• 13F History

CENTRAL VALLEY ADVISORS, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 15, 2025
Value $
$264M
Signature - Title
Marion Hebert - Chief Compliance Officer
Location
Sacramento, CA
Summary
This page shows a list of all the recent 13F filings made by CENTRAL VALLEY ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CENTRAL VALLEY ADVISORS, LLC reported 123 stock holdings with total value $264M as of Q1 2025. Top holdings included ZALT, VTWO, AAPL, QBUF, and BALT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 123 $264M +$84.7M -$32.9M +$51.8M ZALT, VTWO, AAPL, QBUF, BALT 13F-HR 4/15/2025, 09:42 AM
Q4 2024 137 $220M +$58.8M -$20.7M +$38M AAPL, ZALT, VTWO, IWF, QBUF 13F-HR 1/14/2025, 08:38 PM
Q3 2024 129 $177M +$21.8M -$29.3M -$7.53M AAPL, IWM, IWF, MSFT, SPY 13F-HR 10/4/2024, 04:16 PM
Q2 2024 158 $155M $0 $0 AAPL, IWM, UMAR, NJUN, IWF 13F-HR 7/12/2024, 04:32 PM
Q1 2024 157 $194M +$25.5M -$13.6M +$11.9M AAPL, IWM, IWF, MSFT, UMAR 13F-HR 4/12/2024, 02:02 PM
Q4 2023 142 $170M AAPL, IWF, IWM, MSFT, IWD 13F-HR 2/9/2024, 04:08 PM