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CIK: 0001633366
Total reported value
$1.1B
$1.1B
1031 檔
27.6%
In Q4 2024, Mv Capital Management, Inc.'s U.S. equity holdings reached a combined market value of $1.1B, distributed across 1031 disclosed stock positions.
In Q4 2024, Mv Capital Management, Inc. adopted a defensive or profit-taking posture, trimming 98 positions and completely liquidating 8 holdings to manage risk exposure.
Showing top 200 holdings (of 1031 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.47% | +0.08% | -0.42% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 8.47% | +0.13% | -4.71% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-Other | 7.51% | -0.01% | +1.10% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 5.06% | +0.28% | +0.03% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.71% | +0.27% | -1.44% | |
| 6 | ABT | Abbott Laboratories | Stock-Healthcare | 3.44% | -0.61% | +0.03% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.77% | -0.32% | +1.56% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.36% | -0.01% | -1.42% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.35% | -0.11% | -3.50% | |
| 10 | IBDZ | Isharesibondsdec2034tmcorp | ETF-Other | 2.30% | -0.18% | +407.30% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.29% | -0.27% | -3.69% | |
| 12 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 2.02% | -0.19% | +23.64% | |
| 13 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 2.02% | -0.22% | +27.75% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.74% | — | +0.27% | |
| 15 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 1.65% | — | +0.33% | |
| 16 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.59% | -0.17% | +5.90% | |
| 17 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.55% | — | +1.43% | |
| 18 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.54% | -0.18% | +14.55% | |
| 19 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.52% | -0.17% | +8.48% | |
| 20 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.52% | -0.17% | +9.23% | |
| 21 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.52% | -0.18% | +11.19% | |
| 22 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.43% | -0.17% | +18.39% | |
| 23 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.41% | -0.13% | +1.91% | |
| 24 | XLK | Ss Technology Select Sector | ETF-Tech | 1.40% | +0.29% | -0.74% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.30% | -0.08% | +0.20% | |
| 26 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 1.25% | -0.13% | +4.77% | |
| 27 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 1.16% | +0.09% | -16.72% | |
| 28 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.91% | +0.02% | -0.06% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | +0.02% | -0.88% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.71% | +0.07% | +27.95% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | -0.01% | -0.75% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.13% | -0.30% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.56% | +0.05% | -0.10% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-Other | 0.52% | -0.03% | -7.36% | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.48% | -0.04% | -0.43% | |
| 36 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.46% | -0.04% | +9.66% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.45% | — | +0.39% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.43% | +0.19% | +2.59% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | -0.06% | -0.28% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.41% | +0.02% | -31.99% | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.41% | +0.01% | +0.81% | |
| 42 | ECL | Ecolab Inc | Stock-Materials | 0.40% | -0.02% | -0.15% | |
| 43 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.40% | -0.06% | +0.35% | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.38% | -0.05% | -0.56% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.38% | +0.03% | -0.11% | |
| 46 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.37% | +0.04% | -0.60% | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.36% | -0.17% | -0.63% | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.36% | -0.01% | — | |
| 49 | ACN | Accenture plc | Stock-Tech | 0.36% | -0.12% | -0.13% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.33% | — | -5.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBDZ | Isharesibondsdec2034tmcorp | +1.8% | +407.30% | Add |
| 2 | IBDY | Ishares Ibonds Dec 2033 CORP | +0.4% | +27.75% | Add |
| 3 | IBDX | Ishares Ibonds Dec 2032 Tc | +0.3% | +23.64% | Add |
| 4 | LRCX | Lam Research CORP | +0.3% | NEW | New buy |
| 5 | IWF | Ishares Russell 1000 Growth | +0.2% | -4.71% | Trim |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.2% | -0.42% | Trim |
| 7 | NVDA | Nvidia CORP | +0.2% | +0.27% | Add |
| 8 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.2% | +18.39% | Add |
| 9 | IVW | Ishares S&p 500 Growth ETF | +0.2% | -1.44% | Trim |
| 10 | IWR | Ishares Russell Mid-cap ETF | +0.2% | +27.95% | Add |
| 11 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.2% | +14.55% | Add |
| 12 | AAPL | Apple Inc | +0.1% | -1.42% | Trim |
| 13 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +11.19% | Add |
| 14 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +8.48% | Add |
| 15 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +9.23% | Add |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | -0.88% | Trim |
| 17 | IBDR | Ishares Ibonds Dec 2026 Term | +0.1% | +5.90% | Add |
| 18 | V | Visa Inc-class A Shares | +0.1% | -0.75% | Trim |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.10% | Trim |
| 20 | IBTI | Ishares Ibonds Dec 2028 Term | +0.1% | +30.98% | Add |
| 21 | CRM | Salesforce Inc | +0.1% | -0.63% | Trim |
| 22 | WMT | Walmart Inc | +0.1% | -0.30% | Trim |
| 23 | AMZN | Amazon.com Inc | +0.1% | +1.10% | Add |
| 24 | GRMN | Garmin Ltd. | +0.1% | -0.05% | Trim |
| 25 | GOOG | Alphabet Inc-cl C | 0% | -0.64% | Trim |
| 26 | IWP | Ishares Russell Mid-cap Grow | 0% | +0.81% | Add |
| 27 | IBTH | Ishares Ibonds Dec 2027 Term | 0% | +4.77% | Add |
| 28 | XLK | Ss Technology Select Sector | 0% | -0.74% | Trim |
| 29 | IBTJ | Ishares Ibonds Dec 2029 Term | 0% | +22.85% | Add |
| 30 | TSLA | Tesla Inc | 0% | -18.34% | Trim |
| 31 | WFC | Wells Fargo & Co | 0% | +1.99% | Add |
| 32 | APP | Applovin Corp-class A | 0% | -6.05% | Trim |
| 33 | IBTK | Ishares Ibonds Dec 2030 Trea | 0% | +49.89% | Add |
| 34 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | +9.66% | Add |
| 35 | IWB | Ishares Russell 1000 ETF | 0% | -0.06% | Trim |
| 36 | IBDQ | Ishares Ibonds Dec 2025 Term | 0% | +1.43% | Add |
| 37 | PNW | Pinnacle West Capital Corporation | 0% | — | Unchanged |
| 38 | AVGO | Broadcom Inc | 0% | +5.50% | Add |
| 39 | MA | Mastercard Inc - A | 0% | -0.56% | Trim |
| 40 | CFG | Citizens Financial Group | 0% | -0.14% | Trim |
| 41 | ANET | Arista Networks Inc | 0% | NEW | New buy |
| 42 | PKG | Packaging CORP Of America | 0% | -0.24% | Trim |
| 43 | COST | Costco Wholesale CORP | 0% | -0.28% | Trim |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +7.81% | Add |
| 45 | AON | Aon plc | 0% | -0.19% | Trim |
| 46 | IBTG | Ishares Ibonds Dec 2026 Term | 0% | +1.91% | Add |
| 47 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 48 | BLK | Blackrock Inc | 0% | NEW | New buy |
| 49 | TJX | Tjx Companies Inc | 0% | +0.35% | Add |
| 50 | CME | Cme Group Inc | 0% | +0.04% | Add |
According to official SEC Form 13F filings, Mv Capital Management, Inc. reported a total U.S. public equity portfolio value of $1.1B across 1031 disclosed positions in Q4 2024.
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 IVV, IWF, IWD) accounted for 27.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
LRCX
市值: $2.4M
Top Position Liquidated / Trimmed
IBTE
前期市值: $15.8M
During Q4 2024, Mv Capital Management, Inc.'s top holdings by market value included IVV (8.5%)、IWF (8.5%)、IWD (7.5%). The largest single position, IVV, represented 8.5% of total portfolio value.
In Q4 2024, Mv Capital Management, Inc. made 186 total portfolio adjustments, initiating 3 new buys, adding to 77 positions, trimming 98 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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