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The Analysis of CV Advisors LLC's Holdings & P&L

Currently, CV Advisors LLC holds 46 types of securities in its portfolio with a total value $366.5M. In the most recent quarter, they have increased their positions in TSM (+3.0K shares, valued at $1.0M), N/A (+2.3K shares, valued at $726.7K), CMF (+11.3K shares, valued at $640.9K); decreased their positions in SPY (-2.4K shares, valued at $1.6M), BAC (-14.2K shares, valued at $692.7K), IVV (-975 shares, valued at $637.0K); initiated new positions in CMF (+11.3K shares, valued at $640.9K), DELL (+1.5K shares, valued at $242.3K), APP (+590 shares, valued at $234.8K).

1M P&L

+18.4M+5.33%

3M P&L

+29.8M+8.91%

HY P&L

+23.5M+6.90%

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/A208.7M

67.0%

2Semiconductors23.0M

7.4%

3Consumer Electronics21.2M

6.8%

Top Industries by Stock Count

1N/A18 stocks

45.0%

2Software - Application2 stocks

5.0%

3Banks - Diversified2 stocks

5.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T290.2K shares-0.82%2026-03-312026-05-01

ALPHABET INC ALPHABET INC78.4K shares0.79%2026-03-312026-05-01

AAPL APPLE INC83.6K shares3.05%2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR33.9K shares-0.91%2026-03-312026-05-01

NVDA NVIDIA CORPORATION107.7K shares-1.90%2026-03-312026-05-01

AMZN AMAZON COM INC83.8K shares0.92%2026-03-312026-05-01

MSFT MICROSOFT CORP36.1K shares0.92%2026-03-312026-05-01

META META PLATFORMS INC13.2K shares4.12%2026-03-312026-05-01

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NFLX NETFLIX INC.60.7K shares2.72%2026-03-312026-05-01

JBBB JANUS DETROIT STR TR110.9K shares2.16%2026-03-312026-05-01

BAC BANK AMERICA CORP91.0K shares-13.51%2026-03-312026-05-01

TSM TAIWAN SEMICONDUCTOR MANUFAC12.4K shares32.74%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS6.8K shares0.00%2026-03-312026-05-01

ALPHABET INC ALPHABET INC13.9K shares-0.66%2026-03-312026-05-01

BROADCOM INC BROADCOM INC12.0K shares24.28%2026-03-312026-05-01

XLY SELECT SECTOR SPDR TR26.0K shares-0.12%2026-03-312026-05-01

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MUB ISHARES TR24.7K shares12.86%2026-03-312026-05-01

LQD ISHARES TR22.7K shares5.88%2026-03-312026-05-01

UBER UBER TECHNOLOGIES INC32.7K shares-10.29%2026-03-312026-05-01

TSLA TESLA INC4.7K shares14.30%2026-03-312026-05-01

DIA STATE STR SPDR DOW JONES IND3.6K shares-1.17%2026-03-312026-05-01

CVX CHEVRON CORPORATION5.9K shares0.00%2026-03-312026-05-01

SPYG SPDR SERIES TRUST12.0K shares0.00%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.3K shares-4.25%2026-03-312026-05-01

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XOM EXXON MOBIL CORP5.1K shares0.00%2026-03-312026-05-01

JXN JACKSON FINANCIAL INC7.8K shares0.00%2026-03-312026-05-01

COIN COINBASE GLOBAL INC4.1K shares0.00%2026-03-312026-05-01

CMF ISHARES TR11.3K sharesnew addition2026-03-312026-05-01

HYG ISHARES TR7.8K shares0.00%2026-03-312026-05-01

IVV ISHARES TR687 shares-58.66%2026-03-312026-05-01

GRNY TIDAL TRUST I18.3K shares0.00%2026-03-312026-05-01

VCSH VANGUARD SCOTTSDALE FDS5.3K shares0.00%2026-03-312026-05-01

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AIG AMERICAN INTL GROUP INC5.2K shares0.00%2026-03-312026-05-01

SMG SCOTTS MIRACLE-GRO CO5.8K shares0.00%2026-03-312026-05-01

ITOT ISHARES TR2.3K shares0.22%2026-03-312026-05-01

IWM ISHARES TR1.2K shares0.00%2026-03-312026-05-01

BXSL BLACKSTONE SECD LENDING FD12.0K shares0.00%2026-03-312026-05-01

SMH VANECK ETF TRUST644 shares-9.17%2026-03-312026-05-01

DELL DELL TECHNOLOGIES INC1.5K sharesnew addition2026-03-312026-05-01

APP APPLOVIN CORP590 sharesnew addition2026-03-312026-05-01

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IVES WEDBUSH SER TR8.0K shares0.00%2026-03-312026-05-01

UPS UNITED PARCEL SVCS INC2.2K shares0.00%2026-03-312026-05-01

VUG VANGUARD INDEX FDS3.0K sharesnew addition2026-03-312026-05-01

JPM JPMORGAN CHASE & CO718 shares0.00%2026-03-312026-05-01

DHS WISDOMTREE TR1.9K sharesnew addition2026-03-312026-05-01

WDC WESTERN DIGITAL CORP758 sharesnew addition2026-03-312026-05-01

SPY

STATE STR SPDR S&P 500 ETF T

-0.82%

Shares290.2K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

0.79%

Shares78.4K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

3.05%

Shares83.6K

Event2026-03-31

Filed2026-05-01

INVESCO QQQ TR

-0.91%

Shares33.9K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

-1.90%

Shares107.7K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

0.92%

Shares83.8K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

0.92%

Shares36.1K

Event2026-03-31

Filed2026-05-01