Nvwm, LLC Reduced Holdings in Q2 2025

Nvwm, LLC

  • $391 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
-74.2K
- 63.44%
$93.15 - $96.56 $6.91M - $7.16M
42.7K $4.09M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-60.2K
- 80.17%
$83.97 - $92.85 $5.06M - $5.59M
14.9K $1.31M
GOOGL
Alphabet Inc.

Communication Services
-32.1K
- 52.23%
$144.7 - $178.6 $4.64M - $5.73M
29.3K $5.17M
EMB
Ishares Tr

ETFs
-41.7K
- 87.09%
$86.54 - $92.62 $3.61M - $3.86M
6.18K $572K
AAPL
Apple Inc.

Technology
-5.83K
- 8.52%
$172.42 - $223.89 $1.01M - $1.31M
62.6K $12.8M
UNH
Unitedhealth Group Inc

Healthcare
-4.16K
- 98.98%
$274.35 - $599.47 $1.14M - $2.49M
43 $13K
IWM
Ishares Russell 2000 ETF

ETFs
-10.6K
- 77.65%
$174.82 - $215.79 $1.85M - $2.29M
3.05K $657K
TSLA
Tesla, Inc.

Consumer Cyclical
-6.31K
- 93.33%
$221.86 - $362.89 $1.4M - $2.29M
451 $143K
DJP
Barclays Bank PLC

ETFs
-41.5K
- 70.67%
N/A
17.2K $557K
IAU
Ishares Gold Trust

ETFs
-22.2K
- 34.25%
$56.1 - $64.74 $1.24M - $1.44M
42.6K $2.66M
VST
Vistra Corp.

Utilities
-8.54K
- 99.96%
$98.07 - $195.04 $838K - $1.67M
3 $0
AXP
American Express CO

Financial Services
-5.45K
- 35.73%
$231.39 - $318.98 $1.26M - $1.74M
9.81K $3.13M
CEG
Constellation Energy Corp

Utilities
-4.5K
- 93.98%
$170.96 - $322.76 $769K - $1.45M
288 $92K
VTI
Vanguard Total Stock Market Et

ETFs
-4.07K
- 28.4%
$243.75 - $303.93 $993K - $1.24M
10.3K $3.12M
MRVL
Marvell Technology, Inc.

Technology
-13.6K
- 92.62%
$49.38 - $79.97 $670K - $1.08M
1.08K $83K
NXPI
Nxp Semiconductors N.V.

Technology
-4.22K
- 99.86%
$153.5 - $218.72 $648K - $923K
6 $1K
GWW
W.W. Grainger, Inc.

Industrials
-756
- 96.43%
$919.93 - $1101.66 $695K - $833K
28 $29K
FISV
Fiserv Inc

Technology
-5.39K
- 99.74%
N/A
14 $1K
IR
Ingersoll Rand Inc.

Industrials
-7.9K
- 99.91%
$66.75 - $84.94 $527K - $671K
7 $0
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-1.96K
- 98.3%
$225.56 - $335.19 $442K - $657K
34 $8K
ITA
Ishares Tr

ETFs
-4.5K
- 54.03%
$135.31 - $188.64 $608K - $848K
3.83K $721K
ZTS
Zoetis Inc.

Healthcare
-2.24K
- 14.28%
$144.41 - $170.3 $324K - $382K
13.5K $2.1M
SBUX
Starbucks Corp

Consumer Cyclical
-2.89K
- 10.67%
$79.69 - $99.41 $231K - $288K
24.2K $2.22M
ACN
Accenture PLC

Technology
-1.19K
- 19.96%
$279.23 - $323.21 $333K - $386K
4.79K $1.43M
GNRC
Generac Holdings Inc.

Industrials
-3.41K
- 98.75%
$101.92 - $143.21 $347K - $488K
43 $6K
ADBE
Adobe Inc.

Technology
-1.1K
- 35.46%
$340.0 - $420.68 $374K - $462K
2K $773K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-8.94K
- 41.53%
$50.08 - $63.14 $448K - $565K
12.6K $794K
TIP
Ishares Tr Tips Bd ETF

ETFs
-2.99K
- 61.63%
$107.93 - $110.97 $322K - $331K
1.86K $204K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-9.77K
- 29.96%
$32.0 - $39.87 $313K - $390K
22.8K $909K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-2.34K
- 8.73%
$45.07 - $52.57 $106K - $123K
24.5K $1.2M
SON
Sonoco Products CO

Consumer Cyclical
-118
- 0.33%
$40.6 - $47.93 $4.79K - $5.66K
35.2K $1.53M
IWR
Ishares Russell Mid Cap ETF

ETFs
-4.63K
- 10.78%
$74.88 - $91.97 $347K - $426K
38.3K $3.52M
AJG
Arthur J. Gallagher & Co.

Financial Services
-22
- 0.55%
$310.86 - $348.77 $6.84K - $7.67K
3.96K $1.27M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-16
- 0.67%
$421.16 - $509.5 $6.74K - $8.15K
2.37K $1.05M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-4.76K
- 31.94%
$20.12 - $21.0 $95.7K - $99.9K
10.1K $211K
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
-1.18K
- 37.38%
$61.48 - $65.6 $72.2K - $77.1K
1.97K $125K
DUK
Duke Energy Corp

Utilities
-133
- 1.06%
$112.46 - $124.05 $15K - $16.5K
12.5K $1.47M
TJX
Tjx Companies Inc

Consumer Cyclical
-717
- 3.97%
$119.13 - $135.03 $85.4K - $96.8K
17.4K $2.14M
AAL
American Airlines Group Inc.

Industrials
-4.5K
- 99.67%
N/A
15 $0
ARGX
Argenx Se

Healthcare
-6
- 0.61%
$532.27 - $656.65 $3.19K - $3.94K
973 $536K
CB
Chubb LTD

Financial Services
-14
- 0.49%
$274.32 - $302.46 $3.84K - $4.23K
2.85K $825K
HYG
Ishares Tr

ETFs
-548
- 5.69%
$75.75 - $80.65 $41.5K - $44.2K
9.08K $732K
HUBS
Hubspot Inc

Technology
-6
- 0.38%
$487.07 - $672.24 $2.92K - $4.03K
1.56K $870K
GIS
General Mills Inc

Consumer Defensive
-312
- 94.26%
$50.37 - $60.97 $15.7K - $19K
19 $0
MUB
Ishares National Muni Bond ETF

ETFs
-46
- 1.01%
$102.31 - $105.8 $4.71K - $4.87K
4.49K $469K
XOM
Exxon Mobil Corp

Energy
-12
- 2.73%
$99.93 - $119.04 $1.2K - $1.43K
428 $46K
PPL
Ppl Corp

Utilities
-5
- 0.25%
$33.45 - $36.5 $167 - $183
2.01K $67K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-2
- 1.42%
$212.1 - $244.27 $424 - $489
139 $30K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-100
- 85.47%
$40.51 - $71.03 $4.05K - $7.1K
17 $1K
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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