Central Valley Advisors, LLC Top Holdings and 13F Report (2024) → He Is Giving Away Bitcoin (From Crypto Swap Profits) (Ad) About Central Valley Advisors, LLCInvestment ActivityCentral Valley Advisors, LLC has $193.60 million in total holdings as of March 31, 2024.Central Valley Advisors, LLC owns shares of 157 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 13.19% of the portfolio was purchased this quarter.About 7.04% of the portfolio was sold this quarter.This quarter, Central Valley Advisors, LLC has purchased 142 new stocks and bought additional shares in 65 stocks.Central Valley Advisors, LLC sold shares of 44 stocks and completely divested from 10 stocks this quarter.Largest Holdings Apple $11,137,405iShares Russell 2000 ETF $9,443,687iShares Russell 1000 Growth ETF $8,934,857Microsoft $8,231,256Innovator U.S. Equity Ultra Buffer ETF - March $8,176,526 Largest New Holdings this Quarter Innovator U.S. Equity Ultra Buffer ETF - March $8,176,526 HoldingDiamondback Energy $1,801,307 HoldingDexCom $1,207,951 HoldingiShares U.S. Consumer Staples ETF $722,898 HoldingAMPLIFY ETF TR $442,296 Holding Largest Purchases this Quarter Innovator U.S. Equity Ultra Buffer ETF - March 250,353 shares (about $8.18M)Diamondback Energy 9,090 shares (about $1.80M)Walmart 29,354 shares (about $1.77M)L3Harris Technologies 6,052 shares (about $1.29M)DexCom 8,709 shares (about $1.21M) Largest Sales this Quarter Marathon Petroleum 10,872 shares (about $2.19M)NVIDIA 1,398 shares (about $1.26M)iShares Russell 1000 Growth ETF 1,536 shares (about $517.71K)iShares U.S. Financials ETF 4,348 shares (about $415.87K)iShares Russell 1000 Value ETF 1,684 shares (about $301.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCentral Valley Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$11,137,405$93,283 ▲0.8%64,9505.8%Computer and TechnologyIWMiShares Russell 2000 ETF$9,443,687$765,278 ▲8.8%44,9064.9%FinanceIWFiShares Russell 1000 Growth ETF$8,934,857$517,709 ▼-5.5%26,5094.6%ETFMSFTMicrosoft$8,231,256$172,081 ▼-2.0%19,5644.3%Computer and TechnologyUMARInnovator U.S. Equity Ultra Buffer ETF - March$8,176,526$8,176,526 ▲New Holding250,3534.2%ETFIWDiShares Russell 1000 Value ETF$5,544,935$301,624 ▼-5.2%30,9582.9%ETFSPYSPDR S&P 500 ETF Trust$5,245,202$44,464 ▼-0.8%10,0272.7%FinanceFJUNFT Vest U.S. Equity Buffer ETF June$5,194,726$366,897 ▲7.6%110,4792.7%ManufacturingFDECFT Vest U.S. Equity Buffer ETF - December$4,711,835$319,007 ▲7.3%114,3372.4%ETFJPMJPMorgan Chase & Co.$4,545,000$64,096 ▼-1.4%22,6912.3%FinanceAMZNAmazon.com$4,183,747$148,814 ▲3.7%23,1942.2%Retail/WholesaleHDHome Depot$3,972,081$17,267 ▲0.4%10,3522.1%Retail/WholesaleAVGOBroadcom$3,182,429$1,325 ▼0.0%2,4021.6%Computer and TechnologyVVisa$2,967,151$102,152 ▲3.6%10,6311.5%Business ServicesCOSTCostco Wholesale$2,868,484$35,884 ▲1.3%3,9171.5%Retail/WholesaleMETAMeta Platforms$2,824,721$31,078 ▲1.1%5,8171.5%Computer and TechnologyGOOGLAlphabet$2,749,658$110,180 ▲4.2%18,2181.4%Computer and TechnologyNVDANVIDIA$2,632,407$1,262,905 ▼-32.4%2,9141.4%Computer and TechnologyWMTWalmart$2,594,013$1,766,247 ▲213.4%43,1111.3%Retail/WholesaleETNEaton$2,470,632$30,328 ▲1.2%7,9021.3%Industrial ProductsLHXL3Harris Technologies$2,464,503$1,289,682 ▲109.8%11,5651.3%AerospaceMRKMerck & Co., Inc.$2,187,971$95,273 ▲4.6%16,5811.1%MedicalTTTrane Technologies$2,050,120$57,031 ▲2.9%6,8301.1%Business ServicesUNPUnion Pacific$1,984,558$118,793 ▲6.4%8,0691.0%TransportationCBChubb$1,901,526$107,541 ▲6.0%7,3381.0%FinanceHMOPHartford Municipal Opportunities ETF$1,824,397$170,586 ▲10.3%46,9720.9%ETFCRMSalesforce$1,807,687$36,142 ▲2.0%6,0020.9%Computer and TechnologyFANGDiamondback Energy$1,801,307$1,801,307 ▲New Holding9,0900.9%Oils/EnergyFIFiserv$1,742,207$104,842 ▲6.4%10,9010.9%Business ServicesNXPINXP Semiconductors$1,733,060$114,232 ▲7.1%6,9940.9%Computer and TechnologyCSCOCisco Systems$1,711,551$116,536 ▲7.3%34,2940.9%Computer and TechnologyHALHalliburton$1,702,028$121,728 ▲7.7%43,1770.9%Oils/EnergyQQQInvesco QQQ$1,671,455$109,684 ▼-6.2%3,7640.9%FinanceUNHUnitedHealth Group$1,636,867$132,532 ▲8.8%3,3100.8%MedicalCLXClorox$1,495,502$8,114 ▲0.5%9,7680.8%Consumer StaplesAPDAir Products and Chemicals$1,482,334$146,562 ▲11.0%6,1190.8%Basic MaterialsICEIntercontinental Exchange$1,464,489$123,415 ▲9.2%10,6560.8%FinanceBKNGBooking$1,462,081$61,676 ▲4.4%4030.8%Retail/WholesaleDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,460,640$610 ▼0.0%19,1710.8%ManufacturingIQVIQVIA$1,419,211$123,410 ▲9.5%5,6120.7%MedicalCMECME Group$1,393,713$126,368 ▲10.0%6,4740.7%FinanceKEYSKeysight Technologies$1,340,963$127,763 ▲10.5%8,5750.7%Computer and TechnologyEWEdwards Lifesciences$1,328,767$130,631 ▲10.9%13,9050.7%MedicalSPGIS&P Global$1,299,379$130,619 ▲11.2%3,0540.7%Business ServicesWMWaste Management$1,231,185$6,608 ▼-0.5%5,7760.6%Business ServicesMDTMedtronic$1,218,017$150,248 ▲14.1%13,9760.6%MedicalDXCMDexCom$1,207,951$1,207,951 ▲New Holding8,7090.6%MedicalSTESTERIS$1,166,635$130,850 ▲12.6%5,1890.6%MedicalELEstée Lauder Companies$1,166,573$157,383 ▲15.6%7,5680.6%Consumer StaplesGOOGAlphabet$1,163,265$6,699 ▲0.6%7,6400.6%Computer and TechnologyCVXChevron$1,108,622$947 ▼-0.1%7,0270.6%Oils/EnergyBACBank of America$1,100,551$8,456 ▼-0.8%29,0230.6%FinancePGProcter & Gamble$1,082,044$18,012 ▲1.7%6,6680.6%Consumer StaplesVOOVanguard S&P 500 ETF$1,043,481$961 ▼-0.1%2,1720.5%ETFMCDMcDonald's$1,021,050$2,820 ▼-0.3%3,6210.5%Retail/WholesaleNEENextEra Energy$966,633$1,150 ▲0.1%15,1250.5%UtilitiesUSEPInnovator U.S. Equity Ultra Buffer ETF - September$928,5900.0%28,1860.5%ETFJNJJohnson & Johnson$870,087$36,385 ▼-4.0%5,5000.4%MedicalDISWalt Disney$862,777$612 ▼-0.1%7,0500.4%Consumer DiscretionaryXOMExxon Mobil$800,101$1,046 ▲0.1%6,8830.4%Oils/EnergyIYKiShares U.S. Consumer Staples ETF$722,898$722,898 ▲New Holding10,6890.4%ETFUNOVInnovator U.S. Equity Ultra Buffer ETF - November$683,690$523 ▼-0.1%20,9110.4%ManufacturingINTCIntel$677,707$2,430 ▲0.4%15,3420.4%Computer and TechnologyUOCTInnovator U.S. Equity Ultra Buffer ETF - October$676,2310.0%20,1290.3%ETFIYFiShares U.S. Financials ETF$662,538$415,868 ▼-38.6%6,9270.3%ETFIYHiShares U.S. Healthcare ETF$655,484$561,012 ▲593.8%10,5880.3%ETFVZVerizon Communications$632,422$2,014 ▼-0.3%15,0720.3%Computer and TechnologyTSLATesla$617,7280.0%3,5140.3%Auto/Tires/TrucksIXNiShares Global Tech ETF$600,4250.0%8,0260.3%ETFIBMInternational Business Machines$587,487$16,802 ▼-2.8%3,0770.3%Computer and TechnologyINNOVATOR ETFS TRUST$569,822$51,410 ▲9.9%21,6580.3%EQUITY DEF PROTNBABoeing$569,456$9,649 ▼-1.7%2,9510.3%AerospaceUXIProShares Ultra Industrials$566,5590.0%16,3320.3%ETFSDYSPDR S&P Dividend ETF$533,979$131 ▼0.0%4,0690.3%ETFVTVVanguard Value ETF$525,459$4,072 ▲0.8%3,2260.3%ETFUPSUnited Parcel Service$522,4970.0%3,5150.3%TransportationVIGVanguard Dividend Appreciation ETF$511,6730.0%2,8020.3%ETFNHCNational HealthCare$505,8180.0%5,3520.3%MedicalEIXEdison International$503,166$1,273 ▼-0.3%7,1140.3%UtilitiesADPAutomatic Data Processing$501,132$92,182 ▼-15.5%2,0060.3%Business ServicesVDEVanguard Energy ETF$500,044$3,159 ▲0.6%3,7990.3%ETFORCLOracle$476,375$1,382 ▼-0.3%3,7930.2%Computer and TechnologyDHRDanaher$473,0030.0%1,8930.2%Multi-Sector ConglomeratesBRK.BBerkshire Hathaway$471,8250.0%1,1220.2%FinancePOCTInnovator U.S. Equity Power Buffer ETF - October$467,7260.0%12,4760.2%ETFIUSViShares Core S&P U.S. Value ETF$450,259$1,628 ▲0.4%4,9780.2%ManufacturingVUSBVanguard Ultra-Short Bond ETF$444,096$1,536 ▲0.3%8,9630.2%ETFAMPLIFY ETF TR$442,296$442,296 ▲New Holding6,8990.2%AMPLIFY CYBERSECTRVTravelers Companies$420,011$2,992 ▼-0.7%1,8250.2%FinanceQLDProShares Ultra QQQ$419,9040.0%4,8000.2%ETFTAT&T$406,147$16,033 ▲4.1%23,0780.2%Computer and TechnologySBUXStarbucks$390,511$6,032 ▼-1.5%4,2730.2%Retail/WholesaleABBVAbbVie$382,957$1,821 ▼-0.5%2,1030.2%MedicalNKENIKE$380,525$14,191 ▼-3.6%4,0490.2%Consumer DiscretionaryAMGNAmgen$379,125$284 ▼-0.1%1,3330.2%MedicalQCLNFirst Trust NASDAQ Clean Edge Green Energy Index Fund$374,476$20,114 ▼-5.1%10,7980.2%ETFBLKBlackRock$369,409$5,003 ▲1.4%4430.2%FinanceEFAiShares MSCI EAFE ETF$360,857$51,038 ▼-12.4%4,5180.2%FinanceTLRYTilray$360,7860.0%146,0670.2%Consumer StaplesKOCoca-Cola$359,932$3,487 ▼-1.0%5,8840.2%Consumer StaplesShowing largest 100 holdings. 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