Fund HoldingsMV CAPITAL MANAGEMENT, INC.

Total Portfolio Value
$749.36M
Total Bought
$84.40M
Total Sold
$67.53M
Net Transaction
+$16.87M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES TR0273,844+273,844025,7523.44%+25,752
ISHARES TR42,658490,322+447,66496611,0181.47%+10,051
ISHARES TR37,226385,293+348,0678368,4381.13%+7,602
ISHARES TR0359,896+359,89607,8641.05%+7,864
ISHARES TR37,143382,666+345,5237877,7991.04%+7,011
ISHARES TR
IBDS DEC28 ETF
241,421429,707+188,2865,91510,3261.38%+4,411
ABBVIE INC(ABBV)264,460264,910+45035,63139,4875.27%+3,857
SELECT SECTOR SPDR TR
ST STR INDL ETF
07,001+7,00107100.09%+710
ISHARES TR030,297+30,29705870.08%+587
ALPHABET INC(GOOG)32,57833,465+8873,9004,3790.58%+480
AMGEN INC(AMGN)7,7337,857+1241,7172,1120.28%+395
CATERPILLAR INC(CAT)11,38811,601+2132,8023,1670.42%+365
INTUIT(INTU)5,6795,803+1242,6022,9650.40%+363
PACKAGING CORP AMER(PKG)12,75513,023+2681,6862,0000.27%+314
NVIDIA CORPORATION(NVDA)12,31112,691+3805,2085,5200.74%+313
ALPHABET INC(GOOG)15,91416,668+7541,9252,1980.29%+273
ISHARES TR118,612125,932+7,32019,11919,3732.59%+254
CHUBB LIMITED
COM
11,88012,141+2612,2882,5280.34%+240
MICRON TECHNOLOGY INC(MU)31,93432,660+7262,0152,2220.30%+207
CME GROUP INC(CME)9,4629,672+2101,7531,9370.26%+183
AMAZON COM INC(AMZN)9,42710,971+1,5441,2291,3950.19%+166
ELI LILLY & CO(LLY)2,2242,249+251,0431,2080.16%+165
TJX COS INC NEW(TJX)23,42923,928+4991,9872,1270.28%+140
PINNACLE FINL PARTNERS INC12,57012,57007128430.11%+131
EXXON MOBIL CORP11,07411,161+871,1881,3120.18%+125
ISHARES TR128,271133,424+5,15357,17257,2967.65%+125
WALMART INC(WMT)17,49917,782+2832,7502,8440.38%+93
CITIZENS FINL GROUP INC(CFG)64,16865,743+1,5751,6741,7620.24%+88
CENTENE CORP DEL(CNC)25,31525,994+6791,7071,7900.24%+83
VERISK ANALYTICS INC(VRSK)0435+43501030.01%+103
ENTERPRISE PRODS PARTNERS L(EPD)012,352+12,35203380.05%+338
CONOCOPHILLIPS(COP)01,819+1,81902180.03%+218
VALERO ENERGY CORP(VLO)0983+98301390.02%+139
COSTCO WHSL CORP NEW(COST)1,1451,188+436166710.09%+55
ISHARES TR
IBONDS 27 ETF
496,781506,357+9,57611,66411,7171.56%+53
STEEL DYNAMICS INC(STLD)01,114+1,11401190.02%+119
BERKSHIRE HATHAWAY INC DEL3,7913,840+491,2931,3450.18%+52
MARATHON PETE CORP(MPC)01,815+1,81502750.04%+275
UNITEDHEALTH GROUP INC(UNH)1,6831,707+248098610.11%+52
ADOBE INC(ADBE)01,266+1,26606460.09%+646
BOOKING HOLDINGS INC(BKNG)032+320990.01%+99
JPMORGAN CHASE & CO(JPM)29,00029,410+4104,2184,2650.57%+47
COTERRA ENERGY INC04,389+4,38901190.02%+119
ACCENTURE PLC IRELAND
SHS CLASS A
11,55111,749+1983,5643,6080.48%+44
MARRIOTT INTL INC NEW(MAR)02,965+2,96505830.08%+583
BERKSHIRE HATHAWAY INC DEL3301,5531,5940.21%+41
SELECT SECTOR SPDR TR
ST STR ENERG ETF
04,162+4,16203760.05%+376
DUPONT DE NEMOURS INC(DD)01,499+1,49901120.01%+112
FEDEX CORP(FDX)02,177+2,17705770.08%+577
AFLAC INC(AFL)03,779+3,77902900.04%+290
AT&T INC(T)05,527+5,5270830.01%+83
FIDELITY COVINGTON TRUST278,138286,888+8,7508,2758,3081.11%+33
ENERGY TRANSFER L P(ET)024,460+24,46003430.05%+343
INVESCO EXCHANGE TRADED FD T
SEMICONDUCTORS
0750+7500320.00%+32
BLACKSTONE INC(BX)0474+4740510.01%+51
PNC FINL SVCS GROUP INC(PNC)0703+7030860.01%+86
GLOBAL PMTS INC(GPN)0818+8180940.01%+94
INTEL CORP(INTC)07,668+7,66802730.04%+273
LINDE PLC(LIN)0375+37501400.02%+140
HARTFORD FINL SVCS GROUP INC(HIG)01,300+1,3000920.01%+92
CISCO SYS INC(CSCO)06,771+6,77103640.05%+364
SALESFORCE INC(CRM)01,006+1,00602040.03%+204
ROPER TECHNOLOGIES INC(ROP)0109+1090530.01%+53
DANAHER CORPORATION(DHR)0503+50301250.02%+125
META PLATFORMS INC(META)01,850+1,85005550.07%+555
PHILLIPS 66(PSX)0753+7530900.01%+90
COMCAST CORP NEW(CCZ)07,029+7,02903120.04%+312
CARRIER GLOBAL CORPORATION(CARR)02,266+2,26601250.02%+125
MASTERCARD INCORPORATED(MA)01,497+1,49705930.08%+593
INTERNATIONAL BUSINESS MACHS(IBM)03,070+3,07004310.06%+431
MONDELEZ INTL INC(MDLZ)01,292+1,2920900.01%+90
KENVUE INC(KVUE)0785+7850160.00%+16
STATE STR CORP(STT)01,229+1,2290820.01%+82
MARTIN MARIETTA MATLS INC(MLM)066+660270.00%+27
PALO ALTO NETWORKS INC(PANW)078+780180.00%+18
USA COMPRESSION PARTNERS LP(USAC)03,076+3,0760730.01%+73
WALGREENS BOOTS ALLIANCE INC01,025+1,0250230.00%+23
APTARGROUP INC0475+4750590.01%+59
AIRBNB INC085+850120.00%+12
REGENERON PHARMACEUTICALS(REGN)075+750620.01%+62
ISHARES TR02,930+2,93002120.03%+212
CONSTELLATION ENERGY CORP(CEG)0571+5710620.01%+62
INTERNATIONAL PAPER CO(IP)02,760+2,7600980.01%+98
LOWES COS INC(LOW)01,108+1,10802300.03%+230
NEWMARKET CORP(NEU)0188+1880860.01%+86
AUTOMATIC DATA PROCESSING IN0950+95002290.03%+229
EOG RES INC(EOG)0633+6330800.01%+80
SCHLUMBERGER LTD(SLB)0805+8050470.01%+47
OWENS CORNING NEW(OC)070+700100.00%+10
ARISTA NETWORKS INC0329+3290610.01%+61
DELL TECHNOLOGIES INC(DELL)0613+6130420.01%+42
CF INDS HLDGS INC(CF)0529+5290450.01%+45
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
0117+117090.00%+9
INSULET CORP(PODD)056+56090.00%+9
FOX CORP(FOX)01,416+1,4160440.01%+44
GOLDMAN SACHS GROUP INC(GS)0947+94703060.04%+306
PRUDENTIAL FINL INC(PFH)01,147+1,14701090.01%+109
EXTRA SPACE STORAGE INC(EXR)0125+1250150.00%+15
BECTON DICKINSON & CO(BDX)0170+1700440.01%+44
UNION PAC CORP(UNP)0542+54201100.01%+110
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