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CIK: 0001697274
Total reported value
$496.3M
$496.3M
656 檔
14.5%
The Q4 2024 SEC filing reveals that Nvwm, LLC held a total portfolio value of $496.3M, covering 656 public equity positions.
In Q4 2024, Nvwm, LLC adopted a defensive or profit-taking posture, trimming 99 positions and completely liquidating 14 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, MSFT) accounted for 14.5% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 656 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.43% | +0.12% | -0.44% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.06% | +0.11% | -1.28% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.04% | -0.23% | +0.60% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.87% | +0.74% | -0.34% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.79% | +0.13% | -6.94% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.19% | -0.05% | -12.51% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.88% | -0.15% | -1.45% | |
| 8 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.78% | -0.47% | -5.73% | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.64% | -0.45% | +8.13% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.57% | -0.05% | +0.03% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 1.56% | -0.86% | +5.40% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.41% | -0.08% | -6.94% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.40% | -0.58% | EXIT | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.36% | — | +335.84% | |
| 15 | NFLX | Netflix Inc | Stock-Comm Services | 1.28% | -0.35% | -11.58% | |
| 16 | ANET | Arista Networks Inc | Stock-Tech | 1.24% | +0.01% | — | |
| 17 | AXP | American Express Co | Stock-Financials | 1.13% | +0.03% | -16.15% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.10% | +0.03% | -3.75% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.10% | -0.08% | -1.26% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.10% | — | +17.54% | |
| 21 | IAU | Ishares Gold Trust | ETF-Commodities | 1.10% | -0.09% | -0.02% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.04% | -0.22% | -0.01% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.04% | +0.07% | -15.87% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | — | -2.56% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.98% | — | -12.30% | |
| 26 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.97% | -0.02% | +0.84% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.96% | +0.12% | -0.95% | |
| 28 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.94% | +0.68% | +96.96% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.87% | -0.01% | -3.11% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-Other | 0.87% | -0.06% | +6.16% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.81% | +0.13% | -8.73% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.76% | +0.10% | +50.12% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.75% | +0.01% | -1.60% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.15% | -0.99% | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.72% | -0.18% | -1.37% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.71% | -0.15% | -2.45% | |
| 37 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.67% | +0.02% | -0.67% | |
| 38 | AMD | Advanced Micro Devices | Stock-Tech | 0.67% | +0.84% | -5.17% | |
| 39 | AMAT | Applied Materials Inc | Stock-Tech | 0.66% | +0.62% | -6.59% | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.66% | -0.12% | +4.63% | |
| 41 | ZTS | Zoetis Inc | Stock-Healthcare | 0.63% | -0.06% | +104.08% | |
| 42 | DELL | Dell Technologies -c | Stock-Tech | 0.60% | +0.43% | +1.59% | |
| 43 | AMLP | Alerian Mlp ETF | ETF-Other | 0.59% | -0.05% | +57.45% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | -0.02% | +1.22% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.53% | +0.02% | -2.75% | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.53% | -0.01% | -2.46% | |
| 47 | ACN | Accenture plc | Stock-Tech | 0.52% | — | EXIT | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | — | +0.89% | |
| 49 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.52% | -0.36% | -2.66% | |
| 50 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.49% | -0.14% | +0.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +1.2% | NEW | New buy |
| 2 | AGG | Ishares Core U.s. Aggregate | +1% | +335.84% | Add |
| 3 | AMZN | Amazon.com Inc | +0.5% | -1.28% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.34% | Trim |
| 5 | CRM | Salesforce Inc | +0.3% | +131.73% | Add |
| 6 | FISV | Fiserv Inc | +0.3% | +44991.67% | Add |
| 7 | FOUR | Shift4 Payments Inc-class A | +0.3% | NEW | New buy |
| 8 | FDLO | Fidelity Low Volat Fact ETF | +0.3% | NEW | New buy |
| 9 | AVGO | Broadcom Inc | +0.3% | -6.94% | Trim |
| 10 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +25616.67% | Add |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | +0.3% | NEW | New buy |
| 12 | DT | Dynatrace Inc | +0.3% | NEW | New buy |
| 13 | MSCI | Msci Inc | +0.3% | +3581.25% | Add |
| 14 | LRCX | Lam Research CORP | +0.3% | NEW | New buy |
| 15 | AAPL | Apple Inc | +0.3% | -0.44% | Trim |
| 16 | ZTS | Zoetis Inc | +0.3% | +104.08% | Add |
| 17 | TSLA | Tesla Inc | +0.3% | -12.30% | Trim |
| 18 | IWM | Ishares Russell 2000 ETF | +0.3% | +50.12% | Add |
| 19 | CEG | Constellation Energy | +0.3% | +1581.05% | Add |
| 20 | CCJ | Cameco CORP | +0.2% | NEW | New buy |
| 21 | AMLP | Alerian Mlp ETF | +0.2% | +57.45% | Add |
| 22 | HELO | Jpmorgan Hedged Equity ETF | +0.2% | NEW | New buy |
| 23 | HOOD | Robinhood Markets Inc - A | +0.2% | +26794.12% | Add |
| 24 | IYT | Ishares US Transportation Et | +0.2% | NEW | New buy |
| 25 | MSTR | Strategy Inc | +0.2% | +4828.85% | Add |
| 26 | IWR | Ishares Russell Mid-cap ETF | +0.2% | +17.54% | Add |
| 27 | COIN | Coinbase Global Inc -class A | +0.2% | +2687.78% | Add |
| 28 | PSTL | Postal Realty Trust Inc- A | +0.2% | NEW | New buy |
| 29 | NFLX | Netflix Inc | +0.1% | -11.58% | Trim |
| 30 | USFR | Wisdomtree Floating Rate Tre | +0.1% | +8.13% | Add |
| 31 | CWB | Ss Spdr Bb Conv Sec ETF | +0.1% | NEW | New buy |
| 32 | HGER | Harbor Commodity All Weather | +0.1% | NEW | New buy |
| 33 | V | Visa Inc-class A Shares | +0.1% | -3.75% | Trim |
| 34 | JPM | Jpmorgan Chase & Co | +0.1% | -2.56% | Trim |
| 35 | WFC | Wells Fargo & Co | +0.1% | -2.46% | Trim |
| 36 | DIS | Walt Disney Co/the | +0.1% | -1.37% | Trim |
| 37 | SHOP | Shopify Inc - Class A | +0.1% | -6.56% | Trim |
| 38 | DDOG | Datadog Inc - Class A | +0.1% | +2.50% | Add |
| 39 | NVDA | Nvidia CORP | +0.1% | -6.94% | Trim |
| 40 | GLD | Spdr Gold Shares | +0.1% | +5.40% | Add |
| 41 | MS | Morgan Stanley | +0.1% | -2.93% | Trim |
| 42 | AWK | American Water Works Co Inc | +0.1% | +35.98% | Add |
| 43 | SPOT | Spotify Technology S.A. | +0.1% | -0.52% | Trim |
| 44 | WMT | Walmart Inc | +0.1% | -2.45% | Trim |
| 45 | NOW | Servicenow Inc | +0.1% | -0.07% | Trim |
| 46 | VHT | Vanguard Health Care ETF | +0.1% | +279.64% | Add |
| 47 | SNPS | Synopsys Inc | 0% | +19.95% | Add |
| 48 | CDNS | Cadence Design Sys Inc | 0% | +3.43% | Add |
| 49 | MRVL | Marvell Technology Inc | 0% | -26.26% | Trim |
| 50 | SMH | Vaneck Semiconductor ETF | 0% | +39.37% | Add |
According to official SEC Form 13F filings, Nvwm, LLC reported a total U.S. public equity portfolio value of $496.3M across 656 disclosed positions in Q4 2024.
During Q4 2024, Nvwm, LLC's top holdings by market value included AAPL (4.4%)、AMZN (4.1%)、MSFT (4.0%). The largest single position, AAPL, represented 4.4% 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
ANET
市值: $4.9M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $4.4M
In Q4 2024, Nvwm, LLC made 196 total portfolio adjustments, initiating 14 new buys, adding to 69 positions, trimming 99 holdings, and fully liquidating 14 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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