Nvwm

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NFBK",
  "ENVX",
  "TREX",
  "HOOD",
  "MPWR",
  "ARGX",
  "SMTC",
  "DJP",
  "GDX",
  null,
  "RJF",
  "AES",
  "AAL",
  "BEP",
  "HUM",
  "MP",
  "PCG",
  "RF",
  "SMCI",
  "SNOW",
  "MU",
  "ACN",
  "ITT",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "ATI",
  "ALL",
  "GOOGL",
  "BOOT",
  null,
  "AXP",
  "ATMU",
  null,
  "AIG",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  "KMX",
  "FLNC",
  "BSX",
  "HRB",
  null,
  "CCI",
  "COF",
  "CMI",
  null,
  null,
  "DUK",
  "D",
  "DT",
  "OCFC",
  "PFS",
  "ESS",
  "EBAY",
  "RXRX",
  "RUM",
  null,
  null,
  "EOG",
  "EXPE",
  "U",
  null,
  "FCX",
  null,
  "FITB",
  "IBKR",
  "VIK",
  "MNMD",
  "GD",
  "GILD",
  null,
  "GIS",
  "HLT",
  "HON",
  "HD",
  "HPQ",
  "MCD",
  "INTU",
  null,
  null,
  "BEN",
  null,
  "UNP",
  "QCOM",
  "ISRG",
  null,
  null,
  null,
  "HUBS",
  null,
  "EMXC",
  null,
  "HWM",
  "LEN",
  "ITW",
  "IDA",
  "AMAT",
  "RIVN",
  "EMR",
  "ICE",
  "MUB",
  "META",
  null,
  null,
  "MPAA",
  "IVT",
  "BEEP",
  "PKBK",
  "METCB",
  "PSTL",
  "TRAK",
  "RR",
  null,
  "SWK",
  null,
  null,
  "IQV",
  "NAK",
  "VUZI",
  null,
  null,
  null,
  null,
  "CYBN",
  null,
  "KMI",
  null,
  null,
  "LHX",
  "LRCX",
  "ICF",
  "LIN",
  null,
  null,
  "L",
  null,
  null,
  null,
  "MPC",
  null,
  null,
  "MMC",
  "PWR",
  "METC",
  "MRVL",
  "MA",
  "PODD",
  "MDT",
  "MSFT",
  "MAA",
  "MDLZ",
  "MS",
  "TMUS",
  "ENPH",
  "NDAQ",
  "ELF",
  "EQIX",
  "EQT",
  "EXC",
  "ETSY",
  "FIS",
  "GE",
  "GPC",
  "GXO",
  "NTRS",
  "HIG",
  "HES",
  "HAS",
  "OXY",
  null,
  "ILMN",
  "ODFL",
  "ORLY",
  "EMN",
  null,
  "PCAR",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "ANSS",
  "DG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "DASH",
  "PAYX",
  "VHT",
  "DOC",
  null,
  null,
  null,
  null,
  "EEM",
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  null,
  "PGR",
  null,
  "IVV",
  null,
  "PHM",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "HPE",
  "INTC",
  "LDOS",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  "KEYS",
  null,
  "MKC",
  "MPW",
  "AMGN",
  "KVUE",
  "MAS",
  null,
  "PKG",
  "MSTR",
  "PARA",
  "REGN",
  "ROK",
  null,
  "SPGI",
  null,
  null,
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "ROST",
  "SHEL",
  "RTX",
  "GLD",
  "STX",
  null,
  null,
  null,
  null,
  "AMT",
  "RSG",
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TFC",
  "TRV",
  "TSN",
  "TYL",
  "UBER",
  "UAL",
  "UPS",
  "NEM",
  "MET",
  "UFPT",
  "VV",
  "RCL",
  "MRNA",
  "SCHW",
  "MNST",
  null,
  "LKQ",
  "JBL",
  null,
  "SBAC",
  null,
  null,
  "VCIT",
  "GRRR",
  "VIG",
  null,
  "TRGP",
  "TSCO",
  "ULTA",
  "XLB",
  "WY",
  "IWN",
  null,
  "GDDY",
  "IEF",
  null,
  "IT",
  "GPN",
  null,
  "RMD",
  null,
  null,
  "ETR",
  "VTR",
  "DD",
  "VRTX",
  null,
  "EA",
  "GRAL",
  "K",
  "EW",
  "TT",
  "VRSK",
  "GRBK",
  "VRT",
  "MUSA",
  "ATO",
  "ARE",
  "ALGN",
  "ADSK",
  "AON",
  "AEE",
  "GM",
  "HAL",
  "ACGL",
  "TEX",
  "AVY",
  "AFL",
  "APH",
  "AMD",
  "SONY",
  "VFC",
  "AVB",
  "EL",
  null,
  "SDY",
  "FI",
  "EPAM",
  "CPAY",
  "DRI",
  "DOV",
  "WAB",
  "TAP",
  "IP",
  "F",
  "GNRC",
  "DECK",
  "WEC",
  "EQR",
  "AJG",
  "WM",
  "FSLR",
  "FTNT",
  "IWP",
  "IWR",
  "EFX",
  "IR",
  "NCLH",
  "FOUR",
  null,
  "CAH",
  "AEP",
  "BKR",
  "COCP",
  "CMPS",
  null,
  "FIGS",
  "ES",
  "LAND",
  null,
  "INVH",
  "IDXX",
  "RACE",
  "PEG",
  "FDS",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "TTWO",
  "CMS",
  null,
  "HCA",
  null,
  "LUV",
  null,
  "IVZ",
  null,
  "HII",
  "AMC",
  null,
  "NWSA",
  "HBAN",
  null,
  "DKNG",
  "VEU",
  "USB",
  "VLO",
  null,
  "VXUS",
  "VIOG",
  "VTEB",
  "BND",
  "VOT",
  "VT",
  "VOO",
  "VUSB",
  "VLTO",
  "V",
  "VST",
  "VICI",
  "WBD",
  "WMT",
  "WAT",
  "WFC",
  "WELL",
  "WSM",
  "WTW",
  "WMB",
  null,
  null,
  "XHR",
  "XEL",
  "WDAY",
  null,
  "YUMC",
  "YUM",
  "YETI",
  "XYL",
  "ZBRA",
  "ZIMV",
  null,
  null,
  "SOLV",
  null,
  null,
  null,
  "DTE",
  "GRMN",
  "PTC",
  "FOXA",
  "MTB",
  "GEN",
  "SOFI",
  "BIIB",
  "DVY",
  "MSCI",
  null,
  "LVS",
  "EIX",
  "NSC",
  "KIM",
  "KEY",
  "LUMN",
  "JCI",
  "NXPI",
  "HST",
  "LH",
  "MOH",
  "KDP",
  "MGM",
  "IEP",
  null,
  "SO",
  "ON",
  "SON",
  "PPL",
  "OTIS",
  "PSX",
  "CRM",
  "SWKS",
  "RVTY",
  "RPRX",
  null,
  "SYY",
  "SHAK",
  "SPOT",
  null,
  "LYV",
  null,
  "LYB",
  "HALO",
  "GEV",
  "CHWY",
  "MELI",
  "ZBH",
  "MCK",
  null,
  "SPYV",
  "EXR",
  "GWW",
  "UPST",
  "NTAP",
  "PSA",
  "UDR",
  "SYF",
  "NUE",
  "PAYC",
  "FDX",
  "AME",
  null,
  "KMB",
  "LULU",
  "AUR",
  "ADP",
  "BALL",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BA",
  "SAM",
  "BMY",
  "BF-B",
  "BIP",
  "BLDR",
  "BR",
  "BXP",
  "AI",
  "CCJ",
  "CDNS",
  "CARR",
  "CCL",
  "CE",
  "CBRE",
  "CDW",
  "CAVA",
  "CNC",
  "CNP",
  "CRNC",
  "CELH",
  "CRL",
  "CVX",
  "CHTR",
  "CINF",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CWAN",
  "CFG",
  "CLH",
  "C",
  "CLX",
  "CME",
  "KO",
  "CGNX",
  "CMA",
  "COIN",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "CFLT",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "ED",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DDOG",
  "DELL",
  "DAY",
  "DE",
  "DVN",
  "FANG",
  "DAL",
  "DXCM",
  "DFS",
  "DLR",
  "DPZ",
  "RSP",
  null,
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 665
Total Value: 44667417
Accession Number: 0001697274-25-000003
Form Type: 13F-HR
CIK: nvwm
Manager Name: Nvwm

Data Enrichment

83% identified

551 identified114 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

665 positions • $44.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 34

Sort by:

92203C303

VUSB|92203C303

Shares:141.9K

Value:$7.1M

% of Portfolio:15.8% ($7.1M/$44.7M)

97717Y527

Shares:105.0K

Value:$5.3M

% of Portfolio:11.8% ($5.3M/$44.7M)

922908769

VTI|922908769

Shares:14.3K

Value:$3.9M

% of Portfolio:8.8% ($3.9M/$44.7M)

921937835

BND|921937835

Shares:36.2K

Value:$2.7M

% of Portfolio:6.0% ($2.7M/$44.7M)

46641Q837

Shares:40.1K

Value:$2.0M

% of Portfolio:4.6% ($2.0M/$44.7M)

921909768

VXUS|921909768

Shares:30.5K

Value:$1.9M

% of Portfolio:4.2% ($1.9M/$44.7M)

464287457

Shares:20.7K

Value:$1.7M

% of Portfolio:3.8% ($1.7M/$44.7M)

46641Q332

Shares:16.7K

Value:$954.0K

% of Portfolio:2.1% ($954.0K/$44.7M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:5.7K

Value:$952.1K

% of Portfolio:2.1% ($952.1K/$44.7M)

46137V357

RSP|46137V357

Shares:5.4K

Value:$936.7K

% of Portfolio:2.1% ($936.7K/$44.7M)

46654Q724

Shares:13.7K

Value:$814.9K

% of Portfolio:1.8% ($814.9K/$44.7M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:1.8% ($798.4K/$44.7M)

78468R663

Shares:8.0K

Value:$732.6K

% of Portfolio:1.6% ($732.6K/$44.7M)

81369Y803

XLK|81369Y803

Shares:3.4K

Value:$700.4K

% of Portfolio:1.6% ($700.4K/$44.7M)

MICROSOFT CORP

MSFT|594918104

Shares:1.7K

Value:$636.3K

% of Portfolio:1.4% ($636.3K/$44.7M)

25460E869

Shares:44.6K

Value:$516.9K

% of Portfolio:1.2% ($516.9K/$44.7M)

46641Q167

Shares:8.0K

Value:$508.5K

% of Portfolio:1.1% ($508.5K/$44.7M)

81369Y704

Shares:2.8K

Value:$363.7K

% of Portfolio:0.8% ($363.7K/$44.7M)

921908844

VIG|921908844

Shares:1.9K

Value:$362.8K

% of Portfolio:0.8% ($362.8K/$44.7M)

AMAZON COM INC

AMZN|023135106

Shares:1.6K

Value:$298.5K

% of Portfolio:0.7% ($298.5K/$44.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VUSBcusip92203C303)	141.9K	QoQ -0.40% (-571) YoY -8.08% (-12.5K)	All Managers (Combined)	$7.1M	15.8% ($7.1M/$44.7M)	QoQ +0.07% (-$5.0K) YoY -7.51% (-$574.9K)
(cusip97717Y527)✕	105.0K	QoQ -18.53% (-23.9K) YoY +1500028.57% (+105.0K)	All Managers (Combined)	$5.3M	11.8% ($5.3M/$44.7M)	QoQ -18.51% (-$1.2M) YoY +1501349.71% (+$5.3M)
(VTIcusip922908769)	14.3K	QoQ +0.38% (-55) YoY -1.75% (-256)	All Managers (Combined)	$3.9M	8.8% ($3.9M/$44.7M)	QoQ -4.80% (-$199.1K) YoY +3.89% (-$147.8K)
(BNDcusip921937835)	36.2K	QoQ -1.01% (-373) YoY +1.84% (+657)	All Managers (Combined)	$2.7M	6.0% ($2.7M/$44.7M)	QoQ +1.10% (-$29.0K) YoY +2.99% (+$77.4K)
(cusip46641Q837)✕	40.1K	QoQ -2.09% (-857) YoY -(+40.1K)	All Managers (Combined)	$2.0M	4.6% ($2.0M/$44.7M)	QoQ -1.58% (-$32.7K) YoY -(+$2.0M)
(VXUScusip921909768)	30.5K	QoQ +1.50% (+453) YoY +1.61% (+484)	All Managers (Combined)	$1.9M	4.2% ($1.9M/$44.7M)	QoQ +6.96% (+$123.4K) YoY +4.64% (+$84.1K)
(cusip464287457)✕	20.7K	QoQ +4.76% (+941) YoY +187881.81% (+20.7K)	All Managers (Combined)	$1.7M	3.8% ($1.7M/$44.7M)	QoQ +5.72% (+$92.6K) YoY +189973.55% (+$1.7M)
(cusip46641Q332)✕	16.7K	QoQ +1.83% (+301) YoY +14.75% (+2.1K)	All Managers (Combined)	$954.0K	2.1% ($954.0K/$44.7M)	QoQ +1.14% (+$10.8K) YoY +13.33% (+$112.2K)
JOHNSON & JOHNSON(JNJcusip478160104)	5.7K	QoQ 0.00% (+0) YoY -13.87% (-925)	All Managers (Combined)	$952.1K	2.1% ($952.1K/$44.7M)	QoQ +14.67% (+$121.8K) YoY -9.71% (-$102.4K)
(RSPcusip46137V357)	5.4K	QoQ -26.06% (-1.9K) YoY -22.96% (-1.6K)	All Managers (Combined)	$936.7K	2.1% ($936.7K/$44.7M)	QoQ -26.90% (-$344.8K) YoY -21.21% (-$252.2K)
(cusip46654Q724)✕	13.7K	QoQ -3.23% (-456) YoY NEW(+13.7K)	All Managers (Combined)	$814.9K	1.8% ($814.9K/$44.7M)	QoQ -6.91% (-$60.5K) YoY NEW(+$814.9K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$798.4K	1.8% ($798.4K/$44.7M)	QoQ +17.25% (+$117.5K) YoY +25.84% (+$164.0K)
(cusip78468R663)✕	8.0K	QoQ -4.59% (-385) YoY -6.05% (-515)	All Managers (Combined)	$732.6K	1.6% ($732.6K/$44.7M)	QoQ -4.28% (-$32.8K) YoY -6.12% (-$47.8K)
(XLKcusip81369Y803)	3.4K	QoQ -24.73% (-1.1K) YoY +64.74% (+1.3K)	All Managers (Combined)	$700.4K	1.6% ($700.4K/$44.7M)	QoQ -33.16% (-$347.6K) YoY +63.32% (+$271.6K)
MICROSOFT CORP(MSFTcusip594918104)	1.7K	QoQ +1.55% (-26) YoY +1.19% (-20)	All Managers (Combined)	$636.3K	1.4% ($636.3K/$44.7M)	QoQ -9.55% (-$67.2K) YoY -9.70% (-$68.4K)
(cusip25460E869)✕	44.6K	QoQ NEW(+44.6K) YoY NEW(+44.6K)	All Managers (Combined)	$516.9K	1.2% ($516.9K/$44.7M)	QoQ NEW(+$516.9K) YoY NEW(+$516.9K)
(cusip46641Q167)✕	8.0K	QoQ 0.00% (+0) YoY NEW(+8.0K)	All Managers (Combined)	$508.5K	1.1% ($508.5K/$44.7M)	QoQ +0.37% (+$1.9K) YoY NEW(+$508.5K)
(cusip81369Y704)✕	2.8K	QoQ 0.00% (-0) YoY +567.06% (+2.4K)	All Managers (Combined)	$363.7K	0.8% ($363.7K/$44.7M)	QoQ -0.52% (-$1.9K) YoY +594.13% (+$311.3K)
(VIGcusip921908844)	1.9K	QoQ -43.33% (-1.4K) YoY +30.76% (+440)	All Managers (Combined)	$362.8K	0.8% ($362.8K/$44.7M)	QoQ -43.86% (-$283.5K) YoY +38.91% (+$101.6K)
AMAZON COM INC(AMZNcusip023135106)	1.6K	QoQ +26.94% (+333) YoY +27.14% (+335)	All Managers (Combined)	$298.5K	0.7% ($298.5K/$44.7M)	QoQ +10.08% (+$27.4K) YoY +34.11% (+$75.9K)