Nvwm, LLC Portfolio Holdings
Nvwm, LLC
- $380 Million
- Q4 2024
Nvwm, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $380 Million distributed in 846 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.6M, Amazon Com Inc with a value of $16.1M, Microsoft Corp with a value of $16M, Alphabet Inc. with a value of $11.4M, and Nvidia Corp with a value of $11.1M.
Examining the 13F form we can see an decrease of $2.31M in the current position value, from $382M to 380M.
Below you can find more details about Nvwm, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$380 Million
ETFs: $116 Million
Technology: $92.1 Million
Consumer Cyclical: $37.9 Million
Financial Services: $33.8 Million
Communication Services: $30.5 Million
Industrials: $23.6 Million
Healthcare: $20 Million
Consumer Defensive: $9.72 Million
Other: $15.8 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 846
- Current Value $380 Million
- Prior Value $382 Million
- Filing
- Period Q4 2024
- Filing Date January 27, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 69 stocks
- Additional Purchases 146 stocks
- Sold out of 0 stocks
- Reduced holdings in 171 stocks