Nvwm, LLC Incresed Positions in Q3 2025

Nvwm, LLC

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

Financial Services
194
+ 8.05%
$526.48 - $588.0 $102K - $114K
2.6K $1.48M
RJF
Raymond James Financial Inc

Financial Services
93
+ 2.63%
$154.64 - $176.43 $14.4K - $16.4K
3.63K $626K
QQQ
Invesco Qqq Trust, Series 1

ETFs
34
+ 2.67%
$546.99 - $602.2 $18.6K - $20.5K
1.31K $785K
OXY
Occidental Petroleum Corp

Energy
184
+ 1.32%
$42.54 - $48.1 $7.83K - $8.85K
14.1K $668K
AWK
American Water Works Company, Inc.

Utilities
569
+ 3.57%
$135.05 - $147.0 $76.8K - $83.6K
16.5K $2.3M
IBKR
Interactive Brokers Group, Inc.

Financial Services
1K
+ 125.0%
$56.32 - $68.81 $56.3K - $68.8K
1.8K $123K
PSTL
Postal Realty Trust, Inc.

Real Estate
2.01K
+ 4.59%
$13.7 - $16.35 $27.5K - $32.8K
45.8K $721K
VEU
Vanguard Ftse All World Ex Us

ETFs
558
+ 6.79%
$66.38 - $71.68 $37K - $40K
8.78K $626K
BND
Vanguard Bd Index Fd Inc Total

ETFs
599
+ 1.65%
$72.57 - $74.72 $43.5K - $44.8K
37K $2.75M
WM
Waste Management Inc

Industrials
609
+ 7.08%
$213.88 - $237.1 $130K - $144K
9.21K $2.03M
FDLO
Fidelity Covington Tr Low Vola

ETFs
31
+ 0.16%
$62.44 - $65.87 $1.94K - $2.04K
19.7K $1.3M
MA
Mastercard Inc

Financial Services
26
+ 0.39%
$550.18 - $598.96 $14.3K - $15.6K
6.7K $3.81M
XLB
Select Sector Spdr Fd Material

ETFs
498
+ 7.03%
$86.72 - $92.61 $43.2K - $46.1K
7.58K $679K
LVHD
Franklin U.S. Low Volatility H

ETFs
652
+ 4.33%
$39.89 - $41.55 $26K - $27.1K
15.7K $649K
SCHW
Schwab Charles Corp

Financial Services
500
+ 3333.33%
$91.03 - $98.69 $45.5K - $49.3K
515 $49K
XLI
Industrial Sector Spdr

ETFs
178
+ 6.41%
$147.94 - $154.99 $26.3K - $27.6K
2.95K $455K
DHR
Danaher Corp

Healthcare
210
+ 2.96%
$181.46 - $212.2 $38.1K - $44.6K
7.3K $1.45M
BA
Boeing CO

Industrials
20
+ 0.38%
$209.79 - $237.38 $4.2K - $4.75K
5.22K $1.13M
XLF
Financial Sector Spdr

ETFs
512
+ 16.8%
$51.37 - $54.25 $26.3K - $27.8K
3.56K $191K
CWB
Spdr Bloomberg Convertible Sec

ETFs
121
+ 4.56%
$82.29 - $90.77 $9.96K - $11K
2.77K $250K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
146
+ 1.81%
$75.26 - $80.19 $11K - $11.7K
8.23K $656K
PFE
Pfizer Inc

Healthcare
1.11K
+ 63.55%
$23.29 - $25.88 $25.8K - $28.6K
2.85K $72K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
636
+ 2.73%
$26.05 - $27.27 $16.6K - $17.3K
23.9K $644K
SNOW
Snowflake Inc.

Technology
82
+ 1.32%
$191.73 - $241.0 $15.7K - $19.8K
6.31K $1.42M
TMUS
T Mobile Us, Inc.

Communication Services
98
+ 3.84%
$226.02 - $259.01 $22.1K - $25.4K
2.65K $634K
AOA
Ishares Tr Core Aggressive All

ETFs
65
+ 1.64%
$82.71 - $88.14 $5.38K - $5.73K
4.02K $354K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
201
+ 446.67%
$101.12 - $106.18 $20.3K - $21.3K
246 $25K
MUB
Ishares National Muni Bond ETF

ETFs
100
+ 2.23%
$103.24 - $106.68 $10.3K - $10.7K
4.59K $488K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
100
+ 0.21%
$52.39 - $53.11 $5.24K - $5.31K
47.8K $2.54M
DLR
Digital Realty Trust, Inc.

Real Estate
136
+ 4.05%
$161.21 - $180.02 $21.9K - $24.5K
3.49K $603K
WDAY
Workday, Inc.

Technology
58
+ 1.66%
$213.69 - $247.69 $12.4K - $14.4K
3.55K $853K
FXE
Invesco Currency Shares Euro Trust

ETFs
129
+ 10.74%
$105.31 - $109.29 $13.6K - $14.1K
1.33K $144K
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
125
+ 10.67%
$108.84 - $112.69 $13.6K - $14.1K
1.3K $144K
PG
Procter & Gamble CO

Consumer Defensive
480
+ 4.59%
$150.47 - $161.22 $72.2K - $77.4K
10.9K $1.68M
XLP
Consumer Staples Sector Spdr

ETFs
177
+ 11.2%
N/A
1.76K $133K
BITQ
Exchange Traded Concepts Tr Bi

ETFs
400
+ 400.0%
$18.9 - $25.14 $7.56K - $10.1K
500 $12K
MO
Altria Group, Inc.

Consumer Defensive
74
+ 20.96%
$57.75 - $67.68 $4.27K - $5.01K
427 $28K
JEPI
J P Morgan Exchange Traded Fd

ETFs
51
+ 0.3%
$55.61 - $57.37 $2.84K - $2.93K
16.8K $958K
MRK
Merck & Co., Inc.

Healthcare
5
+ 0.46%
$77.6 - $87.37 $388 - $437
1.09K $91K
INTC
Intel Corp

Technology
148
+ 125.42%
$19.31 - $35.5 $2.86K - $5.25K
266 $8K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
123
+ 1.21%
$20.84 - $21.03 $2.56K - $2.59K
10.3K $214K
XOM
Exxon Mobil Corp

Energy
9
+ 2.1%
$105.83 - $117.22 $952 - $1.05K
437 $49K
PM
Philip Morris International Inc.

Consumer Defensive
61
+ 17.89%
$157.77 - $183.27 $9.62K - $11.2K
402 $65K
BDX
Becton Dickinson & CO

Healthcare
3
+ 1.66%
$172.41 - $199.66 $517 - $599
184 $34K
GNRC
Generac Holdings Inc.

Industrials
6
+ 13.95%
$146.61 - $202.85 $880 - $1.22K
49 $8K
HUM
Humana Inc

Healthcare
5
+ 62.5%
$220.41 - $312.0 $1.1K - $1.56K
13 $3K
ACGL
Arch Capital Group Ltd.

Financial Services
20
+ 333.33%
$85.61 - $93.54 $1.71K - $1.87K
26 $2K
VZ
Verizon Communications Inc

Communication Services
10
+ 0.33%
$40.84 - $45.06 $408 - $451
3.07K $134K
WBD
Warner Bros. Discovery, Inc.

Communication Services
25
+ 14.97%
$10.78 - $19.82 $270 - $496
192 $3K
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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