IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Nvwm, LLC

Q1 2023 Holdings

Filed 2023-05-11 | 645 holdings | $298.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Raytheon Technologies Corp COM(RTX)COM75513E101$601.7K6,1440.2%
ATI Inc COM(ATI)COM01741R102$602.2K15,2610.2%
Tractor Supply Co COM(TSCO)COM892356106$605.7K2,5770.2%
Sherwin Williams Co COM(SHW)COM824348106$606.7K2,6990.2%
Moderna Inc COM(MRNA)COM60770K107$631.5K4,1120.2%
Paypal Hldgs Inc COM(PYPL)COM70450Y103$635.8K8,3720.2%
Coca Cola Co COM(KO)COM191216100$641.9K10,2700.2%
Medtronic PLC SHS(MDT)COMG5960L103$645.8K7,9440.2%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$645.9K4,2420.2%
Crowdstrike Hldgs Inc CL A(CRWD)COM22788C105$647.3K4,7160.2%
Lauder Estee COS Inc CL A(EL)COM518439104$665.2K2,6990.2%
Tesla Inc COM(TSLA)COM88160R101$667.8K3,2190.2%
Mercadolibre Inc COM(MELI)COM58733R102$672.2K5100.2%
Marvell Technology Inc COM(MRVL)COM573874104$676.6K15,6250.2%
Chubb Limited COM(CB)COMH1467J104$681.8K3,4960.2%
Bristol-Myers Squibb Co COM(BMY)COM110122108$689.6K9,9500.2%
Progressive Corp COM(PGR)COM743315103$698.1K4,8800.2%
Caterpillar Inc COM(CAT)COM149123101$699.8K3,0580.2%
Qualcomm Inc COM(QCOM)COM747525103$705.7K5,5310.2%
Valero Energy Corp COM(VLO)COM91913Y100$705.7K5,0550.2%
Humana Inc COM(HUM)COM444859102$716.9K1,4740.2%
KLA Corp COM New(KLAC)COM482480100$716.9K1,7960.2%
Shell PLC Spon ADS(SHEL)ADR780259305$719.2K12,4980.2%
Ishares Expanded Tech-Software Sector ETF(IGV)ETF464287515$728.6K2,3910.2%
Vanguard Ftse All-World Ex-US Index Fund(VEU)ETF922042775$730.7K13,6650.2%
Martin Marietta Matls Inc COM(MLM)COM573284106$735.3K2,0710.2%
Consol Energy Inc New COM(CEIXEUR)COM20854L108$750.1K12,8720.3%
Vertex Pharmaceuticals Inc COM(VRTX)COM92532F100$752.7K2,3890.3%
Phillips 66 COM(PSX)COM718546104$754.2K7,4390.3%
JPMorgan Equity Premium Income ETF(JEPI)ETF46641Q332$757.1K13,8660.3%
TJX COS Inc New COM(TJX)COM872540109$757.2K9,6630.3%
Palo Alto Networks Inc COM(PANW)COM697435105$763.4K3,8220.3%
Analog Devices Inc COM(ADI)COM032654105$767.6K3,8920.3%
Intuit COM(INTU)COM461202103$769.5K1,7260.3%
Rockwell Automation Inc COM(ROK)COM773903109$779.4K2,6560.3%
Spdr Bloomberg 1-3 Month T-Bill ETF(BIL)ETF78468R663$783.6K8,5340.3%
Ingersoll Rand Inc COM(IR)COM45687V106$793.1K13,6310.3%
Ishares U.S. Basic Materials ETF(IYM)ETF464287838$796.5K6,0100.3%
Servicenow Inc COM(NOW)COM81762P102$799.8K1,7210.3%
Asml Holding N V N Y Registry SHS(ASML)ADRN07059210$842.0K1,2370.3%
NXP Semiconductors N V COM(NXPI)COMN6596X109$853.5K4,5520.3%
Ishares Msci Emerging Markets EX China ETF(EMXC)ETF46434G764$854.9K17,3310.3%
Honeywell Intl Inc COM(HON)COM438516106$863.1K4,5160.3%
Grainger W W Inc COM(GWW)COM384802104$863.8K1,2540.3%
Merck & Co Inc COM(MRK)COM58933Y105$871.2K8,1330.3%
Boeing Co COM(BA)COM097023105$871.8K4,1040.3%
Clean Harbors Inc COM(CLH)COM184496107$879.7K6,1710.3%
Pfizer Inc COM(PFE)COM717081103$909.9K22,3020.3%
Invesco QQQ Trust(QQQ)ETF46090E103$929.4K2,8960.3%
Wells Fargo Co New COM(WFC)COM949746101$930.9K24,9030.3%
PreviousPage 7 of 9Next