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Home > Institutional Investor > Nvwm, Llc > Profile

Instuitional Investor - Nvwm, Llc

Fund Profile
Filing Period:
Fund Name: Nvwm, Llc
Portfolio Value $414,215,812
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 39,561 $19,678,043 4.75%
2.
Amazon Com Inc
 AMZN 66,414 $14,570,568 3.52%
3.
Apple Inc.
 AAPL 62,591 $12,841,926 3.1%
4.
Nvidia Corp
 NVDA 80,326 $12,690,675 3.06%
5.
Vanguard Short-Term Inflation-Protected Securities Etf - ETF
 220,319 $11,075,436 2.67%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)