Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CV ADVISORS LLC | 05-03-2024 | 03-31-2024 | 22 | 177,344,941 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 1 | $105,615,407 | 201,914 | 0.06 | 0.06 | 16,039 | 8.63 | 03-31-2024 |
| AMAZON COM INC | COM | 2 | $9,835,400 | 54,526 | 0.01 | 0.00 | 11,879 | 27.85 | 03-31-2024 |
| APPLE INC | COM | 3 | $9,671,129 | 56,398 | 0.01 | 0.01 | 8,452 | 17.63 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $9,628,598 | 22,886 | 0.01 | 0.00 | 5,074 | 28.49 | 03-31-2024 |
