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| NVWM LLC
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| |
|---|---|
| CRD # | 152301 |
| SEC # | 801-70883 |
| CIK # | 0001697274 |
| AUM | $518.2 MM (2024-03-20) |
| Employees | 9 (89% Investors, 78% Brokers) |
| Phone | 866-899-0068 |
| Address | 820 Township Line Road Yardley, PA 19067 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001697274 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Microsoft Corp | 1,918,222.4 | 16.7 | |
| Amazon Com Inc | 1,092,997.8 | 14.4 | |
| Apple Inc | 2,382,844.0 | 13.4 | |
| Alphabet Inc | 1,475,138.5 | 11.8 | |
| Nvidia Corp | 399,550.0 | 8.2 | |
| Facebook Inc | 434,852.0 | 6.5 | |
| SPDR Gold Trust | 6.4 | ||
| Lilly Eli & Co | 301,789.7 | 4.6 | |
| Netflix Inc | 79,791.6 | 4.3 | |
| Broadcom Inc | 201,282.9 | 4.2 | |
| Arista Networks Inc | 29,365.2 | 4.0 | |
| Applied Materials Inc /DE | 82,662.4 | 4.0 | |
| iShares Comex Gold Trust | 3.9 | ||
| American Express Co | 107,077.6 | 3.8 | |
| Advanced Micro Devices Inc | 131,458.5 | 3.7 | |
| VISA Inc | 419,260.5 | 3.7 | |
| Palo Alto Networks Inc | 49,011.6 | 3.6 | |
| J P Morgan Chase & Co | 340,169.2 | 3.4 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 360 | 96.4 |
| (b) Individuals (high net worth individuals) | 107 | 316.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 25.5 |
| (h) Charitable organizations | 0 | 4.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,321 | 443.2 |
| By Discretionary | ||
| Discretionary | 1,316 | 434.2 |
| Non-Discretionary | 5 | 9.0 |
| Total | 1,321 | 443.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 443.2 | |
| Total | 1,321 | 443.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001697274] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kendall Capital Management
✚
|
MD | 0.5 |
|
Peregrine Asset Advisers Inc
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|
OR | 0.5 |
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E & G Advisors LP
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TX | 0.5 |
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Investors Research Corporation
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GA | 0.5 |
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Accuvest Global Advisors Inc
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UT | 0.5 |
|
Roman Butler Fullerton & Co
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MO | 0.5 |
|
Cassady Schiller Wealth Management LLC
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|
OH | 0.5 |
|
Northeast Advisers Inc
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|
PA | 0.5 |
|
Trunorth Wealth Partners LLC
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MN | 0.5 |
|
Bellwether Advisors LLC
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|
NE | 0.5 |