CENTRAL VALLEY ADVISORS, LLC - Portfolio overview
CENTRAL VALLEY ADVISORS, LLC has 193 reported holdings in this dataset, with the latest filing dated 2026-04-09.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Communication Services.
Largest reported holdings by portfolio allocation
- AAPL - APPLE INC, 4.23%
- ZALT - INNOVATOR ETFS TRUST, 4.11%
- VTWO - VANGUARD SCOTTSDALE FDS, 4.05%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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