Nvwm, LLC Purchases in Q2 2025

Nvwm, LLC

  • $391 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EEM
Ishares Msci Emerging Markets

ETFs
5.17K
+ 27.96%
$38.52 - $48.28 $199K - $250K
23.7K $1.14M
PAVE
Global X Fds Us Infrastructure

ETFs
348
+ 0.73%
$33.78 - $43.68 $11.8K - $15.2K
48.2K $2.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.44K
+ 15.51%
$96.84 - $99.46 $236K - $242K
18.1K $1.8M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.86K
+ 13.82%
$82.21 - $83.12 $235K - $237K
23.5K $1.95M
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.65K
New
$71.86 - $82.66 $191K - $219K
2.65K $219K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.66K
+ 47.93%
$54.19 - $67.22 $144K - $179K
8.22K $552K
AOR
Ishares Tr Core Growth Allocat

ETFs
2.88K
+ 33.32%
$53.36 - $61.57 $154K - $177K
11.5K $709K
DHR
Danaher Corp

Healthcare
1.2K
+ 20.44%
$174.64 - $205.16 $210K - $247K
7.09K $1.4M
JNJ
Johnson & Johnson

Healthcare
1.75K
+ 30.52%
$146.36 - $159.82 $256K - $280K
7.49K $1.14M
SHV
Ishares Tr

ETFs
1.71K
New
$110.06 - $110.46 $188K - $189K
1.71K $189K
GS
Goldman Sachs Group Inc

Financial Services
22
+ 2.24%
$462.22 - $707.75 $10.2K - $15.6K
1K $710K
HD
Home Depot, Inc.

Consumer Cyclical
409
+ 5.41%
$335.24 - $380.78 $137K - $156K
7.97K $2.92M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
214
+ 52.2%
$456.74 - $568.03 $97.7K - $122K
624 $354K
CAT
Caterpillar Inc

Industrials
19
+ 0.86%
$273.94 - $388.21 $5.2K - $7.38K
2.23K $866K
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
1.17K
New
$100.45 - $111.8 $118K - $131K
1.17K $130K
FXE
Invesco Currency Shares Euro Trust

ETFs
1.2K
New
$99.56 - $108.79 $120K - $131K
1.2K $130K
MA
Mastercard Inc

Financial Services
48
+ 0.72%
$479.92 - $590.74 $23K - $28.4K
6.68K $3.75M
PEP
Pepsico Inc

Consumer Defensive
2.13K
+ 23.12%
$128.02 - $151.37 $272K - $322K
11.3K $1.49M
DLR
Digital Realty Trust, Inc.

Real Estate
69
+ 2.1%
$136.11 - $177.69 $9.39K - $12.3K
3.36K $585K
FDLO
Fidelity Covington Tr Low Vola

ETFs
1.1K
+ 5.94%
$54.44 - $62.8 $60.1K - $69.3K
19.7K $1.24M
INDA
Ishares Msci India Index Fund

ETFs
336
+ 1.57%
$49.13 - $55.86 $16.5K - $18.8K
21.7K $1.21M
V
Visa Inc.

Financial Services
128
+ 0.95%
$308.27 - $373.31 $39.5K - $47.8K
13.6K $4.83M
NEE
Nextera Energy Inc

Utilities
1.95K
+ 9.62%
$64.11 - $75.0 $125K - $146K
22.2K $1.54M
EXAS
Exact Sciences Corp

Healthcare
1.7K
New
$40.31 - $58.08 $68.5K - $98.7K
1.7K $90K
RTX
Raytheon Technologies Corp

Industrials
603
+ 1586.84%
$113.75 - $148.48 $68.6K - $89.5K
641 $93K
BP
Bp PLC

Energy
2.9K
New
$26.11 - $33.81 $75.7K - $98K
2.9K $86K
ABT
Abbott Laboratories

Healthcare
254
+ 1.8%
$123.95 - $138.08 $31.5K - $35.1K
14.4K $1.95M
VUG
Vanguard Growth ETF

ETFs
185
New
$329.49 - $438.4 $61K - $81.1K
185 $81K
AOA
Ishares Tr Core Aggressive All

ETFs
662
+ 20.08%
$69.46 - $83.4 $46K - $55.2K
3.96K $330K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
3.59K
+ 18.23%
$25.36 - $27.19 $91.1K - $97.7K
23.3K $614K
UNP
Union Pacific Corp

Industrials
520
+ 7.58%
$208.27 - $238.46 $108K - $124K
7.38K $1.7M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
514
+ 3.9%
$69.8 - $85.28 $35.9K - $43.8K
13.7K $1.14M
PG
Procter & Gamble CO

Consumer Defensive
1.07K
+ 11.38%
$157.66 - $172.39 $169K - $184K
10.5K $1.67M
RJF
Raymond James Financial Inc

Financial Services
39
+ 1.11%
$123.65 - $153.88 $4.82K - $6K
3.54K $542K
CRM
Salesforce, Inc.

Technology
105
+ 1.75%
$236.26 - $291.15 $24.8K - $30.6K
6.11K $1.66M
VIG
Vanguard Dividend Appreciation

ETFs
281
+ 15.03%
N/A
2.15K $391K
CMCSA
Comcast Corp

Communication Services
1.47K
+ 255.65%
$32.84 - $36.72 $48.3K - $54K
2.05K $72K
MRK
Merck & Co., Inc.

Healthcare
627
+ 137.8%
$73.47 - $87.12 $46.1K - $54.6K
1.08K $85K
AEP
American Electric Power CO Inc

Utilities
402
+ 2512.5%
$98.59 - $109.11 $39.6K - $43.9K
418 $43K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.23K
+ 31.56%
$29.0 - $30.68 $35.6K - $37.7K
5.12K $157K
AMGN
Amgen Inc

Healthcare
134
+ 893.33%
$262.28 - $309.85 $35.1K - $41.5K
149 $41K
WM
Waste Management Inc

Industrials
257
+ 3.08%
$216.47 - $242.1 $55.6K - $62.2K
8.6K $1.97M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
266
New
$114.78 - $133.31 $30.5K - $35.5K
266 $35K
MDT
Medtronic PLC

Healthcare
393
+ 137.89%
$80.68 - $88.86 $31.7K - $34.9K
678 $59K
PGF
Invesco Exchange Traded Fd Tr

ETFs
2.43K
New
$13.7 - $14.31 $33.3K - $34.8K
2.43K $34K
PEG
Public Service Enterprise Group Inc

Utilities
93
+ 0.68%
$77.13 - $84.18 $7.17K - $7.83K
13.8K $1.16M
CASY
Caseys General Stores Inc

Consumer Cyclical
63
New
$415.82 - $510.91 $26.2K - $32.2K
63 $32K
XLU
Utilities Sector Spdr

ETFs
78
+ 1.05%
$73.09 - $82.77 $5.7K - $6.46K
7.51K $613K
PSTL
Postal Realty Trust, Inc.

Real Estate
578
+ 1.34%
$12.59 - $15.36 $7.28K - $8.88K
43.7K $644K
Activity Summary
Buys All Purchases 280 New Holdings 74 Increased Positions 206 Sells All Sells 206 Reductions 205 Sold out 1 Options Calls 0 Puts 0
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