Nwam

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

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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.

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

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

View all past filings