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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
GSGoldman Sachs Group Inc
Recent Activity
Increased 2495.24%
0.1%
$623,886
1,090 shares@ $572.38 avg price
MPCMarathon Pete Corp
Recent Activity
Increased 1.2%
0.1%
$614,079
4,402 shares@ $139.5 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
Increased 2.43%
0.1%
$607,712
10,779 shares@ $56.38 avg price
CRMSalesforce Inc
Recent Activity
Increased 11.78%
0.1%
$603,144
1,804 shares@ $334.34 avg price
URIUnited Rentals Inc
Recent Activity
Increased 0.72%
0.1%
$598,774
850 shares@ $704.44 avg price
GDGeneral Dynamics Corp
Recent Activity
Increased 1.33%
0.1%
$583,205
2,213 shares@ $263.54 avg price
CRHCrh Plc
Recent Activity
Increased 2.03%
0.1%
$577,325
6,240 shares@ $92.53 avg price
GISGeneral Mls Inc
Recent Activity
Increased 2.88%
0.09%
$568,113
8,909 shares@ $63.77 avg price
COPConocophillips
Recent Activity
Increased 0.5%
0.09%
$560,112
5,648 shares@ $99.17 avg price
NEARIshares U S Etf Tr
Recent Activity
Increased 0.09%
0.09%
$557,167
11,033 shares@ $50.51 avg price