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| Happy Holidays!! thanks for using AUM13F!! |
| NVWM LLC
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| CRD # | 152301 |
| SEC # | 801-70883 |
| CIK # | 0001697274 |
| AUM | $599.6 M (2025-03-26) |
| Employees | 9 (89% Investors, 78% Brokers) |
| Phone | 866-899-0068 |
| Address | 820 Township Line Road Yardley, PA 19067 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001697274 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 19.7 | ||
| Amazon Com Inc | 14.6 | ||
| Apple Inc | 12.8 | ||
| Nvidia Corp | 12.7 | ||
| Facebook Inc | 8.9 | ||
| SPDR Gold Trust | 8.8 | ||
| Netflix Inc | 6.9 | ||
| Broadcom Inc | 6.7 | ||
| Alphabet Inc | 5.2 | ||
| VISA Inc | 4.8 | ||
| J P Morgan Chase & Co | 4.5 | ||
| Palo Alto Networks Inc | 4.1 | ||
| Wells Fargo & Co/MN | 3.9 | ||
| Lilly Eli & Co | 3.8 | ||
| Eaton Corp Ltd | 3.8 | ||
| Mastercard Inc | 3.8 | ||
| Advanced Micro Devices Inc | 3.5 | ||
| Costco Wholesale Corp /NEW | 3.2 | ||
| Applied Materials Inc /DE | 3.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 363 | 100.5 |
| (b) Individuals (high net worth individuals) | 145 | 452.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 38.4 |
| (h) Charitable organizations | 6 | 7.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,512 | 599.6 |
| By Discretionary | ||
| Discretionary | 1,510 | 599.4 |
| Non-Discretionary | 2 | 0.2 |
| Total | 1,512 | 599.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 599.6 | |
| Total | 1,512 | 599.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001697274] |
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|---|---|---|
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Providence Wealth Advisors LLC
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IL | 0.6 |
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Riverwater Partners LLC
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WI | 0.6 |
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Taiko Private Wealth
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IL | 0.6 |
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Vishria Bird Financial Group LLC
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TN | 0.6 |
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Brady Martz Wealth Solutions LLC
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ND | 0.6 |
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Prestige Wealth Management Group LLC
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NJ | 0.6 |
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Signal Securities Inc
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TX | 0.6 |
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Tyler-Stone Wealth Management LLC
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OH | 0.6 |
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Harrell Investment Partners LLC
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TX | 0.6 |
|
Arjuna Capital LLC
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MA | 0.6 |