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CIK: 0001697274
Total reported value
$496.3M
$496.3M
654 檔
13.7%
As reported in its official Q3 2024 Form 13F filing, Nvwm, LLC's tracked investment portfolio stood at $496.3M with 654 total positions.
Nvwm, LLC executed strategic sector rebalancing during Q3 2024, establishing 9 new positions while fully exiting 10 holdings and trimming 80 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AMZN) accounted for 13.7% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 654 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.18% | +0.12% | +10.77% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.14% | -0.23% | +1.26% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.53% | +0.11% | -0.23% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.73% | +0.13% | +33.96% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.68% | -0.05% | +1.40% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.55% | +0.74% | -6.74% | |
| 7 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.92% | -0.47% | -0.64% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.88% | -0.15% | +0.33% | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.68% | -0.58% | EXIT | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.68% | -0.05% | -3.61% | |
| 11 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.52% | -0.45% | +7.05% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 1.50% | -0.86% | -19.05% | |
| 13 | AXP | American Express Co | Stock-Financials | 1.24% | +0.03% | +9.45% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.22% | +0.07% | -3.18% | |
| 15 | NFLX | Netflix Inc | Stock-Comm Services | 1.16% | -0.35% | +1.15% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.14% | -0.08% | +0.43% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.14% | -0.08% | +888.55% | |
| 18 | ANETEUR | Arista Networks Inc | Stock-Other | 1.12% | — | -0.44% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.12% | +0.12% | -2.36% | |
| 20 | IAU | Ishares Gold Trust | ETF-Commodities | 1.11% | -0.09% | -2.26% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.03% | -0.22% | -1.77% | |
| 22 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.02% | -0.02% | +3.25% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.01% | +0.03% | +1.77% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.00% | +0.13% | -4.03% | |
| 25 | AMD | Advanced Micro Devices | Stock-Tech | 0.97% | +0.84% | +0.93% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.94% | — | +4.51% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-Other | 0.92% | -0.06% | -4.68% | |
| 28 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.91% | +0.68% | -0.36% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.90% | — | -0.69% | |
| 30 | AMAT | Applied Materials Inc | Stock-Tech | 0.89% | +0.62% | +1.50% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.85% | -0.01% | -0.22% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.80% | +0.01% | +0.31% | |
| 33 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.73% | +0.02% | +1.64% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.73% | — | -0.10% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.73% | -0.15% | +0.91% | |
| 36 | BND | Vanguard Total Bond Market | ETF-Other | 0.67% | -0.12% | -0.40% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | -0.15% | -15.03% | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.63% | -0.18% | +2.65% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | -0.02% | -1.19% | |
| 40 | DELL | Dell Technologies -c | Stock-Tech | 0.61% | +0.43% | +2.68% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.60% | — | -0.68% | |
| 42 | UBER | Uber Technologies Inc | Stock-Industrials | 0.60% | -0.03% | +10.67% | |
| 43 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.59% | -0.14% | -0.88% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.54% | -0.36% | — | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.53% | — | EXIT | |
| 46 | SON | Sonoco Products Co | Stock-Consumer Disc | 0.53% | -0.02% | -0.70% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.51% | +0.10% | +30.96% | |
| 48 | ASML | ASML Holding N.V. | Stock-Tech | 0.50% | +0.18% | +48.03% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.50% | +0.02% | -1.32% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.49% | -0.22% | -0.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.6% | +10.77% | Add |
| 2 | NVDA | Nvidia CORP | +0.6% | +33.96% | Add |
| 3 | AWK | American Water Works Co Inc | +0.4% | +160200.00% | Add |
| 4 | FSLR | First Solar Inc | +0.4% | +122080.00% | Add |
| 5 | GM | General Motors Co | +0.3% | +1036.24% | Add |
| 6 | GDX | Vaneck Gold Miners ETF | +0.3% | +3136.02% | Add |
| 7 | VKTX | Viking Therapeutics Inc | +0.3% | NEW | New buy |
| 8 | AXP | American Express Co | +0.2% | +9.45% | Add |
| 9 | ICF | Ishares Select U.s. Reit ETF | +0.2% | NEW | New buy |
| 10 | FXF | Invesco Currencyshares Swiss | +0.2% | NEW | New buy |
| 11 | QCOM | Qualcomm Inc | +0.2% | +4241.88% | Add |
| 12 | PLTR | Palantir Technologies Inc-a | +0.2% | +38.32% | Add |
| 13 | META | Meta Platforms Inc-class A | +0.2% | +0.33% | Add |
| 14 | TSLA | Tesla Inc | +0.2% | -0.10% | Trim |
| 15 | IWM | Ishares Russell 2000 ETF | +0.1% | +30.96% | Add |
| 16 | ARGX | Argenx Se - Adr | +0.1% | NEW | New buy |
| 17 | SBUX | Starbucks CORP | +0.1% | +1.64% | Add |
| 18 | BKLN | Invesco Senior Loan ETF | +0.1% | NEW | New buy |
| 19 | MUB | Ishares National Muni Bond E | +0.1% | NEW | New buy |
| 20 | C | Citigroup Inc | +0.1% | +124.29% | Add |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.43% | Add |
| 22 | HD | Home Depot Inc | +0.1% | +0.31% | Add |
| 23 | MELI | Mercadolibre Inc | +0.1% | -0.88% | Trim |
| 24 | VST | Vistra CORP | +0.1% | +1.34% | Add |
| 25 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +4.51% | Add |
| 26 | ASML | ASML Holding N.V. | +0.1% | +48.03% | Add |
| 27 | JAVA | Jpmorgan Active Value ETF | +0.1% | +100.08% | Add |
| 28 | IAU | Ishares Gold Trust | +0.1% | -2.26% | Trim |
| 29 | ACN | Accenture plc | +0.1% | +2.53% | Add |
| 30 | MCD | Mcdonald's CORP | +0.1% | +1.36% | Add |
| 31 | AGG | Ishares Core U.s. Aggregate | +0.1% | +20.11% | Add |
| 32 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +136.12% | Add |
| 33 | JGRO | Jpmorgan Active Growth ETF | +0.1% | NEW | New buy |
| 34 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +0.70% | Add |
| 35 | MA | Mastercard Inc - A | +0.1% | -0.22% | Trim |
| 36 | UBER | Uber Technologies Inc | +0.1% | +10.67% | Add |
| 37 | ABBV | Abbvie Inc | +0.1% | -1.19% | Trim |
| 38 | NEE | Nextera Energy Inc | +0.1% | +0.64% | Add |
| 39 | TT | Trane Technologies plc | +0.1% | -0.27% | Trim |
| 40 | SHOP | Shopify Inc - Class A | +0.1% | +0.10% | Add |
| 41 | PH | Parker Hannifin CORP | +0.1% | +4.16% | Add |
| 42 | MOD | Modine Manufacturing Co | +0.1% | — | Unchanged |
| 43 | KKR | Kkr & Co Inc | +0.1% | +0.08% | Add |
| 44 | LNTH | Lantheus Holdings Inc | +0.1% | -3.49% | Trim |
| 45 | PWR | Quanta Services Inc | +0.1% | +6.95% | Add |
| 46 | IEF | Ishares 7-10 Year Treasury B | 0% | +1.40% | Add |
| 47 | ANETEUR | Arista Networks Inc | 0% | -0.44% | Trim |
| 48 | EMB | Ishares Jp Morgan Usd Emergi | 0% | +3.25% | Add |
| 49 | UNH | Unitedhealth Group Inc | 0% | -0.68% | Trim |
| 50 | DHR | Danaher CORP | 0% | +3.95% | Add |
According to official SEC Form 13F filings, Nvwm, LLC reported a total U.S. public equity portfolio value of $496.3M across 654 disclosed positions in Q3 2024.
During Q3 2024, Nvwm, LLC's top holdings by market value included AAPL (4.2%)、MSFT (4.1%)、AMZN (3.5%). The largest single position, AAPL, represented 4.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
VKTX
市值: $999.3K
Top Position Liquidated / Trimmed
SMCIUSD
前期市值: $2.5M
In Q3 2024, Nvwm, LLC made 188 total portfolio adjustments, initiating 9 new buys, adding to 89 positions, trimming 80 holdings, and fully liquidating 10 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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