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CIK: 0001872254
Total reported value
$541.9M
$541.9M
36 檔
40.3%
According to the latest 13F quarterly dataset, CV Advisors LLC managed an equity portfolio of $541.9M at the end of Q1 2025, spanning 36 distinct U.S. exchange-listed positions.
In Q1 2025, CV Advisors LLC displayed an active expansion posture, initiating 10 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | 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 | 55.46% | -11.77% | +4.37% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.79% | -0.73% | +2.97% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.65% | -0.70% | +2.63% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.65% | -0.57% | +6.30% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.36% | -0.74% | -0.30% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.15% | -0.81% | +4.62% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 4.04% | +0.04% | -22.51% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.20% | +0.01% | +28.14% | |
| 9 | NFLX | Netflix Inc | Stock-Comm Services | 1.96% | -0.83% | +15.33% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 1.66% | -0.16% | — | |
| 11 | BAC | Bank Of America CORP | Stock-Financials | 1.57% | -0.40% | — | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | -0.24% | +1.06% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.08% | -0.22% | -1.28% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | +0.63% | +2.35% | |
| 15 | AIG | American International Group | Stock-Financials | 0.61% | -0.04% | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | +0.41% | +2.39% | |
| 17 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.36% | — | — | |
| 18 | CVX | Chevron CORP | Stock-Energy | 0.35% | -0.15% | +1.96% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.33% | -0.11% | +39.16% | |
| 20 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.33% | -0.13% | -23.50% | |
| 21 | JXN | Jackson Financial Inc-a | Stock-Financials | 0.23% | -0.07% | — | |
| 22 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.22% | -0.05% | — | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | +0.05% | — | |
| 24 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.21% | — | +4.88% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.21% | -0.18% | — | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.20% | -0.03% | — | |
| 27 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.14% | -0.03% | — | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.13% | — | -84.48% | |
| 29 | SMG | Scotts Miracle-gro Co | Stock-Materials | 0.11% | -0.03% | — | |
| 30 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 0.10% | — | -12.28% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | +0.09% | -1.20% | |
| 32 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.09% | -0.02% | — | |
| 33 | AHCO | Adapthealth CORP | Stock-Other | 0.08% | — | — | |
| 34 | SPWR | Sunpower Inc | Stock-Other | 0.08% | — | — | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.08% | -0.06% | — | |
| 36 | NVTS | Navitas Semiconductor CORP | Stock-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BAC | Bank Of America CORP | +1.6% | NEW | New buy |
| 2 | META | Meta Platforms Inc-class A | +1% | +28.14% | Add |
| 3 | AIG | American International Group | +0.6% | NEW | New buy |
| 4 | AAPL | Apple Inc | +0.5% | +2.97% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +4.37% | Add |
| 6 | RCL | Royal Caribbean Cruises Ltd. | +0.4% | NEW | New buy |
| 7 | NFLX | Netflix Inc | +0.3% | +15.33% | Add |
| 8 | XOM | Exxon Mobil CORP | +0.2% | NEW | New buy |
| 9 | AVGO | Broadcom Inc | +0.2% | NEW | New buy |
| 10 | BXSL | Blackstone Secured Lending F | +0.1% | NEW | New buy |
| 11 | PANW | Palo Alto Networks Inc | +0.1% | +4.88% | Add |
| 12 | UPS | United Parcel Service-cl B | +0.1% | NEW | New buy |
| 13 | SPWR | Sunpower Inc | +0.1% | NEW | New buy |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +2.39% | Add |
| 16 | CVX | Chevron CORP | +0.1% | +1.96% | Add |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | -1.28% | Trim |
| 18 | AHCO | Adapthealth CORP | 0% | — | Unchanged |
| 19 | IVV | Ishares Core S&p 500 ETF | 0% | -1.20% | Trim |
| 20 | NVTS | Navitas Semiconductor CORP | 0% | NEW | New buy |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | 0% | — | Unchanged |
| 22 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | — | Unchanged |
| 23 | MUB | Ishares National Muni Bond E | — | — | Unchanged |
| 24 | EOSEW | Eos Energy Enter -cw26 | — | EXIT | Sold out |
| 25 | NDAQ | Nasdaq Inc | 0% | EXIT | Sold out |
| 26 | JXN | Jackson Financial Inc-a | 0% | — | Unchanged |
| 27 | SMG | Scotts Miracle-gro Co | 0% | — | Unchanged |
| 28 | RIVN | Rivian Automotive Inc-a | 0% | -12.28% | Trim |
| 29 | VOO | Vanguard S&p 500 ETF | 0% | +1.06% | Add |
| 30 | QBTS | D-wave Quantum Inc | 0% | EXIT | Sold out |
| 31 | TSLA | Tesla Inc | 0% | +39.16% | Add |
| 32 | RGTI | Rigetti Computing Inc | -0.1% | EXIT | Sold out |
| 33 | VUG | Vanguard Growth ETF | -0.1% | EXIT | Sold out |
| 34 | ALAB | Astera Labs Inc | -0.1% | EXIT | Sold out |
| 35 | INTU | Intuit Inc | -0.1% | EXIT | Sold out |
| 36 | AMZN | Amazon.com Inc | -0.1% | +2.63% | Add |
| 37 | GOOG | Alphabet Inc-cl C | -0.1% | +2.35% | Add |
| 38 | MSFT | Microsoft CORP | -0.2% | +6.30% | Add |
| 39 | COIN | Coinbase Global Inc -class A | -0.3% | -23.50% | Trim |
| 40 | QQQ | Invesco Qqq Trust Series 1 | -0.4% | -0.30% | Trim |
| 41 | AMD | Advanced Micro Devices | -0.5% | EXIT | Sold out |
| 42 | GOOGL | Alphabet Inc-cl A | -0.6% | +4.62% | Add |
| 43 | WMT | Walmart Inc | -0.8% | -84.48% | Trim |
| 44 | NVDA | Nvidia CORP | -2.4% | -22.51% | Trim |
According to official SEC Form 13F filings, CV Advisors LLC reported a total U.S. public equity portfolio value of $541.9M across 36 disclosed positions in Q1 2025.
During Q1 2025, CV Advisors LLC's top holdings by market value included SPY (55.5%)、AAPL (6.8%)、AMZN (5.7%). The largest single position, SPY, represented 55.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, AAPL, AMZN) accounted for 40.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
BAC
市值: $4.5M
Top Position Liquidated / Trimmed
AMD
前期市值: $1.5M
In Q1 2025, CV Advisors LLC made 38 total portfolio adjustments, initiating 10 new buys, adding to 13 positions, trimming 7 holdings, and fully liquidating 8 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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