81% | -1.32% | 37,823.5 |
CV Advisors LLC's Historical Top Holdings Breakdowns
CV Advisors LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +2.32% | 551.42 ($587.78) 612.93 | $630.71 | 7.30% | Add 4.37% | 281,977 | 11,795 | |
BAC | Bank of America Corp | 2025-03-31 | New Buy New Buy | +1.57% | 39.61 ($44.56) 47.74 | $48.01 | 7.74% | New holding | 107,621 | 107,621 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -1.44% | 106.98 ($126.74) 149.43 | $169.47 | 33.71% | Reduce -22.51% | 106,072 | -30,817 | |
WMT | Walmart Inc | 2025-03-31 | Reduce Reduce | -0.77% | 84.5 ($93.81) 105.05 | $95.69 | 2.00% | Reduce -84.48% | 4,480 | -24,388 | |
AIG | American International Group Inc | 2025-03-31 | New Buy New Buy | +0.61% | 70.5 ($77.72) 86.94 | $78.68 | 1.24% | New holding | 20,000 | 20,000 | |
AMD | Advanced Micro Devices Inc | 2025-03-31 | Sold Out Sold Out | -0.53% | 96.63 ($111.19) 129.55 | $157.89 | 42.00% | Sold Out | 0 | -12,602 | |
META | Meta Platforms Inc | 2025-03-31 | Add Add | +0.48% | 576.36 ($645.17) 736.67 | $709.53 | 9.98% | Add 28.14% | 10,930 | 2,400 | |
RCL | Royal Caribbean Group | 2025-03-31 | New Buy New Buy | +0.36% | 203.38 ($236.05) 274.79 | $353.56 | 49.78% | New holding | 5,000 | 5,000 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.28% | 375.39 ($407.71) 447.2 | $502.46 | 23.24% | Add 6.3% | 35,273 | 2,092 | |
NFLX | Netflix Inc | 2025-03-31 | Add Add | +0.26% | 828.4 ($951.01) 1058.6 | $1,177.44 | 23.81% | Add 15.33% | 6,012 | 799 |
CV Advisors LLC Total Holding History ($B)
CV Advisors LLC's Asset Allocation
CV Advisors LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
CV Advisors LLC's Hypothetical Growth since 2025-03-31
CV Advisors LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
CV Advisors LLC's Holdings Heat Map
Size field:
CV Advisors LLC's Holdings Bubble Chart
CV Advisors LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers