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Nvwm, LLC

Q1 2025 Holdings

Filed 2025-05-07 | 863 holdings | $376.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Corteva Inc COM(CTVA)COM22052L104$1.2K190.0%
Public Storage Oper Co COM(PSA)REIT74460D109$1.2K40.0%
Nucor Corp COM(NUE)COM670346105$1.2K100.0%
Kenvue Inc COM(KVUE)COM49177J102$1.2K510.0%
Enovix Corporation COM(ENVX)COM293594107$1.2K1680.0%
Rivian Automotive Inc COM CL A(RIVN)COM76954A103$1.2K1000.0%
M & T BK Corp COM(MTB)COM55261F104$1.3K70.0%
Gartner Inc COM(IT)COM366651107$1.3K30.0%
Softbank Group Corp Unsponsored ADR(SFTBY)ADR83404D109$1.3K500.0%
D R Horton Inc COM(DHI)COM23331A109$1.3K100.0%
Avalonbay Cmntys Inc COM(AVB)REIT053484101$1.3K60.0%
Equity Residential SH BEN INT(EQR)REIT29476L107$1.3K180.0%
Southwest Airls Co COM(LUV)COM844741108$1.3K390.0%
Genuine Parts Co COM(GPC)COM372460105$1.3K110.0%
Molina Healthcare Inc COM(MOH)COM60855R100$1.3K40.0%
Baker Hughes Company CL A(BKR)COM05722G100$1.3K300.0%
Valero Energy Corp COM(VLO)COM91913Y100$1.3K100.0%
C3 AI Inc CL A(AI)COM12468P104$1.3K630.0%
State STR Corp COM(STT)COM857477103$1.3K150.0%
Resmed Inc COM(RMD)COM761152107$1.3K60.0%
Charles RIV Labs Intl Inc COM(CRL)COM159864107$1.4K90.0%
Jabil Inc COM(JBL)COM466313103$1.4K100.0%
Nasdaq Inc COM(NDAQ)COM631103108$1.4K180.0%
Corpay Inc COM SHS(CPAY)COM219948106$1.4K40.0%
Fastenal Co COM(FAST)COM311900104$1.4K180.0%
Kroger Co COM(KR)COM501044101$1.4K210.0%
Dexcom Inc COM(DXCM)COM252131107$1.4K210.0%
Live Nation Entertainment Inc COM(LYV)COM538034109$1.4K110.0%
GXO Logistics Incorporated Common Stock(GXO)COM36262G101$1.4K370.0%
Newmont Corp COM(NEM)COM651639106$1.4K300.0%
Dominion Energy Inc COM(D)COM25746U109$1.5K260.0%
Constellation Brands Inc CL A(STZ)COM21036P108$1.5K80.0%
Edison Intl COM(EIX)COM281020107$1.5K250.0%
Waters Corp COM(WAT)COM941848103$1.5K40.0%
Brookfield Renewable Partners Partnership Unit(BEPC)COMG16258108$1.5K670.0%
FOX Corp CL A COM(FOXA)COM35137L105$1.5K260.0%
Ebay Inc. COM(EBAY)COM278642103$1.5K220.0%
CSX Corp COM(CSX)COM126408103$1.5K510.0%
GE Vernova Inc COM(GEV)COM36828A101$1.5K50.0%
Fifth Third Bancorp COM(FITB)COM316773100$1.6K400.0%
Revvity Inc COM(RVTY)COM714046109$1.6K150.0%
Hess Corp COM(HES)COM42809H107$1.6K100.0%
Royalty Pharma PLC SHS Class A(RPRX)COMG7709Q104$1.6K520.0%
Cognizant Technology Solutions CL A(CTSH)COM192446102$1.6K210.0%
Capital One Finl Corp COM(COF)COM14040H105$1.6K90.0%
Celsius Hldgs Inc COM New(CELH)COM15118V207$1.6K460.0%
Grayscale Bitcoin Mini Trust ETF(BTC)ETF389930207$1.6K450.0%
Edwards Lifesciences Corp COM(EW)COM28176E108$1.7K230.0%
Gladstone LD Corp COM(LAND)REIT376549101$1.7K1600.0%
Semtech Corp COM(SMTC)COM816850101$1.7K500.0%
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