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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, VTV, and represent 21.68% of Nwam's stock portfolio.
Added to shares of these 10 stocks: BRK.A, BA, SAN, AEM, SHOP, GLW, DD, NFLX, BOXX, GS.
Started 30 new stock positions in GLW, GOLD, CWI, FELC, WY, PULS, CLOA, IR, THRO, SAN.
Reduced shares in these 10 stocks: META (-$15M), XOM (-$15M), IVV (-$13M), QQQ (-$13M), VYM (-$12M), , TSLA (-$12M), VNQ (-$11M), VEA (-$10M), LLY (-$9.9M).
Sold out of its positions in AVAV, ALK, AVIG, BBY, BTZ, BX, BTI, CGDV, CAVA, CIEN.
Nwam was a net seller of stock by $-394M.
Nwam has $1.2B in assets under management (AUM), dropping by -28.11%.
Central Index Key (CIK): 0001655006

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Portfolio Holdings for Nwam

Nwam holds 504 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Nwam has 504 total positions. Only the first 250 positions are shown.

Sign up to view all of the Nwam March 31, 2025 positions
Download the Nwam March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	8.1	$94M	-2%	249k	375.39	View chart
Apple (AAPL)	5.2	$61M		274k	222.13	View chart
Vanguard Index Fds Growth Etf (VUG)	3.0	$35M		93k	370.82	View chart
Amazon (AMZN)	2.7	$32M		167k	190.26	View chart
Vanguard Index Fds Value Etf (VTV)	2.7	$31M	+2%	181k	172.74	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.5	$29M		55k	532.58	View chart
NVIDIA Corporation (NVDA)	2.4	$28M		257k	108.38	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.9	$23M	-8%	62k	361.09	View chart
Costco Wholesale Corporation (COST)	1.8	$21M	-2%	22k	945.80	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.6	$19M	+5%	157k	122.01	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.6	$19M	-40%	41k	468.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$16M	-45%	29k	561.90	View chart
Broadcom (AVGO)	1.4	$16M		95k	167.43	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.1	$12M	-21%	157k	78.28	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$12M		41k	288.14	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$11M	+2%	114k	98.92	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$9.5M	-8%	109k	87.17	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.7	$8.7M	+24%	173k	50.14	View chart
Anavex Life Sciences Corp Com New (AVXL)	0.7	$8.6M	+9%	1.0M	8.58	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$8.5M	-8%	45k	188.16	View chart
Boeing Company (BA)	0.7	$8.2M	+133%	48k	170.55	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.7	$8.2M	+23%	178k	45.97	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.7	$7.6M		213k	35.81	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.6	$7.5M	-21%	228k	32.99	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.6	$7.3M	-19%	29k	257.03	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$7.3M	-9%	95k	76.57	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$7.3M	-5%	125k	58.35	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$7.0M	-50%	96k	73.45	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.6	$6.8M	+7%	119k	57.20	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$6.5M	-35%	24k	274.84	View chart
Starbucks Corporation (SBUX)	0.5	$6.3M		64k	98.09	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$6.1M	+3%	81k	75.65	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$6.1M	-47%	124k	48.82	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$5.9M	-13%	57k	104.57	View chart
Netflix (NFLX)	0.5	$5.9M	+58%	6.3k	932.53	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.5	$5.7M	+53%	51k	111.49	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$5.7M	-16%	22k	258.62	View chart
American Centy Etf Tr International Lr (AVIV)	0.5	$5.6M	+5%	99k	56.68	View chart
Select Sector Spdr Tr Financial (XLF)	0.5	$5.6M		113k	49.81	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.5	$5.5M	-53%	70k	78.40	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$5.2M	-25%	104k	49.62	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$5.1M	+17%	102k	50.33	View chart
Us Bancorp Del Com New (USB)	0.4	$5.1M		120k	42.22	View chart
Procter & Gamble Company (PG)	0.4	$5.1M		30k	170.42	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$5.1M	-18%	182k	27.96	View chart
Honeywell International (HON)	0.4	$5.1M	+5%	24k	211.75	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.4	$5.0M	-18%	73k	68.21	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$4.9M	-16%	9.6k	513.91	View chart
JPMorgan Chase & Co. (JPM)	0.4	$4.9M	-17%	20k	245.30	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.4	$4.9M	-2%	36k	135.68	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$4.8M	NEW	6.00	798441.67	View chart
Tesla Motors (TSLA)	0.4	$4.7M	-70%	18k	259.17	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$4.7M	+3%	25k	186.29	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.4	$4.6M	+5%	47k	99.34	View chart
Amgen (AMGN)	0.4	$4.5M		14k	311.55	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$4.4M	+5%	64k	69.81	View chart
Paccar (PCAR)	0.4	$4.4M	-2%	45k	97.37	View chart
Intuitive Surgical Com New (ISRG)	0.4	$4.3M		8.7k	495.27	View chart
Banco Santander Adr (SAN)	0.4	$4.3M	NEW	639k	6.70	View chart
Abbvie (ABBV)	0.4	$4.3M		20k	209.52	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.4	$4.2M	-13%	158k	26.47	View chart
Agnico (AEM)	0.4	$4.2M	+1051%	39k	108.41	View chart
Servicenow (NOW)	0.4	$4.2M	-9%	5.2k	796.14	View chart
Insmed Com Par $.01 (INSM)	0.4	$4.1M	+49%	54k	76.29	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$4.1M	-71%	80k	50.83	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$4.0M	+19%	80k	50.63	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$4.0M	+9%	75k	53.97	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$4.0M	-16%	9.5k	419.86	View chart
Johnson & Johnson (JNJ)	0.3	$3.9M	-2%	24k	165.84	View chart
Cheniere Energy Com New (LNG)	0.3	$3.8M	-18%	17k	231.40	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$3.8M	-19%	15k	244.64	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$3.7M	-52%	17k	221.74	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.3	$3.7M		52k	71.43	View chart
Shopify Cl A (SHOP)	0.3	$3.5M	NEW	37k	95.48	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$3.5M	+6%	24k	146.01	View chart
MercadoLibre (MELI)	0.3	$3.5M	-5%	1.8k	1950.76	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.3	$3.4M	+13%	116k	29.24	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$3.4M	+4%	30k	113.76	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$3.4M	-67%	6.0k	559.43	View chart
Corning Incorporated (GLW)	0.3	$3.3M	NEW	73k	45.78	View chart
At&t (T)	0.3	$3.3M	-8%	117k	28.28	View chart
Visa Com Cl A (V)	0.3	$3.3M	-15%	9.4k	350.47	View chart
Chevron Corporation (CVX)	0.3	$3.3M	-10%	20k	167.29	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$3.3M	+6%	25k	131.07	View chart
Arista Networks Com Shs (ANET)	0.3	$3.2M	-22%	41k	77.48	View chart
Abbott Laboratories (ABT)	0.3	$3.1M		24k	132.65	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.3	$3.1M	-2%	43k	71.97	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.3	$3.1M		83k	36.88	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$3.1M	+11%	28k	111.09	View chart
Dupont De Nemours (DD)	0.3	$3.0M	+285%	40k	74.68	View chart
Cameco Corporation (CCJ)	0.3	$3.0M	+2%	73k	41.16	View chart
Bank of America Corporation (BAC)	0.3	$3.0M		72k	41.73	View chart
Ge Aerospace Com New (GE)	0.3	$3.0M	-6%	15k	200.14	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$3.0M	+2%	32k	93.66	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$2.9M		15k	190.57	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$2.8M	+4%	63k	44.59	View chart
Goldman Sachs (GS)	0.2	$2.7M	+173%	5.0k	546.32	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$2.6M	-80%	29k	90.54	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$2.6M	-3%	44k	58.69	View chart
Veeva Sys Cl A Com (VEEV)	0.2	$2.6M		11k	231.63	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$2.6M	-56%	28k	90.59	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$2.5M	+9%	25k	99.88	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$2.5M	+6%	30k	82.73	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$2.4M	+4%	50k	48.76	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$2.4M	-11%	53k	46.08	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$2.4M	-55%	11k	211.47	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$2.4M	-22%	33k	72.20	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$2.4M	+20%	8.8k	270.83	View chart
Home Depot (HD)	0.2	$2.4M	-10%	6.5k	366.47	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$2.3M	-78%	36k	65.76	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$2.3M		7.5k	308.90	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.3M	-77%	51k	45.26	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$2.3M	+35%	100k	23.16	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$2.3M	-23%	4.7k	484.82	View chart
UnitedHealth (UNH)	0.2	$2.3M		4.4k	523.76	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.2	$2.3M	+3%	41k	55.98	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$2.2M	-26%	27k	81.73	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$2.2M	-11%	12k	193.02	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.2	$2.2M	+7%	21k	107.88	View chart
Danaher Corporation (DHR)	0.2	$2.2M		11k	204.99	View chart
Palantir Technologies Cl A (PLTR)	0.2	$2.1M	-12%	25k	84.40	View chart
Spdr Ser Tr Glb Dow Etf (DGT)	0.2	$2.1M		15k	139.80	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$2.1M	-67%	34k	60.66	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$2.1M	-71%	11k	193.99	View chart
Ge Vernova (GEV)	0.2	$2.1M	-16%	6.7k	305.27	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$2.0M	+6%	39k	51.78	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$2.0M	+14%	34k	60.19	View chart
Wal-Mart Stores (WMT)	0.2	$2.0M	+3%	23k	87.79	View chart
Automatic Data Processing (ADP)	0.2	$1.9M		6.3k	305.53	View chart
International Business Machines (IBM)	0.2	$1.9M	-19%	7.7k	248.65	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$1.9M	+4%	76k	25.04	View chart
Union Pacific Corporation (UNP)	0.2	$1.9M		8.0k	236.24	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.2	$1.9M	+3%	68k	27.47	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$1.8M	-12%	31k	58.94	View chart
Ark Etf Tr Fintech Innova (ARKF)	0.2	$1.8M		54k	33.26	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$1.8M	-24%	62k	29.12	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$1.8M	-3%	39k	45.65	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$1.7M	-18%	18k	97.48	View chart
Coca-Cola Company (KO)	0.1	$1.7M	-11%	24k	71.62	View chart
Eaton Corp SHS (ETN)	0.1	$1.7M	+18%	6.3k	271.84	View chart
Gilead Sciences (GILD)	0.1	$1.7M	-8%	15k	112.05	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$1.7M	-6%	25k	66.27	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$1.7M	+14%	40k	42.11	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$1.6M	-64%	30k	54.76	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	0.1	$1.6M	-13%	77k	21.15	View chart
Caterpillar (CAT)	0.1	$1.6M		4.8k	329.77	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$1.6M	-59%	43k	36.41	View chart
Waste Management (WM)	0.1	$1.6M	+6%	6.7k	231.51	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.5M	-85%	9.9k	156.23	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.5M	-19%	2.8k	542.29	View chart
Verizon Communications (VZ)	0.1	$1.5M	-4%	34k	45.36	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.1	$1.5M	-23%	64k	23.24	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$1.5M		61k	24.06	View chart
Advanced Micro Devices (AMD)	0.1	$1.5M	-60%	14k	102.74	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.5M	-42%	12k	117.49	View chart
Cadence Design Systems (CDNS)	0.1	$1.4M	+36%	5.7k	254.33	View chart
Applied Materials (AMAT)	0.1	$1.4M	+8%	9.9k	145.12	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$1.4M	-7%	22k	65.17	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.4M	-91%	12k	118.93	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.4M	-6%	14k	105.60	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$1.4M	-3%	12k	118.13	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.4M	-36%	11k	134.30	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$1.4M	-2%	15k	92.38	View chart
Eli Lilly & Co. (LLY)	0.1	$1.4M	-87%	1.7k	826.08	View chart
Micron Technology (MU)	0.1	$1.4M	-3%	16k	86.89	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$1.4M		2.1k	662.58	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.4M		9.1k	150.98	View chart
Natera (NTRA)	0.1	$1.4M		9.7k	141.41	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.1	$1.4M	-8%	14k	100.89	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.4M	-60%	6.8k	199.49	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$1.3M	-84%	26k	51.94	View chart
Dimensional Etf Trust International (DFSI)	0.1	$1.3M	-10%	38k	34.89	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$1.3M		27k	48.35	View chart
Heritage Financial Corporation (HFWA)	0.1	$1.3M		54k	24.33	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.3M	-33%	12k	105.44	View chart
Bristol Myers Squibb (BMY)	0.1	$1.2M	+10%	21k	60.99	View chart
Cisco Systems (CSCO)	0.1	$1.2M	+3%	20k	61.71	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$1.2M		5.5k	222.15	View chart
Oracle Corporation (ORCL)	0.1	$1.2M	-37%	8.7k	139.81	View chart
Pfizer (PFE)	0.1	$1.2M	-4%	48k	25.34	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$1.2M	NEW	24k	49.73	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$1.2M	+39%	20k	61.89	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.2M	-27%	15k	78.89	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$1.2M	-26%	19k	64.20	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$1.2M	+5%	20k	59.40	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$1.2M	-8%	25k	47.58	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.2M	-3%	3.4k	352.61	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$1.2M	+44%	25k	47.81	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$1.2M	-27%	35k	33.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.2M	-88%	7.5k	154.64	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$1.1M	+11%	13k	88.99	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$1.1M	-15%	21k	55.09	View chart
Emerson Electric (EMR)	0.1	$1.1M	-6%	10k	109.64	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$1.1M		22k	50.95	View chart
Merck & Co (MRK)	0.1	$1.1M	-10%	12k	89.76	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.1M	-86%	13k	85.07	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.1M	-40%	10k	108.69	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$1.1M	+4%	33k	33.24	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$1.1M		21k	51.18	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$1.1M	-66%	9.1k	115.60	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$1.1M		7.1k	148.38	View chart
Progressive Corporation (PGR)	0.1	$1.0M		3.7k	282.98	View chart
Realty Income (O)	0.1	$1.0M		18k	58.01	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$1.0M	-3%	9.9k	103.47	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$1.0M	+5%	17k	60.17	View chart
Southern Company (SO)	0.1	$1.0M	-4%	11k	91.95	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$1.0M	-40%	36k	27.77	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$996k	-10%	20k	50.71	View chart
Lam Research Corp Com New (LRCX)	0.1	$990k	+88%	14k	72.70	View chart
Equifax (EFX)	0.1	$985k		4.0k	243.56	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$978k	-43%	9.8k	100.00	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$976k	-7%	1.5k	634.23	View chart
Ishares Msci Japn Smcetf (SCJ)	0.1	$973k		13k	76.73	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$966k	-3%	33k	29.60	View chart
Uber Technologies (UBER)	0.1	$966k	+30%	13k	72.86	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$963k		36k	26.89	View chart
Comcast Corp Cl A (CMCSA)	0.1	$935k	-17%	25k	36.90	View chart
Microstrategy Cl A New (MSTR)	0.1	$934k		3.2k	288.27	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$916k	-9%	18k	52.37	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$913k	+3%	9.1k	100.67	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$912k	-68%	6.5k	140.44	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$908k	+132%	16k	57.61	View chart
Kimberly-Clark Corporation (KMB)	0.1	$908k		6.4k	142.22	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$904k	+19%	21k	43.40	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$903k	+3%	47k	19.04	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$896k	-40%	33k	26.94	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$893k		21k	43.44	View chart
Stryker Corporation (SYK)	0.1	$890k	-4%	2.4k	372.31	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$879k	-84%	5.1k	173.23	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$864k	+46%	12k	73.50	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$862k		11k	81.67	View chart
Manulife Finl Corp (MFC)	0.1	$859k		28k	31.15	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.1	$848k	-10%	37k	23.22	View chart
American Financial (AFG)	0.1	$841k		6.4k	131.34	View chart
Rithm Capital Corp Com New (RITM)	0.1	$837k		73k	11.45	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$831k	-74%	42k	19.78	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.1	$826k	+122%	16k	53.43	View chart
Altria (MO)	0.1	$823k	+10%	14k	60.02	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$813k	-17%	12k	70.42	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$805k	+5%	14k	58.96	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$789k		34k	23.43	View chart
Amplify Etf Tr Onlin Retl Etf (IBUY)	0.1	$784k		13k	60.15	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$777k	+4%	23k	33.68	View chart
Vanguard Wellington Us Quality (VFQY)	0.1	$770k	+39%	5.8k	133.66	View chart
Edwards Lifesciences (EW)	0.1	$767k	-6%	11k	72.48	View chart
Zoetis Cl A (ZTS)	0.1	$763k	+3%	4.6k	164.64	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$759k	-9%	11k	66.34	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$750k	-14%	8.1k	92.29	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$749k	+2%	16k	47.52	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$725k		9.0k	80.11	View chart

Past Filings by Nwam

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

Nwam 2025 Q1 filed May 5, 2025
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

View all past filings

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