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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
IWMIshares Tr
Recent Activity
Decreased -93.71%
0.32%
$690,585
3,125 shares@ $220.99 avg price
DISDisney Walt Co
Recent Activity
Decreased -2.08%
0.3%
$653,513
5,869 shares@ $111.35 avg price
UMAYInnovator Etfs Trust
Recent Activity
Decreased -5.45%
0.26%
$564,330
16,786 shares@ $33.62 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -1.78%
0.25%
$538,925
2,752 shares@ $195.84 avg price
FJUNFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -0.43%
0.22%
$462,625
9,004 shares@ $51.38 avg price
BABoeing Co
Recent Activity
Decreased -2.54%
0.18%
$393,239
2,222 shares@ $176.98 avg price
IBMInternational Business Machs
Recent Activity
Decreased -1.06%
0.18%
$387,121
1,761 shares@ $219.84 avg price
HACKAmplify Etf Tr
Recent Activity
Decreased -20.99%
0.16%
$342,358
4,596 shares@ $74.5 avg price
UFEBInnovator Etfs Trust
Recent Activity
Decreased -9.14%
0.16%
$332,502
9,994 shares@ $33.28 avg price
ABTAbbott Labs
Recent Activity
Decreased -2.56%
0.15%
$327,014
2,891 shares@ $113.12 avg price