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CVFG LLC’s Utilities Select Sector SPDR Fund XLU Stock Holding History

CVFG LLC’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$215K Buy
2,634
+53
+2% +$4.33K 0.17% 92
2025
Q1 		$204K Buy
+2,581
New +$204K 0.19% 89