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Nwam

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

Top 5 stock holdings are MSFT, AAPL, VUG, AMZN, QQQ, and represent 17.74% of Nwam's stock portfolio.
Added to shares of these 10 stocks: ANET (+$5.9M), SPLG, SCHD, HON, MTBA, INSM, JPST, SPTS, XLK, COWZ.
Started 31 new stock positions in DPG, USO, WTAI, XLB, GRAL, ESGV, JEF, SCJ, DECK, BTC.
Reduced shares in these 10 stocks: IVV (-$16M), UPS (-$11M), AAPL (-$7.2M), TMUS (-$5.7M), Arista Networks (-$5.2M), QQQ, MSFT, BRK.B, PINS, SPY.
Sold out of its positions in AFL, BABA, AMLIF, ELV, Arista Networks, BIIB, Cim Coml Tr Corp, CVS, EXE, DHI.
Nwam was a net seller of stock by $-31M.
Nwam has $1.6B in assets under management (AUM), dropping by -1.36%.
Central Index Key (CIK): 0001655006

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Portfolio Holdings for Nwam

Nwam holds 593 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Nwam has 593 total positions. Only the first 250 positions are shown.

Sign up to view all of the Nwam Dec. 31, 2024 positions
Download the Nwam December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	6.7	$108M	-3%	255k	421.50	View chart
Apple (AAPL)	4.3	$70M	-9%	278k	250.42	View chart
Vanguard Index Fds Growth Etf (VUG)	2.4	$38M		93k	410.44	View chart
Amazon (AMZN)	2.3	$37M	+3%	168k	219.39	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.1	$35M	-11%	68k	511.23	View chart
NVIDIA Corporation (NVDA)	2.1	$34M		254k	134.29	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$31M	-33%	52k	588.68	View chart
Vanguard Index Fds Value Etf (VTV)	1.8	$30M		176k	169.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.7	$27M		68k	401.58	View chart
Tesla Motors (TSLA)	1.6	$25M	-6%	63k	403.84	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$25M	-12%	56k	453.28	View chart
Broadcom (AVGO)	1.4	$22M	+3%	95k	231.84	View chart
Costco Wholesale Corporation (COST)	1.3	$21M		22k	916.26	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.2	$19M		149k	128.62	View chart
Meta Platforms Cl A (META)	1.0	$16M		27k	585.51	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.0	$15M		199k	77.27	View chart
Exxon Mobil Corporation (XOM)	0.9	$15M	-3%	135k	107.57	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$14M	+2%	196k	71.91	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$14M		151k	89.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$13M	-3%	70k	190.44	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$13M	+2%	278k	47.82	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.8	$13M		149k	87.25	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$13M		98k	127.59	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$12M	+5%	63k	189.30	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.7	$12M	+8%	239k	49.05	View chart
Select Sector Spdr Tr Technology (XLK)	0.7	$12M	+18%	50k	232.52	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.7	$12M	+60%	168k	68.94	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$12M	+3%	120k	96.53	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$11M	-19%	19k	586.07	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$11M	+4%	111k	96.90	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$11M		37k	289.81	View chart
Eli Lilly & Co. (LLY)	0.7	$11M	+3%	14k	772.02	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$10M		42k	242.13	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.6	$10M		289k	34.59	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$9.9M	+10%	226k	44.04	View chart
Anavex Life Sciences Corp Com New (AVXL)	0.6	$9.8M		913k	10.74	View chart
United Parcel Service CL B (UPS)	0.6	$9.8M	-53%	78k	126.10	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.6	$9.5M	-3%	35k	269.70	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$9.1M	+3%	49k	185.13	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.5	$8.6M	-3%	98k	88.40	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$8.5M		35k	240.28	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$8.2M	+10%	132k	62.31	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.5	$8.0M	+11%	210k	37.90	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.5	$7.9M		165k	48.16	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.5	$7.9M		105k	74.73	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$7.6M	-22%	66k	115.22	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$7.2M	-8%	37k	195.83	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$7.0M	+19%	140k	50.13	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$6.9M	+2%	26k	264.13	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	0.4	$6.9M	+4%	90k	77.04	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.4	$6.9M	+82%	139k	49.69	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$6.2M	+19%	26k	242.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$6.2M		12k	538.79	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$6.2M	+6%	61k	101.53	View chart
Servicenow (NOW)	0.4	$6.1M	-5%	5.8k	1060.12	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$6.1M	+215%	224k	27.32	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$6.0M		104k	57.41	View chart
Arista Networks Com Shs (ANET)	0.4	$5.9M	NEW	54k	110.53	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.4	$5.9M	+5%	30k	197.49	View chart
JPMorgan Chase & Co. (JPM)	0.4	$5.9M		25k	239.71	View chart
Starbucks Corporation (SBUX)	0.4	$5.8M		64k	91.25	View chart
Dell Technologies CL C (DELL)	0.4	$5.8M	+2%	50k	115.24	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$5.7M	+3%	64k	89.04	View chart
Us Bancorp Del Com New (USB)	0.4	$5.7M		119k	47.83	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$5.6M	-10%	32k	175.23	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$5.5M	+15%	114k	48.33	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$5.5M	-14%	93k	58.93	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$5.4M	+8%	77k	70.28	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$5.4M	+4%	69k	78.01	View chart
Honeywell International (HON)	0.3	$5.1M	+269%	23k	225.89	View chart
Procter & Gamble Company (PG)	0.3	$5.0M		30k	167.65	View chart
American Centy Etf Tr International Lr (AVIV)	0.3	$4.9M	-4%	94k	51.90	View chart
Vertiv Holdings Com Cl A (VRT)	0.3	$4.9M	+4%	43k	113.61	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$4.9M	-4%	144k	33.91	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.3	$4.9M		37k	132.10	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$4.9M		11k	425.49	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$4.8M	-2%	25k	198.18	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$4.8M	-3%	19k	253.74	View chart
Paccar (PCAR)	0.3	$4.8M		46k	104.02	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$4.8M	+59%	85k	56.48	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$4.8M	+17%	21k	224.35	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.3	$4.7M	-3%	110k	42.75	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.3	$4.6M	+10%	184k	25.31	View chart
Intuitive Surgical Com New (ISRG)	0.3	$4.5M		8.7k	521.96	View chart
Cheniere Energy Com New (LNG)	0.3	$4.4M	+34%	21k	214.87	View chart
Advanced Micro Devices (AMD)	0.3	$4.4M	-9%	36k	120.79	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$4.3M	+25%	86k	50.32	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.3	$4.3M	+66%	44k	97.92	View chart
Trane Technologies SHS (TT)	0.3	$4.2M	-17%	11k	369.36	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$4.2M	+28%	23k	178.08	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$4.0M	-3%	60k	66.14	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$3.9M		52k	75.53	View chart
Freeport-mcmoran CL B (FCX)	0.2	$3.9M	-13%	102k	38.08	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$3.9M	+4%	64k	60.75	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$3.8M		47k	81.25	View chart
Amgen (AMGN)	0.2	$3.8M	-15%	15k	260.64	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$3.8M	-3%	17k	220.96	View chart
Qualcomm (QCOM)	0.2	$3.7M		24k	153.62	View chart
Abbvie (ABBV)	0.2	$3.7M	+2%	21k	177.70	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.2	$3.7M	+29%	33k	110.28	View chart
Boeing Company (BA)	0.2	$3.7M	+8%	21k	177.00	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$3.7M	+10%	38k	96.81	View chart
Cameco Corporation (CCJ)	0.2	$3.6M	+10%	71k	51.39	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$3.6M	+5%	105k	34.13	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.2	$3.6M		83k	43.19	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.2	$3.6M		44k	81.58	View chart
Netflix (NFLX)	0.2	$3.6M	+4%	4.0k	891.32	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$3.6M	+28%	68k	52.22	View chart
Visa Com Cl A (V)	0.2	$3.5M	+3%	11k	316.03	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.2	$3.5M	+7%	29k	123.53	View chart
Johnson & Johnson (JNJ)	0.2	$3.5M	-26%	24k	144.62	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$3.4M		129k	26.33	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$3.4M	+252%	67k	50.37	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.2	$3.4M	+5%	68k	49.76	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$3.3M	+4%	21k	159.52	View chart
MercadoLibre (MELI)	0.2	$3.2M	+18%	1.9k	1700.35	View chart
Chevron Corporation (CVX)	0.2	$3.2M		22k	144.84	View chart
Bank of America Corporation (BAC)	0.2	$3.2M		72k	43.95	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$3.2M	+12%	28k	114.48	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$3.1M		23k	137.57	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$3.1M	+8%	23k	131.76	View chart
Gap (GAP)	0.2	$3.1M	-24%	129k	23.63	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$3.0M	+107%	164k	18.50	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.2	$3.0M	+395%	102k	29.01	View chart
United Rentals (URI)	0.2	$2.9M		4.1k	704.40	View chart
At&t (T)	0.2	$2.9M	+16%	128k	22.77	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$2.9M	-18%	15k	190.88	View chart
Home Depot (HD)	0.2	$2.8M	-2%	7.2k	388.97	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$2.8M	-2%	37k	75.61	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.2	$2.8M	-3%	71k	39.56	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$2.7M		13k	210.46	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$2.7M		22k	126.75	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$2.7M	-4%	27k	103.30	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$2.7M		31k	88.79	View chart
Abbott Laboratories (ABT)	0.2	$2.7M	+16%	24k	113.11	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$2.7M	-3%	46k	58.18	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$2.7M	-9%	59k	45.20	View chart
Ge Vernova (GEV)	0.2	$2.7M	-27%	8.1k	328.93	View chart
Ge Aerospace Com New (GE)	0.2	$2.6M	+37%	16k	166.79	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$2.6M	+72%	25k	106.55	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$2.6M	+56%	60k	43.64	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$2.6M		7.5k	343.41	View chart
Insmed Com Par $.01 (INSM)	0.2	$2.5M	NEW	36k	69.04	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$2.5M	+23%	6.2k	402.67	View chart
Danaher Corporation (DHR)	0.2	$2.5M	-18%	11k	229.54	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$2.5M	+22%	48k	51.25	View chart
Thermo Fisher Scientific (TMO)	0.2	$2.4M	-26%	4.7k	520.25	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$2.4M	+5%	23k	104.88	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.1	$2.4M	+10%	39k	60.47	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$2.4M		22k	108.61	View chart
Best Buy (BBY)	0.1	$2.3M	-33%	27k	85.80	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$2.3M		11k	210.25	View chart
Oracle Corporation (ORCL)	0.1	$2.3M	-4%	14k	166.64	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$2.3M	+17%	28k	81.98	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.1	$2.2M	+2%	19k	116.23	View chart
UnitedHealth (UNH)	0.1	$2.2M	+4%	4.4k	505.87	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$2.2M		3.6k	621.83	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$2.2M	+57%	26k	85.66	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.2M	-4%	17k	131.29	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$2.2M	+24%	83k	26.57	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.2M	-16%	29k	75.63	View chart
International Business Machines (IBM)	0.1	$2.1M		9.6k	219.83	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$2.1M	-5%	7.3k	288.85	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$2.1M	+32%	37k	56.38	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$2.1M	+7%	8.8k	235.28	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$2.0M	+341%	73k	27.87	View chart
Ark Etf Tr Fintech Innova (ARKF)	0.1	$2.0M	-2%	54k	37.05	View chart
Spdr Ser Tr Glb Dow Etf (DGT)	0.1	$2.0M		15k	132.03	View chart
Wal-Mart Stores (WMT)	0.1	$2.0M	-4%	22k	90.35	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.1	$1.9M		84k	23.20	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.9M	-2%	18k	106.55	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$1.9M		24k	80.27	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$1.9M	+3%	80k	23.47	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.9M	+24%	36k	52.47	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$1.9M	-2%	21k	90.35	View chart
Automatic Data Processing (ADP)	0.1	$1.9M	-7%	6.3k	292.71	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	0.1	$1.8M	-11%	89k	20.63	View chart
Union Pacific Corporation (UNP)	0.1	$1.8M		8.0k	228.03	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$1.8M	-8%	40k	44.87	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.8M	+18%	17k	106.84	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$1.8M		24k	74.02	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$1.8M		65k	27.02	View chart
Eaton Corp SHS (ETN)	0.1	$1.8M		5.3k	331.88	View chart
Caterpillar (CAT)	0.1	$1.7M		4.8k	362.74	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$1.7M	+132%	29k	58.35	View chart
Coca-Cola Company (KO)	0.1	$1.7M		27k	62.26	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$1.7M	+35%	130k	12.99	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$1.7M	+87%	74k	22.70	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.7M	+46%	17k	96.83	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$1.7M	+2%	27k	61.37	View chart
Walt Disney Company (DIS)	0.1	$1.7M	-3%	15k	111.35	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.7M		21k	78.65	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$1.6M	+3%	48k	33.79	View chart
Lowe's Companies (LOW)	0.1	$1.6M	-5%	6.5k	246.81	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$1.6M	+11%	26k	63.15	View chart
Inari Medical Ord	0.1	$1.6M		31k	51.05	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.1	$1.6M	-7%	15k	105.92	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$1.6M	+8%	60k	25.84	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$1.6M	+3%	27k	56.77	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.5M	+18%	15k	105.48	View chart
Natera (NTRA)	0.1	$1.5M		9.7k	158.30	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$1.5M	+82%	16k	96.93	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.5M		12k	124.96	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.1	$1.5M		20k	77.89	View chart
Gilead Sciences (GILD)	0.1	$1.5M		17k	92.37	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.5M	-2%	13k	115.72	View chart
McDonald's Corporation (MCD)	0.1	$1.5M		5.2k	289.90	View chart
Applied Materials (AMAT)	0.1	$1.5M	+49%	9.2k	162.62	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.5M	+10%	9.0k	164.16	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$1.5M	-2%	2.1k	693.02	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$1.4M	+96%	13k	115.55	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$1.4M	+407%	7.8k	184.88	View chart
Micron Technology (MU)	0.1	$1.4M	+4%	17k	84.16	View chart
Verizon Communications (VZ)	0.1	$1.4M		35k	39.99	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$1.4M	+3%	56k	25.23	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$1.4M	+14%	35k	40.49	View chart
Dimensional Etf Trust International (DFSI)	0.1	$1.4M	+20%	42k	32.85	View chart
Emerson Electric (EMR)	0.1	$1.4M		11k	123.93	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$1.4M	+20%	24k	55.45	View chart
Merck & Co (MRK)	0.1	$1.4M		14k	99.48	View chart
Pfizer (PFE)	0.1	$1.3M	-7%	50k	26.53	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$1.3M		5.5k	243.17	View chart
Pepsi (PEP)	0.1	$1.3M	-7%	8.7k	152.06	View chart
Martin Marietta Materials (MLM)	0.1	$1.3M	-60%	2.5k	516.47	View chart
Heritage Financial Corporation (HFWA)	0.1	$1.3M	-2%	54k	24.50	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$1.3M		27k	47.77	View chart
Kayne Anderson MLP Investment (KYN)	0.1	$1.3M	-29%	101k	12.71	View chart
Coinbase Global Com Cl A (COIN)	0.1	$1.3M	-25%	5.1k	248.30	View chart
Waste Management (WM)	0.1	$1.3M	+40%	6.3k	201.77	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.3M	-9%	7.3k	172.41	View chart
salesforce (CRM)	0.1	$1.3M	-10%	3.8k	334.30	View chart
Cadence Design Systems (CDNS)	0.1	$1.3M	-47%	4.2k	300.46	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$1.3M		62k	20.14	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.2M	+9%	3.5k	351.75	View chart
Generac Holdings (GNRC)	0.1	$1.2M	+230%	7.9k	155.05	View chart
Draftkings Com Cl A (DKNG)	0.1	$1.2M	-13%	33k	37.20	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$1.2M	-2%	57k	21.07	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.2M	+7%	3.5k	342.19	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$1.2M	-5%	1.7k	712.33	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$1.2M		12k	95.47	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$1.2M	-29%	12k	93.06	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$1.2M		12k	100.12	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.1M		31k	37.53	View chart
Cisco Systems (CSCO)	0.1	$1.1M	+3%	19k	59.20	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$1.1M	-2%	31k	36.32	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$1.1M	-5%	22k	50.71	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$1.1M	+4%	19k	58.00	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$1.1M		7.1k	154.96	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$1.1M	+158%	21k	51.91	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$1.1M		30k	35.26	View chart

Past Filings by Nwam

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

Nwam 2024 Q4 filed Feb. 5, 2025
Nwam 2024 Q3 filed Nov. 12, 2024
Nwam 2024 Q2 filed July 24, 2024
Nwam 2024 Q1 filed May 9, 2024
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

View all past filings

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