Nvwm, LLC Incresed Positions in Q4 2024

Nvwm, LLC

  • $380 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
42.7K
+ 335.84%
$96.64 - $101.23 $4.13M - $4.32M
55.4K $5.37M
CRM
Salesforce, Inc.

Technology
3.38K
+ 131.73%
$270.87 - $367.87 $915K - $1.24M
5.94K $1.99M
CRWD
Crowd Strike Holdings, Inc.

Technology
3.07K
+ 25616.67%
$275.15 - $388.2 $846K - $1.19M
3.09K $1.06M
ZTS
Zoetis Inc.

Healthcare
7.86K
+ 104.08%
$162.24 - $194.42 $1.28M - $1.53M
15.4K $2.51M
MSCI
Msci Inc.

Financial Services
1.72K
+ 3581.25%
$569.09 - $635.99 $978K - $1.09M
1.77K $1.06M
IWM
Ishares Russell 2000 ETF

ETFs
4.55K
+ 50.12%
$216.13 - $242.4 $983K - $1.1M
13.6K $3.01M
CEG
Constellation Energy Corp

Utilities
4.51K
+ 1581.05%
$224.28 - $285.52 $1.01M - $1.29M
4.79K $1.08M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
17.7K
+ 57.45%
$46.48 - $51.32 $821K - $906K
48.4K $2.33M
HOOD
Robinhood Markets, Inc.

Technology
22.8K
+ 26794.12%
$22.33 - $43.2 $509K - $984K
22.9K $851K
MSTR
Microstrategy Inc

Technology
2.51K
+ 4828.85%
$162.69 - $473.83 $409K - $1.19M
2.56K $742K
IWR
Ishares Russell Mid Cap ETF

ETFs
7.35K
+ 17.54%
$87.25 - $95.52 $641K - $702K
49.2K $4.35M
COIN
Coinbase Global, Inc.

Technology
2.42K
+ 2687.78%
$163.17 - $343.62 $395K - $831K
2.51K $622K
USFR
Wisdomtree Floating Rate Treas

ETFs
9.69K
+ 8.13%
$50.23 - $50.46 $487K - $489K
129K $6.49M
DDOG
Datadog, Inc.

Technology
244
+ 2.5%
$113.98 - $168.65 $27.8K - $41.2K
10K $1.43M
GLD
Spdr Gold Trust

ETFs
1.31K
+ 5.4%
$236.59 - $257.5 $309K - $337K
25.5K $6.17M
AWK
American Water Works Company, Inc.

Utilities
4.04K
+ 35.98%
$123.83 - $146.07 $500K - $590K
15.3K $1.9M
SNPS
Synopsys Inc

Technology
522
+ 19.95%
$485.36 - $588.0 $253K - $307K
3.14K $1.52M
CDNS
Cadence Design Systems Inc

Technology
167
+ 3.43%
$249.1 - $324.54 $41.6K - $54.2K
5.03K $1.51M
VHT
Vanguard Health Care ETF

ETFs
769
+ 279.64%
$250.81 - $283.3 $193K - $218K
1.04K $264K
PANW
Palo Alto Networks Inc

Technology
10.1K
+ 96.96%
$181.96 - $405.9 $1.84M - $4.11M
20.6K $3.74M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
735
+ 39.37%
$238.25 - $261.28 $175K - $192K
2.6K $630K
CAT
Caterpillar Inc

Industrials
682
+ 24.83%
$360.37 - $416.88 $246K - $284K
3.43K $1.24M
XLE
Energy Sector Spdr

ETFs
2.02K
+ 26.13%
$83.32 - $97.27 $168K - $196K
9.73K $833K
EEM
Ishares Msci Emerging Markets

ETFs
4.62K
+ 41.24%
$41.82 - $47.36 $193K - $219K
15.8K $661K
EMR
Emerson Electric CO

Industrials
58
+ 0.68%
$108.13 - $134.33 $6.27K - $7.79K
8.58K $1.06M
IBB
Ishares Biotechnology ETF

ETFs
733
+ 96.45%
$131.21 - $148.85 $96.2K - $109K
1.49K $197K
ITOT
Ishares Core S&P Total U.S. St

ETFs
592
+ 30.44%
$124.26 - $134.12 $73.6K - $79.4K
2.54K $326K
PSTG
Pure Storage, Inc.

Technology
942
+ 91.72%
$48.19 - $66.6 $45.4K - $62.7K
1.97K $120K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
185
+ 2.03%
$105.85 - $112.84 $19.6K - $20.9K
9.32K $1.03M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.52K
+ 10.23%
$57.53 - $60.83 $87.6K - $92.6K
16.4K $943K
TJX
Tjx Companies Inc

Consumer Cyclical
35
+ 0.37%
$112.15 - $127.2 $3.93K - $4.45K
9.58K $1.16M
VMC
Vulcan Materials CO

Basic Materials
32
+ 1.01%
$237.95 - $292.31 $7.61K - $9.35K
3.2K $823K
AOR
Ishares Tr Core Growth Allocat

ETFs
724
+ 11.51%
$57.32 - $59.66 $41.5K - $43.2K
7.02K $402K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
346
+ 2.39%
N/A
14.8K $1.11M
RSP
Invesco S&P 500 Equal Weight E

ETFs
300
+ 4.28%
$174.22 - $187.62 $52.3K - $56.3K
7.31K $1.28M
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
1.56K
+ 8.17%
$27.51 - $29.16 $42.8K - $45.4K
20.6K $579K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
2.41K
+ 8.56%
$12.74 - $14.23 $30.7K - $34.3K
30.5K $396K
SNOW
Snowflake Inc.

Technology
101
+ 594.12%
$109.65 - $186.51 $11.1K - $18.8K
118 $18K
ETN
Eaton Corp PLC

Industrials
38
+ 0.81%
$326.96 - $377.52 $12.4K - $14.3K
4.74K $1.57M
PH
Parker Hannifin Corp

Industrials
12
+ 0.68%
$621.74 - $709.46 $7.46K - $8.51K
1.76K $1.12M
HYG
Ishares Tr

ETFs
295
+ 5.78%
$78.09 - $80.04 $23K - $23.6K
5.4K $424K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
21
+ 8.37%
$521.84 - $558.82 $11K - $11.7K
272 $146K
QQQ
Invesco Qqq Trust, Series 1

ETFs
13
+ 4.73%
$481.22 - $538.17 $6.26K - $7K
288 $147K
AOA
Ishares Tr Core Aggressive All

ETFs
227
+ 7.74%
$76.61 - $79.88 $17.4K - $18.1K
3.16K $242K
VCIT
Vanguard Intermediate Term Cor

ETFs
149
+ 42.57%
$80.13 - $83.77 $11.9K - $12.5K
499 $40K
EWW
Ishares Inc Msci Mexico ETF

ETFs
185
+ 2.09%
N/A
9.03K $514K
AIQ
Global X Funds Global X Artifi

ETFs
194
+ 55.75%
$36.57 - $40.57 $7.09K - $7.87K
542 $20K
CVX
Chevron Corp

Energy
45
+ 14.8%
$141.15 - $162.53 $6.35K - $7.31K
349 $50K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.62K
+ 4.63%
$71.75 - $75.11 $116K - $122K
36.6K $2.63M
Activity Summary
Buys All Purchases 215 New Holdings 69 Increased Positions 146 Sells All Sells 171 Reductions 171 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Nvwm, LLC Portfolio

Follow Nvwm, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nvwm, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nvwm, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email