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CIK: 0001697274
Total reported value
$496.3M
$496.3M
615 檔
12.0%
According to the latest 13F quarterly dataset, Nvwm, LLC managed an equity portfolio of $496.3M at the end of Q1 2024, spanning 615 distinct U.S. exchange-listed positions.
During Q1 2024, Nvwm, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 615 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.31% | -0.23% | -1.92% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.67% | +0.11% | +2.21% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.98% | +0.12% | -7.58% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.71% | -0.05% | +9.43% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.70% | +0.74% | -7.32% | |
| 6 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 2.10% | -0.47% | -4.83% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.95% | -0.58% | EXIT | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.78% | -0.05% | +0.46% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.71% | -0.15% | -0.92% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.62% | +0.13% | -1.62% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 1.48% | -0.86% | -6.88% | |
| 12 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.44% | -0.45% | -1.57% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.28% | +0.13% | +27.43% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.14% | — | -3.30% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.12% | -0.08% | -1.02% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.12% | +0.12% | -3.53% | |
| 17 | AXP | American Express Co | Stock-Financials | 1.08% | +0.03% | -2.32% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.08% | +0.03% | -0.13% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 1.06% | -0.35% | -9.09% | |
| 20 | AMD | Advanced Micro Devices | Stock-Tech | 1.05% | +0.84% | -8.13% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.04% | -0.22% | -1.34% | |
| 22 | IAU | Ishares Gold Trust | ETF-Commodities | 1.02% | -0.09% | +1.19% | |
| 23 | AMAT | Applied Materials Inc | Stock-Tech | 0.99% | +0.62% | -1.34% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.98% | +0.07% | -1.62% | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.98% | -0.02% | +1.75% | |
| 26 | ANETEUR | Arista Networks Inc | Stock-Other | 0.98% | — | -3.65% | |
| 27 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.97% | -0.18% | +0.97% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 0.94% | -0.13% | -3.27% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.89% | -0.01% | -1.61% | |
| 30 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 0.86% | -0.04% | +38.12% | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.83% | — | -0.73% | |
| 32 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.81% | +0.68% | +93.97% | |
| 33 | MRVL | Marvell Technology Inc | Stock-Tech | 0.80% | +0.02% | +110.69% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.78% | +0.01% | -6.47% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-Other | 0.76% | -0.06% | -1.93% | |
| 36 | ACN | Accenture plc | Stock-Tech | 0.75% | — | EXIT | |
| 37 | DELL | Dell Technologies -c | Stock-Tech | 0.73% | +0.43% | — | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.15% | -24.02% | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.71% | -0.12% | -2.84% | |
| 40 | ZTS | Zoetis Inc | Stock-Healthcare | 0.69% | -0.06% | -10.18% | |
| 41 | SLB | Slb LTD | Stock-Energy | 0.68% | +0.20% | -0.30% | |
| 42 | SON | Sonoco Products Co | Stock-Consumer Disc | 0.66% | -0.02% | -0.97% | |
| 43 | AMLP | Alerian Mlp ETF | ETF-Other | 0.65% | -0.05% | -2.46% | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.64% | +0.02% | +9.06% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | -0.15% | +194.96% | |
| 46 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.60% | -0.36% | -0.70% | |
| 47 | OILK | Pros K-1 Free Cr Oil Etf-usd | ETF-Other | 0.59% | -0.04% | — | |
| 48 | UBER | Uber Technologies Inc | Stock-Industrials | 0.58% | -0.03% | -10.56% | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.58% | — | -1.21% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | -0.08% | +17.08% |
According to official SEC Form 13F filings, Nvwm, LLC reported a total U.S. public equity portfolio value of $496.3M across 615 disclosed positions in Q1 2024.
During Q1 2024, Nvwm, LLC's top holdings by market value included MSFT (4.3%)、AMZN (3.7%)、AAPL (3.0%). The largest single position, MSFT, represented 4.3% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AMZN, AAPL) accounted for 12.0% of total reported equity market value during Q1 2024.
In Q1 2024, Nvwm, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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