Nvwm, LLC Purchases in Q1 2025

Nvwm, LLC

  • $360 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
16
New
$49.25 - $50.66 $788 - $811
16 $0
AES
Aes Corp

Utilities
46
+ 153.33%
$9.93 - $13.23 $457 - $609
76 $0
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
5
+ 100.0%
$92.51 - $102.81 $463 - $514
10 $0
BXP
Boston Properties Inc

Real Estate
5
New
$63.97 - $74.91 $320 - $375
5 $0
ESS
Essex Property Trust, Inc.

Real Estate
1
New
N/A
1 $0
EXR
Extra Space Storage Inc.

Real Estate
1
+ 33.33%
$143.8 - $161.28 $144 - $161
4 $0
PEAK
Healthpeak Properties, Inc.

Real Estate
5
+ 33.33%
N/A
20 $0
HST
Host Hotels & Resorts, Inc.

Real Estate
10
New
$14.21 - $17.45 $142 - $175
10 $0
INVH
Invitation Homes Inc.

Real Estate
5
+ 50.0%
$30.28 - $34.85 $151 - $174
15 $0
KIM
Kimco Realty Corp

Real Estate
5
+ 25.0%
$20.15 - $23.42 $101 - $117
25 $0
VICI
Vici Properties Inc.

Real Estate
5
New
$28.21 - $32.68 $141 - $163
5 $0
ADI
Analog Devices Inc

Technology
2
+ 12.5%
$201.56 - $243.82 $403 - $488
18 $3K
ANSS
Ansys Inc

Technology
2
New
$316.56 - $360.36 $633 - $721
2 $0
CAH
Cardinal Health Inc

Healthcare
1
New
$118.02 - $137.77 $118 - $138
1 $0
BLDR
Builders First Source, Inc.

Industrials
1
New
$122.8 - $173.51 $123 - $174
1 $0
BFB
Brown Forman Corp Cl B
25
+ 250.0%
N/A
35 $0
BRO
Brown & Brown, Inc.

Financial Services
5
New
$100.54 - $124.4 $503 - $622
5 $0
BR
Broadridge Financial Solutions, Inc.

Technology
1
+ 100.0%
$221.46 - $244.83 $221 - $245
2 $0
Blackrock Inc Com
76
+ 2533.33%
N/A
79 $0
BAX
Baxter International Inc

Healthcare
10
+ 100.0%
$29.26 - $36.57 $293 - $366
20 $0
BALL
Ball Corp

Consumer Cyclical
10
New
$49.04 - $56.53 $490 - $565
10 $0
BKR
Baker Hughes CO

Energy
5
+ 20.0%
$41.16 - $48.85 $206 - $244
30 $1K
ADP
Automatic Data Processing Inc

Industrials
2
+ 28.57%
$286.85 - $318.64 $574 - $637
9 $2K
Atp Oil & Gas Corp Com
50
New
N/A
50 $0
ATO
Atmos Energy Corp

Utilities
5
New
$136.51 - $154.58 $683 - $773
5 $0
Atlassian Corporation Cl A
1.99K
New
N/A
1.99K $0
EWUS
Ishares Msci United Kingdom Sm

ETFs
11
New
$32.44 - $36.17 $357 - $398
11 $0
APO
Apollo Global Management, Inc.

Financial Services
1
+ 100.0%
$126.01 - $172.06 $126 - $172
2 $0
JGRO
J P Morgan Exchange Traded Fd
1K
+ 33.33%
N/A
4K $0
Leuthold Core ETF
200
New
N/A
200 $0
WELL
Welltower Inc.

Real Estate
3
+ 18.75%
$124.05 - $156.86 $372 - $471
19 $2K
HIG
Hartford Financial Services Group, Inc.

Financial Services
5
+ 50.0%
$106.31 - $123.73 $532 - $619
15 $1K
NLOK
Norton Life Lock Inc.

Technology
5
+ 17.24%
N/A
34 $0
MRNA
Moderna, Inc.

Healthcare
6
+ 60.0%
$28.35 - $47.53 $170 - $285
16 $0
Global Marine LTD Com
42
New
N/A
42 $0
GDDY
Go Daddy Inc.

Technology
1
New
$172.13 - $214.35 $172 - $214
1 $0
Mecklermedia Corp Com
14
New
N/A
14 $0
HAS
Hasbro, Inc.

Consumer Cyclical
5
+ 100.0%
$56.16 - $69.06 $281 - $345
10 $0
AVY
Avery Dennison Corp

Industrials
2
+ 200.0%
$174.58 - $195.91 $349 - $392
3 $0
MTB
M&T Bank Corp

Financial Services
1
+ 16.67%
$170.47 - $201.98 $170 - $202
7 $1K
MPAA
Motorcar Parts America Inc

Consumer Cyclical
0
New
$5.75 - $11.6 $0 - $0
0 $0
Ge Vernova Inc Com
1
+ 25.0%
N/A
5 $0
EXPE
Expedia Group, Inc.

Consumer Cyclical
1
+ 25.0%
$157.11 - $206.52 $157 - $207
5 $0
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
5
New
$18.53 - $29.07 $92.7 - $145
5 $0
NTRS
Northern Trust Corp

Financial Services
5
+ 100.0%
$96.09 - $113.81 $480 - $569
10 $0
NSC
Norfolk Southern Corp

Industrials
1
+ 33.33%
$227.69 - $259.76 $228 - $260
4 $0
FITB
Fifth Third Bancorp

Financial Services
5
+ 14.29%
$37.48 - $44.96 $187 - $225
40 $1K
Newsmax Inc Com Shs Class B
0
New
N/A
0 $0
NWSA
News Corp

Communication Services
5
New
$26.29 - $30.49 $131 - $152
5 $0
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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