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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

NVWM, LLC INSTITUTION : NVWM, LLC
NVWM, LLC Portfolio (reported on 2020-05-08)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
MICROSOFT CORP COM    (COM ) MSFT 6,965,000 44,165 4.83%
AMAZON COM INC COM    (COM ) AMZN 5,692,000 2,919 3.95%
APPLE INC COM    (COM ) AAPL 4,140,000 16,279 2.87%
SPDR S&P 500 ETF    (ETF) SPY 3,868,000 15,008 2.68%
SPDR GOLD SHARES    (ETF) GLD 3,746,000 25,301 2.60%
ISHARES 7-10 YEAR TREASURY BOND ETF    (ETF) IEF 3,714,000 30,572 2.58%
ALPHABET INC CAP STK CL A    (COM ) GOOGL 3,565,000 3,068 2.47%
INVESCO S&P 500 LOW VOLATILITY ETF    (ETF) 3,344,000 71,271 2.32%
ISHARES COMEX GOLD TRUST    (ETF) IAU 2,951,000 195,792 2.05%
ADOBE INC COM    (COM ) ADBE 2,731,000 8,580 1.89%
VISA INC COM CL A    (COM ) V 2,602,000 16,147 1.80%
JPMORGAN ULTRA-SHORT INCOME ETF    (ETF) 2,587,000 52,092 1.79%
AT&T INC COM    (COM ) T 2,515,000 86,269 1.74%
ALIBABA GROUP HLDG LTD SPONSORED ADS    (ADR) BABA 2,454,000 12,616 1.70%
SONOCO PRODS CO COM    (COM ) SON 2,374,000 51,215 1.64%
ZOETIS INC CL A    (COM ) ZTS 2,145,000 18,218 1.49%
VERIZON COMMUNICATIONS INC COM    (COM ) VZ 1,962,000 36,510 1.36%
AMERICAN TOWER CORP NEW COM    (REIT) AMT 1,953,000 8,968 1.35%
FACEBOOK INC CL A    (COM ) FB 1,847,000 11,078 1.28%
PAYPAL HLDGS INC COM    (COM ) PYPL 1,801,000 18,812 1.25%
MASTERCARD INC CL A    (COM ) MA 1,796,000 7,434 1.24%
WALMART INC COM    (COM ) WMT 1,717,000 15,044 1.19%
COSTCO WHSL CORP NEW COM    (COM ) COST 1,670,000 5,856 1.16%
COMCAST CORP NEW CL A    (COM ) CMCSA 1,638,000 47,336 1.13%
HOME DEPOT INC COM    (COM ) HD 1,485,000 7,956 1.03%
DISNEY WALT CO COM DISNEY    (COM ) DIS 1,483,000 15,352 1.03%
JPMORGAN CHASE & CO COM    (COM ) JPM 1,423,000 15,808 0.98%
JOHNSON & JOHNSON COM    (COM ) JNJ 1,415,000 10,791 0.98%
SALESFORCE COM INC COM    (COM ) CRM 1,385,000 9,624 0.96%
HONEYWELL INTL INC COM    (COM ) HON 1,349,000 10,078 0.93%
NVIDIA CORP COM    (COM ) NVDA 1,280,000 4,853 0.88%
DUKE ENERGY CORP NEW COM NEW    (COM ) DUK 1,227,000 15,174 0.85%
DANAHER CORPORATION COM    (COM ) DHR 1,163,000 8,391 0.80%
SHOPIFY INC CL A    (COM ) 1,154,000 2,768 0.80%
INVESCO DB US DOLLAR INDEX BULLISH FUND    (ETF) 1,149,000 42,841 0.79%
TELADOC HEALTH INC COM    (COM ) 1,108,000 7,147 0.76%
ISHARES SILVER TRUST    (ETF) SLV 1,075,000 82,366 0.74%
ISHARES RUSSELL MID-CAP ETF    (ETF) IWR 991,000 22,968 0.68%
INTEL CORP COM    (COM ) INTC 979,000 18,093 0.68%
VERTEX PHARMACEUTICALS INC COM    (COM ) VRTX 971,000 4,079 0.67%
GLOBAL PMTS INC COM    (COM ) GPN 952,000 6,598 0.66%
ACCENTURE PLC IRELAND SHS CLASS A    (COM ) ACN 951,000 5,828 0.66%
ABBOTT LABS COM    (COM ) ABT 945,000 11,975 0.65%
BERKSHIRE HATHAWAY INC DEL CL B NEW    (COM ) BRK/B 925,000 5,056 0.64%
NETFLIX INC COM    (COM ) NFLX 863,000 2,296 0.59%
THERMO FISHER SCIENTIFIC INC COM    (COM ) TMO 858,000 3,025 0.59%
HUMANA INC COM    (COM ) HUM 813,000 2,583 0.56%
IDEXX LABS INC COM    (COM ) IDXX 807,000 3,332 0.56%
PEPSICO INC COM    (COM ) PEP 792,000 6,593 0.55%
WASTE MGMT INC DEL COM    (COM ) WMI 780,000 8,426 0.54%
MCDONALDS CORP COM    (COM ) MCD 779,000 4,713 0.54%
MERCK & CO. INC COM    (COM ) MRK 777,000 10,012 0.53%
NOVOCURE LTD ORD SHS    (COM ) 770,000 11,433 0.53%
OKTA INC CL A    (COM ) 767,000 6,279 0.53%
LOCKHEED MARTIN CORP COM    (COM ) LMT 754,000 2,226 0.52%
VEEVA SYS INC CL A COM    (COM ) VEEV 749,000 4,793 0.52%
UNITEDHEALTH GROUP INC COM    (COM ) UNH 745,000 2,989 0.51%
NEXTERA ENERGY INC COM    (COM ) NEE 736,000 3,058 0.51%
MEDICAL PPTYS TRUST INC COM    (REIT) MPW 716,000 40,812 0.49%
HEALTH CARE SELECT SECTOR SPDR FUND    (ETF) XLV 715,000 8,071 0.49%
MODERNA INC COM    (COM ) 705,000 23,545 0.48%
AMERICAN ELEC PWR CO INC COM    (COM ) AEP 696,000 8,707 0.48%
ADVANCED MICRO DEVICES INC COM    (COM ) AMD 679,000 14,936 0.47%
APPLIED MATLS INC COM    (COM ) AMAT 677,000 14,766 0.47%
INTUITIVE SURGICAL INC COM NEW    (COM ) ISRG 659,000 1,331 0.45%
ATLASSIAN CORP PLC CL A    (COM ) TEAM 654,000 4,765 0.45%
TARGET CORP COM    (COM ) TGT 644,000 6,928 0.44%
AMERICOLD RLTY TR COM    (REIT) 634,000 18,516 0.44%
REPUBLIC SVCS INC COM    (COM ) RSG 627,000 8,313 0.43%
NORTHROP GRUMMAN CORP COM    (COM ) NOC 600,000 1,984 0.41%
ALTERYX INC COM CL A    (COM ) 597,000 6,264 0.41%
COCA COLA CO COM    (COM ) KO 589,000 13,179 0.40%
PIMCO 25 YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND    (ETF) ZROZ 585,000 3,346 0.40%
LILLY ELI & CO COM    (COM ) LLY 585,000 4,219 0.40%
SPLUNK INC COM    (COM ) SPLK 569,000 4,509 0.39%
ANSYS INC COM    (COM ) ANSS 557,000 2,394 0.38%
ISHARES U.S. AEROSPACE & DEFENSE ETF    (ETF) ITA 557,000 3,874 0.38%
LOWES COS INC COM    (COM ) LOW 551,000 6,401 0.38%
GILEAD SCIENCES INC COM    (COM ) GILD 542,000 7,253 0.37%
EDWARDS LIFESCIENCES CORP COM    (COM ) EW 535,000 2,838 0.37%
SOUTHERN CO COM    (COM ) SO 533,000 9,848 0.37%
SERVICENOW INC COM    (COM ) NOW 518,000 1,808 0.35%
ISHARES 20 YEAR TREASURY BOND ETF    (ETF) TLT 516,000 3,129 0.35%
REGENERON PHARMACEUTICALS COM    (COM ) REGN 498,000 1,019 0.34%
SPDR S&P DIVIDEND ETF    (ETF) SDY 497,000 6,226 0.34%
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF    (ETF) IGV 494,000 2,347 0.34%
DOMINION ENERGY INC COM    (COM ) D 491,000 6,806 0.34%
ISHARES S&P 100 ETF    (ETF) OEF 485,000 4,090 0.33%
CVS HEALTH CORP COM    (COM ) CVS 481,000 8,109 0.33%
STARBUCKS CORP COM    (COM ) SBUX 481,000 7,313 0.33%
GUARDANT HEALTH INC COM    (COM ) 480,000 6,897 0.33%
NIKE INC CL B    (COM ) NKE 480,000 5,776 0.33%
ISHARES PREFERRED AND INCOME SECURITIES ETF    (ETF) PFF 479,000 15,030 0.33%
BK OF AMERICA CORP COM    (COM ) BAC 478,000 22,519 0.33%
THE TRADE DESK INC COM CL A    (COM ) 466,000 2,412 0.32%
CRISPR THERAPEUTICS AG NAMEN AKT    (COM ) 456,000 10,759 0.31%
QUALCOMM INC COM    (COM ) QCOM 454,000 6,718 0.31%
INDUSTRIAL SELECT SECTOR SPDR FUND    (ETF) XLI 454,000 7,686 0.31%
TECHNOLOGY SELECT SECTOR SPDR FUND    (ETF) XLK 444,000 5,527 0.30%
SKYWORKS SOLUTIONS INC COM    (COM ) SWKS 444,000 4,970 0.30%
NOVARTIS A G SPONSORED ADR    (ADR) NVS 443,000 5,380 0.30%
ISHARES MSCI GERMANY ETF    (ETF) EWG 438,000 20,412 0.30%
L3HARRIS TECHNOLOGIES INC COM    (COM ) 435,000 2,415 0.30%
INVESCO QQQ TRUST    (ETF) 433,000 2,274 0.30%
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS    (ADR) TSM 432,000 9,030 0.30%
NUVEEN MUN VALUE FD INC COM    (CEF) NUV 421,000 42,990 0.29%
NEW ORIENTAL ED & TECH GRP INC SPON ADR    (ADR) EDU 419,000 3,875 0.29%
GOLDMAN SACHS GROUP INC COM    (COM ) GS 396,000 2,561 0.27%
ALLY FINL INC COM    (COM ) ALLY 394,000 27,293 0.27%
BAOZUN INC SPONSORED ADR    (ADR) 387,000 13,851 0.26%
PNC FINL SVCS GROUP INC COM    (COM ) PNC 385,000 4,023 0.26%
GENERAL DYNAMICS CORP COM    (COM ) GD 380,000 2,872 0.26%
RAYTHEON TECHNOLOGIES CORP COM    (COM ) 378,000 4,005 0.26%
ISHARES CORE U.S. AGGREGATE BOND ETF    (ETF) AGG 373,000 3,235 0.25%
PAYCHEX INC COM    (COM ) PAYX 363,000 5,773 0.25%
PUBLIC SVC ENTERPRISE GRP INC COM    (COM ) PEG 356,000 7,927 0.24%
CITIGROUP INC COM NEW    (COM ) C 347,000 8,232 0.24%
DIGITAL RLTY TR INC COM    (REIT) DLR 342,000 2,462 0.23%
AMERICAN EXPRESS CO COM    (COM ) AXP 328,000 3,830 0.22%
SMARTSHEET INC COM CL A    (COM ) 327,000 7,867 0.22%
VANGUARD DIVIDEND APPRECIATION INDEX FUND    (ETF) VIG 322,000 3,116 0.22%
ISHARES SELECT DIVIDEND ETF    (ETF) DVY 321,000 4,362 0.22%
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND    (ETF) XLY 319,000 3,250 0.22%
QORVO INC COM    (COM ) QRVO 292,000 3,616 0.20%
BERKSHIRE HATHAWAY INC DEL CL A    (COM ) BRK.A 272,000 1 0.18%
3M CO COM    (COM ) MMM 262,000 1,923 0.18%
BNY MELLON MUN BD INFRASTRUCTU COM SHS    (CEF) 258,000 20,765 0.17%
VANGUARD LARGE-CAP INDEX FUND    (ETF) VV 224,000 1,891 0.15%
INVESCO S&P 500 TOP 50 ETF    (ETF) 218,000 1,115 0.15%
GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF    (ETF) 216,000 4,145 0.15%
BIOHAVEN PHARMACTL HLDG CO LTD COM    (COM ) 216,000 6,352 0.15%
INVESCO S&P 500 QUALITY ETF    (ETF) 194,000 6,466 0.13%
PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF    (ETF) 187,000 4,114 0.12%
EXACT SCIENCES CORP COM    (COM ) EXAS 175,000 3,019 0.12%
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND    (ETF) MINT 171,000 1,729 0.11%
ALPHABET INC CAP STK CL C    (COM ) GOOG 167,000 143 0.11%
ABBVIE INC COM    (COM ) ABBV 159,000 2,089 0.11%
ISHARES TIPS BOND ETF    (ETF) TIP 152,000 1,285 0.10%
WISDOMTREE U.S. LARGECAP DIVIDEND FUND    (ETF) DLN 144,000 1,775 0.10%
ISHARES CORE S&P 500 ETF    (ETF) IVV 133,000 515 0.09%
VANGUARD HIGH DIVIDEND YIELD ETF    (ETF) VYM 126,000 1,775 0.08%
ISHARES 1-3 YEAR TREASURY BOND ETF    (ETF) SHY 125,000 1,439 0.08%
ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND    (ETF) IBB 117,000 1,083 0.08%
BRISTOL-MYERS SQUIBB CO COM    (COM ) BMY 115,000 2,057 0.07%
VANGUARD REAL ESTATE ETF    (ETF) VNQ 110,000 1,575 0.07%
CROWN CASTLE INTL CORP NEW COM    (REIT) CCI 102,000 705 0.07%
TESLA INC COM    (COM ) TSLA 99,000 188 0.06%
PFIZER INC COM    (COM ) PFE 94,000 2,873 0.06%
MARVELL TECHNOLOGY GROUP LTD ORD    (COM ) MRVL 93,000 4,126 0.06%
PPL CORP COM    (COM ) PPL 90,000 3,600 0.06%
GLAXOSMITHKLINE PLC SPONSORED ADR    (ADR) GSK 89,000 2,300 0.06%
CHURCH & DWIGHT INC COM    (COM ) CHD 81,000 1,267 0.05%
PROCTER & GAMBLE CO COM    (COM ) PG 81,000 736 0.05%
HEALTHPEAK PROPERTIES INC COM    (REIT) 79,000 3,335 0.05%
BROOKFIELD INFRAST PARTNERS LP LP INT UNIT    (COM ) BIP 74,000 2,050 0.05%
CATERPILLAR INC DEL COM    (COM ) CAT 73,000 630 0.05%
CISCO SYS INC COM    (COM ) CSCO 69,000 1,746 0.04%
TRACTOR SUPPLY CO COM    (COM ) TSCO 68,000 800 0.04%
INTERNATIONAL BUSINESS MACHS COM    (COM ) IBM 67,000 603 0.04%
WELLTOWER INC COM    (REIT) HCN 64,000 1,395 0.04%
FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND    (ETF) TDIV 62,000 1,740 0.04%
CARETRUST REIT INC COM    (REIT) CTRE 62,000 4,100 0.04%
O REILLY AUTOMOTIVE INC NEW COM    (COM ) ORLY 60,000 200 0.04%
WELLS FARGO CO NEW COM    (COM ) WFC 58,000 2,021 0.04%
COGNEX CORP COM    (COM ) CGNX 55,000 1,300 0.03%
MFS INTER INCOME TR SH BEN INT    (CEF) MIN 54,000 15,000 0.03%
EQUIFAX INC COM    (COM ) EFX 54,000 450 0.03%
REALTY INCOME CORP COM    (REIT) O 49,000 975 0.03%
XCEL ENERGY INC COM    (COM ) XEL 49,000 800 0.03%
BECTON DICKINSON & CO COM    (COM ) BDX 48,000 208 0.03%
ESSENTIAL PPTYS RLTY TR INC COM    (REIT) 46,000 3,450 0.03%
CYRUSONE INC COM    (REIT) CONE 46,000 736 0.03%
SEMPRA ENERGY COM    (COM ) SRE 46,000 400 0.03%
INTUIT COM    (COM ) INTU 46,000 200 0.03%
UTILITIES SELECT SECTOR SPDR FUND    (ETF) XLU 45,000 814 0.03%
INVESCO FINANCIAL PREFERRED ETF    (ETF) 42,000 2,500 0.02%
CIGNA CORP NEW COM    (COM ) 42,000 236 0.02%
MIDDLESEX WATER CO COM    (COM ) MSEX 42,000 700 0.02%
AMERICA MOVIL SAB DE CV SPON ADR L SHS    (ADR) AMX 42,000 3,600 0.02%
WILLIAMS SONOMA INC COM    (COM ) WSM 37,000 875 0.02%
SOUTHWEST AIRLS CO COM    (COM ) LUV 36,000 1,000 0.02%
G III APPAREL GROUP LTD COM    (COM ) GIII 35,000 4,518 0.02%
VANECK VECTORS RETAIL ETF    (ETF) 34,000 325 0.02%
PIMCO CORPORATE & INCOME STRAT COM    (CEF) PCN 34,000 2,510 0.02%
EQUINIX INC COM    (REIT) EQIX 32,000 50 0.02%
UNION PAC CORP COM    (COM ) UNP 32,000 230 0.02%
NUVEEN AMT FREE MUN CR INC FD COM    (CEF) NVG 31,000 2,118 0.02%
AUTODESK INC COM    (COM ) ADSK 31,000 200 0.02%
CREDIT SUISSE FI LARGE CAP GROWTH ENHANCED ETN    (ETF) FLGE 31,000 135 0.02%
VENTAS INC COM    (REIT) VTR 31,000 1,110 0.02%
ISHARES RUSSELL 1000 ETF    (ETF) IWB 29,000 199 0.02%
PHILIP MORRIS INTL INC COM    (COM ) PM 29,000 400 0.02%
BLACKROCK MUNI INTER DR FD INC COM    (CEF) MUI 28,000 2,120 0.01%
FEDEX CORP COM    (COM ) FDX 28,000 230 0.01%
TRUPANION INC COM    (COM ) TRUP 27,000 1,050 0.01%
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP    (COM ) MMP 27,000 750 0.01%
NAVIENT CORPORATION COM    (COM ) NAVI 27,000 3,600 0.01%
DEXCOM INC COM    (COM ) DXCM 27,000 100 0.01%
NUVEEN NEW JERSEY QULT MUN FD COM    (CEF) NXJ 26,000 1,963 0.01%
OCEANFIRST FINL CORP COM    (COM ) OCFC 26,000 1,654 0.01%
1 2 Next >Full Portfolio View
Total Value As 2020-03-31: 143,910,000 SEC FILING
* Portfolios do not reflect changes after reporting
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