Ndwm LLC Portfolio Holdings

Ndwm LLC

  • $120 Billion
  • Q4 2024

Ndwm LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $120 Billion distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $40.8B, Spdr Bloomberg 3 12 Month T Bi with a value of $16.4B, Spdr S&P 500 ETF Trust with a value of $11.6B, Spdr Bloomberg 1 3 Month T Bil with a value of $11.1B, and Invesco S&P 500 Equal Weight E with a value of $6.24B.

Examining the 13F form we can see an decrease of $1.68B in the current position value, from $121B to 120B.

Ndwm LLC is based out at La Jolla, CA

Below you can find more details about Ndwm LLC portfolio as well as his latest detailed transactions.

Portfolio value $120 Billion
ETFs: $110 Billion
Technology: $3.74 Billion
Financial Services: $3.04 Billion
Consumer Cyclical: $1.44 Billion
Industrials: $217 Million
Healthcare: $208 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $120 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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