Nvwm, LLC Purchases in Q1 2025

Nvwm, LLC

  • $360 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
23K
+ 24.48%
$91.17 - $95.39 $2.1M - $2.19M
117K $11.1M
CPRT
Copart Inc

Consumer Cyclical
27.4K
+ 5311.65%
$52.3 - $59.83 $1.43M - $1.64M
27.9K $1.58M
OKE
Oneok Inc

Energy
14.6K
+ 86064.71%
$89.57 - $109.85 $1.31M - $1.61M
14.6K $1.45M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
26.3K
+ 535.99%
$48.43 - $49.9 $1.28M - $1.31M
31.2K $1.56M
TLT
Ishares Barclays 20+ Year Trea

ETFs
11.7K
+ 18.51%
$85.29 - $92.57 $1M - $1.09M
75.1K $6.84M
ETN
Eaton Corp PLC

Industrials
5.63K
+ 118.77%
$271.83 - $371.23 $1.53M - $2.09M
10.4K $2.82M
GLD
Spdr Gold Trust

ETFs
165
+ 0.65%
$243.19 - $288.14 $40.1K - $47.5K
25.7K $7.39M
HGER
Harbor ETF Tr All Weather Infl
48.9K
+ 267.86%
$22.23 - $24.05 $1.09M - $1.18M
67.1K $1.61M
TJX
Tjx Companies Inc

Consumer Cyclical
8.5K
+ 88.71%
$112.81 - $126.16 $959K - $1.07M
18.1K $2.2M
SNOW
Snowflake Inc.

Technology
6.15K
+ 5210.17%
$146.16 - $192.78 $899K - $1.19M
6.27K $915K
XLV
Select Sector Spdr Fund Health

ETFs
4.54K
+ 18.14%
$137.61 - $149.68 $625K - $680K
29.6K $4.32M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
16K
+ 79.02%
$51.52 - $52.37 $826K - $839K
36.3K $1.9M
WDAY
Workday, Inc.

Technology
3.5K
+ 87425.0%
$233.53 - $277.82 $817K - $972K
3.5K $817K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
85
+ 0.88%
$442.66 - $534.52 $37.6K - $45.4K
9.73K $5.18M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.76K
+ 56.59%
$497.6 - $606.74 $873K - $1.06M
4.86K $2.42M
WFC
Wells Fargo & Company

Financial Services
10.2K
+ 34.24%
$66.78 - $81.42 $678K - $827K
39.8K $2.86M
ORCL
Oracle Corp

Technology
4.77K
+ 13258.33%
$139.81 - $186.47 $667K - $890K
4.81K $672K
EWS
Ishares Inc Msci Singapore ETF

ETFs
26.9K
New
$21.65 - $24.17 $583K - $651K
26.9K $640K
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
44.6K
New
$10.62 - $11.83 $474K - $528K
44.6K $516K
UBER
Uber Technologies, Inc

Technology
1.44K
+ 4.62%
$63.17 - $81.49 $90.8K - $117K
32.5K $2.37M
EMB
Ishares Tr

ETFs
4.73K
+ 10.96%
$88.64 - $92.03 $419K - $435K
47.9K $4.34M
RJF
Raymond James Financial Inc

Financial Services
3.49K
+ 38766.67%
$137.62 - $172.64 $480K - $602K
3.5K $485K
AWK
American Water Works Company, Inc.

Utilities
254
+ 1.66%
$121.01 - $149.31 $30.7K - $37.9K
15.5K $2.29M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.48K
+ 4.25%
$105.1 - $109.61 $261K - $272K
60.8K $6.61M
SPY
Spdr S&P 500 ETF Trust

ETFs
984
+ 13.95%
$551.42 - $612.93 $543K - $603K
8.04K $4.5M
OXY
Occidental Petroleum Corp

Energy
7.04K
+ 131.52%
$45.45 - $52.7 $320K - $371K
12.4K $611K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
509
+ 1.9%
$34.58 - $45.97 $17.6K - $23.4K
27.3K $1.26M
HYG
Ishares Tr

ETFs
4.23K
+ 78.28%
$78.51 - $80.11 $332K - $339K
9.63K $759K
TIP
Ishares Tr Tips Bd ETF

ETFs
2.9K
+ 148.56%
$106.22 - $111.09 $308K - $322K
4.85K $538K
VEU
Vanguard Ftse All World Ex Us

ETFs
5.08K
+ 1055.09%
$56.51 - $62.98 $287K - $320K
5.56K $337K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
14.9K
New
$20.7 - $21.15 $308K - $315K
14.9K $308K
ABT
Abbott Laboratories

Healthcare
223
+ 1.61%
$111.1 - $140.22 $24.8K - $31.3K
14.1K $1.87M
MBB
Ishares Tr

ETFs
3.11K
New
$90.37 - $94.08 $281K - $293K
3.11K $291K
C
Citigroup Inc

Financial Services
3.51K
+ 31.58%
$67.23 - $84.63 $236K - $297K
14.6K $1.04M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
3.14K
New
$58.31 - $62.66 $183K - $197K
3.14K $193K
MA
Mastercard Inc

Financial Services
60
+ 0.91%
$504.67 - $576.31 $30.3K - $34.6K
6.63K $3.63M
DJP
Barclays Bank PLC

ETFs
5.21K
+ 9.71%
N/A
58.8K $1.9M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
1.47K
+ 15.76%
$106.46 - $114.75 $156K - $168K
10.8K $1.19M
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
5.67K
New
$26.9 - $27.93 $153K - $158K
5.67K $154K
MCD
Mcdonalds Corp

Consumer Cyclical
66
+ 1.12%
$279.74 - $321.29 $18.5K - $21.2K
5.96K $1.86M
EEM
Ishares Msci Emerging Markets

ETFs
2.68K
+ 16.92%
$40.81 - $45.34 $109K - $121K
18.5K $808K
SHEL
Shell PLC

Energy
4
+ 0.03%
$62.84 - $73.29 $251 - $293
12.7K $929K
UNH
Unitedhealth Group Inc

Healthcare
101
+ 2.46%
$461.52 - $548.18 $46.6K - $55.4K
4.2K $2.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
453
+ 1.51%
$58.01 - $64.46 $26.3K - $29.2K
30.5K $1.89M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.17K
+ 11.2%
$54.25 - $57.64 $118K - $125K
21.5K $1.19M
HOOD
Robinhood Markets, Inc.

Technology
144
+ 0.63%
$35.63 - $65.28 $5.13K - $9.4K
23K $957K
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 0.25%
$890.62 - $1076.86 $7.12K - $8.61K
3.2K $3.03M
KLAC
Kla Corp

Technology
30
+ 1.84%
$636.62 - $777.63 $19.1K - $23.3K
1.66K $1.13M
AOR
Ishares Tr Core Growth Allocat

ETFs
1.62K
+ 23.14%
$56.63 - $59.39 $91.9K - $96.4K
8.64K $497K
Activity Summary
Buys All Purchases 344 New Holdings 66 Increased Positions 278 Sells All Sells 146 Reductions 145 Sold out 1 Options Calls 0 Puts 0
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