Marion Hebert

@Central Valley Advisors, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$220.046M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VCITVanguard Scottsdale Fds Recent Activity New Position	0.2%	$439,398 5,474 shares@ $80.28 avg price	New Position
BSCPInvesco Exch Trd Slf Idx Fd Recent Activity New Position	0.19%	$404,781 19,602 shares@ $20.65 avg price	New Position
BSCTInvesco Exch Trd Slf Idx Fd Recent Activity New Position	0.19%	$399,319 21,773 shares@ $18.35 avg price	New Position
BLKBlackrock Inc Recent Activity New Position	0.17%	$366,989 358 shares@ $1025.11 avg price	New Position
PLTRPalantir Technologies Inc Recent Activity New Position	0.11%	$223,034 2,949 shares@ $75.64 avg price	New Position
TROWPrice T Rowe Group Inc Recent Activity New Position	0.1%	$207,294 1,833 shares@ $113.1 avg price	New Position
GSGoldman Sachs Group Inc Recent Activity New Position	0.1%	$205,571 359 shares@ $572.63 avg price	New Position