SEC 13F Intelligence

Managers / Q2 2024 · view latest →

CV Advisors LLC

CIK 0001872254 · 19495 BISCAYNE BOULEVARD, SUITE PH1, AVENTURA, FL, 33180 · 3053585990

Reported Value
$191M
Q2 2024
Positions
20
Filings on Record
18
2019–present window
Filed
Jul 24, 2024
original filing

Summary

Cv Advisors LLC reported $191M in U.S.-listed holdings across 20 positions for Q2 2024.

The portfolio is heavily concentrated: SPY alone accounts for 53.6% of reported value.

Compared with Q1 2024, the fund opened 0 new positions and exited 2.

Portfolio Metrics

Turnover
+3.0%
vs prior filed quarter
Top-10 Concentration
+92.5%
share of reported value
Largest Position
+53.6%
Spdr S P 500 Etf Tr

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $175MQ4 ’21Q1 ’22: $141MQ2 ’22: $106MQ3 ’22: $102MQ3 ’22Q4 ’22: $104MQ1 ’23: $114MQ2 ’23: $136MQ2 ’23Q3 ’23: $135MQ4 ’23: $149MQ1 ’24: $177MQ1 ’24Q2 ’24: $191MQ3 ’24: $208MQ4 ’24: $287MQ4 ’24Q1 ’25: $284MQ2 ’25: $326MQ3 ’25: $361MQ3 ’25Q4 ’25: $392MQ1 ’26: $366Mfilingsflow.com

Portfolio Composition

By security type
ETP: 67.3%Common Stock: 32.7%
  • ETP · 67.3% · $128M
  • Common Stock · 32.7% · $62M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
NVDANVIDIA CORPORATIONADDED+91.2K101.8K+$3M$13M
MRNAMODERNA INCSOLD OUT3.0K0$318,721$0
SFIXSTITCH FIX INCSOLD OUT19.5K0$51,480$0
ADBEADOBE INCTRIMMED2.9K795$1M$441,654
WMTWALMART INCTRIMMED55.1K28.7K$3M$2M
QQQINVESCO QQQ TRADDED+4.4K24.5K+$3M$12M
AAPLAPPLE INCTRIMMED3.5K52.9K+$1M$11M
GOOGLALPHABET INCHELD+2.5K53.4K+$2M$10M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2024

17 positions
#IssuerClass% PortfolioValueShares
1SPYSPDR S&P 500 ETF TRhistory →TR UNIT53.56%$102M187.8K
2NVDANVIDIA CORPORATIONhistory →COM6.59%$13M101.8K
3QQQINVESCO QQQ TRhistory →UNIT SER 16.16%$12M24.5K
4AAPLAPPLE INChistory →COM5.83%$11M52.9K
5GOOGLALPHABET INCCAP STK CL A · CAP STK CL C5.70%$11M59.7K
6MSFTMICROSOFT CORPhistory →COM5.42%$10M23.1K
7AMZNAMAZON COM INChistory →COM5.40%$10M53.3K
8MUBISHARES TRNATIONAL MUN ETF · IBOXX INV CP ETF1.50%$3M26.8K
9AMDADVANCED MICRO DEVICES INChistory →COM1.30%$2M15.3K
10WMTWALMART INChistory →COM1.02%$2M28.7K
11COINCOINBASE GLOBAL INCCOM CL A0.49%$929,8104.2K
12ADBEADOBE INCCOM0.23%$441,654795
13RIVNRIVIAN AUTOMOTIVE INCCOM CL A0.22%$414,42330.9K
14INTUINTUITCOM0.15%$288,515439
15CRMSALESFORCE INCCOM0.13%$257,1001.0K
16METAMETA PLATFORMS INCCL A0.13%$251,606499
17AHCOADAPTHEALTH CORPCOMMON STOCK0.11%$218,42021.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$366M46May 1, 202613F-HRchanges · EDGAR ↗
Q4 2025$392M48Jan 20, 202613F-HRchanges · EDGAR ↗
Q3 2025$361M50Oct 21, 202513F-HRchanges · EDGAR ↗
Q2 2025$326M37Jul 25, 202513F-HRchanges · EDGAR ↗
Q1 2025$284M36Apr 22, 202513F-HRchanges · EDGAR ↗
Q4 2024$287M34Feb 10, 202513F-HRchanges · EDGAR ↗
Q3 2024$208M20Oct 30, 202413F-HRchanges · EDGAR ↗
Q2 2024$191M20Jul 24, 202413F-HRchanges · EDGAR ↗
Q1 2024$177M22May 3, 202413F-HRchanges · EDGAR ↗
Q4 2023$149M22Feb 1, 202413F-HRchanges · EDGAR ↗
Q3 2023$135M22Nov 3, 202313F-HRchanges · EDGAR ↗
Q2 2023$136M23Aug 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$114M21May 11, 202313F-HRchanges · EDGAR ↗
Q4 2022$104M19Feb 15, 202313F-HRchanges · EDGAR ↗
Q3 2022$102M24Nov 7, 202213F-HRchanges · EDGAR ↗
Q2 2022$106M23Aug 10, 202213F-HRchanges · EDGAR ↗
Q1 2022$141M29May 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$175M32Feb 14, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.