Nwam
Latest statistics and disclosures from Nwam's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, IVV, VUG, VTV, and represent 23.16% of Nwam's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$6.8M), ANET, BHG, AAPL, MSFT, BSV, FAST, WMT, SPY, ISRG.
- Started 46 new stock positions in VHT, MNA, SNA, QGEN, TJX, GM, FAD, TTD, AFRM, EWJ.
- Reduced shares in these 10 stocks: QQQ (-$14M), PYPL, ITA, SE, ALK, OIH, RTX, VCSH, BTZ, XLI.
- Sold out of its positions in ANTM, DELL, FPL, GD, EBIZ, HIG, PSCE, XMLV, IDLV, CGW.
- Nwam was a net buyer of stock by $83M.
- Nwam has $1.3B in assets under management (AUM), dropping by 14.71%.
- Central Index Key (CIK): 0001655006
Tip: Access up to 7 years of quarterly data
Positions held by Nwam consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Nwam
Companies in the Nwam portfolio as of the December 2021 quarterly 13F filing
Nwam has 505 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Nwam Dec. 31, 2021 positions
- Download the Nwam December 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.2 | $91M | +5% | 510k | 177.57 | |
| Microsoft Corporation (MSFT) | 7.1 | $89M | +5% | 265k | 336.32 | |
| Ishares Tr Core S&p500 Etf (IVV) | 4.8 | $61M | +12% | 129k | 476.99 | |
| Vanguard Index Fds Growth Etf (VUG) | 2.2 | $28M | +3% | 87k | 320.89 | |
| Vanguard Index Fds Value Etf (VTV) | 1.9 | $24M | +6% | 164k | 147.11 | |
| Amazon (AMZN) | 1.6 | $21M | +3% | 6.2k | 3334.51 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $19M | 62k | 299.01 | ||
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.5 | $19M | +28% | 229k | 80.83 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.2 | $16M | +2% | 133k | 116.02 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $15M | +7% | 126k | 114.51 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.1 | $14M | +5% | 45k | 305.60 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 1.0 | $13M | +6% | 118k | 107.90 | |
| Costco Wholesale Corporation (COST) | 1.0 | $13M | +11% | 22k | 567.72 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.9 | $11M | 102k | 112.11 | ||
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.8 | $11M | +5% | 126k | 84.75 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $11M | +47% | 23k | 474.95 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.8 | $10M | 62k | 167.93 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $10M | +8% | 3.6k | 2893.66 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.8 | $10M | +6% | 62k | 162.75 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $9.9M | +14% | 87k | 114.08 | |
| NVIDIA Corporation (NVDA) | 0.8 | $9.9M | +6% | 34k | 294.11 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $9.6M | -58% | 24k | 397.83 | |
| Tesla Motors (TSLA) | 0.7 | $9.4M | +19% | 8.9k | 1056.80 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $9.3M | +6% | 3.2k | 2896.89 | |
| Ishares Tr Core Total Usd (IUSB) | 0.7 | $9.1M | +13% | 173k | 52.93 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.7 | $8.7M | +6% | 81k | 106.99 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.7 | $8.6M | +10% | 321k | 26.68 | |
| Starbucks Corporation (SBUX) | 0.6 | $8.2M | +3% | 70k | 116.97 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $7.9M | +22% | 33k | 241.44 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.6 | $7.6M | +37% | 59k | 129.19 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.6 | $7.1M | 32k | 221.03 | ||
| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.5 | $6.9M | +15% | 224k | 30.88 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $6.9M | +10% | 31k | 226.00 | |
| Us Bancorp Del Com New (USB) | 0.5 | $6.8M | 121k | 56.17 | ||
| Alcoa (AA) | 0.5 | $6.7M | -7% | 113k | 59.58 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.5 | $6.7M | +11% | 61k | 110.29 | |
| American Intl Group Com New (AIG) | 0.5 | $6.6M | -2% | 117k | 56.86 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.5 | $6.4M | +9% | 50k | 129.12 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.5 | $6.4M | +16% | 115k | 55.16 | |
| Johnson & Johnson (JNJ) | 0.5 | $6.3M | +15% | 37k | 171.06 | |
| Walt Disney Company (DIS) | 0.5 | $6.2M | +12% | 40k | 154.87 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.5 | $6.1M | +11% | 53k | 115.22 | |
| Boeing Company (BA) | 0.5 | $6.1M | +14% | 30k | 201.32 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.5 | $5.8M | +5% | 114k | 51.06 | |
| Mosaic (MOS) | 0.4 | $5.6M | -8% | 142k | 39.29 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.4 | $5.5M | -3% | 52k | 105.88 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $5.5M | 32k | 171.74 | ||
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.4 | $5.4M | 64k | 84.71 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $5.3M | +45% | 24k | 222.47 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.4 | $5.3M | +9% | 105k | 50.39 | |
| Ecolab (ECL) | 0.4 | $5.3M | +3% | 23k | 234.59 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $5.2M | +10% | 21k | 254.78 | |
| Generac Holdings (GNRC) | 0.4 | $5.1M | -17% | 14k | 351.89 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.4 | $5.0M | 20k | 254.64 | ||
| Select Sector Spdr Tr Technology (XLK) | 0.4 | $5.0M | +16% | 29k | 173.86 | |
| Ishares Tr Faln Angls Usd (FALN) | 0.4 | $4.9M | +68% | 165k | 29.97 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $4.9M | +3% | 17k | 283.13 | |
| Arista Networks (ANET) | 0.4 | $4.8M | NEW | 34k | 143.74 | |
| Qualcomm (QCOM) | 0.4 | $4.7M | +22% | 26k | 182.88 | |
| Broadcom (AVGO) | 0.4 | $4.7M | +91% | 7.0k | 665.43 | |
| Wabtec Corporation (WAB) | 0.4 | $4.6M | 50k | 92.12 | ||
| Bright Health Group (BHG) | 0.4 | $4.6M | NEW | 1.3M | 3.44 | |
| Freeport-mcmoran CL B (FCX) | 0.4 | $4.5M | -4% | 109k | 41.73 | |
| Wal-Mart Stores (WMT) | 0.4 | $4.5M | +453% | 31k | 144.69 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $4.5M | +2% | 90k | 49.46 | |
| Northrop Grumman Corporation (NOC) | 0.3 | $4.4M | +3% | 11k | 387.04 | |
| Amgen (AMGN) | 0.3 | $4.3M | +248% | 19k | 224.96 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.3 | $4.3M | +6% | 50k | 87.63 | |
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.3 | $4.2M | -34% | 23k | 184.82 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $4.2M | 68k | 61.28 | ||
| Ishares Tr Mbs Etf (MBB) | 0.3 | $4.1M | +19% | 39k | 107.43 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $4.1M | 9.0k | 458.15 | ||
| Procter & Gamble Company (PG) | 0.3 | $4.1M | +16% | 25k | 163.56 | |
| Ishares Tr Core Msci Total (IXUS) | 0.3 | $4.1M | +26% | 57k | 70.95 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $4.0M | +7% | 25k | 158.37 | |
| Ishares Tr Core Msci Euro (IEUR) | 0.3 | $4.0M | +11% | 69k | 58.15 | |
| Chevron Corporation (CVX) | 0.3 | $4.0M | +34% | 34k | 117.35 | |
| Pfizer (PFE) | 0.3 | $4.0M | 67k | 59.04 | ||
| Archer Daniels Midland Company (ADM) | 0.3 | $3.8M | -16% | 57k | 67.58 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $3.8M | +8% | 45k | 85.54 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $3.8M | +47% | 47k | 80.90 | |
| Pinterest Cl A (PINS) | 0.3 | $3.8M | -19% | 105k | 36.35 | |
| Intuitive Surgical Com New (ISRG) | 0.3 | $3.8M | +601% | 11k | 359.30 | |
| Fastenal Company (FAST) | 0.3 | $3.7M | NEW | 58k | 64.06 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $3.7M | -2% | 28k | 132.49 | |
| Veeva Sys Cl A Com (VEEV) | 0.3 | $3.7M | +177% | 14k | 255.45 | |
| Zimmer Holdings (ZBH) | 0.3 | $3.6M | +4% | 29k | 127.03 | |
| Ishares Tr Select Divid Etf (DVY) | 0.3 | $3.6M | +25% | 30k | 122.60 | |
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $3.6M | +165% | 65k | 55.50 | |
| Goodyear Tire & Rubber Company (GT) | 0.3 | $3.6M | -18% | 170k | 21.32 | |
| Teck Resources CL B (TECK) | 0.3 | $3.6M | +16% | 126k | 28.82 | |
| Schlumberger Com Stk (SLB) | 0.3 | $3.6M | -2% | 120k | 29.95 | |
| Pgim Etf Tr Ultra Short (PULS) | 0.3 | $3.6M | +163% | 72k | 49.50 | |
| Ishares Tr Us Home Cons Etf (ITB) | 0.3 | $3.5M | +161% | 42k | 82.92 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $3.5M | +2% | 42k | 83.02 | |
| Ishares Tr Msci Usa Value (VLUE) | 0.3 | $3.4M | -9% | 31k | 109.48 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $3.3M | +26% | 53k | 61.19 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $3.2M | 18k | 178.84 | ||
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $3.2M | -34% | 39k | 81.25 | |
| Meta Platforms Cl A (FB) | 0.2 | $3.1M | +9% | 9.3k | 336.33 | |
| General Electric Com New (GE) | 0.2 | $3.1M | +284% | 33k | 94.46 | |
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.2 | $3.1M | +3% | 61k | 50.48 | |
| Danaher Corporation (DHR) | 0.2 | $3.0M | +4% | 9.2k | 329.05 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $3.0M | +20% | 104k | 28.97 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.2 | $3.0M | 59k | 51.40 | ||
| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $2.9M | +8% | 87k | 32.74 | |
| Honeywell International (HON) | 0.2 | $2.8M | -24% | 14k | 208.56 | |
| Paccar (PCAR) | 0.2 | $2.8M | 32k | 88.25 | ||
| Bank of America Corporation (BAC) | 0.2 | $2.8M | +14% | 63k | 44.49 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $2.7M | +24% | 13k | 204.43 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $2.7M | +25% | 24k | 109.09 | |
| Wisdomtree Tr Floatng Rat Trea | 0.2 | $2.7M | -23% | 106k | 25.09 | |
| Home Depot (HD) | 0.2 | $2.5M | +18% | 6.1k | 414.95 | |
| PPG Industries (PPG) | 0.2 | $2.5M | 14k | 172.45 | ||
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $2.5M | 24k | 104.48 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $2.5M | +23% | 30k | 83.66 | |
| Affirm Hldgs Com Cl A (AFRM) | 0.2 | $2.5M | NEW | 25k | 100.55 | |
| Illumina (ILMN) | 0.2 | $2.5M | +253% | 6.5k | 380.54 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $2.5M | +48% | 33k | 74.64 | |
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.2 | $2.4M | 32k | 76.98 | ||
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $2.4M | +8% | 36k | 68.24 | |
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.2 | $2.4M | +20% | 18k | 135.41 | |
| First Tr Value Line Divid In SHS (FVD) | 0.2 | $2.4M | +3% | 56k | 43.05 | |
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.2 | $2.4M | -15% | 21k | 114.98 | |
| Baker Hughes Company Cl A (BKR) | 0.2 | $2.3M | 97k | 24.06 | ||
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.2 | $2.3M | +118% | 35k | 65.86 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $2.3M | -2% | 48k | 48.84 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $2.3M | +22% | 3.4k | 667.05 | |
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.2 | $2.3M | 32k | 70.86 | ||
| Inari Medical Ord (NARI) | 0.2 | $2.3M | 25k | 91.27 | ||
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $2.3M | +11% | 29k | 78.68 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.2 | $2.3M | 17k | 133.96 | ||
| Ishares Esg Awr Msci Em (ESGE) | 0.2 | $2.3M | -12% | 57k | 39.76 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $2.2M | +16% | 26k | 87.01 | |
| Shopify Cl A (SHOP) | 0.2 | $2.2M | -28% | 1.6k | 1377.26 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 0.2 | $2.2M | 6.9k | 314.21 | ||
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $2.2M | 32k | 67.18 | ||
| Ishares Tr National Mun Etf (MUB) | 0.2 | $2.2M | +19% | 19k | 116.30 | |
| Union Pacific Corporation (UNP) | 0.2 | $2.2M | +3% | 8.6k | 251.89 | |
| Abbvie (ABBV) | 0.2 | $2.1M | +20% | 16k | 135.39 | |
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $2.1M | -31% | 54k | 39.05 | |
| Deere & Company (DE) | 0.2 | $2.1M | +109% | 6.0k | 342.91 | |
| Spdr Ser Tr S&p Retail Etf (XRT) | 0.2 | $2.0M | -2% | 23k | 90.29 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $2.0M | -11% | 6.6k | 308.72 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $2.0M | +10% | 5.6k | 363.38 | |
| Verizon Communications (VZ) | 0.2 | $2.0M | +8% | 39k | 51.97 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $2.0M | 3.9k | 517.57 | ||
| Visa Com Cl A (V) | 0.2 | $2.0M | +40% | 9.2k | 216.76 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $2.0M | -4% | 19k | 101.56 | |
| Unity Software (U) | 0.2 | $1.9M | +51% | 14k | 142.97 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.2 | $1.9M | +21% | 20k | 94.61 | |
| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $1.9M | 63k | 30.11 | ||
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.9M | +269% | 13k | 140.88 | |
| MercadoLibre (MELI) | 0.1 | $1.9M | +12% | 1.4k | 1348.57 | |
| Amplify Etf Tr Blockchain Ldr (BLOK) | 0.1 | $1.9M | +11% | 47k | 40.18 | |
| Spdr Ser Tr S&p Kensho Smart (HAIL) | 0.1 | $1.9M | -2% | 34k | 55.22 | |
| Invesco Exchange Traded Fd T Zacks Mid Cap (CZA) | 0.1 | $1.8M | 19k | 96.10 | ||
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $1.8M | NEW | 18k | 102.95 | |
| Oracle Corporation (ORCL) | 0.1 | $1.8M | +8% | 21k | 87.21 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $1.8M | +16% | 24k | 76.34 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $1.8M | 36k | 50.42 | ||
| Pepsi (PEP) | 0.1 | $1.8M | +22% | 10k | 173.73 | |
| Airbnb Com Cl A (ABNB) | 0.1 | $1.8M | +3% | 11k | 166.51 | |
| Abbott Laboratories (ABT) | 0.1 | $1.8M | +6% | 13k | 140.77 | |
| Gilead Sciences (GILD) | 0.1 | $1.8M | +52% | 24k | 72.62 | |
| Intel Corporation (INTC) | 0.1 | $1.8M | +4% | 34k | 51.51 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.7M | +14% | 11k | 156.64 | |
| Nike CL B (NKE) | 0.1 | $1.7M | -14% | 10k | 166.72 | |
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $1.7M | 15k | 108.59 | ||
| Waste Management (WM) | 0.1 | $1.6M | +16% | 9.9k | 166.90 | |
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.1 | $1.6M | -3% | 36k | 46.33 | |
| Emerson Electric (EMR) | 0.1 | $1.6M | 18k | 92.99 | ||
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $1.6M | -10% | 6.3k | 260.78 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.6M | +14% | 2.0k | 796.13 | |
| International Business Machines (IBM) | 0.1 | $1.6M | +21% | 12k | 133.60 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $1.6M | +18% | 26k | 59.84 | |
| Icon SHS (ICLR) | 0.1 | $1.6M | +320% | 5.0k | 309.72 | |
| At&t (T) | 0.1 | $1.6M | +40% | 63k | 24.60 | |
| United Parcel Service CL B (UPS) | 0.1 | $1.5M | -17% | 7.2k | 214.30 | |
| Lowe's Companies (LOW) | 0.1 | $1.5M | +10% | 5.9k | 258.50 | |
| Halliburton Company (HAL) | 0.1 | $1.5M | +8% | 67k | 22.86 | |
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $1.5M | +6% | 20k | 77.67 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.5M | 13k | 114.83 | ||
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.5M | +5% | 3.5k | 436.51 | |
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.1 | $1.5M | +13% | 43k | 34.73 | |
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.1 | $1.5M | -5% | 18k | 82.74 | |
| UnitedHealth (UNH) | 0.1 | $1.5M | +20% | 2.9k | 502.05 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.5M | +5% | 18k | 80.87 | |
| Amplify Etf Tr Onlin Retl Etf (IBUY) | 0.1 | $1.5M | -2% | 17k | 88.02 | |
| Uber Technologies (UBER) | 0.1 | $1.4M | 35k | 41.92 | ||
| Advanced Micro Devices (AMD) | 0.1 | $1.4M | -3% | 10k | 143.93 | |
| Ark Etf Tr Fintech Innova (ARKF) | 0.1 | $1.4M | +12% | 35k | 40.84 | |
| Merck & Co (MRK) | 0.1 | $1.4M | +21% | 19k | 76.66 | |
| Cisco Systems (CSCO) | 0.1 | $1.4M | +10% | 22k | 63.36 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.4M | 8.0k | 171.02 | ||
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.1 | $1.4M | 17k | 80.18 | ||
| Heritage Financial Corporation (HFWA) | 0.1 | $1.4M | 55k | 24.45 | ||
| New Residential Invt Corp Com New (NRZ) | 0.1 | $1.3M | -14% | 126k | 10.71 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.3M | +17% | 3.2k | 414.58 | |
| Etf Managers Tr Prime Junir Slvr (SILJ) | 0.1 | $1.3M | +5% | 105k | 12.48 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $1.3M | -32% | 41k | 32.04 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.3M | +10% | 26k | 50.32 | |
| salesforce (CRM) | 0.1 | $1.3M | +10% | 5.0k | 254.12 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.3M | +137% | 5.8k | 219.61 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.3M | +134% | 2.0k | 631.47 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.2M | 8.2k | 148.18 | ||
| McDonald's Corporation (MCD) | 0.1 | $1.2M | +21% | 4.5k | 268.14 | |
| 3M Company (MMM) | 0.1 | $1.2M | 6.8k | 177.57 | ||
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.2M | -7% | 7.3k | 163.66 | |
| Hannon Armstrong (HASI) | 0.1 | $1.2M | 22k | 53.14 | ||
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $1.2M | -11% | 16k | 73.25 | |
| Equifax (EFX) | 0.1 | $1.2M | 4.0k | 292.68 | ||
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $1.2M | +279% | 31k | 37.42 | |
| Ishares Tr Global Finls Etf (IXG) | 0.1 | $1.2M | -16% | 15k | 80.05 | |
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $1.2M | +49% | 19k | 59.74 | |
| Bristol Myers Squibb (BMY) | 0.1 | $1.1M | +33% | 18k | 62.31 | |
| Seagen (SGEN) | 0.1 | $1.1M | +181% | 7.4k | 154.65 | |
| Realty Income (O) | 0.1 | $1.1M | -7% | 15k | 71.62 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $1.1M | +38% | 12k | 92.75 | |
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $1.1M | -3% | 7.0k | 152.62 | |
| Aberdeen Asia-Pacific Income Fund (FAX) | 0.1 | $1.1M | 279k | 3.82 | ||
| Kayne Anderson MLP Investment (KYN) | 0.1 | $1.1M | 136k | 7.79 | ||
| Altria (MO) | 0.1 | $1.0M | +156% | 22k | 47.38 | |
| Coca-Cola Company (KO) | 0.1 | $1.0M | +75% | 18k | 59.24 | |
| Automatic Data Processing (ADP) | 0.1 | $1.0M | +42% | 4.1k | 246.60 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $980k | 5.2k | 188.46 | ||
| PIMCO Corporate Income Fund (PCN) | 0.1 | $970k | +4% | 57k | 17.12 | |
| Mongodb Cl A (MDB) | 0.1 | $969k | +48% | 1.8k | 529.51 | |
| AllianceBernstein Global Hgh Incm (AWF) | 0.1 | $968k | -49% | 80k | 12.13 | |
| Eli Lilly & Co. (LLY) | 0.1 | $954k | 3.5k | 276.20 | ||
| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.1 | $951k | -13% | 13k | 71.06 | |
| Exchange Listed Fds Tr High Yield Etf (HYLD) | 0.1 | $926k | 29k | 31.56 | ||
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $917k | +4% | 15k | 62.92 | |
| Stryker Corporation (SYK) | 0.1 | $889k | +80% | 3.3k | 267.61 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $888k | -11% | 23k | 38.87 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $880k | -35% | 6.2k | 143.00 | |
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $872k | 11k | 78.05 | ||
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $870k | 17k | 50.75 | ||
| Cerner Corporation (CERN) | 0.1 | $866k | +192% | 9.3k | 92.85 | |
| Ford Motor Company (F) | 0.1 | $848k | +256% | 41k | 20.78 | |
| Bank of Hawaii Corporation (BOH) | 0.1 | $838k | 10k | 83.80 | ||
| Caterpillar (CAT) | 0.1 | $826k | -13% | 4.0k | 206.60 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $819k | 7.4k | 110.68 | ||
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.1 | $818k | +100% | 16k | 51.37 | |
| Best Buy (BBY) | 0.1 | $817k | NEW | 8.0k | 101.62 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $815k | 6.3k | 129.41 | ||
| Netflix (NFLX) | 0.1 | $814k | -17% | 1.4k | 602.07 | |
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.1 | $805k | +72% | 12k | 68.64 | |
| Viacomcbs CL B (PARA) | 0.1 | $788k | -14% | 26k | 30.16 | |
| Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) | 0.1 | $787k | 41k | 19.41 |
Past Filings by Nwam
SEC 13F filings are viewable for Nwam going back to 2015
- 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
- Nwam 2019 Q4 filed Jan. 23, 2020
- Nwam 2019 Q3 filed Oct. 15, 2019
- Nwam 2019 Q2 filed July 18, 2019
- Nwam 2019 Q1 filed April 17, 2019
- Nwam 2018 Q4 filed Jan. 30, 2019
- Nwam 2018 Q3 filed Oct. 9, 2018
- Nwam 2018 Q2 restated filed July 25, 2018
- Nwam 2018 Q2 filed July 16, 2018