Sponsored

The Analysis of CENTRAL VALLEY ADVISORS, LLC's Holdings & P&L

Currently, CENTRAL VALLEY ADVISORS, LLC holds 187 types of securities in its portfolio with a total value $366.5M. In the most recent quarter, they have increased their positions in VO (+44.2K shares, valued at $12.7M), N/A (+5.5K shares, valued at $2.6M), TRN (+68.4K shares, valued at $2.2M); decreased their positions in N/A (-22.3K shares, valued at $2.7M), JPM (-6.1K shares, valued at $1.8M), TT (-3.4K shares, valued at $1.4M); initiated new positions in TRN (+68.4K shares, valued at $2.2M), N/A (+54.6K shares, valued at $2.2M), CLX (+8.4K shares, valued at $868.0K).

1M P&L

-16.1M-4.31%

3M P&L

-57.1M-13.79%

HY P&L

-47.1M-11.66%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A215.4M

64.6%

2Consumer Electronics14.6M

4.4%

3Software - Infrastructure9.2M

2.8%

Top Industries by Stock Count

1N/A99 stocks

57.6%

2Drug Manufacturers - General5 stocks

2.9%

3Semiconductors4 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC57.5K shares9.79%2026-03-312026-04-09

ZALT INNOVATOR ETFS TRUST437.2K shares1.34%2026-03-312026-04-09

VTWO VANGUARD SCOTTSDALE FDS139.4K shares0.79%2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS22.7K shares8.08%2026-03-312026-04-09

VO VANGUARD INDEX FDS45.0K shares6258.13%2026-03-312026-04-09

QBUF INNOVATOR ETFS TRUST427.7K shares6.24%2026-03-312026-04-09

BSCS INVESCO EXCH TRD SLF IDX FD541.7K shares9.67%2026-03-312026-04-09

BSCR INVESCO EXCH TRD SLF IDX FD550.8K shares7.89%2026-03-312026-04-09

Sponsored

BSCT INVESCO EXCH TRD SLF IDX FD578.2K shares8.31%2026-03-312026-04-09

BSCU INVESCO EXCH TRD SLF IDX FD637.3K shares15.23%2026-03-312026-04-09

BALT INNOVATOR ETFS TRUST316.0K shares-0.82%2026-03-312026-04-09

BSCV INVESCO EXCH TRD SLF IDX FD638.3K shares14.57%2026-03-312026-04-09

MSFT MICROSOFT CORP19.6K shares6.63%2026-03-312026-04-09

NVDA NVIDIA CORPORATION40.5K shares7.24%2026-03-312026-04-09

IWF ISHARES TR16.0K shares-0.36%2026-03-312026-04-09

ALPHABET INC ALPHABET INC19.8K shares2.55%2026-03-312026-04-09

Sponsored

SPY STATE STR SPDR S&P 500 ETF T8.6K shares1.35%2026-03-312026-04-09

AMZN AMAZON COM INC24.3K shares13.23%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO14.5K shares-29.74%2026-03-312026-04-09

PAGP PLAINS GP HLDGS L P175.8K shares0.86%2026-03-312026-04-09

NEM NEWMONT CORP38.4K shares2.93%2026-03-312026-04-09

CVX CHEVRON CORPORATION20.0K shares15.34%2026-03-312026-04-09

BSMS INVESCO EXCH TRD SLF IDX FD173.9K shares-7.18%2026-03-312026-04-09

BSMT INVESCO EXCH TRD SLF IDX FD176.5K shares-7.21%2026-03-312026-04-09

Sponsored

BSMR INVESCO EXCH TRD SLF IDX FD169.5K shares-7.99%2026-03-312026-04-09

BSMU INVESCO EXCH TRD SLF IDX FD180.7K shares-1.31%2026-03-312026-04-09

BSMV INVESCO EXCH TRD SLF IDX FD188.6K shares-1.38%2026-03-312026-04-09

META META PLATFORMS INC6.3K shares5.91%2026-03-312026-04-09

UDEC INNOVATOR ETFS TRUST91.3K shares-0.11%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.9K shares403.89%2026-03-312026-04-09

MCD MCDONALDS CORP10.3K shares11.05%2026-03-312026-04-09

UMAR INNOVATOR ETFS TRUST77.1K shares12.66%2026-03-312026-04-09

Sponsored

WMT WALMART INC24.5K shares-24.29%2026-03-312026-04-09

UNOV INNOVATOR ETFS TRUST81.0K shares-1.50%2026-03-312026-04-09

EPD ENTERPRISE PRODS PARTNERS L78.0K shares24.30%2026-03-312026-04-09

IWD ISHARES TR13.3K shares4.01%2026-03-312026-04-09

RIO RIO TINTO PLC30.1K shares7.85%2026-03-312026-04-09

USEP INNOVATOR ETFS TRUST72.4K shares-0.25%2026-03-312026-04-09

MO ALTRIA GROUP INC41.4K shares23.80%2026-03-312026-04-09

UAPR INNOVATOR ETFS TRUST80.5K shares10.70%2026-03-312026-04-09

Sponsored

COST COSTCO WHOLESALE CORPORATION2.6K shares15.44%2026-03-312026-04-09

RGLD ROYAL GOLD INC10.1K shares15.77%2026-03-312026-04-09

UFEB INNOVATOR ETFS TRUST66.9K shares16.63%2026-03-312026-04-09

FSLR FIRST SOLAR INC12.3K shares14.52%2026-03-312026-04-09

NFLX NETFLIX INC.24.6K shares53.42%2026-03-312026-04-09

UOCT INNOVATOR ETFS TRUST60.9K shares-1.98%2026-03-312026-04-09

ES EVERSOURCE ENERGY33.5K shares27.86%2026-03-312026-04-09

TRN TRINITY INDS INC68.4K sharesnew addition2026-03-312026-04-09

Sponsored

AMCOR PLC AMCOR PLC54.6K sharesnew addition2026-03-312026-04-09

BROADCOM INC BROADCOM INC6.9K shares28.61%2026-03-312026-04-09

UAUG INNOVATOR ETFS TRUST53.2K shares-0.19%2026-03-312026-04-09

UJAN INNOVATOR ETFS TRUST48.3K shares0.18%2026-03-312026-04-09

UMAY INNOVATOR ETFS TRUST55.2K shares-0.39%2026-03-312026-04-09

UJUN INNOVATOR ETFS TRUST54.1K shares-0.34%2026-03-312026-04-09

UJUL INNOVATOR ETFS TRUST51.9K shares-0.73%2026-03-312026-04-09

V VISA INC6.5K shares-30.95%2026-03-312026-04-09

Sponsored

HD HOME DEPOT INC5.9K shares-32.06%2026-03-312026-04-09

ALPHABET INC ALPHABET INC6.7K shares22.92%2026-03-312026-04-09

INVESCO QQQ TR INVESCO QQQ TR3.1K shares-1.13%2026-03-312026-04-09

BAC BANK AMERICA CORP35.1K shares13.72%2026-03-312026-04-09

PLTR PALANTIR TECHNOLOGIES INC10.8K shares182.18%2026-03-312026-04-09

TSLA TESLA INC4.2K shares5.47%2026-03-312026-04-09

TT TRANE TECHNOLOGIES PLC3.7K shares-47.31%2026-03-312026-04-09

CB CHUBB LTD SWITZ4.2K shares-44.63%2026-03-312026-04-09

Sponsored

DGRW WISDOMTREE TR14.6K shares-4.11%2026-03-312026-04-09

UNP UNION PAC CORP5.1K shares-39.21%2026-03-312026-04-09

XOM EXXON MOBIL CORP7.2K shares7.54%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON4.1K shares-4.09%2026-03-312026-04-09

ICE INTERCONTINENTAL EXCHANGE IN5.9K shares-49.03%2026-03-312026-04-09

CRM SALESFORCE INC4.7K shares-37.19%2026-03-312026-04-09

CLX CLOROX CO DEL8.4K sharesnew addition2026-03-312026-04-09

NHC NATIONAL HEALTHCARE CORP5.4K shares0.00%2026-03-312026-04-09

Sponsored

IYH ISHARES TR13.3K shares21.92%2026-03-312026-04-09

MU MICRON TECHNOLOGY INC2.4K shares1.35%2026-03-312026-04-09

UXI PROSHARES TR16.3K shares0.00%2026-03-312026-04-09

IXN ISHARES TR7.7K shares-1.80%2026-03-312026-04-09

GE AEROSPACE GE AEROSPACE2.6K shares10.33%2026-03-312026-04-09

IBM INTERNATIONAL BUSINESS MACHS3.0K shares76.72%2026-03-312026-04-09

CSCO CISCO SYS INC9.2K shares43.67%2026-03-312026-04-09

ZAPR INNOVATOR ETFS TRUST27.2K shares9.31%2026-03-312026-04-09

Sponsored

CAT CATERPILLAR INC977 shares-0.20%2026-03-312026-04-09

ZOCT INNOVATOR ETFS TRUST25.5K shares7.95%2026-03-312026-04-09

T AT&T INC23.1K shares101.20%2026-03-312026-04-09

ZMAR INNOVATOR ETFS TRUST24.1K shares15.41%2026-03-312026-04-09

ZJAN INNOVATOR ETFS TRUST24.2K shares4.32%2026-03-312026-04-09

ZMAY INNOVATOR ETFS TRUST25.7K shares-0.34%2026-03-312026-04-09

ZFEB INNOVATOR ETFS TRUST25.8K shares29.70%2026-03-312026-04-09

VTV VANGUARD INDEX FDS3.3K sharesnew addition2026-03-312026-04-09

Sponsored

ZJUN INNOVATOR ETFS TRUST24.2K shares-0.32%2026-03-312026-04-09

ZJUL INNOVATOR ETFS TRUST22.2K shares-0.25%2026-03-312026-04-09

ZAUG INNOVATOR ETFS TRUST24.0K shares-0.24%2026-03-312026-04-09

ZSEP INNOVATOR ETFS TRUST23.8K shares0.00%2026-03-312026-04-09

TJUL INNOVATOR ETFS TRUST21.7K shares0.00%2026-03-312026-04-09

ZNOV INNOVATOR ETFS TRUST23.6K shares0.00%2026-03-312026-04-09

PG PROCTER & GAMBLE CO4.3K shares8.30%2026-03-312026-04-09

IYF ISHARES TR5.3K shares20.89%2026-03-312026-04-09

Sponsored

VIG VANGUARD SPECIALIZED FUNDS2.8K shares3.09%2026-03-312026-04-09

VZ VERIZON COMMUNICATIONS INC12.1K shares49.40%2026-03-312026-04-09

IYJ ISHARES TR4.1K shares-3.83%2026-03-312026-04-09

BA BOEING CO3.0K shares40.71%2026-03-312026-04-09

SMH VANECK ETF TRUST1.6K sharesnew addition2026-03-312026-04-09

WM WASTE MGMT INC DEL2.6K shares-6.69%2026-03-312026-04-09

SDY SPDR SERIES TRUST4.1K sharesnew addition2026-03-312026-04-09

QLD PROSHARES TR9.6K shares0.00%2026-03-312026-04-09

Sponsored

ZDEK INNOVATOR ETFS TRUST22.8K shares0.00%2026-03-312026-04-09

DFAC DIMENSIONAL ETF TRUST14.8K sharesnew addition2026-03-312026-04-09

UNH UNITEDHEALTH GROUP INC2.1K shares-43.00%2026-03-312026-04-09

GEV GE VERNOVA INC644 shares12.59%2026-03-312026-04-09

VUSB VANGUARD BD INDEX FDS11.2K sharesnew addition2026-03-312026-04-09

AGG ISHARES TR5.6K sharesnew addition2026-03-312026-04-09

POCT INNOVATOR ETFS TRUST12.5K shares0.00%2026-03-312026-04-09

IEFA ISHARES TR5.7K sharesnew addition2026-03-312026-04-09

Sponsored

PPA INVESCO EXCHANGE TRADED FD T3.0K shares0.00%2026-03-312026-04-09

EFA ISHARES TR5.1K sharesnew addition2026-03-312026-04-09

IUSV ISHARES TR4.7K sharesnew addition2026-03-312026-04-09

VDE VANGUARD WORLD FD2.7K sharesnew addition2026-03-312026-04-09

BSCQ INVESCO EXCH TRD SLF IDX FD23.8K shares-44.31%2026-03-312026-04-09

VGT VANGUARD WORLD FD657 sharesnew addition2026-03-312026-04-09

FJUN FIRST TR EXCHNG TRADED FD VI7.9K shares-1.95%2026-03-312026-04-09

TSM TAIWAN SEMICONDUCTOR MANUFAC1.3K shares5.08%2026-03-312026-04-09

Sponsored

ARTY ISHARES TR9.4K sharesnew addition2026-03-312026-04-09

IUSG ISHARES TR2.8K sharesnew addition2026-03-312026-04-09

BLACKROCK INC BLACKROCK INC447 shares24.51%2026-03-312026-04-09

JCI JOHNSON CONTROLS INTERNATION3.2K shares-0.22%2026-03-312026-04-09

NHI NATIONAL HEALTH INVS INC5.2K shares0.00%2026-03-312026-04-09

BAUG INNOVATOR ETFS TRUST8.6K shares0.00%2026-03-312026-04-09

KO COCA COLA CO5.5K shares30.45%2026-03-312026-04-09

ABBV ABBVIE INC1.9K shares0.00%2026-03-312026-04-09

Sponsored

IVV ISHARES TR620 sharesnew addition2026-03-312026-04-09

HDV ISHARES TR2.9K sharesnew addition2026-03-312026-04-09

DIS DISNEY WALT CO4.0K shares12.22%2026-03-312026-04-09

GLD SPDR GOLD TR896 sharesnew addition2026-03-312026-04-09

IJH ISHARES TR5.4K sharesnew addition2026-03-312026-04-09

VPU VANGUARD WORLD FD1.8K sharesnew addition2026-03-312026-04-09

BFEB INNOVATOR ETFS TRUST7.3K shares0.00%2026-03-312026-04-09

DE DEERE & CO616 shares16.89%2026-03-312026-04-09

Sponsored

HON HONEYWELL INTL INC1.5K shares8.16%2026-03-312026-04-09

AMAT APPLIED MATLS INC1.0K shares8.22%2026-03-312026-04-09

ORCL ORACLE CORP2.3K shares45.33%2026-03-312026-04-09

PNOV INNOVATOR ETFS TRUST8.2K shares0.00%2026-03-312026-04-09

GS GOLDMAN SACHS GROUP INC383 shares34.39%2026-03-312026-04-09

XLK SELECT SECTOR SPDR TR2.4K shares0.00%2026-03-312026-04-09

MERCK & CO INC MERCK & CO INC2.6K shares-89.41%2026-03-312026-04-09

LMT LOCKHEED MARTIN CORP521 sharesnew addition2026-03-312026-04-09

Sponsored

PEP PEPSICO INC2.0K shares32.51%2026-03-312026-04-09

BSCW INVESCO EXCH TRD SLF IDX FD14.9K sharesnew addition2026-03-312026-04-09

IWO ISHARES TR967 shares0.00%2026-03-312026-04-09

SDOG ALPS ETF TR4.6K shares-2.55%2026-03-312026-04-09

PM PHILIP MORRIS INTL INC1.8K shares22.24%2026-03-312026-04-09

VTI VANGUARD INDEX FDS919 shares5.63%2026-03-312026-04-09

IGSB ISHARES TR5.5K sharesnew addition2026-03-312026-04-09

CITIGROUP INC CITIGROUP INC2.5K shares22.16%2026-03-312026-04-09

Sponsored

LLY ELI LILLY & CO311 shares48.10%2026-03-312026-04-09

VGSH VANGUARD SCOTTSDALE FDS4.9K sharesnew addition2026-03-312026-04-09

QCLN FIRST TR EXCHANGE-TRADED FD6.0K shares0.00%2026-03-312026-04-09

XNTK SPDR SERIES TRUST1.1K shares0.00%2026-03-312026-04-09

INTC INTEL CORP6.2K sharesnew addition2026-03-312026-04-09

SCHW SCHWAB CHARLES CORP2.8K shares0.00%2026-03-312026-04-09

IWM ISHARES TR1.0K shares-4.38%2026-03-312026-04-09

WFC WELLS FARGO & CO3.2K sharesnew addition2026-03-312026-04-09

Sponsored

EATON CORP PLC EATON CORP PLC714 shares-1.38%2026-03-312026-04-09

BMAY INNOVATOR ETFS TRUST5.7K shares0.00%2026-03-312026-04-09

ISHARES GOLD TR ISHARES GOLD TR2.9K sharesnew addition2026-03-312026-04-09

ABT ABBOTT LABORATORIES2.4K shares-4.99%2026-03-312026-04-09

GILD GILEAD SCIENCES INC1.8K sharesnew addition2026-03-312026-04-09

TRV TRAVELERS COMPANIES INC839 shares0.12%2026-03-312026-04-09

KXI ISHARES TR3.6K shares10.37%2026-03-312026-04-09

VUG VANGUARD INDEX FDS556 sharesnew addition2026-03-312026-04-09

Sponsored

USIG ISHARES TR4.7K sharesnew addition2026-03-312026-04-09

SWX SOUTHWEST GAS HLDGS INC2.7K sharesnew addition2026-03-312026-04-09

PUTNAM ETF TRUST PUTNAM ETF TRUST31.1K shares0.00%2026-03-312026-04-09

RTX RTX CORPORATION1.2K sharesnew addition2026-03-312026-04-09

VEA VANGUARD TAX-MANAGED FDS3.5K sharesnew addition2026-03-312026-04-09

FIX COMFORT SYS USA INC159 sharesnew addition2026-03-312026-04-09

MPC MARATHON PETE CORP897 sharesnew addition2026-03-312026-04-09

ICSH ISHARES TR4.3K sharesnew addition2026-03-312026-04-09

Sponsored

FDEC FIRST TR EXCHNG TRADED FD VI4.4K shares0.00%2026-03-312026-04-09

GBIL GOLDMAN SACHS ETF TR2.1K sharesnew addition2026-03-312026-04-09

HACK AMPLIFY ETF TR2.8K shares-19.80%2026-03-312026-04-09

AXP AMERICAN EXPRESS CO699 shares16.11%2026-03-312026-04-09

XLC SELECT SECTOR SPDR TR1.9K shares0.00%2026-03-312026-04-09

IEMG ISHARES INC3.0K sharesnew addition2026-03-312026-04-09

SPYG SPDR SERIES TRUST2.1K shares0.00%2026-03-312026-04-09

PFE PFIZER INC7.2K sharesnew addition2026-03-312026-04-09

Sponsored

OEF ISHARES TR631 sharesnew addition2026-03-312026-04-09

F FORD MTR CO17.1K shares24.32%2026-03-312026-04-09

TILRAY BRANDS INC TILRAY BRANDS INC14.6K shares11.77%2026-03-312026-04-09

AAPL

APPLE INC

9.79%

Shares57.5K

Event2026-03-31

Filed2026-04-09

ZALT

INNOVATOR ETFS TRUST

1.34%

Shares437.2K

Event2026-03-31

Filed2026-04-09

VTWO

VANGUARD SCOTTSDALE FDS

0.79%

Shares139.4K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

8.08%

Shares22.7K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

6258.13%

Shares45.0K

Event2026-03-31

Filed2026-04-09

QBUF

INNOVATOR ETFS TRUST

6.24%

Shares427.7K

Event2026-03-31

Filed2026-04-09

BSCS

INVESCO EXCH TRD SLF IDX FD

9.67%

Shares541.7K

Event2026-03-31

Filed2026-04-09

BSCR

INVESCO EXCH TRD SLF IDX FD

7.89%

Shares550.8K

Event2026-03-31

Filed2026-04-09

BSCT

INVESCO EXCH TRD SLF IDX FD

8.31%

Shares578.2K

Event2026-03-31

Filed2026-04-09

BSCU

INVESCO EXCH TRD SLF IDX FD

15.23%

Shares637.3K

Event2026-03-31

Filed2026-04-09

BALT

INNOVATOR ETFS TRUST

-0.82%

Shares316.0K

Event2026-03-31

Filed2026-04-09

BSCV

INVESCO EXCH TRD SLF IDX FD

14.57%

Shares638.3K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

6.63%

Shares19.6K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

7.24%

Shares40.5K

Event2026-03-31

Filed2026-04-09

IWF

ISHARES TR

-0.36%

Shares16.0K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

2.55%

Shares19.8K

Event2026-03-31

Filed2026-04-09

SPY

STATE STR SPDR S&P 500 ETF T

1.35%

Shares8.6K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

13.23%

Shares24.3K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO

-29.74%

Shares14.5K

Event2026-03-31

Filed2026-04-09

PAGP

PLAINS GP HLDGS L P

0.86%

Shares175.8K

Event2026-03-31

Filed2026-04-09

NEM

NEWMONT CORP

2.93%

Shares38.4K

Event2026-03-31

Filed2026-04-09

CVX

CHEVRON CORPORATION

15.34%

Shares20.0K

Event2026-03-31

Filed2026-04-09

BSMS

INVESCO EXCH TRD SLF IDX FD

-7.18%

Shares173.9K

Event2026-03-31

Filed2026-04-09

BSMT

INVESCO EXCH TRD SLF IDX FD

-7.21%

Shares176.5K

Event2026-03-31

Filed2026-04-09

BSMR

INVESCO EXCH TRD SLF IDX FD

-7.99%

Shares169.5K

Event2026-03-31

Filed2026-04-09

BSMU

INVESCO EXCH TRD SLF IDX FD

-1.31%

Shares180.7K

Event2026-03-31

Filed2026-04-09

BSMV

INVESCO EXCH TRD SLF IDX FD

-1.38%

Shares188.6K

Event2026-03-31

Filed2026-04-09