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Marion Hebert

@Central Valley Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$220.046MTotal holdings137
Assets growth rate24.15%Assets growth rate (2-Q avg)-0.09%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Central Valley Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 137 positions.

Assets under management

The assets under management (AUM) of Central Valley Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 220.046M in assets, with a quarterly growth rate of 24.15% and a 2-quarter average growth rate of -0.09%. The portfolio is managed by Marion Hebert, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BACBank America Corp
Recent Activity
Decreased -8.73%
0.55%
$1.196M
27,220 shares@ $43.96 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -78.68%
0.51%
$1.112M
4,798 shares@ $231.84 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -1.12%
0.47%
$1.031M
6,152 shares@ $167.66 avg price
CVXChevron Corp New
Recent Activity
Decreased -0.13%
0.46%
$999,682
6,901 shares@ $144.87 avg price
UMARInnovator Etfs Trust
Recent Activity
Decreased -5.92%
0.39%
$840,176
23,541 shares@ $35.69 avg price
UJULInnovator Etfs Trust
Recent Activity
Decreased -4.17%
0.37%
$808,247
23,431 shares@ $34.5 avg price
UJUNInnovator Etfs Trust
Recent Activity
Decreased -4.13%
0.34%
$743,695
21,997 shares@ $33.81 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -4.19%
0.33%
$709,953
4,909 shares@ $144.63 avg price
IYFIshares Tr
Recent Activity
Decreased -13.47%
0.33%
$704,837
6,374 shares@ $110.59 avg price
UAPRInnovator Etfs Trust
Recent Activity
Decreased -4.49%
0.33%
$704,592
22,849 shares@ $30.84 avg price