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CIK: 0001872254
Total reported value
$541.9M
$541.9M
34 檔
41.6%
As reported in its official Q4 2024 Form 13F filing, CV Advisors LLC's tracked investment portfolio stood at $541.9M with 34 total positions.
In Q4 2024, CV Advisors LLC displayed an active expansion posture, initiating 16 new positions and adding to 14 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, NVDA, AAPL) accounted for 41.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
VOO
市值: $3.6M
Top Position Liquidated / Trimmed
ALTI
前期市值: $84.7K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 55.08% | -11.77% | +19.66% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.39% | +0.04% | +37.32% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.28% | -0.73% | +57.85% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.78% | -0.70% | +50.30% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.84% | -0.57% | +39.23% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.73% | -0.81% | +33.14% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.72% | -0.74% | +8.38% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 1.66% | -0.16% | +192.58% | |
| 9 | NFLX | Netflix Inc | Stock-Comm Services | 1.62% | -0.83% | +722.24% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.25% | -0.24% | — | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.23% | +0.01% | +195.26% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.06% | -0.22% | +213.97% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 0.91% | — | +0.42% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.76% | +0.63% | +79.83% | |
| 15 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.61% | -0.13% | +69.53% | |
| 16 | AMD | Advanced Micro Devices | Stock-Tech | 0.53% | — | -7.31% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | -0.11% | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | +0.41% | — | |
| 19 | CVX | Chevron CORP | Stock-Energy | 0.30% | -0.15% | — | |
| 20 | JXN | Jackson Financial Inc-a | Stock-Financials | 0.24% | -0.07% | — | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.21% | -0.05% | — | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.19% | -0.03% | — | |
| 23 | SMG | Scotts Miracle-gro Co | Stock-Materials | 0.13% | -0.03% | — | |
| 24 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 0.12% | — | -12.71% | |
| 25 | INTU | Intuit Inc | Stock-Tech | 0.10% | — | — | |
| 26 | ALAB | Astera Labs Inc | Stock-Tech | 0.09% | — | — | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | +0.09% | — | |
| 28 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.09% | — | — | |
| 29 | RGTI | Rigetti Computing Inc | Stock-Tech | 0.07% | — | — | |
| 30 | AHCO | Adapthealth CORP | Stock-Other | 0.07% | — | — | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.07% | -0.01% | — | |
| 32 | QBTS | D-wave Quantum Inc | Stock-Tech | 0.04% | — | — | |
| 33 | NDAQ | Nasdaq Inc | Stock-Financials | 0.01% | — | — | |
| 34 | EOSEW | Eos Energy Enter -cw26 | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc | +1.4% | +722.24% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +1.3% | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | +0.9% | +50.30% | Add |
| 4 | MUB | Ishares National Muni Bond E | +0.9% | +192.58% | Add |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.6% | +213.97% | Add |
| 6 | NVDA | Nvidia CORP | +0.6% | +37.32% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.4% | +195.26% | Add |
| 8 | TSLA | Tesla Inc | +0.4% | NEW | New buy |
| 9 | GOOGL | Alphabet Inc-cl A | +0.4% | +33.14% | Add |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | NEW | New buy |
| 11 | CVX | Chevron CORP | +0.3% | NEW | New buy |
| 12 | AAPL | Apple Inc | +0.3% | +57.85% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.3% | +79.83% | Add |
| 14 | COIN | Coinbase Global Inc -class A | +0.3% | +69.53% | Add |
| 15 | JXN | Jackson Financial Inc-a | +0.2% | NEW | New buy |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.2% | NEW | New buy |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | NEW | New buy |
| 18 | SMG | Scotts Miracle-gro Co | +0.1% | NEW | New buy |
| 19 | ALAB | Astera Labs Inc | +0.1% | NEW | New buy |
| 20 | IVV | Ishares Core S&p 500 ETF | +0.1% | NEW | New buy |
| 21 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 22 | RGTI | Rigetti Computing Inc | +0.1% | NEW | New buy |
| 23 | VUG | Vanguard Growth ETF | +0.1% | NEW | New buy |
| 24 | QBTS | D-wave Quantum Inc | 0% | NEW | New buy |
| 25 | NDAQ | Nasdaq Inc | 0% | NEW | New buy |
| 26 | EOSEW | Eos Energy Enter -cw26 | — | NEW | New buy |
| 27 | INTU | Intuit Inc | 0% | — | Unchanged |
| 28 | ALTI | Alti Global Inc | 0% | EXIT | Sold out |
| 29 | AHCO | Adapthealth CORP | -0.1% | — | Unchanged |
| 30 | RIVN | Rivian Automotive Inc-a | -0.1% | -12.71% | Trim |
| 31 | MSFT | Microsoft CORP | -0.1% | +39.23% | Add |
| 32 | WMT | Walmart Inc | -0.2% | +0.42% | Add |
| 33 | AMD | Advanced Micro Devices | -0.5% | -7.31% | Trim |
| 34 | QQQ | Invesco Qqq Trust Series 1 | -1% | +8.38% | Add |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | -7.3% | +19.66% | Add |
According to official SEC Form 13F filings, CV Advisors LLC reported a total U.S. public equity portfolio value of $541.9M across 34 disclosed positions in Q4 2024.
During Q4 2024, CV Advisors LLC's top holdings by market value included SPY (55.1%)、NVDA (6.4%)、AAPL (6.3%). The largest single position, SPY, represented 55.1% of total portfolio value.
In Q4 2024, CV Advisors LLC made 33 total portfolio adjustments, initiating 16 new buys, adding to 14 positions, trimming 2 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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