MC
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MV Capital Management, Inc.13F | |
| MV Capital Management, Inc. | |
| Last update 2025-04-15 | 1061 Stocks (70 new) |
| Value $932.00 Mil | Turnover 5 % |
MV Capital Management, Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWD | iShares Russell 1000 Value ETF | 384,195 | 72,290.1 | +1.11% | 7.760 | +0.08% | 0.120 | +11.83% | +8.28% | 62,904.4 | ||
IWF | iShares Russell 1000 Growth ETF | 183,661 | 66,318.2 | -6.94% | 7.120 | -0.59% | 0.070 | +24.84% | +8.77% | 113,817.0 | ||
IVV | iShares Core S&P 500 ETF | 117,097 | 65,796.5 | -13.05% | 7.060 | -1.11% | 0.010 | +18.67% | +8.76% | 641,141.0 | ||
ABBV | AbbVie Inc | 271,023 | 56,784.7 | +1.63% | 6.090 | +0.10% | 0.020 | +8.26% | +9.89% | 335,669.6 | Drug Manufacturers | |
ABT | Abbott Laboratories | 282,380 | 37,457.7 | -0.81% | 4.020 | -0.03% | 0.020 | -3.33% | +12.07% | 217,410.1 | Medical Devices & Instruments | |
IVW | iShares S&P 500 Growth ETF | 315,234 | 29,263.2 | -7.93% | 3.140 | -0.29% | 0.060 | +25.09% | +11.49% | 62,071.9 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 257,049 | 25,427.3 | -3.81% | 2.730 | -0.11% | 0.020 | +1.67% | +3.51% | 128,178.3 | ||
IVE | iShares S&P 500 Value ETF | 111,806 | 21,308.0 | -3.12% | 2.290 | -0.07% | 0.060 | +11.85% | +5.57% | 39,986.0 | ||
USMV | iShares MSCI USA Min Vol Factor ETF | 219,895 | 20,595.3 | -8.95% | 2.210 | -0.20% | 0.090 | +4.18% | +6.40% | 23,801.2 | ||
IBDY |
iShares iBonds Dec 2033 Term Corporate ETF
iShares iBonds Dec 2033 Term Corporate ETF
| 801,952 | 20,497.9 | +6.59% | 2.200 | +0.14% | 2.830 | +3.88% | +5.20% | 777.6 |
MV Capital Management, Inc.'s Historical Top Holdings Breakdowns
MV Capital Management, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IEUR | iShares Core MSCI Europe ETF | 2025-03-31 | New Buy New Buy | +1.60% | 53.69 ($58.75) 62.68 | $67.78 | 15.36% | New holding | 247,898 | 247,898 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -1.11% | 554.06 ($590.51) 615.85 | $636.27 | 7.75% | Reduce -13.05% | 117,097 | -17,581 | |
IBDZ | iBonds Dec 2034 Term Corporate ETF | 2025-03-31 | Reduce Reduce | -0.69% | 24.95 ($25.55) 26.01 | $25.96 | 1.60% | Reduce -29.87% | 593,662 | -252,832 | |
IWF | iShares Russell 1000 Growth ETF | 2025-03-31 | Reduce Reduce | -0.59% | 360.07 ($394.62) 417.26 | $435.83 | 10.44% | Reduce -6.94% | 183,661 | -13,702 | |
XLK | Technology Select Sector SPDR ETF | 2025-03-31 | Reduce Reduce | -0.33% | 206.38 ($226.74) 242.18 | $260.16 | 14.74% | Reduce -23.68% | 43,053 | -13,360 | |
IVW | iShares S&P 500 Growth ETF | 2025-03-31 | Reduce Reduce | -0.29% | 92.45 ($100.81) 106.69 | $112.94 | 12.03% | Reduce -7.93% | 315,234 | -27,152 | |
IWR | iShares Russell Mid-Cap ETF | 2025-03-31 | Add Add | +0.22% | 82.81 ($89.19) 92.93 | $95.02 | 6.54% | Add 31.72% | 99,594 | 23,985 | |
IWM | iShares Russell 2000 ETF | 2025-03-31 | Reduce Reduce | -0.21% | 198.1 ($216.92) 229.79 | $226.01 | 4.19% | Reduce -52.16% | 8,374 | -9,129 | |
USMV | iShares MSCI USA Min Vol Factor ETF | 2025-03-31 | Reduce Reduce | -0.20% | 87.68 ($92.03) 94.57 | $93.81 | 1.94% | Reduce -8.95% | 219,895 | -21,615 | |
IBDT |
iShares iBonds Dec 2028 Term Corporate ETF
iShares iBonds Dec 2028 Term Corporate ETF
| 2025-03-31 | Add Add | +0.18% | 24.79 ($25.06) 25.26 | $25.35 | 1.16% | Add 11.89% | 640,398 | 68,028 |
MV Capital Management, Inc. Total Holding History ($B)
MV Capital Management, Inc.'s Asset Allocation
MV Capital Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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MV Capital Management, Inc.'s Hypothetical Growth since 2025-03-31
MV Capital Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MV Capital Management, Inc.'s Holdings Heat Map
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MV Capital Management, Inc.'s Holdings Bubble Chart
MV Capital Management, Inc. News
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