Nvwm, LLC Purchases in Q1 2025

Nvwm, LLC

  • $360 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
1.23K
+ 8.25%
N/A
16.1K $1.2M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
941
+ 4.77%
$81.83 - $82.73 $77K - $77.8K
20.7K $1.71M
MUB
Ishares National Muni Bond ETF

ETFs
759
+ 20.09%
$104.71 - $107.69 $79.5K - $81.7K
4.54K $478K
ITA
Ishares Tr

ETFs
76
+ 0.92%
$144.84 - $159.5 $11K - $12.1K
8.32K $1.27M
ZTS
Zoetis Inc.

Healthcare
298
+ 1.93%
$156.48 - $175.67 $46.6K - $52.3K
15.7K $2.59M
CB
Chubb LTD

Financial Services
5
+ 0.17%
$257.71 - $301.99 $1.29K - $1.51K
2.86K $864K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
138
+ 50.74%
$507.05 - $563.67 $70K - $77.8K
410 $210K
PG
Procter & Gamble CO

Consumer Defensive
191
+ 2.08%
$158.56 - $176.26 $30.3K - $33.7K
9.39K $1.6M
CRWD
Crowd Strike Holdings, Inc.

Technology
63
+ 2.04%
$308.86 - $455.36 $19.5K - $28.7K
3.15K $1.11M
SPGI
S&P Global Inc.

Financial Services
100
+ 1428.57%
$478.26 - $543.77 $47.8K - $54.4K
107 $54K
PEP
Pepsico Inc

Consumer Defensive
451
+ 5.16%
$142.64 - $156.42 $64.3K - $70.5K
9.2K $1.38M
AAL
American Airlines Group Inc.

Industrials
4.5K
+ 30000.0%
N/A
4.52K $49K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
1.7K
New
$25.9 - $31.26 $44K - $53.1K
1.7K $45K
MPWR
Monolithic Power Systems Inc

Technology
102
+ 8.49%
$565.7 - $720.25 $57.7K - $73.5K
1.3K $755K
NEE
Nextera Energy Inc

Utilities
742
+ 3.8%
$66.96 - $76.16 $49.7K - $56.5K
20.2K $1.44M
RSG
Republic Services, Inc.

Industrials
1
+ 0.12%
$200.09 - $242.16 $200 - $242
814 $197K
IBKR
Interactive Brokers Group, Inc.

Financial Services
200
New
$161.03 - $235.53 $32.2K - $47.1K
200 $33K
XLB
Select Sector Spdr Fd Material

ETFs
197
+ 2.89%
$83.19 - $90.99 $16.4K - $17.9K
7.01K $602K
XYL
Xylem Inc.

Industrials
3
+ 0.04%
$114.02 - $132.04 $342 - $396
7.41K $885K
FDLO
Fidelity Covington Tr Low Vola

ETFs
355
+ 1.95%
$59.43 - $63.22 $21.1K - $22.4K
18.6K $1.13M
HALO
Halozyme Therapeutics, Inc.

Healthcare
344
New
$47.74 - $65.16 $16.4K - $22.4K
344 $21K
UFPT
Ufp Technologies Inc

Healthcare
100
+ 3333.33%
$198.85 - $285.04 $19.9K - $28.5K
103 $20K
JCI
Johnson Controls International PLC

Industrials
63
+ 0.81%
$76.12 - $90.6 $4.8K - $5.71K
7.84K $628K
IDXX
Idexx Laboratories Inc

Healthcare
3
+ 0.16%
$406.29 - $469.04 $1.22K - $1.41K
1.88K $791K
PM
Philip Morris International Inc.

Consumer Defensive
6
+ 1.8%
$117.15 - $158.79 $703 - $953
339 $53K
CVX
Chevron Corp

Energy
12
+ 3.44%
$146.71 - $167.97 $1.76K - $2.02K
361 $60K
AOA
Ishares Tr Core Aggressive All

ETFs
137
+ 4.34%
$75.7 - $80.01 $10.4K - $11K
3.3K $252K
JEPI
J P Morgan Exchange Traded Fd

ETFs
301
+ 1.84%
$56.17 - $59.71 $16.9K - $18K
16.7K $953K
KO
Coca Cola CO

Consumer Defensive
25
+ 3.11%
$60.81 - $72.32 $1.52K - $1.81K
829 $59K
DVY
Ishares Tr

ETFs
27
+ 1.91%
$128.58 - $138.1 $3.47K - $3.73K
1.44K $193K
XOM
Exxon Mobil Corp

Energy
25
+ 6.02%
$105.44 - $118.93 $2.64K - $2.97K
440 $52K
PPL
Ppl Corp

Utilities
5
+ 0.25%
$31.68 - $36.11 $158 - $181
2.01K $72K
XLF
Financial Sector Spdr

ETFs
48
+ 1.6%
$47.32 - $52.19 $2.27K - $2.51K
3.05K $151K
RACE
Ferrari N.V.

Consumer Cyclical
2
+ 0.09%
$413.73 - $508.15 $827 - $1.02K
2.11K $904K
EXC
Exelon Corp

Utilities
5
+ 0.58%
$37.3 - $46.08 $187 - $230
867 $39K
MMM
3 M CO

Industrials
3
+ 1.03%
$129.7 - $155.12 $389 - $465
293 $43K
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.41%
$123.25 - $162.53 $123 - $163
245 $38K
CCI
Crown Castle International Corp

Real Estate
10
+ 4.35%
$84.33 - $106.39 $843 - $1.06K
240 $25K
MDLZ
Mondelez International, Inc.

Consumer Defensive
25
+ 10.87%
$56.12 - $68.15 $1.4K - $1.7K
255 $17K
SO
Southern CO

Utilities
10
+ 3.15%
$80.96 - $92.96 $810 - $930
327 $30K
MO
Altria Group, Inc.

Consumer Defensive
10
+ 2.92%
$50.81 - $60.02 $508 - $600
353 $21K
MDT
Medtronic PLC

Healthcare
1
+ 0.35%
$79.84 - $94.5 $79.8 - $94.5
285 $25K
AMGN
Amgen Inc

Healthcare
10
+ 200.0%
$258.59 - $327.36 $2.59K - $3.27K
15 $4K
CL
Colgate Palmolive CO

Consumer Defensive
10
+ 1.31%
$85.68 - $97.5 $857 - $975
771 $72K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.34K
+ 11.36%
$81.1 - $94.7 $109K - $127K
13.2K $1.07M
NOC
Northrop Grumman Corp

Industrials
2
+ 100.0%
$433.45 - $513.82 $867 - $1.03K
4 $2K
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
65
New
$34.58 - $38.65 $2.25K - $2.51K
65 $2K
F
Ford Motor CO

Consumer Cyclical
135
+ 6.75%
$9.12 - $10.43 $1.23K - $1.41K
2.14K $21K
GE
General Electric CO

Industrials
6
+ 35.29%
$168.59 - $212.13 $1.01K - $1.27K
23 $4K
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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