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Home > Institutional Investor > Cv Advisors Llc > Profile

Instuitional Investor - Cv Advisors Llc

Fund Profile
Filing Period:
Fund Name: Cv Advisors Llc
Portfolio Value $284,251,468
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 281,977 $157,644,444 55.46%
2.
Apple Inc.
 AAPL 87,084 $19,303,581 6.79%
3.
Amazon Com Inc
 AMZN 84,437 $16,064,984 5.65%
4.
Microsoft Corp
 MSFT 35,273 $13,216,731 4.65%
5.
Invesco Qqq Tr
 26,491 $12,401,058 4.36%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)