Ndwm LLC Top Holdings and 13F Report (2025) About Ndwm LLCInvestment ActivityNdwm LLC has $102.31 million in total holdings as of March 31, 2025.Ndwm LLC owns shares of 33 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 7.39% of the portfolio was purchased this quarter.About 20.46% of the portfolio was sold this quarter.This quarter, Ndwm LLC has purchased 31 new stocks and bought additional shares in 12 stocks.Ndwm LLC sold shares of 10 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $36,914,554SPDR Bloomberg 3-12 Month T-Bill ETF $16,697,980SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $10,814,301Invesco S&P 500 Equal Weight ETF $6,379,369SPDR S&P 500 ETF Trust $3,389,002 Largest New Holdings this Quarter 464288414 - iShares National Muni Bond ETF $562,733 Holding464288158 - iShares Short-Term National Muni Bond ETF $558,518 Holding78468R788 - SPDR Portfolio S&P 500 High Dividend ETF $530,304 Holding464288661 - iShares 3-7 Year Treasury Bond ETF $412,559 Holding30303M102 - Meta Platforms $215,163 Holding Largest Purchases this Quarter iShares California Muni Bond ETF 31,076 shares (about $1.75M)iShares Core U.S. Aggregate Bond ETF 10,638 shares (about $1.05M)iShares National Muni Bond ETF 5,337 shares (about $562.73K)iShares Short-Term National Muni Bond ETF 5,289 shares (about $558.52K)iShares 0-5 Year High Yield Corporate Bond ETF 13,060 shares (about $555.31K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 13,776 shares (about $7.71M)iShares S&P Small-Cap 600 Value ETF 28,274 shares (about $2.76M)iShares Core S&P 500 ETF 3,551 shares (about $2.00M)Technology Select Sector SPDR Fund 9,607 shares (about $1.98M)Invesco QQQ 3,700 shares (about $1.74M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNdwm LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$36,914,554$1,995,305 ▼-5.1%65,69636.1%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$16,697,980$277,378 ▲1.7%167,83616.3%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$10,814,301$360,131 ▼-3.2%117,89310.6%ETFRSPInvesco S&P 500 Equal Weight ETF$6,379,369$210,994 ▲3.4%36,8266.2%ETFSPYSPDR S&P 500 ETF Trust$3,389,002$7,706,651 ▼-69.5%6,0583.3%FinanceBRK.BBerkshire Hathaway$3,340,874$216,227 ▲6.9%6,2733.3%FinanceAGGiShares Core U.S. Aggregate Bond ETF$2,659,130$1,052,296 ▲65.5%26,8822.6%FinanceCMFiShares California Muni Bond ETF$2,452,164$1,748,949 ▲248.7%43,5712.4%ETFNOWServiceNow$2,029,198$106,674 ▲5.5%2,5492.0%Computer and TechnologyEQLALPS Equal Sector Weight ETF$1,981,628$25,446 ▲1.3%15,7311.9%ETFXLKTechnology Select Sector SPDR Fund$1,644,572$1,983,604 ▼-54.7%7,9651.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,612,485$161,985 ▲11.2%19,4911.6%ManufacturingSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$1,478,581$539,101 ▲57.4%29,4071.4%ManufacturingGLDSPDR Gold Shares$1,400,360$378,904 ▲37.1%4,8601.4%FinanceQQQInvesco QQQ$968,458$1,735,252 ▼-64.2%2,0650.9%FinanceTSLATesla$897,212$26,175 ▼-2.8%3,4620.9%Auto/Tires/TrucksSHYGiShares 0-5 Year High Yield Corporate Bond ETF$825,010$555,307 ▲205.9%19,4030.8%ETFAAPLApple$747,342$9,775 ▲1.3%3,3640.7%Computer and TechnologyNYFiShares New York Muni Bond ETF$662,4950.0%12,5830.6%ETFPZTInvesco New York AMT-Free Municipal Bond ETF$649,5190.0%29,3900.6%ETFNTSXWisdomTree U.S. Efficient Core Fund$626,563$55,144 ▼-8.1%13,8280.6%FinanceMUBiShares National Muni Bond ETF$562,733$562,733 ▲New Holding5,3370.6%ETFSUBiShares Short-Term National Muni Bond ETF$558,518$558,518 ▲New Holding5,2890.5%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$530,304$530,304 ▲New Holding11,9820.5%ETFSPROTT PHYSICAL GOLD TR$458,7040.0%19,0650.4%UNITIEIiShares 3-7 Year Treasury Bond ETF$412,559$412,559 ▲New Holding3,4920.4%ETFMSFTMicrosoft$313,8260.0%8360.3%Computer and TechnologyIWNiShares Russell 2000 Value ETF$235,741$120,966 ▼-33.9%1,5610.2%ETFLLYEli Lilly and Company$222,9960.0%2700.2%MedicalMETAMeta Platforms$215,163$215,163 ▲New Holding3730.2%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$213,010$57,388 ▼-21.2%2,2790.2%ETFBABoeing$209,2650.0%1,2270.2%AerospaceIJSiShares S&P Small-Cap 600 Value ETF$203,093$2,756,722 ▼-93.1%2,0830.2%ETFIJRiShares Core S&P Small-Cap ETF$0$2,546,549 ▼-100.0%00.0%ETFISHARES BITCOIN TRUST ETF$0$1,234,420 ▼-100.0%00.0%SHS BEN INTVOOVanguard S&P 500 ETF$0$349,149 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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