Nvwm, LLC Purchases in Q3 2025

Nvwm, LLC

  • $418 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
7.82K
+ 26.67%
$174.36 - $254.72 $1.36M - $1.99M
37.2K $9.03M
AAPL
Apple Inc.

Technology
558
+ 0.89%
$202.38 - $256.87 $113K - $143K
63.1K $16.1M
XEL
Xcel Energy Inc

Utilities
24.9K
+ 113068.18%
$67.56 - $80.65 $1.68M - $2.01M
24.9K $2.01M
CDNS
Cadence Design Systems Inc

Technology
5.06K
+ 102.01%
$309.46 - $373.37 $1.57M - $1.89M
10K $3.52M
USFR
Wisdomtree Floating Rate Treas

ETFs
32.6K
+ 21.11%
$50.23 - $50.48 $1.64M - $1.65M
187K $9.4M
AEM
Agnico Eagle Mines LTD

Basic Materials
8.43K
New
$116.14 - $168.56 $979K - $1.42M
8.43K $1.42M
HYG
Ishares Tr

ETFs
16.3K
+ 179.5%
$79.85 - $81.32 $1.3M - $1.33M
25.4K $2.06M
IBM
International Business Machines Corp

Technology
4.34K
+ 21680.0%
$234.77 - $292.47 $1.02M - $1.27M
4.36K $1.23M
MSFT
Microsoft Corp

Technology
507
+ 1.28%
$491.09 - $535.64 $249K - $272K
40.1K $20.8M
CVX
Chevron Corp

Energy
5.72K
+ 194.62%
$145.57 - $161.83 $833K - $926K
8.66K $1.34M
SPY
Spdr S&P 500 ETF Trust

ETFs
376
+ 4.37%
$617.65 - $666.84 $232K - $251K
8.98K $5.98M
IAU
Ishares Gold Trust

ETFs
2.31K
+ 5.41%
$61.62 - $72.77 $142K - $168K
44.9K $3.27M
IWC
Russell Micro Cap ETF

ETFs
4.05K
New
$127.86 - $151.39 $518K - $613K
4.05K $603K
AMD
Advanced Micro Devices Inc

Technology
562
+ 2.26%
$134.8 - $184.42 $75.8K - $104K
25.5K $4.12M
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.33K
+ 4.78%
$107.66 - $112.36 $359K - $374K
73.1K $8.14M
TMO
Thermo Fisher Scientific Inc.

Healthcare
98
+ 1.82%
$404.94 - $499.99 $39.7K - $49K
5.48K $2.66M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.32K
+ 3.32%
$49.78 - $50.75 $364K - $372K
228K $11.5M
XLV
Select Sector Spdr Fund Health

ETFs
2.12K
+ 6.62%
$129.01 - $139.72 $274K - $296K
34.2K $4.75M
AMAT
Applied Materials Inc

Technology
108
+ 0.63%
$156.25 - $204.95 $16.9K - $22.1K
17.3K $3.55M
HD
Home Depot, Inc.

Consumer Cyclical
134
+ 1.68%
$357.4 - $423.42 $47.9K - $56.7K
8.1K $3.28M
VTI
Vanguard Total Stock Market Et

ETFs
194
+ 1.89%
$303.93 - $329.86 $59K - $64K
10.5K $3.43M
KLAC
Kla Corp

Technology
6
+ 0.36%
$843.9 - $1078.6 $5.06K - $6.47K
1.66K $1.79M
EMB
Ishares Tr

ETFs
2.76K
+ 44.7%
$91.52 - $95.59 $253K - $264K
8.94K $851K
HGER
Harbor ETF Tr All Weather Infl
5.19K
+ 5.66%
$24.26 - $25.91 $126K - $135K
96.9K $2.5M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
235
+ 1.72%
$83.08 - $100.2 $19.5K - $23.5K
13.9K $1.39M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
156
+ 1.51%
$459.11 - $506.91 $71.6K - $79.1K
10.5K $5.27M
DJP
Barclays Bank PLC

ETFs
7.82K
+ 45.32%
N/A
25.1K $809K
IWR
Ishares Russell Mid Cap ETF

ETFs
789
+ 2.06%
$92.26 - $97.51 $72.8K - $76.9K
39.1K $3.78M
TIP
Ishares Tr Tips Bd ETF

ETFs
2.16K
+ 115.86%
$109.11 - $111.88 $235K - $241K
4.02K $446K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.32K
+ 4.35%
$68.24 - $73.73 $90.2K - $97.5K
31.7K $2.33M
WFC
Wells Fargo & Company

Financial Services
448
+ 0.92%
$77.05 - $85.16 $34.5K - $38.2K
48.9K $4.1M
VMC
Vulcan Materials CO

Basic Materials
181
+ 5.67%
$260.62 - $307.62 $47.2K - $55.7K
3.37K $1.04M
DUK
Duke Energy Corp

Utilities
1.06K
+ 8.54%
$116.31 - $125.93 $124K - $134K
13.5K $1.67M
PEP
Pepsico Inc

Consumer Defensive
727
+ 6.42%
$133.81 - $152.16 $97.3K - $111K
12K $1.69M
NEE
Nextera Energy Inc

Utilities
737
+ 3.32%
$69.77 - $77.54 $51.4K - $57.1K
22.9K $1.73M
WMT
Walmart Inc.

Consumer Defensive
203
+ 0.64%
$94.4 - $104.27 $19.2K - $21.2K
31.9K $3.28M
EEM
Ishares Msci Emerging Markets

ETFs
1.12K
+ 4.71%
$48.07 - $53.4 $53.6K - $59.5K
24.8K $1.32M
UBER
Uber Technologies, Inc

Technology
270
+ 0.93%
$86.91 - $99.57 $23.5K - $26.9K
29.2K $2.86M
MLM
Martin Marietta Materials Inc

Basic Materials
5
+ 0.27%
$546.36 - $631.12 $2.73K - $3.16K
1.87K $1.18M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.29K
+ 7.1%
$97.75 - $100.75 $126K - $130K
19.4K $1.95M
PWR
Quanta Services, Inc.

Industrials
18
+ 0.49%
$372.29 - $421.68 $6.7K - $7.59K
3.67K $1.52M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
1.83K
+ 8.43%
N/A
23.5K $1.76M
NKE
Nike, Inc.

Consumer Cyclical
2.09K
+ 11.37%
$69.24 - $79.24 $145K - $166K
20.5K $1.43M
UNP
Union Pacific Corp

Industrials
281
+ 3.81%
$214.91 - $237.16 $60.4K - $66.6K
7.66K $1.81M
XLE
Energy Sector Spdr

ETFs
706
+ 8.05%
$84.25 - $91.99 $59.5K - $64.9K
9.47K $846K
PSX
Phillips 66

Energy
176
+ 3.87%
$118.37 - $139.46 $20.8K - $24.5K
4.73K $642K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3.12K
+ 12.75%
$46.51 - $50.07 $145K - $156K
27.6K $1.29M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
165
+ 0.72%
$39.37 - $44.24 $6.5K - $7.3K
23K $1.01M
AOR
Ishares Tr Core Growth Allocat

ETFs
1.03K
+ 8.98%
$60.99 - $64.39 $63.1K - $66.6K
12.6K $807K
Activity Summary
Buys All Purchases 208 New Holdings 45 Increased Positions 163 Sells All Sells 166 Reductions 163 Sold out 3 Options Calls 0 Puts 0
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