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 • $44,667.417K total value

665 positions

Manager:

SEC FilingSEC DataHachi Filing

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Page 10 of 34

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97717W851

Shares:138

Value:$15.2K

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:51

Value:$15.2K

464287234

EEM|464287234

Shares:346

Value:$15.1K

78464A870

Shares:186

Value:$15.1K

NEXTERA ENERGY INC

NEE|65339F101

Shares:211

Value:$14.9K

389637109

Shares:228

Value:$14.9K

Trane Technologies plc

TT|G8994E103

Shares:44

Value:$14.8K

69374H857

Shares:393

Value:$14.7K

ASML HOLDING NV

ASML|N07059210

Shares:22

Value:$14.6K

Duke Energy CORP

DUK|26441C204

Shares:118

Value:$14.4K

PARKE BANCORP, INC.

PKBK|700885106

Shares:763

Value:$14.4K

MORGAN STANLEY

MS|617446448

Shares:123

Value:$14.3K

ServiceNow, Inc.

NOW|81762P102

Shares:18

Value:$14.3K

COPART INC

CPRT|217204106

Shares:253

Value:$14.3K

464288513

Shares:181

Value:$14.3K

MSCI Inc.

MSCI|55354G100

Shares:25

Value:$14.1K

46434G764

EMXC|46434G764

Shares:253

Value:$13.9K

ABBOTT LABORATORIES

ABT|002824100

Shares:104

Value:$13.8K

PROCTER & GAMBLE Co

PG|742718109

Shares:79

Value:$13.5K

AbbVie Inc.

ABBV|00287Y109

Shares:64

Value:$13.4K

Instrument	Shares		Other Manager	Value
(cusip97717W851)✕	138	QoQ +15.00% (+18) YoY +15.00% (+18)	All Managers (Combined)	$15.2K	QoQ +14.88% (+$2.0K) YoY +16.78% (+$2.2K)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	51	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$15.2K	QoQ +8.05% (+$1.1K) YoY +26.05% (+$3.1K)
(EEMcusip464287234)	346	QoQ +272.04% (+253) YoY -81.21% (-1.5K)	All Managers (Combined)	$15.1K	QoQ +288.78% (+$11.2K) YoY -80.01% (-$60.5K)
(cusip78464A870)✕	186	QoQ +32.85% (+46) YoY -69.70% (-428)	All Managers (Combined)	$15.1K	QoQ +19.64% (+$2.5K) YoY -74.10% (-$43.2K)
NEXTERA ENERGY INC(NEEcusip65339F101)	211	QoQ +0.47% (-1) YoY -3.65% (-8)	All Managers (Combined)	$14.9K	QoQ -0.96% (-$146) YoY +6.42% (-$901)
(cusip389637109)✕	228	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$14.9K	QoQ -11.95% (-$2.0K) YoY +3.16% (+$456)
Trane Technologies plc(TTcusipG8994E103)	44	QoQ +15.78% (+6) YoY +1366.66% (+41)	All Managers (Combined)	$14.8K	QoQ +5.62% (+$789) YoY +1541.63% (+$13.9K)
(cusip69374H857)✕	393	QoQ +54.11% (+138) YoY -49.22% (-381)	All Managers (Combined)	$14.7K	QoQ +31.31% (+$3.5K) YoY -61.26% (-$23.3K)
ASML HOLDING NV(ASMLcusipN07059210)	22	QoQ -15.38% (-4) YoY +29.41% (-5)	All Managers (Combined)	$14.6K	QoQ -19.01% (-$3.4K) YoY -11.47% (-$1.9K)
Duke Energy CORP(DUKcusip26441C204)	118	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$14.4K	QoQ +13.20% (+$1.7K) YoY +26.11% (+$3.0K)
PARKE BANCORP, INC.(PKBKcusip700885106)	763	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$14.4K	QoQ -8.14% (-$1.3K) YoY +9.37% (+$1.2K)
MORGAN STANLEY(MScusip617446448)	123	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$14.3K	QoQ -7.20% (-$1.1K) YoY +23.89% (+$2.8K)
ServiceNow, Inc.(NOWcusip81762P102)	18	QoQ -5.26% (-1) YoY -25.00% (-6)	All Managers (Combined)	$14.3K	QoQ -28.85% (-$5.8K) YoY -21.67% (-$4.0K)
COPART INC(CPRTcusip217204106)	253	QoQ -50.87% (-262) YoY -46.73% (-222)	All Managers (Combined)	$14.3K	QoQ -51.55% (-$15.2K) YoY -47.96% (-$13.2K)
(cusip464288513)✕	181	QoQ +1031.25% (+165) YoY NEW(+181)	All Managers (Combined)	$14.3K	QoQ +1035.05% (+$13.0K) YoY NEW(+$14.3K)
MSCI Inc.(MSCIcusip55354G100)	25	QoQ 0.00% (-0) YoY -37.50% (-15)	All Managers (Combined)	$14.1K	QoQ -5.74% (-$862) YoY -36.93% (-$8.3K)
(EMXCcusip46434G764)	253	QoQ +21.63% (+45) YoY +25.24% (+51)	All Managers (Combined)	$13.9K	QoQ +20.84% (+$2.4K) YoY +19.85% (+$2.3K)
ABBOTT LABORATORIES(ABTcusip002824100)	104	QoQ 0.00% (+0) YoY -32.46% (-50)	All Managers (Combined)	$13.8K	QoQ +17.28% (+$2.0K) YoY -21.18% (-$3.7K)
PROCTER & GAMBLE Co(PGcusip742718109)	79	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$13.5K	QoQ +1.65% (+$219) YoY +5.03% (+$645)
AbbVie Inc.(ABBVcusip00287Y109)	64	QoQ 0.00% (+0) YoY -87.92% (-466)	All Managers (Combined)	$13.4K	QoQ +17.90% (+$2.0K) YoY -86.10% (-$83.1K)