NVWM
Latest statistics and disclosures from NVWM's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AMZN, AAPL, IEF, GOOGL, and represent 16.37% of NVWM's stock portfolio.
- Added to shares of these 10 stocks: DELL, OILK, MRVL, WMT, TLT, PANW, XLC, MU, CALF, SPOT.
- Started 228 new stock positions in NEM, BIIB, IPO, ALL, FIS, HSY, JBL, IUSV, ICE, ROST.
- Reduced shares in these 10 stocks: ADBE, SMCI, FTNT, VOO, IJR, IYM, ON, ROK, AAPL, PDBC.
- Sold out of its positions in AKAM, CNBS, BIPC, CPRX, CROX, TNA, ETY, FSK, FLQL, AIQ.
- NVWM was a net buyer of stock by $4.3M.
- NVWM has $364M in assets under management (AUM), dropping by 9.20%.
- Central Index Key (CIK): 0001697274
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Portfolio Holdings for NVWM
NVWM holds 615 positions in its portfolio as reported in the March 2024 quarterly 13F filing
NVWM has 615 total positions. Only the first 250 positions are shown.
- Sign up to view all of the NVWM March 31, 2024 positions
- Download the NVWM March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.3 | $16M | 37k | 420.71 |
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| Amazon (AMZN) | 3.7 | $13M | +2% | 74k | 180.38 |
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| Apple (AAPL) | 3.0 | $11M | -7% | 63k | 171.48 |
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| Ishares 7-10 Year Treasury Bond Etf Etf (IEF) | 2.7 | $9.9M | +9% | 104k | 94.66 |
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| Alphabet Inc Class A cs (GOOGL) | 2.7 | $9.8M | -7% | 65k | 150.93 |
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| Vanguard Ultra-short Bond Etf Etf (VUSB) | 2.1 | $7.6M | -4% | 154k | 49.55 |
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| Ishares 20 Year Treasury Bond Etf Etf (TLT) | 1.9 | $7.1M | +25% | 75k | 94.62 |
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| Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) | 1.8 | $6.5M | 59k | 108.92 |
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| Facebook Inc cl a (META) | 1.7 | $6.2M | 13k | 485.58 |
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| NVIDIA Corporation (NVDA) | 1.6 | $5.9M | 6.5k | 903.52 |
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| Spdr Gold Shares Etf (GLD) | 1.5 | $5.4M | -6% | 26k | 205.72 |
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| Wisdomtree Floating Rate Treasury Fund Etf (USFR) | 1.4 | $5.3M | 105k | 50.29 |
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| Ishares Msci Eafe Etf Etf (EFA) | 1.3 | $4.6M | +27% | 58k | 79.86 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $4.2M | -3% | 21k | 200.30 |
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| Berkshire Hathaway (BRK.B) | 1.1 | $4.1M | 9.7k | 420.52 |
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| Eli Lilly & Co. (LLY) | 1.1 | $4.1M | -3% | 5.3k | 778.02 |
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| American Express Company (AXP) | 1.1 | $3.9M | -2% | 17k | 227.70 |
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| Visa (V) | 1.1 | $3.9M | 14k | 279.07 |
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| Netflix (NFLX) | 1.1 | $3.9M | -9% | 6.4k | 607.33 |
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| Advanced Micro Devices (AMD) | 1.1 | $3.8M | -8% | 21k | 180.49 |
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| Vanguard Total Stock Market Etf Etf (VTI) | 1.0 | $3.8M | 15k | 259.89 |
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| Ishares Gold Trust Etf (IAU) | 1.0 | $3.7M | 89k | 42.01 |
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| Applied Materials (AMAT) | 1.0 | $3.6M | 18k | 206.23 |
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| Spdr S&p 500 Etf Trust Etf (SPY) | 1.0 | $3.6M | 6.9k | 523.08 |
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| Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) | 1.0 | $3.6M | 40k | 89.67 |
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| Arista Networks (ANET) | 1.0 | $3.6M | -3% | 12k | 289.98 |
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| Walt Disney Company (DIS) | 1.0 | $3.5M | 29k | 122.36 |
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| salesforce (CRM) | 0.9 | $3.5M | -3% | 12k | 301.58 |
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| MasterCard Incorporated (MA) | 0.9 | $3.2M | 6.7k | 481.59 |
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| Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP) | 0.9 | $3.1M | +38% | 101k | 31.10 |
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| Ishares Russell Midcap Etf Etf (IWR) | 0.8 | $3.0M | 36k | 84.09 |
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| Palo Alto Networks (PANW) | 0.8 | $3.0M | +93% | 10k | 284.13 |
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| Marvell Technology (MRVL) | 0.8 | $2.9M | +110% | 41k | 70.88 |
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| Home Depot (HD) | 0.8 | $2.8M | -6% | 7.4k | 383.61 |
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| Health Care Select Sector Spdr Fund Etf (XLV) | 0.8 | $2.8M | 19k | 147.72 |
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| Accenture (ACN) | 0.8 | $2.7M | -5% | 7.9k | 346.61 |
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| Dell Technologies (DELL) | 0.7 | $2.6M | NEW | 23k | 114.11 |
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| Costco Wholesale Corporation (COST) | 0.7 | $2.6M | -24% | 3.6k | 732.72 |
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| Vanguard Total Bond Market Etf Etf (BND) | 0.7 | $2.6M | -2% | 36k | 72.63 |
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| Zoetis Inc Cl A (ZTS) | 0.7 | $2.5M | -10% | 15k | 169.21 |
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| Schlumberger (SLB) | 0.7 | $2.5M | 45k | 55.09 |
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| Sonoco Products Company (SON) | 0.7 | $2.4M | 41k | 57.84 |
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| Alerian Mlp Etf Etf (AMLP) | 0.7 | $2.4M | -2% | 50k | 47.46 |
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| Starbucks Corporation (SBUX) | 0.6 | $2.3M | +9% | 25k | 91.39 |
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| Wal-Mart Stores (WMT) | 0.6 | $2.3M | +194% | 38k | 60.17 |
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| Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST) | 0.6 | $2.2M | 43k | 50.45 |
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| Proshares K-1 Free Crude Oil Strategy Etf Etf (OILK) | 0.6 | $2.2M | NEW | 45k | 47.74 |
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| Uber Technologies (UBER) | 0.6 | $2.1M | -10% | 28k | 76.99 |
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| Union Pacific Corporation (UNP) | 0.6 | $2.1M | 8.6k | 247.23 |
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| Broadcom (AVGO) | 0.6 | $2.1M | +17% | 1.6k | 1330.22 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.6 | $2.1M | 6.4k | 320.59 |
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| Medtronic (MDT) | 0.6 | $2.1M | +97% | 23k | 87.84 |
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| UnitedHealth (UNH) | 0.5 | $2.0M | 4.0k | 494.71 |
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| Abbvie (ABBV) | 0.5 | $1.9M | 11k | 182.10 |
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| Ishares 1-3 Year Treasury Bond Etf Etf (SHY) | 0.5 | $1.9M | 23k | 81.78 |
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| Tesla Motors (TSLA) | 0.5 | $1.8M | -2% | 11k | 175.79 |
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| Bank of America Corporation (BAC) | 0.5 | $1.8M | 48k | 38.16 |
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| Abbott Laboratories (ABT) | 0.5 | $1.8M | -3% | 16k | 113.66 |
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| Vanguard Total International Stock Etf Etf (VXUS) | 0.5 | $1.8M | 30k | 60.30 |
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| Waste Management (WM) | 0.5 | $1.8M | -2% | 8.4k | 213.15 |
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| Global X U.s. Infrastructure Development Etf Etf (PAVE) | 0.5 | $1.8M | 44k | 39.81 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $1.7M | 3.0k | 581.60 |
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| Wells Fargo & Company (WFC) | 0.5 | $1.7M | 30k | 57.96 |
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| MercadoLibre (MELI) | 0.5 | $1.7M | +4% | 1.1k | 1511.96 |
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| Lam Research Corporation (LRCX) | 0.5 | $1.7M | +3% | 1.7k | 973.60 |
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| McDonald's Corporation (MCD) | 0.4 | $1.6M | -2% | 5.6k | 281.95 |
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| Asml Holding N V N Y Registry Adr (ASML) | 0.4 | $1.6M | -2% | 1.6k | 970.48 |
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| Ishares U.s. Aerospace & Defense Etf Etf (ITA) | 0.4 | $1.5M | 12k | 131.93 |
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| Cadence Design Systems (CDNS) | 0.4 | $1.5M | +2% | 4.9k | 311.28 |
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| Servicenow (NOW) | 0.4 | $1.5M | 1.9k | 762.40 |
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| Synopsys (SNPS) | 0.4 | $1.5M | +2% | 2.6k | 571.50 |
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| Procter & Gamble Company (PG) | 0.4 | $1.5M | 9.0k | 162.25 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $1.4M | -58% | 2.9k | 504.60 |
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| Comcast Corporation (CMCSA) | 0.4 | $1.4M | 33k | 43.35 |
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| Pepsi (PEP) | 0.4 | $1.4M | 8.0k | 176.26 |
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| Occidental Petroleum Corporation (OXY) | 0.4 | $1.4M | +14% | 22k | 65.21 |
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| KLA-Tencor Corporation (KLAC) | 0.4 | $1.4M | 2.0k | 698.59 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.4 | $1.4M | +26% | 6.6k | 210.30 |
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| Verisk Analytics (VRSK) | 0.4 | $1.4M | -2% | 5.8k | 236.12 |
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| Intuit (INTU) | 0.4 | $1.3M | 2.1k | 650.01 |
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| Phillips 66 (PSX) | 0.4 | $1.3M | 8.2k | 163.33 |
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| Morgan Stanley (MS) | 0.4 | $1.3M | 14k | 94.16 |
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| Communication Services Select Sector Spdr Fund Etf (XLC) | 0.4 | $1.3M | +1926% | 16k | 81.66 |
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| Danaher Corporation (DHR) | 0.4 | $1.3M | 5.2k | 249.72 |
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| Gartner (IT) | 0.3 | $1.3M | -3% | 2.7k | 476.67 |
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| Nextera Energy (NEE) | 0.3 | $1.3M | +3% | 20k | 63.91 |
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| Honeywell International (HON) | 0.3 | $1.2M | 6.1k | 205.25 |
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| Micron Technology (MU) | 0.3 | $1.2M | NEW | 10k | 118.00 |
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| Clean Harbors (CLH) | 0.3 | $1.2M | +2% | 6.1k | 201.31 |
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| Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF) | 0.3 | $1.2M | +1140% | 25k | 49.16 |
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| Cisco Systems (CSCO) | 0.3 | $1.2M | +4% | 24k | 49.91 |
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| Merck & Co (MRK) | 0.3 | $1.2M | +5% | 9.0k | 132.71 |
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| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.3 | $1.2M | +14% | 7.0k | 169.37 |
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| T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF) | 0.3 | $1.2M | 39k | 30.23 |
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| Super Micro Computer (SMCI) | 0.3 | $1.2M | -62% | 1.2k | 1010.03 |
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| Duke Energy (DUK) | 0.3 | $1.2M | 12k | 96.71 |
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| Lululemon Athletica (LULU) | 0.3 | $1.1M | 2.9k | 390.65 |
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| Spotify Technology Sa (SPOT) | 0.3 | $1.1M | NEW | 4.2k | 263.90 |
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| Ishares Msci India Etf Etf (INDA) | 0.3 | $1.1M | -12% | 21k | 51.59 |
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| Technology Select Sector Spdr Fund Etf (XLK) | 0.3 | $1.1M | 5.3k | 208.27 |
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| Nike (NKE) | 0.3 | $1.1M | 12k | 94.34 |
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| Nxp Semiconductors N V (NXPI) | 0.3 | $1.1M | 4.4k | 248.79 |
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| Martin Marietta Materials (MLM) | 0.3 | $1.1M | 1.8k | 613.95 |
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| Spdr Msci Eafe Strategicfactors Etf Etf (QEFA) | 0.3 | $1.1M | 14k | 76.09 |
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| Fiat Chrysler Automobiles (STLA) | 0.3 | $1.1M | 38k | 28.42 |
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| TransDigm Group Incorporated (TDG) | 0.3 | $1.1M | 863.00 | 1231.60 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.1M | 6.7k | 158.19 |
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| Public Service Enterprise (PEG) | 0.3 | $1.0M | 16k | 67.38 |
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| Deere & Company (DE) | 0.3 | $1.0M | +22% | 2.5k | 410.75 |
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| Syndax Pharmaceuticals (SNDX) | 0.3 | $1.0M | NEW | 43k | 23.80 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $1.0M | 2.4k | 418.01 |
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| Arthur J. Gallagher & Co. (AJG) | 0.3 | $1.0M | +174% | 4.0k | 250.04 |
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| TJX Companies (TJX) | 0.3 | $999k | 9.8k | 101.42 |
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| Caterpillar (CAT) | 0.3 | $996k | -8% | 2.7k | 366.45 |
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| Invesco S&p 500 Top 50 Etf Etf (XLG) | 0.3 | $982k | -5% | 23k | 42.13 |
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| Vanguard Total International Bond Etf Etf (BNDX) | 0.3 | $981k | NEW | 20k | 49.19 |
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| Moderna (MRNA) | 0.3 | $978k | +174% | 9.2k | 106.56 |
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| Wisdomtree Japan Hedged Equity Fund Etf (DXJ) | 0.3 | $970k | 8.9k | 108.50 |
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| Hubspot (HUBS) | 0.3 | $968k | +30% | 1.5k | 626.56 |
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| IDEXX Laboratories (IDXX) | 0.3 | $961k | +2% | 1.8k | 539.93 |
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| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 0.3 | $958k | 17k | 57.57 |
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| Intuitive Surgical (ISRG) | 0.3 | $958k | NEW | 2.4k | 399.09 |
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| Analog Devices (ADI) | 0.3 | $954k | +2% | 4.8k | 197.80 |
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| Regeneron Pharmaceuticals (REGN) | 0.3 | $942k | +9% | 979.00 | 962.49 |
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| Parker-Hannifin Corporation (PH) | 0.3 | $939k | +6% | 1.7k | 555.80 |
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| Ferrari Nv Ord (RACE) | 0.3 | $937k | 2.1k | 436.22 |
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| Workday Inc cl a (WDAY) | 0.3 | $932k | 3.4k | 272.75 |
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| Xylem (XYL) | 0.3 | $931k | 7.2k | 129.24 |
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| Key (KEY) | 0.3 | $929k | NEW | 59k | 15.81 |
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| Emerson Electric (EMR) | 0.3 | $923k | -2% | 8.1k | 113.42 |
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| Cheniere Energy (LNG) | 0.3 | $919k | -11% | 5.7k | 161.29 |
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| Datadog Inc Cl A (DDOG) | 0.3 | $911k | +529% | 7.4k | 123.60 |
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| Energy Select Sector Spdr Fund Etf (XLE) | 0.2 | $909k | -10% | 9.6k | 94.41 |
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| Quanta Services (PWR) | 0.2 | $906k | +2% | 3.5k | 259.80 |
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| Shell Plc Spon Ads Adr (SHEL) | 0.2 | $862k | +2% | 13k | 67.04 |
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| Dynatrace (DT) | 0.2 | $860k | +11% | 19k | 46.44 |
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| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.2 | $851k | -47% | 8.7k | 97.94 |
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| Jpmorgan Equity Premium Income Fund Jpmorgan Equity Premium Income Fund Etf (JEPI) | 0.2 | $842k | 15k | 57.86 |
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| Allegheny Technologies Incorporated (ATI) | 0.2 | $828k | +2% | 16k | 51.17 |
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| Monolithic Power Systems (MPWR) | 0.2 | $809k | +35% | 1.2k | 678.68 |
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| W.W. Grainger (GWW) | 0.2 | $809k | -23% | 795.00 | 1017.37 |
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| Vulcan Materials Company (VMC) | 0.2 | $806k | 3.0k | 272.92 |
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| CVS Caremark Corporation (CVS) | 0.2 | $804k | NEW | 10k | 79.76 |
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| Arrowhead Pharmaceuticals (ARWR) | 0.2 | $789k | NEW | 28k | 28.60 |
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| Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) | 0.2 | $780k | 8.5k | 91.80 |
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| Ingersoll Rand (IR) | 0.2 | $759k | -39% | 8.0k | 94.95 |
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| Chubb (CB) | 0.2 | $754k | -16% | 2.9k | 260.01 |
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| Ishares Expanded Tech-software Sector Etf Etf (IGV) | 0.2 | $660k | +277% | 7.7k | 85.27 |
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| Samsara (IOT) | 0.2 | $652k | +4% | 17k | 37.79 |
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| Ftai Aviation (FTAI) | 0.2 | $643k | 9.5k | 67.30 |
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| Tractor Supply Company (TSCO) | 0.2 | $638k | -6% | 2.4k | 261.73 |
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| Berkshire Hathaway (BRK.A) | 0.2 | $634k | 1.00 | 634440.00 |
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| Materials Select Sector Spdr Fund Etf (XLB) | 0.2 | $629k | +7% | 6.8k | 92.89 |
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| Monday (MNDY) | 0.2 | $618k | +6% | 2.7k | 225.87 |
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| Vaneck Semiconductor Etf Etf (SMH) | 0.2 | $609k | -2% | 2.7k | 224.99 |
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| T. Rowe Price (TROW) | 0.2 | $605k | +25% | 5.0k | 121.93 |
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| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.2 | $603k | 3.3k | 182.61 |
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| Ishares Msci Mexico Etf Etf (EWW) | 0.2 | $598k | 8.6k | 69.31 |
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| Goldman Sachs (GS) | 0.2 | $597k | -3% | 1.4k | 417.72 |
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| Spdr S&p Biotech Etf Etf (XBI) | 0.2 | $583k | +28% | 6.1k | 94.89 |
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| Digital Rlty Tr Reit (DLR) | 0.2 | $571k | 4.0k | 144.05 |
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| Anthem (ELV) | 0.2 | $568k | 1.1k | 518.56 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $548k | 1.0k | 522.88 |
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| Vaneck Vietnam Etf Etf (VNM) | 0.2 | $547k | 39k | 13.90 |
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| Ishares Msci Canada Etf Etf (EWC) | 0.1 | $546k | 14k | 38.28 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $522k | NEW | 4.1k | 128.40 |
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| Generac Holdings (GNRC) | 0.1 | $519k | 4.1k | 126.14 |
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| Kfa Mount Lucas Managed Futures Index Strategy Etf Etf (KMLM) | 0.1 | $507k | +4% | 17k | 29.89 |
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| Ishares Msci Brazil Etf Etf (EWZ) | 0.1 | $500k | +7% | 15k | 32.42 |
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| Metropcs Communications (TMUS) | 0.1 | $499k | +2% | 3.1k | 163.22 |
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| Utilities Select Sector Spdr Fund Etf (XLU) | 0.1 | $485k | 7.4k | 65.65 |
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| Ishares Msci South Korea Etf Etf (EWY) | 0.1 | $483k | +12% | 7.2k | 67.11 |
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| Consumer Discretionary Select Sector Spdr Fund Etf (XLY) | 0.1 | $409k | 2.2k | 183.89 |
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| United Parcel Service (UPS) | 0.1 | $399k | +3% | 2.7k | 148.65 |
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| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.1 | $357k | 8.7k | 41.08 |
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| Industrial Select Sector Spdr Fund Etf (XLI) | 0.1 | $337k | -19% | 2.7k | 125.96 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $301k | -78% | 627.00 | 480.70 |
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| Ishares Core Growth Allocation Etf Etf (AOR) | 0.1 | $299k | +3% | 5.4k | 55.67 |
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| Kymera Therapeutics (KYMR) | 0.1 | $294k | NEW | 7.3k | 40.20 |
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| Celsius Holdings (CELH) | 0.1 | $282k | NEW | 3.4k | 82.92 |
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| Invesco S&p 500 Quality Etf Etf (SPHQ) | 0.1 | $276k | 4.6k | 60.42 |
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| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 0.1 | $248k | +3% | 2.1k | 115.30 |
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| Ida (IDA) | 0.1 | $245k | 2.6k | 92.89 |
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| Alphabet Inc Class C cs (GOOG) | 0.1 | $241k | -12% | 1.6k | 152.26 |
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| Ishares Tips Bond Etf Etf (TIP) | 0.1 | $215k | -3% | 2.0k | 107.41 |
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| Vanguard Short-term Corporate Bond Etf Etf (VCSH) | 0.1 | $207k | 2.7k | 77.31 |
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| Ishares Russell 1000 Value Etf Etf (IWD) | 0.1 | $205k | -71% | 1.1k | 179.11 |
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| Ishares Core Aggressive Allocation Etf Etf (AOA) | 0.1 | $194k | +32% | 2.6k | 73.46 |
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| Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) | 0.0 | $178k | +29% | 3.7k | 47.89 |
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| Iron Mtn Inc Del Reit (IRM) | 0.0 | $174k | 2.2k | 80.87 |
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| Shopify Inc cl a (SHOP) | 0.0 | $171k | 2.2k | 77.17 |
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| Vanguard Tax-exempt Bond Etf Etf (VTEB) | 0.0 | $166k | 3.3k | 50.60 |
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| Veralto Corp (VLTO) | 0.0 | $159k | -17% | 1.8k | 88.66 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.0 | $159k | -79% | 358.00 | 444.01 |
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| Ishares Select Dividend Etf Etf (DVY) | 0.0 | $156k | 1.3k | 123.18 |
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| Republic Services (RSG) | 0.0 | $155k | 812.00 | 191.44 |
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| O'reilly Automotive (ORLY) | 0.0 | $145k | 128.00 | 1128.88 |
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| Williams-Sonoma (WSM) | 0.0 | $135k | 425.00 | 317.53 |
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| Spdr S&p Dividend Etf Etf (SDY) | 0.0 | $132k | -41% | 1.0k | 131.24 |
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| Ishares Preferred & Income Securities Etf Etf (PFF) | 0.0 | $127k | -7% | 3.9k | 32.23 |
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| Verizon Communications (VZ) | 0.0 | $127k | 3.0k | 41.96 |
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| Financial Select Sector Spdr Fund Etf (XLF) | 0.0 | $126k | 3.0k | 42.12 |
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| Invesco S&p 500 Low Volatility Etf Etf (SPLV) | 0.0 | $123k | -16% | 1.9k | 65.87 |
|
| Paychex (PAYX) | 0.0 | $123k | 1.0k | 122.80 |
|
|
| Consumer Staples Select Sector Spdr Fund Etf (XLP) | 0.0 | $121k | 1.6k | 76.36 |
|
|
| Equifax (EFX) | 0.0 | $108k | 403.00 | 267.52 |
|
|
| Ishares Biotechnology Etf Etf (IBB) | 0.0 | $106k | 772.00 | 137.25 |
|
|
| Ishares Russell 2000 Value Etf Etf (IWN) | 0.0 | $100k | -32% | 629.00 | 158.81 |
|
| Brookfield Infrastructure Part (BIP) | 0.0 | $96k | 3.1k | 31.21 |
|
|
| Pimco Enhanced Short Maturity Active Exchange-traded Fund Pimco Enhanced Sh Etf (MINT) | 0.0 | $93k | -8% | 920.00 | 100.54 |
|
| General Dynamics Corporation (GD) | 0.0 | $79k | +2% | 278.00 | 282.49 |
|
| Vanguard Health Care Etf Etf (VHT) | 0.0 | $74k | 275.00 | 270.52 |
|
|
| Spdr Portfolio S&p 500 Value Etf Etf (SPYV) | 0.0 | $73k | 1.5k | 50.10 |
|
|
| Dover Corporation (DOV) | 0.0 | $72k | 406.00 | 177.00 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $69k | 761.00 | 90.05 |
|
|
| America Movil Sab De Cv Spon Ads Rp Cl B Adr (AMX) | 0.0 | $67k | 3.6k | 18.66 |
|
|
| Church & Dwight (CHD) | 0.0 | $63k | 600.00 | 104.39 |
|
|
| Coca-Cola Company (KO) | 0.0 | $62k | +6% | 1.0k | 61.67 |
|
| First Trust Nasdaq Technology Dividend Index Fund Etf (TDIV) | 0.0 | $62k | 890.00 | 69.67 |
|
|
| Stanley Black & Decker (SWK) | 0.0 | $62k | 631.00 | 97.93 |
|
|
| Blackrock Ultra Short-term Bond Etf Etf (ICSH) | 0.0 | $57k | 1.1k | 50.56 |
|
|
| PPL Corporation (PPL) | 0.0 | $56k | 2.0k | 27.79 |
|
|
| Lowe's Companies (LOW) | 0.0 | $54k | +2% | 213.00 | 254.73 |
|
| Constellation Energy (CEG) | 0.0 | $53k | +2% | 285.00 | 184.85 |
|
| Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) | 0.0 | $51k | 1.0k | 51.28 |
|
|
| Taiwan Semiconductor Mfg Adr (TSM) | 0.0 | $50k | -34% | 366.00 | 136.60 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $47k | +16% | 407.00 | 116.24 |
|
| V.F. Corporation (VFC) | 0.0 | $47k | 3.0k | 15.34 |
|
|
| Cognex Corporation (CGNX) | 0.0 | $44k | 1.0k | 42.42 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $44k | 177.00 | 248.40 |
|
|
| Pfizer (PFE) | 0.0 | $43k | -88% | 1.6k | 27.75 |
|
| Carrier Global Corporation (CARR) | 0.0 | $43k | -31% | 744.00 | 58.13 |
|
| Chevron Corporation (CVX) | 0.0 | $43k | +5% | 272.00 | 157.74 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $38k | -7% | 13.00 | 2906.77 |
|
| Eastman Chemical Company (EMN) | 0.0 | $36k | 359.00 | 101.03 |
|
|
| Nuveen Mun Value Cef (NUV) | 0.0 | $35k | 4.0k | 8.74 |
|
|
| Yum! Brands (YUM) | 0.0 | $34k | +2% | 245.00 | 138.65 |
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.0 | $34k | +44% | 100.00 | 337.05 |
|
| H&R Block (HRB) | 0.0 | $33k | 676.00 | 49.43 |
|
|
| Exelon Corporation (EXC) | 0.0 | $32k | +2% | 857.00 | 37.57 |
|
| Marriott International (MAR) | 0.0 | $32k | +2% | 126.00 | 252.83 |
|
| Lakeland Ban (LBAI) | 0.0 | $32k | 2.6k | 12.10 |
|
|
| Bny Mellon Mun Bd Infrastructu Cef (DMB) | 0.0 | $31k | 3.0k | 10.42 |
|
|
| 3M Company (MMM) | 0.0 | $30k | +3% | 285.00 | 106.07 |
|
| Philip Morris International (PM) | 0.0 | $30k | +7% | 323.00 | 92.92 |
|
| Ford Motor Company (F) | 0.0 | $30k | -6% | 2.2k | 13.28 |
|
| Cintas Corporation (CTAS) | 0.0 | $29k | -2% | 42.00 | 687.02 |
|
| Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) | 0.0 | $28k | 481.00 | 58.65 |
|
|
| Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) | 0.0 | $28k | 350.00 | 80.51 |
|
|
| Wisdomtree U.s. Largecap Dividend Fund Etf (DLN) | 0.0 | $28k | -50% | 385.00 | 72.19 |
|
Past Filings by NVWM
SEC 13F filings are viewable for NVWM going back to 2017
- NVWM 2024 Q1 filed May 7, 2024
- NVWM 2023 Q4 filed Feb. 8, 2024
- NVWM 2023 Q3 filed Oct. 30, 2023
- NVWM 2023 Q2 filed Aug. 8, 2023
- NVWM 2023 Q1 filed May 11, 2023
- NVWM 2022 Q4 filed Feb. 14, 2023
- NVWM 2022 Q3 filed Nov. 15, 2022
- NVWM 2022 Q2 filed Aug. 4, 2022
- NVWM 2022 Q1 filed May 11, 2022
- NVWM 2021 Q4 filed Feb. 8, 2022
- NVWM 2021 Q3 filed Nov. 3, 2021
- NVWM 2021 Q2 filed Aug. 4, 2021
- NVWM 2021 Q1 filed May 11, 2021
- NVWM 2020 Q4 filed Feb. 9, 2021
- NVWM 2020 Q3 filed Dec. 10, 2020
- NVWM 2020 Q2 filed Aug. 11, 2020