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
TSLATesla Inc Recent Activity New Position	0.83%	$899,352 2,227 shares@ $403.85 avg price	New Position
UNPUnion Pac Corp Recent Activity New Position	0.82%	$894,051 3,921 shares@ $228.02 avg price	New Position
CGCPCapital Grp Fixed Incm Etf T Recent Activity New Position	0.81%	$886,914 39,951 shares@ $22.21 avg price	New Position
AVGOBroadcom Inc Recent Activity New Position	0.75%	$817,580 3,526 shares@ $231.88 avg price	New Position
IWMIshares Tr Recent Activity New Position	0.75%	$816,995 3,697 shares@ $220.99 avg price	New Position
ORCLOracle Corp Recent Activity New Position	0.74%	$807,580 4,846 shares@ $166.65 avg price	New Position
NEENextera Energy Inc Recent Activity New Position	0.73%	$796,744 11,114 shares@ $71.69 avg price	New Position
TJXTjx Cos Inc New Recent Activity New Position	0.71%	$772,420 6,394 shares@ $120.81 avg price	New Position
PGProcter And Gamble Co Recent Activity New Position	0.63%	$681,067 4,062 shares@ $167.67 avg price	New Position
VXUSVanguard Star Fds Recent Activity New Position	0.58%	$632,617 10,735 shares@ $58.94 avg price	New Position