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 5 of 34

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HUBSPOT INC

HUBS|443573100

Shares:85

Value:$48.6K

American Airlines Group Inc.

AAL|02376R102

Shares:4.5K

Value:$47.5K

81369Y209

Shares:324

Value:$47.3K

464288281

Shares:518

Value:$46.9K

Clearwater Analytics Holdings, Inc.

CWAN|185123106

Shares:1.7K

Value:$45.6K

46138W107

Shares:737

Value:$45.3K

GENERAL DYNAMICS CORP

GD|369550108

Shares:161

Value:$43.9K

3M CO

MMM|88579Y101

Shares:293

Value:$43.0K

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:405

Value:$41.6K

AMERICAN EXPRESS CO

AXP|025816109

Shares:152

Value:$40.9K

Merck & Co., Inc.

MRK|58933Y105

Shares:455

Value:$40.8K

464287499

IWR|464287499

Shares:479

Value:$40.7K

BECTON DICKINSON & CO

BDX|075887109

Shares:177

Value:$40.5K

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:76

Value:$40.5K

STARBUCKS CORP

SBUX|855244109

Shares:411

Value:$40.3K

EXELON CORP

EXC|30161N101

Shares:867

Value:$40.0K

YUM BRANDS INC

YUM|988498101

Shares:245

Value:$38.6K

PROVIDENT FINANCIAL SERVICES INC

PFS|74386T105

Shares:2.2K

Value:$37.3K

H&R BLOCK INC

HRB|093671105

Shares:676

Value:$37.1K

JPMORGAN CHASE & CO

JPM|46625H100

Shares:149

Value:$36.5K

Instrument	Shares		Other Manager	Value
HUBSPOT INC(HUBScusip443573100)	85	QoQ NEW(+85) YoY +750.00% (+75)	All Managers (Combined)	$48.6K	QoQ NEW(+$48.6K) YoY +674.97% (+$42.3K)
American Airlines Group Inc.(AALcusip02376R102)	4.5K	QoQ +29900.00% (+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$47.5K	QoQ +18089.65% (+$47.2K) YoY NEW(+$47.5K)
(cusip81369Y209)✕	324	QoQ +110.38% (+170) YoY -88.32% (-2.5K)	All Managers (Combined)	$47.3K	QoQ +123.29% (+$26.1K) YoY -88.45% (-$362.5K)
(cusip464288281)✕	518	QoQ +38.13% (+143) YoY +50.58% (+174)	All Managers (Combined)	$46.9K	QoQ +40.53% (+$13.5K) YoY +52.12% (+$16.1K)
Clearwater Analytics Holdings, Inc.(CWANcusip185123106)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$45.6K	QoQ NEW(+$45.6K) YoY NEW(+$45.6K)
(cusip46138W107)✕	737	QoQ NEW(+737) YoY NEW(+737)	All Managers (Combined)	$45.3K	QoQ NEW(+$45.3K) YoY NEW(+$45.3K)
GENERAL DYNAMICS CORP(GDcusip369550108)	161	QoQ +3.20% (+5) YoY -42.08% (-117)	All Managers (Combined)	$43.9K	QoQ +6.76% (+$2.8K) YoY -44.11% (-$34.6K)
3M CO(MMMcusip88579Y101)	293	QoQ +1.03% (+3) YoY +2.80% (+8)	All Managers (Combined)	$43.0K	QoQ +14.94% (+$5.6K) YoY +42.34% (+$12.8K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	405	QoQ +9.75% (-36) YoY +3.31% (-13)	All Managers (Combined)	$41.6K	QoQ -6.64% (-$3.0K) YoY -41.18% (-$29.1K)
AMERICAN EXPRESS CO(AXPcusip025816109)	152	QoQ +11.76% (+16) YoY -3.18% (-5)	All Managers (Combined)	$40.9K	QoQ +1.32% (+$533) YoY +14.40% (-$5.1K)
Merck & Co., Inc.(MRKcusip58933Y105)	455	QoQ +2.24% (-10) YoY +758.49% (+402)	All Managers (Combined)	$40.8K	QoQ -7.74% (-$3.4K) YoY +480.62% (+$33.8K)
(IWRcusip464287499)	479	QoQ -15.66% (-89) YoY +26.71% (+101)	All Managers (Combined)	$40.7K	QoQ -18.84% (-$9.5K) YoY +28.19% (+$9.0K)
BECTON DICKINSON & CO(BDXcusip075887109)	177	QoQ -1.11% (-2) YoY 0.00% (-0)	All Managers (Combined)	$40.5K	QoQ -0.16% (-$66) YoY -7.78% (-$3.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	76	QoQ +2.70% (+2) YoY +2.70% (+2)	All Managers (Combined)	$40.5K	QoQ +20.66% (+$6.9K) YoY +30.07% (+$9.4K)
STARBUCKS CORP(SBUXcusip855244109)	411	QoQ +6.47% (+25) YoY +47.84% (+133)	All Managers (Combined)	$40.3K	QoQ +14.26% (+$5.0K) YoY +58.85% (+$14.9K)
EXELON CORP(EXCcusip30161N101)	867	QoQ +0.58% (+5) YoY +1.16% (+10)	All Managers (Combined)	$40.0K	QoQ +23.13% (+$7.5K) YoY +24.08% (+$7.8K)
YUM BRANDS INC(YUMcusip988498101)	245	QoQ +0.40% (+1) YoY 0.00% (+0)	All Managers (Combined)	$38.6K	QoQ +17.77% (+$5.8K) YoY +13.49% (+$4.6K)
PROVIDENT FINANCIAL SERVICES INC(PFScusip74386T105)	2.2K	QoQ 0.00% (-0) YoY NEW(+2.2K)	All Managers (Combined)	$37.3K	QoQ -9.01% (-$3.7K) YoY NEW(+$37.3K)
H&R BLOCK INC(HRBcusip093671105)	676	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$37.1K	QoQ +3.91% (+$1.4K) YoY +11.08% (+$3.7K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	149	QoQ +4.92% (+7) YoY -19.45% (-36)	All Managers (Combined)	$36.5K	QoQ +7.37% (+$2.5K) YoY -1.36% (-$506)