Grant Reeves

@Cvfg Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$109.641M

Total holdings88

Assets growth rate0%

Assets growth rate (2-Q avg)0%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cvfg Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 88 positions.

Assets under management

The assets under management (AUM) of Cvfg Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 109.641M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Grant Reeves, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
GOOGLAlphabet Inc Recent Activity New Position	1.39%	$1.519M 8,023 shares@ $189.3 avg price	New Position
NVDANvidia Corporation Recent Activity New Position	1.33%	$1.455M 10,832 shares@ $134.3 avg price	New Position
ONEQFidelity Comwlth Tr Recent Activity New Position	1.27%	$1.392M 18,295 shares@ $76.07 avg price	New Position
INTUIntuit Recent Activity New Position	1.12%	$1.219M 1,939 shares@ $628.61 avg price	New Position
SPGIS&p Global Inc Recent Activity New Position	1.03%	$1.129M 2,266 shares@ $498.04 avg price	New Position
HDHome Depot Inc Recent Activity New Position	0.98%	$1.071M 2,753 shares@ $388.99 avg price	New Position
METAMeta Platforms Inc Recent Activity New Position	0.92%	$1.001M 1,710 shares@ $585.52 avg price	New Position
BRK.BBerkshire Hathaway Inc Del Recent Activity New Position	0.89%	$969,113 2,138 shares@ $453.29 avg price	New Position
ACNAccenture Plc Ireland Recent Activity New Position	0.88%	$954,366 2,713 shares@ $351.78 avg price	New Position
VXFVanguard Index Fds Recent Activity New Position	0.84%	$916,655 4,825 shares@ $189.99 avg price	New Position