Nvwm, LLC Incresed Positions in Q2 2025

Nvwm, LLC

  • $391 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
RTX
Raytheon Technologies Corp

Industrials
603
+ 1586.84%
$113.75 - $148.48 $68.6K - $89.5K
641 $93K
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
MDT
Medtronic PLC

Healthcare
393
+ 137.89%
$80.68 - $88.86 $31.7K - $34.9K
678 $59K
PEG
Public Service Enterprise Group Inc

Utilities
93
+ 0.68%
$77.13 - $84.18 $7.17K - $7.83K
13.8K $1.16M
PSTL
Postal Realty Trust, Inc.

Real Estate
578
+ 1.34%
$12.59 - $15.36 $7.28K - $8.88K
43.7K $644K
XLU
Utilities Sector Spdr

ETFs
78
+ 1.05%
$73.09 - $82.77 $5.7K - $6.46K
7.51K $613K
IVV
Ishares Core S&P 500 ETF

ETFs
40
+ 210.53%
$498.8 - $620.9 $20K - $24.8K
59 $36K
KO
Coca Cola CO

Consumer Defensive
369
+ 44.51%
$68.37 - $73.9 $25.2K - $27.3K
1.2K $84K
BND
Vanguard Bd Index Fd Inc Total

ETFs
193
+ 0.53%
$72.02 - $73.82 $13.9K - $14.2K
36.4K $2.68M
INTU
Intuit Inc

Technology
2
+ 1.9%
$544.07 - $787.63 $1.09K - $1.58K
107 $84K
XLB
Select Sector Spdr Fd Material

ETFs
69
+ 0.98%
$74.27 - $88.92 $5.12K - $6.14K
7.08K $621K
CSCO
Cisco Systems, Inc.

Technology
161
+ 176.92%
$53.19 - $69.38 $8.56K - $11.2K
252 $17K
IBKR
Interactive Brokers Group, Inc.

Financial Services
600
+ 300.0%
$50.53 - $212.53 $30.3K - $128K
800 $44K
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 0.59%
$149.23 - $184.95 $298 - $370
341 $62K
OTIS
Otis Worldwide Corp

Industrials
94
+ 940.0%
$90.88 - $104.3 $8.54K - $9.8K
104 $10K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
145
+ 7.74%
$68.13 - $74.77 $9.88K - $10.8K
2.02K $146K
NSC
Norfolk Southern Corp

Industrials
25
+ 625.0%
$206.34 - $257.46 $5.16K - $6.44K
29 $7K
PRU
Prudential Financial Inc

Financial Services
57
+ 237.5%
$95.12 - $112.71 $5.42K - $6.42K
81 $8K
D
Dominion Energy, Inc

Utilities
100
+ 384.62%
$49.66 - $58.0 $4.97K - $5.8K
126 $7K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.81%
$211.12 - $274.14 $211 - $274
125 $34K
GE
General Electric CO

Industrials
13
+ 56.52%
$166.81 - $257.39 $2.17K - $3.35K
36 $9K
COF
Capital One Financial Corp

Financial Services
20
+ 222.22%
$150.57 - $212.76 $3.01K - $4.26K
29 $6K
SPGI
S&P Global Inc.

Financial Services
3
+ 2.8%
$438.31 - $527.29 $1.31K - $1.58K
110 $58K
UAL
United Airlines Holdings, Inc.

Industrials
5
+ 1.32%
$56.15 - $84.23 $281 - $421
383 $30K
GD
General Dynamics Corp

Industrials
2
+ 1.24%
$247.68 - $291.66 $495 - $583
163 $47K
RSG
Republic Services, Inc.

Industrials
2
+ 0.25%
$227.2 - $258.07 $454 - $516
816 $201K
DAL
Delta Air Lines, Inc.

Industrials
10
+ 2.36%
$35.88 - $52.99 $359 - $530
433 $21K
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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