| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 3 | Q2 2024 | 7.3% |
| UNITEDHEALTH GROUP INC | 3 | Q2 2024 | 16.4% |
| ISHARES TR | 3 | Q2 2024 | 4.9% |
| ISHARES TR | 3 | Q2 2024 | 5.0% |
| MICROSOFT CORP | 3 | Q2 2024 | 4.4% |
| ISHARES TR | 3 | Q2 2024 | 3.2% |
| FIRST TR EXCHNG TRADED FD VI | 3 | Q2 2024 | 2.7% |
| SPDR S&P 500 ETF TR | 3 | Q2 2024 | 2.8% |
| FIRST TR EXCHNG TRADED FD VI | 3 | Q2 2024 | 2.4% |
| JPMORGAN CHASE & CO. | 3 | Q2 2024 | 2.3% |
View CENTRAL VALLEY ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-04 |
| 13F-HR | 2024-07-12 |
| N-PX | 2024-07-03 |
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-02-09 |
View CENTRAL VALLEY ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.