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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 $148,579,171
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 164,675 $78,271,905 52.68%
2.
Walmart Inc.
 WMT 291,402 $15,313,175 10.3%
3.
Spdr S & P 500 Etf TrustPUT
 SPY 21,200 $10,076,572 6.78%
4.
Apple Inc.
 AAPL 47,946 $9,231,043 6.21%
5.
Microsoft Corp
 MSFT 17,812 $6,698,024 4.5%
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)