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Nwam

Latest statistics and disclosures from Nwam's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, AAPL, IVV, VUG, QQQ, and represent 20.32% of Nwam's stock portfolio.
Added to shares of these 10 stocks: MSFT (+$22M), VTV (+$19M), BSV (+$13M), VYM (+$11M), IWF (+$10M), VNQ (+$7.9M), VV (+$7.2M), BND (+$6.1M), IWM (+$6.1M), VEA (+$6.0M).
Started 81 new stock positions in PGR, TBIL, EG, PSA, SHOP, PCT, IBDT, SCHW, HUM, NUE.
Reduced shares in these 10 stocks: IEFA (-$19M), IVV (-$13M), SPYV (-$10M), , IJR, DVN, CARR, PXD, United States Natural Gas Fund, Lp etf, SHY.
Sold out of its positions in Activision Blizzard, ALB, BABA, ARB, BIDU, BNS, BDX, CVBF, CTVA, DEO.
Nwam was a net buyer of stock by $156M.
Nwam has $1.2B in assets under management (AUM), dropping by 26.27%.
Central Index Key (CIK): 0001655006

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Portfolio Holdings for Nwam

Nwam holds 552 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Nwam has 552 total positions. Only the first 250 positions are shown.

Sign up to view all of the Nwam Dec. 31, 2023 positions
Download the Nwam December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	7.7	$96M	+28%	255k	376.04	View chart
Apple (AAPL)	5.0	$62M	-3%	320k	192.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.0	$37M	-25%	78k	477.63	View chart
Vanguard Index Fds Growth Etf (VUG)	2.5	$31M	+23%	99k	310.88	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.2	$28M		68k	409.52	View chart
Vanguard Index Fds Value Etf (VTV)	2.2	$27M	+222%	182k	149.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.7	$21M	-4%	59k	356.66	View chart
Amazon (AMZN)	1.6	$19M	+8%	128k	151.94	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.6	$19M	+106%	64k	303.17	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.2	$15M	+499%	197k	77.02	View chart
Tesla Motors (TSLA)	1.2	$15M		60k	248.48	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.2	$15M	+7%	140k	105.23	View chart
Costco Wholesale Corporation (COST)	1.1	$14M		21k	660.08	View chart
Exxon Mobil Corporation (XOM)	1.1	$13M	-2%	134k	99.98	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.0	$13M	+88%	177k	73.55	View chart
NVIDIA Corporation (NVDA)	1.0	$12M	+9%	25k	495.21	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$11M	+3126%	97k	111.63	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$11M	+3%	23k	475.31	View chart
Boeing Company (BA)	0.9	$11M	+57%	41k	260.66	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$10M	-4%	74k	140.93	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$10M	+145%	51k	200.71	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$10M	+14%	102k	99.25	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$9.5M	+505%	108k	88.36	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$9.5M	+2%	106k	89.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$8.6M	-3%	62k	139.69	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$8.5M	+246%	177k	47.90	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$8.3M	+2%	284k	29.23	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.6	$7.7M	+1515%	35k	218.15	View chart
Eli Lilly & Co. (LLY)	0.6	$7.7M	+13%	13k	582.94	View chart
Anavex Life Sciences Corp Com New (AVXL)	0.6	$7.4M	+10%	798k	9.31	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$7.3M	+411%	44k	165.25	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$7.3M	+125%	36k	202.33	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.6	$7.2M	+5%	129k	55.90	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$7.2M	+16%	30k	237.22	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$6.8M	+3%	138k	49.36	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.5	$6.7M	+815%	88k	76.38	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$6.7M	+16%	35k	191.17	View chart
Advanced Micro Devices (AMD)	0.5	$6.7M	-4%	45k	147.41	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$6.6M		42k	157.80	View chart
Starbucks Corporation (SBUX)	0.5	$6.4M	+58%	67k	96.01	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$6.3M	+32%	37k	170.40	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.5	$6.2M	-11%	20k	309.52	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.5	$6.2M		74k	83.31	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	0.5	$6.1M	+12%	106k	57.84	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.5	$5.9M	+4%	188k	31.13	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$5.7M	-7%	30k	192.48	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$5.7M	+486%	21k	277.14	View chart
Freeport-mcmoran CL B (FCX)	0.5	$5.6M		132k	42.57	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$5.6M	+727%	24k	232.64	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$5.6M	-40%	51k	108.25	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$5.5M	-5%	95k	57.96	View chart
Meta Platforms Cl A (META)	0.4	$5.4M	+23%	15k	353.97	View chart
Danaher Corporation (DHR)	0.4	$5.4M	-11%	23k	231.34	View chart
Us Bancorp Del Com New (USB)	0.4	$5.3M		122k	43.28	View chart
BlackRock (BLK)	0.4	$5.2M	-7%	6.4k	811.78	View chart
Broadcom (AVGO)	0.4	$5.1M	-2%	4.6k	1116.30	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$5.1M	+151%	96k	52.91	View chart
Deere & Company (DE)	0.4	$5.0M		12k	399.86	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.4	$4.9M		39k	124.97	View chart
Netflix (NFLX)	0.4	$4.9M	+332%	10k	486.88	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$4.9M	+29%	11k	436.82	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$4.8M	+368%	95k	51.05	View chart
American Centy Etf Tr International Lr (AVIV)	0.4	$4.7M		92k	51.48	View chart
Johnson & Johnson (JNJ)	0.4	$4.7M	+30%	30k	156.74	View chart
Honeywell International (HON)	0.4	$4.7M	+23%	23k	209.71	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$4.7M	-2%	12k	376.87	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.4	$4.4M	NEW	35k	126.60	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$4.4M	+165%	20k	219.57	View chart
Paccar (PCAR)	0.4	$4.4M		45k	97.65	View chart
Trane Technologies SHS (TT)	0.4	$4.4M	-19%	18k	243.90	View chart
Procter & Gamble Company (PG)	0.3	$4.3M	+22%	30k	146.54	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$4.3M	+59%	24k	179.97	View chart
Amgen (AMGN)	0.3	$4.2M		15k	288.02	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.3	$4.1M	+3%	97k	42.52	View chart
Dell Technologies CL C (DELL)	0.3	$4.0M	NEW	53k	76.50	View chart
Carlyle Group (CG)	0.3	$4.0M	-18%	97k	40.69	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.3	$3.8M	-16%	151k	25.07	View chart
Oracle Corporation (ORCL)	0.3	$3.8M	+93%	36k	105.43	View chart
Servicenow (NOW)	0.3	$3.8M	-19%	5.3k	706.49	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$3.8M	+10%	58k	64.93	View chart
Chevron Corporation (CVX)	0.3	$3.7M	+9%	25k	149.16	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$3.7M	+11%	21k	178.81	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$3.7M	+151%	48k	76.13	View chart
Qualcomm (QCOM)	0.3	$3.6M	+16%	25k	144.63	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.3	$3.6M	+68%	55k	64.45	View chart
JPMorgan Chase & Co. (JPM)	0.3	$3.5M		21k	170.10	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$3.5M	+2%	45k	77.73	View chart
Intuitive Surgical Com New (ISRG)	0.3	$3.4M	-4%	10k	337.36	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$3.4M		45k	75.10	View chart
Uber Technologies (UBER)	0.3	$3.2M	-19%	52k	61.57	View chart
Agnico (AEM)	0.3	$3.2M	-12%	58k	54.85	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$3.2M		18k	174.87	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$3.1M	+11%	83k	37.60	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$3.0M	+1096%	33k	89.06	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$2.9M	-32%	35k	83.84	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$2.9M	-86%	42k	70.35	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$2.9M	+202%	39k	75.35	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$2.8M	+144%	24k	117.22	View chart
Visa Com Cl A (V)	0.2	$2.8M	+2%	11k	260.35	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$2.7M	-6%	35k	78.03	View chart
MercadoLibre (MELI)	0.2	$2.6M	-3%	1.7k	1571.45	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$2.6M		19k	136.38	View chart
Raytheon Technologies Corp (RTX)	0.2	$2.6M	-14%	30k	84.14	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$2.5M	+328%	20k	122.75	View chart
Bank of America Corporation (BAC)	0.2	$2.5M		74k	33.67	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$2.5M	-15%	17k	147.14	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$2.4M	NEW	21k	115.03	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.3M	+30%	57k	41.10	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$2.3M	+25%	23k	103.07	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$2.3M	+160%	63k	36.96	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.2	$2.3M	NEW	80k	29.06	View chart
Abbvie (ABBV)	0.2	$2.3M		15k	154.97	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$2.3M	-6%	22k	104.46	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$2.2M		38k	58.33	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$2.2M		19k	113.99	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$2.2M	-6%	43k	50.58	View chart
Home Depot (HD)	0.2	$2.2M	+21%	6.3k	346.54	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$2.2M	-2%	20k	107.49	View chart
Veeva Sys Cl A Com (VEEV)	0.2	$2.1M		11k	192.52	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.2	$2.1M	+27%	71k	29.85	View chart
PPG Industries (PPG)	0.2	$2.1M		14k	149.54	View chart
International Business Machines (IBM)	0.2	$2.0M	+9%	13k	163.55	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$2.0M	-12%	41k	50.24	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$2.0M	+2%	12k	173.89	View chart
Union Pacific Corporation (UNP)	0.2	$2.0M	+52%	8.2k	245.63	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$2.0M	+95%	7.7k	259.53	View chart
General Electric Com New (GE)	0.2	$2.0M	+9%	16k	127.63	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.2	$2.0M	-36%	26k	77.32	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$2.0M		38k	52.37	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$2.0M		4.9k	406.89	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$1.9M	+65%	8.7k	223.40	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$1.9M	+2%	75k	25.78	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$1.9M	+49%	37k	51.27	View chart
Vertex Energy (VTNR)	0.2	$1.9M	+8%	561k	3.39	View chart
Intel Corporation (INTC)	0.2	$1.9M	+25%	38k	50.25	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$1.9M	+6%	26k	72.66	View chart
UnitedHealth (UNH)	0.1	$1.8M	+4%	3.5k	526.44	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$1.8M	+8%	39k	46.62	View chart
Pfizer (PFE)	0.1	$1.8M	-2%	63k	28.79	View chart
Emerson Electric (EMR)	0.1	$1.8M	+40%	18k	97.33	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.8M	+301%	17k	105.43	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$1.8M	-26%	38k	46.07	View chart
Automatic Data Processing (ADP)	0.1	$1.7M		7.5k	232.96	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.7M	-27%	79k	21.78	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$1.7M	+14%	33k	51.99	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.7M	-16%	17k	98.88	View chart
Merck & Co (MRK)	0.1	$1.7M	-3%	16k	109.02	View chart
McDonald's Corporation (MCD)	0.1	$1.7M	+18%	5.6k	296.50	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$1.7M	-62%	20k	82.04	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.7M	+260%	15k	110.66	View chart
Invesco Exchange Traded Fd T Zacks Mid Cap (CZA)	0.1	$1.6M		18k	93.81	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$1.6M	+53%	27k	60.43	View chart
Kayne Anderson MLP Investment (KYN)	0.1	$1.6M	+493%	186k	8.78	View chart
Coca-Cola Company (KO)	0.1	$1.6M	+6%	28k	58.93	View chart
Pepsi (PEP)	0.1	$1.6M	+66%	9.5k	169.84	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.6M	NEW	21k	77.39	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$1.6M		2.1k	756.87	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$1.6M		39k	40.56	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.1	$1.6M		3.2k	483.97	View chart
Lowe's Companies (LOW)	0.1	$1.6M	+73%	7.0k	222.56	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$1.6M	NEW	63k	24.76	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$1.5M	+70%	50k	31.01	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$1.5M	+64%	9.1k	168.54	View chart
Ishares Tr Ibonds 24 Trm Hg (IBHD)	0.1	$1.5M	NEW	66k	23.21	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.5M	+113%	14k	108.41	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$1.5M	+5%	16k	96.39	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$1.5M	+8%	56k	26.65	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$1.5M	+2%	58k	25.66	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$1.5M	+2%	58k	25.53	View chart
Ark Etf Tr Fintech Innova (ARKF)	0.1	$1.5M	+2%	54k	27.58	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.5M	+2%	2.8k	530.72	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.5M	-12%	2.9k	507.46	View chart
Walt Disney Company (DIS)	0.1	$1.5M	+27%	16k	90.29	View chart
Verizon Communications (VZ)	0.1	$1.5M	-4%	39k	37.70	View chart
Dimensional Etf Trust International (DFSI)	0.1	$1.5M	+5%	46k	32.03	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$1.5M	-16%	23k	62.49	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.4M	+104%	17k	82.96	View chart
Inari Medical Ord (NARI)	0.1	$1.4M	-4%	22k	64.92	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$1.4M	-7%	1.6k	878.29	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$1.4M	+282%	16k	91.41	View chart
Gilead Sciences (GILD)	0.1	$1.4M	+9%	17k	81.01	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.4M	-15%	27k	52.10	View chart
Zimmer Holdings (ZBH)	0.1	$1.4M	-63%	11k	121.70	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$1.4M	+25%	21k	64.69	View chart
Coinbase Global Com Cl A (COIN)	0.1	$1.4M	+11%	7.8k	173.92	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.3M	-2%	31k	43.85	View chart
Abbott Laboratories (ABT)	0.1	$1.3M	-2%	12k	110.07	View chart
Chesapeake Energy Corp (CHK)	0.1	$1.3M	-66%	17k	76.94	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$1.3M	-2%	46k	28.61	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$1.3M	+2%	27k	47.56	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.3M	-18%	2.8k	468.18	View chart
3M Company (MMM)	0.1	$1.3M		12k	109.32	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$1.3M	+7%	41k	31.51	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$1.3M		13k	94.73	View chart
Pioneer Natural Resources (PXD)	0.1	$1.3M	-71%	5.6k	224.88	View chart
Caterpillar (CAT)	0.1	$1.2M	+105%	4.2k	295.69	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$1.2M	-20%	30k	40.86	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$1.2M	-5%	24k	50.23	View chart
Carrier Global Corporation (CARR)	0.1	$1.2M	-74%	21k	57.45	View chart
Baker Hughes Company Cl A (BKR)	0.1	$1.2M	-14%	35k	34.18	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$1.2M	+14%	8.3k	143.65	View chart
Halliburton Company (HAL)	0.1	$1.2M	-10%	33k	36.15	View chart
Heritage Financial Corporation (HFWA)	0.1	$1.2M		55k	21.39	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$1.2M	+13%	88k	13.30	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.2M	+450%	29k	40.21	View chart
Wal-Mart Stores (WMT)	0.1	$1.2M	+6%	7.4k	157.66	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.1	$1.2M	+8%	11k	105.03	View chart
Unity Software (U)	0.1	$1.2M	+5%	28k	40.89	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.2M	NEW	7.4k	155.33	View chart
Global X Fds Global X Uranium (URA)	0.1	$1.1M		41k	27.69	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$1.1M	+37%	13k	84.33	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.1M	-24%	8.5k	130.92	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$1.1M	+11%	24k	47.24	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.1	$1.1M	NEW	48k	23.10	View chart
Rithm Capital Corp Com New (RITM)	0.1	$1.1M		103k	10.68	View chart
Spdr Ser Tr Glb Dow Etf (DGT)	0.1	$1.1M	+9%	9.2k	119.01	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$1.1M	+32%	32k	34.01	View chart
Icon SHS (ICLR)	0.1	$1.1M		3.8k	283.07	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.1	$1.1M	+37%	24k	44.30	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$1.1M	-4%	21k	49.93	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$1.0M	-32%	21k	50.74	View chart
Cisco Systems (CSCO)	0.1	$1.0M		21k	50.52	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$1.0M	+12%	12k	85.34	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$1.0M	+93%	16k	63.75	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$1.0M	+154%	49k	21.18	View chart
At&t (T)	0.1	$1.0M	+8%	61k	16.78	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$1.0M	NEW	14k	74.58	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.1	$1.0M	-51%	27k	37.91	View chart
United Parcel Service CL B (UPS)	0.1	$1000k	+41%	6.4k	157.23	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$995k		24k	41.28	View chart
Equifax (EFX)	0.1	$993k		4.0k	247.29	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$991k	+133%	8.7k	114.04	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$980k	NEW	41k	23.90	View chart
Realty Income (O)	0.1	$973k	+18%	17k	57.42	View chart
Bristol Myers Squibb (BMY)	0.1	$970k	+5%	19k	51.31	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$959k	NEW	14k	70.10	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$958k	-25%	7.0k	135.86	View chart
Kimberly-Clark Corporation (KMB)	0.1	$924k		7.6k	121.52	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$908k	+19%	20k	45.25	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.1	$906k	NEW	6.6k	136.90	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$905k	-31%	9.3k	96.85	View chart
Vanguard World Fds Comm Srvc Etf (VOX)	0.1	$902k	NEW	7.7k	117.73	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$895k	-46%	12k	77.37	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$893k		30k	29.84	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$887k	+14%	16k	56.39	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.1	$882k	+24%	10k	85.89	View chart
Etf Managers Tr Prime Junir Slvr	0.1	$858k	-2%	86k	10.00	View chart
Adobe Systems Incorporated (ADBE)	0.1	$858k	+60%	1.4k	596.60	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$856k	-7%	13k	65.06	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.1	$855k	+7%	13k	67.13	View chart

Past Filings by Nwam

SEC 13F filings are viewable for Nwam going back to 2015

Nwam 2023 Q4 filed Feb. 14, 2024
Nwam 2023 Q3 filed Nov. 1, 2023
Nwam 2023 Q2 filed Aug. 10, 2023
Nwam 2023 Q1 filed May 12, 2023
Nwam 2022 Q4 filed Feb. 8, 2023
Nwam 2022 Q3 filed Nov. 14, 2022
Nwam 2022 Q2 filed Aug. 10, 2022
Nwam 2022 Q1 filed May 12, 2022
Nwam 2021 Q4 filed Feb. 10, 2022
Nwam 2021 Q3 filed Nov. 3, 2021
Nwam 2021 Q2 filed Aug. 4, 2021
Nwam 2021 Q1 filed April 23, 2021
Nwam 2020 Q4 filed Jan. 22, 2021
Nwam 2020 Q3 filed Oct. 16, 2020
Nwam 2020 Q2 filed July 21, 2020
Nwam 2020 Q1 filed April 16, 2020

View all past filings

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