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CIK: 0001633366
Total reported value
$1.1B
$1.1B
855 檔
26.1%
In Q1 2024, Mv Capital Management, Inc.'s U.S. equity holdings reached a combined market value of $1.1B, distributed across 855 disclosed stock positions.
During Q1 2024, Mv Capital Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 855 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 8.58% | +0.13% | -3.44% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.16% | +0.08% | -0.03% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-Other | 7.73% | -0.01% | -0.98% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 5.53% | +0.28% | +0.20% | |
| 5 | ABT | Abbott Laboratories | Stock-Healthcare | 3.67% | -0.61% | -0.50% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.48% | +0.27% | -1.38% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.81% | -0.32% | -23.22% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.61% | -0.27% | -3.72% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.58% | -0.11% | +0.06% | |
| 10 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-Other | 2.38% | — | -1.69% | |
| 11 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 1.78% | — | +1.42% | |
| 12 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 1.71% | — | -0.95% | |
| 13 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.61% | — | -3.50% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.56% | -0.01% | -6.84% | |
| 15 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.56% | -0.17% | -3.63% | |
| 16 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 1.50% | -0.19% | +844.72% | |
| 17 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.45% | -0.17% | +6.49% | |
| 18 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.44% | -0.13% | +5.31% | |
| 19 | XLK | Ss Technology Select Sector | ETF-Tech | 1.43% | +0.29% | -1.56% | |
| 20 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.43% | -0.17% | +20.73% | |
| 21 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 1.39% | -0.22% | — | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | — | +2.37% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.37% | -0.08% | +4.48% | |
| 24 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.33% | -0.18% | +29.35% | |
| 25 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 1.31% | +0.09% | +1.65% | |
| 26 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.30% | -0.18% | +36.09% | |
| 27 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 1.24% | -0.13% | +13.09% | |
| 28 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.10% | -0.17% | +339.51% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.87% | +0.02% | -0.56% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-Other | 0.68% | -0.03% | -4.21% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | +0.02% | -3.90% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.59% | +0.02% | +1.84% | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.55% | +0.07% | +1.27% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.05% | -10.11% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | -0.01% | -1.07% | |
| 36 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.48% | -0.04% | -1.35% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | — | +9.21% | |
| 38 | AON | Aon plc | Stock-Financials | 0.45% | -0.02% | +19.36% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.44% | +0.19% | -9.68% | |
| 40 | ECL | Ecolab Inc | Stock-Materials | 0.44% | -0.02% | -12.09% | |
| 41 | ACN | Accenture plc | Stock-Tech | 0.42% | -0.12% | -10.02% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | -0.13% | +226.78% | |
| 43 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.40% | -0.04% | — | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.40% | -0.01% | +189.37% | |
| 45 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.40% | +0.01% | -3.39% | |
| 46 | MU | Micron Technology Inc | Stock-Tech | 0.38% | +1.68% | -13.85% | |
| 47 | CB | Chubb Limited | Stock-Financials | 0.37% | — | +3.21% | |
| 48 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.37% | +0.04% | -2.42% | |
| 49 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.37% | -0.01% | +14.24% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.36% | +0.03% | +1.18% |
According to official SEC Form 13F filings, Mv Capital Management, Inc. reported a total U.S. public equity portfolio value of $1.1B across 855 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including IWF, IVV, IWD) accounted for 26.1% of total reported equity market value during Q1 2024.
During Q1 2024, Mv Capital Management, Inc.'s top holdings by market value included IWF (8.6%)、IVV (8.2%)、IWD (7.7%). The largest single position, IWF, represented 8.6% of total portfolio value.
In Q1 2024, Mv Capital Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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