Institutions / CVA Family Office, LLC / Activity
Activity — CVA Family Office, LLC
1,628 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | Meta Platforms Inc Common stock | $408.9K | +726 +11.21% | 7,203 0.37% of portfolio | low |
| Q2 2026 as of | Trim | 922908611 Common stock | $-403.6K | -2K -26.79% | 4,540 0.10% of portfolio | low |
| Q2 2026 as of | Add | 922042858 Common stock | $371.9K | +6K +89.10% | 13,222 0.07% of portfolio | low |
| Q2 2026 as of | Add | ELI LILLY & Co Common stock | $364.6K | +304 +10.97% | 3,076 0.33% of portfolio | low |
| Q2 2026 as of | Trim | 46429B689 Common stock | $-354.5K | -4K -19.36% | 16,839 0.13% of portfolio | low |
| Q2 2026 as of | Add | Visa Inc Common stock | $343.1K | +1K +16.80% | 6,951 0.22% of portfolio | low |
| Q2 2026 as of | Trim | Kinder Morgan, Inc. Common stock | $-330.6K | -10K -15.28% | 57,350 0.17% of portfolio | low |
| Q2 2026 as of | Add | Exxon Mobil Corp Common stock | $318.6K | +2K +15.27% | 17,587 0.22% of portfolio | low |
| Q2 2026 as of | Add | CrowdStrike Holdings, Inc. Common stock | $316.7K | +415 +115.92% | 773 0.05% of portfolio | low |
| Q2 2026 as of | Add | Intel Corp Common stock | $313.5K | +2K +58.71% | 6,069 0.08% of portfolio | low |
| Q2 2026 as of | Trim | Walmart Inc. Common stock | $-309.0K | -3K -9.33% | 26,526 0.27% of portfolio | low |
| Q2 2026 as of | Add | Western Digital Corp Common stock | $302.8K | +474 +52.03% | 1,385 0.08% of portfolio | low |
| Q2 2026 as of | Add | 46435U515 Common stock | $296.6K | +12K +52.87% | 33,960 0.08% of portfolio | low |
| Q2 2026 as of | Add | 46436E205 Common stock | $295.6K | +13K +85.36% | 27,720 0.06% of portfolio | low |
| Q2 2026 as of | Trim | Comcast Corp. Common stock | $-292.0K | -12K -70.66% | 4,938 0.01% of portfolio | low |
| Q2 2026 as of | Add | Unitedhealth Group Inc Common stock | $288.4K | +694 +43.29% | 2,297 0.09% of portfolio | low |
| Q2 2026 as of | Add | Advanced Micro Devices Inc Common stock | $280.0K | +482 +14.36% | 3,839 0.20% of portfolio | low |
| Q2 2026 as of | Add | Applied Materials Inc /De Common stock | $279.1K | +386 +17.71% | 2,566 0.17% of portfolio | low |
| Q2 2026 as of | Trim | 381430503 Common stock | $-273.7K | -2K -3.79% | 48,909 0.63% of portfolio | low |
| Q2 2026 as of | Add | Kimberly Clark Corp Common stock | $268.7K | +2K +2813.79% | 2,535 0.03% of portfolio | low |
| Q2 2026 as of | Add | Warren E. Buffett Common stock | $263.2K | +526 +3.91% | 13,986 0.63% of portfolio | low |
| Q2 2026 as of | Add | 922908629 Common stock | $258.1K | +3K +890.00% | 3,564 0.03% of portfolio | low |
| Q2 2026 as of | Add | Caterpillar Inc Common stock | $257.7K | +242 +9.45% | 2,803 0.27% of portfolio | low |
| Q2 2026 as of | Trim | 808524201 Common stock | $-256.2K | -9K -1.72% | 498,019 1.33% of portfolio | low |
| Q2 2026 as of | Add | 46438G653 Common stock | $244.5K | +9K +366.03% | 11,949 0.03% of portfolio | low |
| Q2 2026 as of | New | 46436E312 Common stock | $244.3K | +10K | 9,700 0.02% of portfolio | low |
| Q2 2026 as of | Add | 46436E130 Common stock | $244.1K | +9K +48.21% | 29,142 0.07% of portfolio | low |
| Q2 2026 as of | Add | Booking Holdings Inc Common stock | $244.0K | +1K +2976.09% | 1,415 0.02% of portfolio | low |
| Q2 2026 as of | New | 46438G372 Common stock | $243.3K | +10K | 9,500 0.02% of portfolio | low |
| Q2 2026 as of | Trim | 46654Q732 Common stock | $-242.2K | -2K -3.28% | 64,115 0.65% of portfolio | low |
| Q2 2026 as of | Trim | 464287507 Common stock | $-242.0K | -3K -4.64% | 64,497 0.45% of portfolio | low |
| Q2 2026 as of | Exit | Honeywell International Inc Common stock | $-241.7K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Add | Seagate Technology Holdings PLC Common stock | $238.4K | +247 +56.78% | 682 0.06% of portfolio | low |
| Q2 2026 as of | Add | 46431W507 Common stock | $236.0K | +5K +56.03% | 12,972 0.06% of portfolio | low |
| Q2 2026 as of | Add | AppLovin Corp Common stock | $234.9K | +456 +232.65% | 652 0.03% of portfolio | low |
| Q2 2026 as of | Add | 808524805 Common stock | $230.5K | +8K +4.41% | 197,034 0.49% of portfolio | low |
| Q2 2026 as of | Add | ConocoPhillips Common stock | $227.3K | +2K +43.42% | 7,221 0.07% of portfolio | low |
| Q2 2026 as of | New | SPCX Space Exploration Technologies Corp Common Stock | $224.3K | +1K | 1,313 0.02% of portfolio | low |
| Q2 2026 as of | Add | Marathon Petroleum Corp Common stock | $218.3K | +854 +18.69% | 5,423 0.13% of portfolio | low |
| Q2 2026 as of | Add | Sandisk Corp Common stock | $218.3K | +96 +37.65% | 351 0.07% of portfolio | low |
| Q2 2026 as of | Add | 464287614 Common stock | $217.5K | +2K +300.00% | 2,336 0.03% of portfolio | low |
| Q2 2026 as of | Trim | Adobe Inc. Common stock | $-209.5K | -1K -86.46% | 160 <0.01% of portfolio | low |
| Q2 2026 as of | Add | Chevron Corp Common stock | $204.7K | +1K +13.63% | 10,298 0.15% of portfolio | low |
| Q2 2026 as of | Trim | Qualcomm INC/DE Common stock | $-201.2K | -1K -30.60% | 2,470 0.04% of portfolio | low |
| Q2 2026 as of | Add | 25434V708 Common stock | $189.2K | +4K +0.91% | 472,847 1.90% of portfolio | low |
| Q2 2026 as of | Add | Costco Wholesale Corp /New Common stock | $186.2K | +199 +10.61% | 2,074 0.18% of portfolio | low |
| Q2 2026 as of | Trim | Pepsico Inc Common stock | $-184.7K | -1K -30.76% | 3,071 0.04% of portfolio | low |
| Q2 2026 as of | Add | 922907746 Common stock | $181.3K | +4K +32.52% | 14,608 0.07% of portfolio | low |
| Q2 2026 as of | Add | 464287721 Common stock | $179.3K | +711 +36.95% | 2,635 0.06% of portfolio | low |
| Q2 2026 as of | New | Honeywell International Inc Common stock | $178.7K | +798 | 798 0.02% of portfolio | low |