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Home > Institutional Investor > Central Valley Advisors, Llc > Profile

Instuitional Investor - Central Valley Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Central Valley Advisors, Llc
Portfolio Value $220,045,895
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 60,691 $15,198,114 6.9%
2.
Innovator Etfs Trust
 394,862 $11,751,101 5.34%
3.
Vanguard Scottsdale Funds
 124,225 $11,096,991 5.04%
4.
Ishares Trust
 IEF 24,602 $9,879,666 4.48%
5.
Innovator Etfs Trust
 350,055 $9,237,958 4.19%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)