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Dalyce Young Tinoco

@Cva Family Office, Llc

Latest period2024 - Q4ReportedManaged Assets$631.67MTotal holdings1287
Assets growth rate2.54%Assets growth rate (2-Q avg)6.71%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Cva Family Office, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1287 positions.

Assets under management

The assets under management (AUM) of Cva Family Office, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 631.67M in assets, with a quarterly growth rate of 2.54% and a 2-quarter average growth rate of 6.71%. The portfolio is managed by Dalyce Young Tinoco, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DGROIshares Tr
Recent Activity
Increased 19.97%
0.17%
$1.041M
16,974 shares@ $61.34 avg price
EXEChesapeake Energy Corp
Recent Activity
Increased 0.59%
0.16%
$1.01M
10,141 shares@ $99.56 avg price
TAt&t Inc
Recent Activity
Increased 0.33%
0.16%
$978,722
42,983 shares@ $22.77 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 4.78%
0.16%
$965,622
8,023 shares@ $120.36 avg price
SPHDInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 157.98%
0.16%
$949,292
19,650 shares@ $48.32 avg price
AMGNAmgen Inc
Recent Activity
Increased 0.59%
0.15%
$933,347
3,581 shares@ $260.64 avg price
MSMorgan Stanley
Recent Activity
Increased 178.99%
0.15%
$909,836
7,237 shares@ $125.73 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 374.55%
0.15%
$890,302
11,522 shares@ $77.27 avg price
CATCaterpillar Inc
Recent Activity
Increased 2.41%
0.14%
$881,248
2,429 shares@ $362.81 avg price
NFLXNetflix Inc
Recent Activity
Increased 8.51%
0.14%
$875,276
982 shares@ $891.32 avg price