NL

NDWM LLC

13F
NDWM LLC
Last update 2025-05-02 33 Stocks (5 new)
Value $102.00 Mil Turnover 7 %
Countries:
Top Holdings: IVV(36.08%)BILS(16.32%)BIL(10.57%)RSP(6.24%)SPY(3.31%)
Summary Stock Picks Current Portfolio
NDWM LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
65,696
36,914.6
-5.13%
36.080
-1.75%
0.010
+16.68%
+7.37%
623,772.3
 
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
SPDR Bloomberg 3-12 Month T-Bill ETF
167,836
16,698.0
+1.69%
16.320
+0.27%
0.420
+1.00%
+2.09%
3,847.2
 
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
117,893
10,814.3
-3.22%
10.570
-0.30%
0.020
+1.08%
+2.14%
42,785.6
 
RSP
Invesco S&P 500 Equal Weight ETF
36,826
6,379.4
+3.42%
6.240
+0.21%
0.010
+11.65%
+6.62%
73,305.4
 
SPY
SPDR S&P 500 ETF Trust
6,058
3,389.0
-69.46%
3.310
-6.75%
0.000
+16.86%
+7.34%
643,153.0
 
BRK.B
Berkshire Hathaway Inc
6,273
3,340.9
+6.92%
3.270
+0.21%
0.000
-8.52%
+7.00%
1,046,283.1
Insurance
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
26,882
2,659.1
+65.49%
2.600
+1.03%
0.000
+0.07%
+3.61%
128,257.8
 
CMF
iShares California Muni Bond ETF
43,571
2,452.2
+248.71%
2.400
+1.71%
0.070
-0.83%
-1.49%
3,574.3
 
NOW
ServiceNow Inc
2,549
2,029.2
+5.55%
1.980
+0.10%
0.000
+34.96%
-1.46%
216,409.5
Software
EQL
ALPS Equal Sector Weight ETF
15,731
1,981.6
+1.30%
1.940
+0.02%
0.120
+9.73%
+6.89%
535.4
 

NDWM LLC's Historical Top Holdings Breakdowns

NDWM LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-6.75%
●
551.42 ($587.78) 612.93
$625.34
6.39%
Reduce -69.46%
6,058
-13,776
IJS
iShares S&P Small-Cap 600 Value ETF
2025-03-31
Reduce
Reduce
-2.57%
●
96.3 ($105.5) 112.23
$103.78
-1.63%
Reduce -93.14%
2,083
-28,274
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Sold Out
Sold Out
-2.13%
●
102.49 ($112.84) 119.96
$113.08
0.21%
Sold Out
0
-22,102
XLK
Technology Select Sector SPDR ETF
2025-03-31
Reduce
Reduce
-1.86%
●
206.38 ($226.74) 242.18
$256.96
13.33%
Reduce -54.67%
7,965
-9,607
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-1.75%
●
554.06 ($590.51) 615.85
$628.17
6.38%
Reduce -5.13%
65,696
-3,551
CMF
iShares California Muni Bond ETF
2025-03-31
Add
Add
+1.71%
●
55.93 ($56.83) 57.46
$55.59
-2.18%
Add 248.71%
43,571
31,076
QQQ
INVESCO QQQ Trust
2025-03-31
Reduce
Reduce
-1.58%
●
468.34 ($508.07) 539.52
$556.22
9.48%
Reduce -64.18%
2,065
-3,700
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Add
Add
+1.03%
●
95.85 ($97.76) 99.25
$98.47
0.73%
Add 65.49%
26,882
10,638
IBIT
ISHARES BITCOIN TR
2025-03-31
Sold Out
Sold Out
-1.03%
●
44.91 ($52.94) 60.42
$62.19
17.47%
Sold Out
0
-23,269
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
iShares 0-5 Year High Yield Corporate Bond ETF
2025-03-31
Add
Add
+0.55%
●
42.38 ($42.91) 43.28
$42.97
0.14%
Add 205.9%
19,403
13,060

NDWM LLC Total Holding History ($B)

To

NDWM LLC's Asset Allocation

To

NDWM LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

NDWM LLC's Hypothetical Growth since 2025-03-31

NDWM LLC's Yearly Returns

Year Portfolio % % Excess Gain %

NDWM LLC's Holdings Heat Map

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NDWM LLC's Holdings Bubble Chart

NDWM LLC News

  • 1

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