The Analysis of CV Advisors LLC's Holdings
Currently, CV Advisors LLC holds 48 types of securities in its portfolio with a total value $392.1M. In the most recent quarter, they have increased their positions in N/A (+34.3K shares, valued at $21.0M), NFLX (+53.0K shares, valued at $5.0M), TSM (+7.8K shares, valued at $2.4M); decreased their positions in SPY (-3.3K shares, valued at $2.2M), LQD (-5.0K shares, valued at $545.4K), AAPL (-1.5K shares, valued at $413.5K); initiated new positions in N/A (+34.3K shares, valued at $21.0M), ITOT (+2.3K shares, valued at $339.7K), N/A (+739 shares, valued at $227.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR292.6K shares-1.11%2025-12-312026-01-20
ALPHABET INC ALPHABET INC77.7K shares-1.67%2025-12-312026-01-20 AAPL APPLE INC81.1K shares-1.84%2025-12-312026-01-20 INVESCO QQQ TR INVESCO QQQ TR34.3K sharesnew addition2025-12-312026-01-20 NVDA NVIDIA CORPORATION109.8K shares-0.65%2025-12-312026-01-20 AMZN AMAZON COM INC83.0K shares-1.36%2025-12-312026-01-20 MSFT MICROSOFT CORP35.8K shares-0.43%2025-12-312026-01-20 META META PLATFORMS INC12.7K shares-1.40%2025-12-312026-01-20 BAC BANK AMERICA CORP105.2K shares0.20%2025-12-312026-01-20 NFLX NETFLIX INC59.1K shares863.81%2025-12-312026-01-20 JBBB JANUS DETROIT STR TR108.6K shares5.81%2025-12-312026-01-20 ALPHABET INC ALPHABET INC14.0K shares0.05%2025-12-312026-01-20 BROADCOM INC BROADCOM INC9.7K shares171.38%2025-12-312026-01-20 XLY SELECT SECTOR SPDR TR26.0K shares100.25%2025-12-312026-01-20 UBER UBER TECHNOLOGIES INC36.5K shares52.81%2025-12-312026-01-20 TSM TAIWAN SEMICONDUCTOR MFG LTD9.3K shares523.98%2025-12-312026-01-20 LQD ISHARES TR21.4K shares-18.75%2025-12-312026-01-20 MUB ISHARES TR21.9K shares30.56%2025-12-312026-01-20 TSLA TESLA INC4.1K shares8.25%2025-12-312026-01-20 DIA SPDR DOW JONES INDL AVERAGE3.7K shares0.00%2025-12-312026-01-20 SPYG SPDR SERIES TRUST12.0K shares0.00%2025-12-312026-01-20 IVV ISHARES TR1.7K shares268.51%2025-12-312026-01-20 COIN COINBASE GLOBAL INC4.1K shares0.00%2025-12-312026-01-20 CVX CHEVRON CORP NEW5.9K shares-9.47%2025-12-312026-01-20 JXN JACKSON FINANCIAL INC7.8K shares0.00%2025-12-312026-01-20 PANW PALO ALTO NETWORKS INC3.7K shares-15.78%2025-12-312026-01-20 HYG ISHARES TR7.8K shares0.00%2025-12-312026-01-20 XOM EXXON MOBIL CORP5.1K shares0.00%2025-12-312026-01-20 GRNY TIDAL TRUST I18.3K shares0.00%2025-12-312026-01-20 AIG AMERICAN INTL GROUP INC5.2K shares0.00%2025-12-312026-01-20 VCSH VANGUARD SCOTTSDALE FDS5.3K shares0.00%2025-12-312026-01-20 SPOT SPOTIFY TECHNOLOGY S A636 shares-36.40%2025-12-312026-01-20 ITOT ISHARES TR2.3K sharesnew addition2025-12-312026-01-20 SMG SCOTTS MIRACLE-GRO CO5.8K shares0.00%2025-12-312026-01-20 ALAB ASTERA LABS INC2.0K shares0.00%2025-12-312026-01-20 BXSL BLACKSTONE SECD LENDING FD12.0K shares-21.82%2025-12-312026-01-20 IWM ISHARES TR1.2K shares-5.14%2025-12-312026-01-20 ORCL ORACLE CORP1.5K shares-36.06%2025-12-312026-01-20 SMH VANECK ETF TRUST709 shares3.65%2025-12-312026-01-20 IVES WEDBUSH SER TR8.0K shares0.00%2025-12-312026-01-20 JPM JPMORGAN CHASE & CO.718 shares8.30%2025-12-312026-01-20 GE AEROSPACE GE AEROSPACE739 sharesnew addition2025-12-312026-01-20 SHOP SHOPIFY INC1.4K shares-3.42%2025-12-312026-01-20 UPS UNITED PARCEL SERVICE INC2.2K sharesnew addition2025-12-312026-01-20 PLTR PALANTIR TECHNOLOGIES INC1.2K shares0.00%2025-12-312026-01-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available