NVWM, LLC
CIK:0001697274
Investment Adviser
$600M AUM
670 holdings
Yardley, PA, USA
Founded:2011
9 employees
Latest filing:Sep 30, 2025
NVWM LLC is an investment firm that manages funds for individuals and institutions.
Top Buys
G
GOOGLALPHABET INC CAP STK CL A+$3.9M
A
AAPLAPPLE INC COM+$3.2M
X
XELXCEL ENERGY INC COM+$2.0M
C
CDNSCADENCE DESIGN SYSTEM INC COM+$2.0M
U
USFRWISDOMTREE FLOATING RATE TREASURY FUND+$1.6M
Top Sells
O
OKEONEOK INC NEW COM-$1.3M
L
LLYELI LILLY & CO COM-$1.3M
A
AJGGALLAGHER ARTHUR J & CO COM-$1.2M
I
ISRGINTUITIVE SURGICAL INC COM NEW-$1.2M
J
JPSTJPMORGAN ULTRA-SHORT INCOME ETF-$1.1M
Top Holdings
M
MSFTMICROSOFT CORP COM+4.7%$20.8M
A
AAPLAPPLE INC COM+3.6%$16.1M
A
AMZNAMAZON COM INC COM+3.3%$14.7M
N
NVDANVIDIA CORPORATION COM+3.0%$13.5M
V
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF+2.6%$11.5M
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%