NTV ASSET MANAGEMENT LLC

data from 30/09/2025

Capitalization

$ 917.316 M 9.62 %

Average holding period

24 ans

Performance

$ 511.781 M 117.06 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in NTV ASSET MANAGEMENT LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SPY SPDR S&P 500 ETF Trust 8.08% 74.082 M $ 111203 2013/06/30 5.476 M $ 7.82 %
2025/09/30 QQQ Invesco QQQ Trust 5.38% 49.328 M $ 82162 2018/09/30 4.056 M $ 8.83 %
2025/09/30 AAPL Apple Inc 3.36% 30.831 M $ 121080 2013/06/30 6.077 M $ 24.11 %
2025/09/30 MSFT Microsoft Corp 2.94% 27.008 M $ 52144 2013/06/30 1.081 M $ 4.13 %
2025/09/30 LLY Eli Lilly & Company 2.85% 26.133 M $ 34250 2013/06/30 -583.145 K $ -2.12 %
2025/09/30 IWM iShares TR 2.48% 22.721 M $ 93905 2013/06/30 2.396 M $ 12.13 %
2025/09/30 PLTR Palantir Technologies Inc 2.48% 22.708 M $ 124484 2024/06/30 6.152 M $ 33.82 %
2025/09/30 RSP Invesco Exchange Traded Fd TR 2.43% 22.319 M $ 117654 2018/06/30 1.044 M $ 4.38 %
2025/09/30 DVY iShares TR 1.66% 15.252 M $ 107336 2013/06/30 1.011 M $ 6.99 %
2025/09/30 IBIT iShares Bitcoin Trust ETF 1.65% 15.107 M $ 232423 2024/03/31 811.681 K $ 6.19 %
2025/09/30 IAU iShares Gold TR 1.51% 13.889 M $ 190860 2021/06/30 2.011 M $ 16.69 %
2025/09/30 XLI Select Sector SPDR TR 1.36% 12.498 M $ 81034 2013/09/30 546.301 K $ 4.55 %
2025/09/30 HDV iShares TR 1.20% 11.037 M $ 90133 2013/06/30 475.601 K $ 4.51 %
2025/09/30 GOOGL Alphabet Inc 1.20% 11.036 M $ 45397 2015/12/31 2.991 M $ 37.95 %
2025/09/30 IWF iShares TR 1.14% 10.485 M $ 22384 2013/06/30 960.052 K $ 10.32 %
2025/09/30 JPM JPMorgan Chase & Co 1.10% 10.087 M $ 31978 2013/06/30 785.811 K $ 8.80 %
2025/09/30 NVDA Nvidia Corp 1.09% 10.035 M $ 53785 2022/12/31 1.550 M $ 18.10 %
2025/09/30 IJH iShares TR 1.06% 9.728 M $ 149068 2013/06/30 500.842 K $ 5.22 %
2025/09/30 XLE Select Sector SPDR TR 1.05% 9.644 M $ 107944 2021/03/31 513.557 K $ 5.34 %
2025/09/30 CWB SPDR Series TR 1.04% 9.574 M $ 105788 2013/06/30 844.783 K $ 9.48 %
2025/09/30 XLF Select Sector SPDR TR 1.02% 9.401 M $ 174514 2013/06/30 256.798 K $ 2.86 %
2025/09/30 ABBV Abbvie Inc 0.91% 8.324 M $ 35951 2013/06/30 1.669 M $ 24.74 %
2025/09/30 DIA SPDR Dow Jones Indl Avg ETF 0.91% 8.307 M $ 17912 2013/06/30 435.985 K $ 5.24 %
2025/09/30 XOM Exxon Mobil Corp 0.87% 8.014 M $ 71082 2013/06/30 352.242 K $ 4.59 %
2025/09/30 HOOD Robinhood Markets Inc 0.85% 7.814 M $ 54575 2025/06/30 2.800 M $ 52.92 %
2025/09/30 IBB iShares TR 0.84% 7.711 M $ 53408 2013/06/30 946.008 K $ 14.12 %
2025/09/30 FEZ SPDR Index Shs Fds 0.84% 7.687 M $ 123741 2025/03/31 294.290 K $ 4.00 %
2025/09/30 SLV iShares Silver TR 0.83% 7.583 M $ 178968 2018/03/31 1.789 M $ 29.14 %
2025/09/30 TFC Truist Finl Corp 0.82% 7.510 M $ 164252 2019/12/31 463.283 K $ 6.35 %
2025/09/30 AMZN Amazon Com Inc 0.81% 7.443 M $ 33899 2017/03/31 5.952 K $ 0.08 %
2025/09/30 FDN First TR Exchange Traded Fd 0.79% 7.288 M $ 26043 2013/09/30 279.072 K $ 3.90 %
2025/09/30 CIBR First TR Exchange Traded Fd 0.79% 7.244 M $ 95305 2020/03/31 41.801 K $ 0.57 %
2025/09/30 OEF iShares TR 0.77% 7.024 M $ 21104 2013/06/30 614.785 K $ 9.36 %
2025/09/30 EEM iShares TR 0.75% 6.857 M $ 128413 2013/06/30 701.357 K $ 10.70 %
2025/09/30 META Meta Platforms Inc 0.74% 6.800 M $ 9259 2013/09/30 -33.571 K $ -0.50 %
2025/09/30 FXI iShares TR 0.74% 6.793 M $ 165123 2024/03/31 742.379 K $ 11.92 %
2025/09/30 CCJ Cameco Corporation 0.72% 6.581 M $ 78477 2024/06/30 758.227 K $ 12.97 %
2025/09/30 PEP PepsiCo Inc 0.69% 6.308 M $ 44913 2013/06/30 374.287 K $ 6.36 %
2025/09/30 JNJ Johnson & Johnson 0.69% 6.291 M $ 33928 2013/06/30 1.127 M $ 21.39 %
2025/09/30 IJR iShares TR 0.67% 6.114 M $ 51448 2013/06/30 499.924 K $ 8.73 %
2025/09/30 IVW iShares TR 0.66% 6.061 M $ 50206 2013/06/30 533.633 K $ 9.65 %
2025/09/30 PAVE Global X Funds 0.66% 6.059 M $ 127217 2020/12/31 531.339 K $ 9.29 %
2025/09/30 AMLP Alps ETF TR 0.66% 6.018 M $ 128233 2021/09/30 -247.366 K $ -3.95 %
2025/09/30 ROBO Exchange Traded Concepts TR 0.63% 5.747 M $ 87660 2015/06/30 515.344 K $ 9.67 %
2025/09/30 WM Waste Management Inc 0.61% 5.562 M $ 25186 2013/06/30 -205.207 K $ -3.49 %
2025/09/30 PG Procter and Gamble Co 0.60% 5.538 M $ 36041 2013/06/30 -204.584 K $ -3.56 %
2025/09/30 IWR iShares TR 0.60% 5.491 M $ 56874 2013/06/30 252.188 K $ 4.98 %
2025/09/30 QQEW First TR Exchange Traded Fd 0.59% 5.420 M $ 38410 2013/06/30 192.723 K $ 3.38 %
2025/09/30 CSCO Cisco Sys Inc 0.57% 5.268 M $ 76991 2013/06/30 -73.072 K $ -1.38 %
2025/09/30 V Visa Inc 0.55% 5.044 M $ 14774 2015/06/30 -200.279 K $ -3.85 %
2025/09/30 QTUM ETF SER Solutions 0.55% 5.015 M $ 47799 2023/06/30 630.034 K $ 14.26 %
2025/09/30 HD Home Depot Inc 0.54% 4.991 M $ 12318 2013/06/30 320.620 K $ 10.51 %
2025/09/30 IBM International Business Machs 0.54% 4.981 M $ 17652 2013/06/30 -223.790 K $ -4.28 %
2025/09/30 HON Honeywell International Inc 0.53% 4.819 M $ 22893 2019/09/30 -550.391 K $ -9.61 %
2025/09/30 UBSI United Bankshares Inc WV 0.51% 4.723 M $ 126925 2013/06/30 99.878 K $ 2.14 %
2025/09/30 IGSB iShares TR 0.51% 4.716 M $ 88931 2013/12/31 21.398 K $ 0.51 %
2025/09/30 GBTC Grayscale Bitcoin Trust ETF 0.51% 4.712 M $ 52487 2024/03/31 264.225 K $ 5.82 %
2025/09/30 SMH VanEck ETF TR 0.51% 4.710 M $ 14431 2020/09/30 678.821 K $ 17.03 %
2025/09/30 KO Coca Cola Co 0.49% 4.487 M $ 67652 2013/06/30 -307.224 K $ -6.26 %
2025/09/30 ARKG ARK ETF TR 0.49% 4.449 M $ 160196 2025/09/30 0.000 $ 0.00 %
2025/09/30 ABT Abbott Labs 0.48% 4.385 M $ 32740 2013/06/30 -67.790 K $ -1.52 %
2025/09/30 CVX Chevron Corp 0.46% 4.208 M $ 27100 2013/06/30 330.112 K $ 8.45 %
2025/09/30 BRK-B Berkshire Hathaway Inc 0.45% 4.159 M $ 8272 2013/06/30 147.231 K $ 3.49 %
2025/09/30 FPX First TR Exchange Traded Fd 0.44% 4.030 M $ 24252 2013/12/31 509.171 K $ 14.66 %
2025/09/30 VRT Vertiv Holdings Co 0.44% 3.991 M $ 26458 2025/03/31 197.560 K $ 17.48 %
2025/09/30 EFA iShares TR 0.42% 3.851 M $ 41244 2013/06/30 170.121 K $ 4.45 %
2025/09/30 COST Costco Wholesale Corp 0.41% 3.769 M $ 4072 2023/06/30 -259.104 K $ -6.50 %
2025/09/30 WMT Walmart Inc 0.40% 3.626 M $ 35181 2013/06/30 185.935 K $ 5.40 %
2025/09/30 TSLA Tesla Inc 0.38% 3.517 M $ 7907 2023/06/30 618.655 K $ 40.00 %
2025/09/30 SPHB Invesco Exch Traded Fd TR II 0.37% 3.389 M $ 30869 2020/09/30 391.032 K $ 12.58 %
2025/09/30 ACWX iShares TR 0.37% 3.371 M $ 51846 2015/12/31 210.606 K $ 6.68 %
2025/09/30 SNOW Snowflake Inc 0.37% 3.355 M $ 14876 2025/03/31 27.573 K $ 0.80 %
2025/09/30 IWD iShares TR 0.34% 3.154 M $ 15490 2020/03/31 143.067 K $ 4.82 %
2025/09/30 RTX RTX Corporation 0.34% 3.121 M $ 18654 2020/06/30 404.229 K $ 14.59 %
2025/09/30 KRE SPDR Series TR 0.34% 3.117 M $ 49244 2013/06/30 206.283 K $ 6.58 %
2025/09/30 AXP American Express Co 0.33% 3.058 M $ 9205 2017/06/30 127.569 K $ 4.13 %
2025/09/30 AMGN Amgen Inc 0.33% 3.022 M $ 10707 2013/06/30 32.028 K $ 1.07 %
2025/09/30 VRP Invesco Exch Traded Fd TR II 0.32% 2.930 M $ 118615 2018/09/30 25.228 K $ 1.02 %
2025/09/30 NET Cloudflare Inc 0.31% 2.863 M $ 13342 2024/12/31 251.383 K $ 9.58 %
2025/09/30 IVV iShares TR 0.30% 2.722 M $ 4067 2013/06/30 199.891 K $ 7.80 %
2025/09/30 BABA Alibaba Group Hldg Ltd 0.30% 2.707 M $ 15143 2014/12/31 434.965 K $ 57.60 %
2025/09/30 PFXF VanEck ETF TR 0.29% 2.694 M $ 151586 2021/09/30 80.038 K $ 3.80 %
2025/09/30 BAC Bank Amer Corp 0.29% 2.669 M $ 51743 2013/06/30 225.912 K $ 9.02 %
2025/09/30 GOOG Alphabet Inc 0.29% 2.662 M $ 10928 2015/12/31 733.714 K $ 37.30 %
2025/09/30 GS Goldman Sachs Group Inc 0.28% 2.568 M $ 3225 2013/06/30 287.861 K $ 12.52 %
2025/09/30 AGG iShares TR 0.27% 2.488 M $ 24814 2023/03/31 24.179 K $ 1.06 %
2025/09/30 IXN iShares TR 0.27% 2.455 M $ 23790 2013/06/30 271.641 K $ 11.77 %
2025/09/30 GE GE Aerospace 0.26% 2.397 M $ 7967 2021/06/30 344.834 K $ 16.87 %
2025/09/30 WELL Welltower Inc 0.26% 2.374 M $ 13327 2015/09/30 330.120 K $ 15.88 %
2025/09/30 EMXC iShares Inc 0.25% 2.288 M $ 33884 2023/06/30 152.652 K $ 6.92 %
2025/09/30 AZN Astrazeneca PLC 0.25% 2.260 M $ 29454 2016/09/30 216.349 K $ 9.79 %
2025/09/30 ADP Automatic Data Processing Inc 0.23% 2.080 M $ 7088 2013/06/30 -106.594 K $ -4.83 %
2025/09/30 BINC Blackrock ETF TR II 0.23% 2.079 M $ 39050 2025/09/30 0.000 $ 0.00 %
2025/09/30 UBER Uber Technologies Inc 0.23% 2.065 M $ 21078 2023/09/30 97.691 K $ 5.01 %
2025/09/30 PANW Palo Alto Networks Inc 0.22% 2.033 M $ 9984 2019/12/31 -10.999 K $ -0.50 %
2025/09/30 CHCO City Hldg Co 0.22% 2.012 M $ 16243 2013/06/30 23.627 K $ 1.18 %
2025/09/30 SO Southern Co 0.22% 2.006 M $ 21170 2013/06/30 62.263 K $ 3.20 %
2025/09/30 XLG Invesco Exchange Traded Fd TR 0.21% 1.965 M $ 34158 2024/06/30 183.510 K $ 10.40 %
2025/09/30 MTUM iShares TR 0.21% 1.963 M $ 7655 2020/12/31 125.894 K $ 6.71 %
2025/09/30 SHY iShares TR 0.21% 1.949 M $ 23498 2013/06/30 1.946 K $ 0.12 %