Portfolio (Quarterly)
Guide ↗
CENTRAL VALLEY ADVISORS, LLC
· CIK 0002010698| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BSCQ | INVESCO EXCH TRD SLF IDX FD | — | 23,821 | $465K | 0.13% | SOLD |
| 2 | HON | HONEYWELL INTL INC | Industrials | 1,524 | $345K | 0.09% | SOLD |
| 3 | LMT | LOCKHEED MARTIN CORP | Industrials | 521 | $315K | 0.09% | SOLD |
| 4 | BMAY | INNOVATOR ETFS TRUST | — | 5,670 | $254K | 0.07% | SOLD |
| 5 | IAU | ISHARES GOLD TR | Financial Services | 2,850 | $251K | 0.07% | SOLD |
| 6 | ABT | ABBOTT LABORATORIES | Healthcare | 2,437 | $250K | 0.07% | SOLD |
| 7 | SPYG | SPDR SERIES TRUST | — | 2,091 | $205K | 0.06% | SOLD |
| 8 | PFE | PFIZER INC | Healthcare | 7,247 | $203K | 0.06% | SOLD |
Sector Allocation
Technology
30.0%
Financial Services
15.2%
Energy
10.0%
Communication Services
9.5%
Consumer Cyclical
8.9%
Consumer Defensive
7.2%
Industrials
7.2%
Basic Materials
5.9%
Healthcare
3.1%
Utilities
2.6%