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NVWM, LLC
CIK:0001697274
Investment Adviser
$600M AUM
670 holdings
Yardley, PA, USA
NVWM LLC is an investment firm that manages funds for individuals and institutions.
Latest 13F Filing Activity
NVWM, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 652 equity positions with a total 13F market value of $445M. The fund increased holdings in Alphabet Inc. Cap STK CL A, Apple Inc. Com, Xcel Energy Inc. Com among other positions. NVWM, LLC reduced exposure to Oneok Inc. New Com, Eli Lilly & Co. Com, Gallagher Arthur J & Co. Com among others.
Top Buys
Top Holdings
Equity Positions (652)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 4.67% | $20.8M | 40,068 | $142.28 | $517.95 | +$1.1M |
A AAPL | APPLE INC COM | 3.62% | $16.1M | 63,149 | $101.54 | $254.63 | +$3.2M |
A AMZN | AMAZON COM INC COM | 3.30% | $14.7M | 66,800 | $89.22 | $219.57 | +$96.7K |
N NVDA | NVIDIA CORPORATION COM | 3.04% | $13.5M | 72,430 | $40.23 | $186.58 | +$823.3K |
V VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 2.59% | $11.5M | 227,641 | $50.19 | $50.63 | +$450.0K |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+9.2%
SEMICONDUCTORS & RELATED DEVICES
+7.2%
ELECTRONIC COMPUTERS
+4.3%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+4.2%
COMMODITY CONTRACTS BROKERS & DEALERS
+3.7%
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