Nwam
Latest statistics and disclosures from Nwam's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, IVV, VTV, VUG, and represent 22.37% of Nwam's stock portfolio.
- Added to shares of these 10 stocks: AMZN (+$12M), IVV, ITB, DIS, RTX, LMT, TSLA, VUG, XOM, EEMV.
- Started 51 new stock positions in AVUS, EXPD, SPYV, DFAT, XEL, VTIP, HIG, ISDX, DFSV, IFRA.
- Reduced shares in these 10 stocks: MOS (-$6.4M), WAB, WMT, GDX, ADM, NVDA, SLB, IWM, BNDD, DOW.
- Sold out of its positions in ARKG, AFRM, ATHX, AAWW, MUI, CME, Cerner Corporation, COIN, DFAI, Discovery Communications.
- Nwam was a net seller of stock by $-7.9M.
- Nwam has $1.1B in assets under management (AUM), dropping by -16.85%.
- Central Index Key (CIK): 0001655006
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Portfolio Holdings for Nwam
Nwam holds 512 positions in its portfolio as reported in the June 2022 quarterly 13F filing
Nwam has 512 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Nwam June 30, 2022 positions
- Download the Nwam June 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.6 | $71M | 504k | 140.89 | ||
| Microsoft Corporation (MSFT) | 6.4 | $70M | 266k | 261.35 | ||
| Ishares Tr Core S&p500 Etf (IVV) | 5.2 | $57M | +7% | 148k | 383.34 | |
| Vanguard Index Fds Value Etf (VTV) | 2.1 | $23M | +6% | 174k | 131.84 | |
| Vanguard Index Fds Growth Etf (VUG) | 2.0 | $22M | +12% | 97k | 225.14 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.6 | $17M | -4% | 227k | 76.84 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $17M | -10% | 58k | 284.02 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $16M | 60k | 275.14 | ||
| Ishares Tr Core Msci Eafe (IEFA) | 1.4 | $15M | +15% | 255k | 57.77 | |
| Amazon (AMZN) | 1.2 | $13M | +1688% | 116k | 112.75 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.2 | $13M | +18% | 151k | 84.86 | |
| Exxon Mobil Corporation (XOM) | 1.1 | $12M | +23% | 145k | 84.88 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.1 | $12M | 54k | 221.20 | ||
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.1 | $12M | 114k | 101.69 | ||
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $11M | -3% | 119k | 93.04 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.0 | $11M | 122k | 91.32 | ||
| Costco Wholesale Corporation (COST) | 1.0 | $10M | 21k | 487.42 | ||
| Ishares Tr Core Us Aggbd Et (AGG) | 0.9 | $9.8M | +13% | 96k | 102.36 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.9 | $9.8M | 67k | 145.48 | ||
| Tesla Motors (TSLA) | 0.9 | $9.3M | +50% | 14k | 688.52 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $9.3M | 4.1k | 2260.00 | ||
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.8 | $9.2M | -3% | 121k | 75.53 | |
| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.8 | $8.9M | -12% | 221k | 40.09 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $8.5M | +7% | 22k | 379.89 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $7.9M | -3% | 3.5k | 2253.55 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.7 | $7.9M | 95k | 82.94 | ||
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.7 | $7.9M | -6% | 93k | 85.06 | |
| Procter & Gamble Company (PG) | 0.7 | $7.6M | +3% | 53k | 144.19 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $6.8M | +2% | 36k | 190.92 | |
| Ishares Tr Core Total Usd (IUSB) | 0.6 | $6.8M | -21% | 144k | 47.12 | |
| Johnson & Johnson (JNJ) | 0.6 | $6.6M | +2% | 37k | 177.95 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $6.2M | 37k | 164.76 | ||
| Raytheon Technologies Corp (RTX) | 0.6 | $6.1M | +115% | 66k | 93.16 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $6.1M | -5% | 45k | 134.43 | |
| Select Sector Spdr Tr Technology (XLK) | 0.5 | $5.9M | -6% | 46k | 128.97 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.5 | $5.9M | +41% | 51k | 114.84 | |
| Northrop Grumman Corporation (NOC) | 0.5 | $5.9M | +4% | 13k | 464.38 | |
| Us Bancorp Del Com New (USB) | 0.5 | $5.7M | 123k | 46.46 | ||
| Vanguard Index Fds Large Cap Etf (VV) | 0.5 | $5.5M | 32k | 172.54 | ||
| Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) | 0.5 | $5.5M | +12% | 136k | 40.64 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.5 | $5.5M | 46k | 119.34 | ||
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.5 | $5.4M | 93k | 58.80 | ||
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.5 | $5.3M | +6% | 74k | 72.42 | |
| Starbucks Corporation (SBUX) | 0.5 | $5.3M | -2% | 67k | 78.35 | |
| American Intl Group Com New (AIG) | 0.5 | $5.2M | -10% | 101k | 51.13 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $5.1M | 29k | 177.00 | ||
| Walt Disney Company (DIS) | 0.5 | $5.0M | +193% | 52k | 97.06 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.5 | $5.0M | -15% | 101k | 49.58 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.5 | $4.9M | -4% | 42k | 116.72 | |
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $4.8M | -7% | 69k | 70.27 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.4 | $4.8M | +27% | 114k | 42.28 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.4 | $4.8M | -32% | 199k | 24.11 | |
| Deere & Company (DE) | 0.4 | $4.7M | 16k | 292.27 | ||
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $4.7M | 32k | 144.07 | ||
| Ishares Tr Us Home Cons Etf (ITB) | 0.4 | $4.6M | +332% | 82k | 55.90 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.4 | $4.4M | 57k | 77.71 | ||
| Zimmer Holdings (ZBH) | 0.4 | $4.3M | 40k | 106.87 | ||
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $4.3M | +7% | 19k | 226.71 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $4.1M | 21k | 197.24 | ||
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $4.1M | -7% | 99k | 41.15 | |
| Pfizer (PFE) | 0.4 | $4.0M | +7% | 77k | 51.73 | |
| Generac Holdings (GNRC) | 0.4 | $3.9M | -13% | 18k | 216.71 | |
| Lockheed Martin Corporation (LMT) | 0.4 | $3.9M | +507% | 9.4k | 415.46 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $3.8M | -5% | 47k | 80.90 | |
| Chevron Corporation (CVX) | 0.3 | $3.7M | 26k | 142.92 | ||
| Ishares Tr Core Msci Total (IXUS) | 0.3 | $3.7M | +8% | 66k | 56.01 | |
| Boeing Company (BA) | 0.3 | $3.7M | +2% | 27k | 137.46 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.3 | $3.7M | +4% | 21k | 176.90 | |
| Fastenal Company (FAST) | 0.3 | $3.7M | -7% | 74k | 49.67 | |
| Amgen (AMGN) | 0.3 | $3.6M | -26% | 15k | 246.28 | |
| Qualcomm (QCOM) | 0.3 | $3.6M | +12% | 29k | 126.11 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $3.4M | -43% | 20k | 171.62 | |
| Arista Networks (ANET) | 0.3 | $3.4M | -9% | 35k | 96.13 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $3.4M | +9% | 11k | 309.00 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $3.3M | +18% | 22k | 150.31 | |
| Broadcom (AVGO) | 0.3 | $3.3M | -2% | 7.0k | 476.60 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.3 | $3.3M | +64% | 37k | 89.42 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $3.3M | +43% | 26k | 128.91 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $3.3M | 67k | 49.56 | ||
| Ishares Tr Select Divid Etf (DVY) | 0.3 | $3.1M | +9% | 27k | 117.44 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $3.1M | +4% | 39k | 79.57 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $3.1M | +12% | 133k | 23.40 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $3.0M | +21% | 42k | 70.52 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.3 | $2.9M | 84k | 34.45 | ||
| JPMorgan Chase & Co. (JPM) | 0.3 | $2.9M | 25k | 112.63 | ||
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.3 | $2.8M | -24% | 13k | 214.42 | |
| Bright Health Group (BHG) | 0.2 | $2.7M | 1.3M | 1.99 | ||
| Devon Energy Corporation (DVN) | 0.2 | $2.7M | -9% | 51k | 51.89 | |
| Paccar (PCAR) | 0.2 | $2.6M | 32k | 81.88 | ||
| Teck Resources CL B (TECK) | 0.2 | $2.6M | -11% | 91k | 28.32 | |
| Danaher Corporation (DHR) | 0.2 | $2.6M | 10k | 255.45 | ||
| Ishares U S Etf Tr Bloomberg Roll (CMDY) | 0.2 | $2.5M | +46% | 45k | 55.32 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $2.5M | +103% | 49k | 50.63 | |
| Alcoa (AA) | 0.2 | $2.4M | -16% | 58k | 42.08 | |
| Ishares Silver Tr Ishares (SLV) | 0.2 | $2.4M | -38% | 136k | 17.73 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $2.4M | 22k | 110.40 | ||
| Ishares Tr Faln Angls Usd (FALN) | 0.2 | $2.3M | 95k | 24.67 | ||
| Palo Alto Networks (PANW) | 0.2 | $2.3M | 4.5k | 521.23 | ||
| Abbvie (ABBV) | 0.2 | $2.3M | -10% | 15k | 153.57 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $2.3M | +36% | 24k | 99.08 | |
| Freeport-mcmoran CL B (FCX) | 0.2 | $2.3M | -32% | 84k | 27.26 | |
| Veeva Sys Cl A Com (VEEV) | 0.2 | $2.2M | -24% | 11k | 207.13 | |
| Meta Platforms Cl A (META) | 0.2 | $2.2M | +3% | 13k | 167.41 | |
| Verizon Communications (VZ) | 0.2 | $2.2M | +3% | 43k | 51.34 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $2.2M | -36% | 33k | 65.75 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.2 | $2.1M | +10% | 21k | 103.13 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $2.1M | -2% | 3.9k | 544.90 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $2.1M | +316% | 21k | 104.70 | |
| Pinterest Cl A (PINS) | 0.2 | $2.1M | 105k | 20.23 | ||
| NVIDIA Corporation (NVDA) | 0.2 | $2.1M | -56% | 14k | 150.45 | |
| Ishares Msci Emerg Mrkt (EEMV) | 0.2 | $2.1M | NEW | 38k | 54.98 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $2.0M | +7% | 33k | 62.08 | |
| Bank of America Corporation (BAC) | 0.2 | $2.0M | +7% | 65k | 31.24 | |
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $2.0M | -12% | 63k | 31.77 | |
| Union Pacific Corporation (UNP) | 0.2 | $2.0M | -49% | 9.4k | 211.29 | |
| First Tr Value Line Divid In SHS (FVD) | 0.2 | $2.0M | -4% | 51k | 38.77 | |
| Chesapeake Energy Corp (CHK) | 0.2 | $1.9M | NEW | 25k | 76.75 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $1.9M | +40% | 28k | 68.36 | |
| Inari Medical Ord (NARI) | 0.2 | $1.9M | 27k | 73.15 | ||
| Ishares Tr Mbs Etf (MBB) | 0.2 | $1.9M | -23% | 19k | 98.23 | |
| Merck & Co (MRK) | 0.2 | $1.9M | -3% | 21k | 92.36 | |
| Visa Com Cl A (V) | 0.2 | $1.9M | 9.4k | 199.68 | ||
| Ark Etf Tr Innovation Etf (ARKK) | 0.2 | $1.9M | 44k | 42.61 | ||
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $1.8M | -3% | 22k | 85.37 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $1.8M | +10% | 24k | 76.52 | |
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $1.8M | -7% | 36k | 50.03 | |
| UnitedHealth (UNH) | 0.2 | $1.7M | +2% | 3.5k | 505.79 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.2 | $1.7M | +32% | 35k | 49.90 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $1.7M | -12% | 8.3k | 206.73 | |
| PPG Industries (PPG) | 0.2 | $1.7M | 14k | 118.73 | ||
| 3M Company (MMM) | 0.2 | $1.7M | 13k | 129.20 | ||
| Ishares Tr U.s. Energy Etf (IYE) | 0.2 | $1.7M | -28% | 45k | 37.61 | |
| Ishares Tr National Mun Etf (MUB) | 0.2 | $1.7M | -14% | 16k | 106.83 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.2 | $1.7M | 35k | 47.57 | ||
| International Business Machines (IBM) | 0.2 | $1.6M | 12k | 138.62 | ||
| Pepsi (PEP) | 0.2 | $1.6M | -3% | 9.8k | 167.93 | |
| Ishares Tr Ishares Biotech (IBB) | 0.2 | $1.6M | 14k | 120.48 | ||
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $1.6M | -5% | 41k | 39.97 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.6M | NEW | 33k | 49.94 | |
| Invesco Exchange Traded Fd T Zacks Mid Cap (CZA) | 0.2 | $1.6M | 20k | 83.68 | ||
| Coca-Cola Company (KO) | 0.2 | $1.6M | +3% | 26k | 63.25 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $1.6M | 32k | 51.35 | ||
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $1.6M | -4% | 20k | 79.70 | |
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.1 | $1.6M | +2% | 36k | 44.72 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.6M | 22k | 71.64 | ||
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $1.6M | -5% | 21k | 73.69 | |
| Home Depot (HD) | 0.1 | $1.6M | 5.6k | 281.89 | ||
| Oracle Corporation (ORCL) | 0.1 | $1.5M | +2% | 22k | 71.10 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.5M | -4% | 3.7k | 414.57 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $1.5M | 15k | 103.58 | ||
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $1.5M | -2% | 36k | 42.04 | |
| Abbott Laboratories (ABT) | 0.1 | $1.5M | 14k | 108.87 | ||
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $1.5M | +60% | 30k | 50.65 | |
| Emerson Electric (EMR) | 0.1 | $1.5M | 19k | 79.23 | ||
| Intel Corporation (INTC) | 0.1 | $1.5M | -8% | 39k | 36.95 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.4M | -7% | 10k | 137.84 | |
| Heritage Financial Corporation (HFWA) | 0.1 | $1.4M | 55k | 25.77 | ||
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.4M | +34% | 18k | 80.37 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.4M | -16% | 4.8k | 288.65 | |
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $1.4M | -57% | 28k | 48.98 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $1.3M | +165% | 19k | 72.76 | |
| Dow (DOW) | 0.1 | $1.3M | -64% | 27k | 50.72 | |
| Halliburton Company (HAL) | 0.1 | $1.3M | -13% | 46k | 28.94 | |
| MercadoLibre (MELI) | 0.1 | $1.3M | 1.8k | 713.59 | ||
| Bristol Myers Squibb (BMY) | 0.1 | $1.3M | -8% | 17k | 76.16 | |
| Seagen (SGEN) | 0.1 | $1.3M | 7.3k | 176.81 | ||
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $1.3M | +15% | 14k | 90.90 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.3M | +7% | 3.7k | 349.49 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.3M | -26% | 21k | 61.67 | |
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $1.3M | +356% | 32k | 39.76 | |
| United Parcel Service CL B (UPS) | 0.1 | $1.3M | +12% | 7.0k | 183.89 | |
| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $1.3M | -54% | 29k | 43.71 | |
| Eli Lilly & Co. (LLY) | 0.1 | $1.3M | 3.9k | 325.99 | ||
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.1 | $1.3M | -3% | 24k | 52.65 | |
| McDonald's Corporation (MCD) | 0.1 | $1.2M | +17% | 4.9k | 251.49 | |
| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $1.2M | +423% | 17k | 70.04 | |
| Lowe's Companies (LOW) | 0.1 | $1.2M | -5% | 6.9k | 176.78 | |
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.1 | $1.2M | +4% | 44k | 27.54 | |
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.1 | $1.2M | +8% | 26k | 46.16 | |
| Spdr Ser Tr S&p Kensho Smart (HAIL) | 0.1 | $1.2M | 34k | 35.47 | ||
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.2M | +2% | 30k | 39.75 | |
| Kayne Anderson MLP Investment (KYN) | 0.1 | $1.2M | 143k | 8.32 | ||
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $1.2M | +127% | 13k | 91.44 | |
| Gilead Sciences (GILD) | 0.1 | $1.2M | -8% | 19k | 62.32 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $1.2M | NEW | 24k | 47.67 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $1.2M | 8.5k | 136.08 | ||
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $1.2M | -18% | 12k | 97.63 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $1.1M | +12% | 3.4k | 331.69 | |
| Cisco Systems (CSCO) | 0.1 | $1.1M | -3% | 27k | 42.21 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $1.1M | +87% | 6.4k | 174.75 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.1M | +10% | 5.5k | 203.21 | |
| Ishares Msci Gbl Etf New (PICK) | 0.1 | $1.1M | 31k | 35.62 | ||
| Illumina (ILMN) | 0.1 | $1.1M | -11% | 5.7k | 192.95 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.1M | -4% | 4.0k | 276.48 | |
| New Residential Invt Corp Com New (NRZ) | 0.1 | $1.1M | 117k | 9.44 | ||
| Realty Income (O) | 0.1 | $1.1M | 16k | 69.19 | ||
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $1.1M | +45% | 15k | 69.71 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $1.1M | +85% | 24k | 44.84 | |
| Edwards Lifesciences (EW) | 0.1 | $1.1M | -27% | 11k | 97.91 | |
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $1.1M | -30% | 21k | 51.35 | |
| At&t (T) | 0.1 | $1.1M | +6% | 50k | 21.14 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $1.0M | NEW | 18k | 58.97 | |
| Newmont Mining Corporation (NEM) | 0.1 | $1.0M | NEW | 17k | 59.69 | |
| Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.1 | $1.0M | 22k | 45.82 | ||
| Honeywell International (HON) | 0.1 | $1.0M | -13% | 5.9k | 172.74 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $1.0M | +10% | 16k | 62.42 | |
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $967k | +57% | 7.9k | 121.71 | |
| Etf Managers Tr Prime Junir Slvr (SILJ) | 0.1 | $961k | 101k | 9.51 | ||
| Regeneron Pharmaceuticals (REGN) | 0.1 | $961k | -19% | 1.6k | 595.78 | |
| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $935k | NEW | 28k | 33.70 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $922k | NEW | 19k | 49.79 | |
| Baker Hughes Company Cl A (BKR) | 0.1 | $919k | -58% | 33k | 28.21 | |
| Automatic Data Processing (ADP) | 0.1 | $918k | +6% | 4.4k | 210.99 | |
| Philip Morris International (PM) | 0.1 | $918k | 9.3k | 98.52 | ||
| Nike CL B (NKE) | 0.1 | $918k | +20% | 8.8k | 103.94 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $915k | +19% | 16k | 56.12 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $897k | -38% | 19k | 48.51 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $894k | +28% | 7.9k | 112.64 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $883k | 2.0k | 432.42 | ||
| Altria (MO) | 0.1 | $878k | -9% | 21k | 41.72 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $876k | +24% | 9.3k | 94.60 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $875k | -3% | 5.8k | 151.75 | |
| First Tr Morningstar Divid L SHS (FDL) | 0.1 | $872k | 25k | 35.17 | ||
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $870k | -82% | 32k | 26.96 | |
| Advanced Micro Devices (AMD) | 0.1 | $865k | +2% | 12k | 75.30 | |
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.1 | $857k | NEW | 38k | 22.62 | |
| Waste Management (WM) | 0.1 | $847k | +6% | 5.6k | 151.74 | |
| Amplify Etf Tr Blockchain Ldr (BLOK) | 0.1 | $833k | -17% | 46k | 18.16 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $829k | +7% | 6.1k | 136.26 | |
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.1 | $826k | -24% | 12k | 69.17 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $806k | -14% | 4.3k | 186.27 | |
| Hannon Armstrong (HASI) | 0.1 | $796k | 21k | 37.84 | ||
| Southern Company (SO) | 0.1 | $794k | +6% | 11k | 70.83 | |
| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.1 | $791k | +4% | 14k | 57.03 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $790k | -11% | 14k | 58.31 | |
| Aberdeen Asia-Pacific Income Fund (FAX) | 0.1 | $788k | -2% | 270k | 2.92 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $783k | NEW | 7.8k | 100.20 | |
| Icon SHS (ICLR) | 0.1 | $782k | -28% | 3.6k | 216.56 | |
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $782k | +28% | 23k | 33.57 | |
| Bank of Hawaii Corporation (BOH) | 0.1 | $754k | 10k | 75.40 | ||
| Phillips 66 (PSX) | 0.1 | $753k | +48% | 9.4k | 80.49 | |
| AllianceBernstein Global Hgh Incm (AWF) | 0.1 | $749k | -2% | 77k | 9.77 | |
| Wheaton Precious Metals Corp (WPM) | 0.1 | $748k | NEW | 21k | 35.04 | |
| Equifax (EFX) | 0.1 | $745k | 4.0k | 186.02 | ||
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $741k | +5% | 24k | 31.41 | |
| Schlumberger Com Stk (SLB) | 0.1 | $740k | -78% | 22k | 33.34 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $738k | -39% | 14k | 51.37 | |
| Amplify Etf Tr Onlin Retl Etf (IBUY) | 0.1 | $737k | 16k | 44.90 | ||
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $712k | +24% | 7.6k | 93.87 | |
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $706k | NEW | 11k | 65.53 | |
Past Filings by Nwam
SEC 13F filings are viewable for Nwam going back to 2015
- 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
- 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