Nwam
Latest statistics and disclosures from Nwam's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, IVV, VUG, VTV, and represent 21.81% of Nwam's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$13M), VTV (+$12M), VYM (+$11M), QQQ (+$10M), BSV (+$9.8M), AVUV (+$8.7M), VV (+$6.4M), MSFT (+$6.4M), BND (+$5.8M), RSP (+$5.5M).
- Started 95 new stock positions in DGRO, NTR, HSY, XES, DISV, GCI, VCR, AAXJ, SNAP, COIN.
- Reduced shares in these 10 stocks: AAPL (-$23M), IVV (-$11M), IUSB (-$8.1M), MBB, EFG, GOVT, ESGU, EFV, AIG, DIS.
- Sold out of its positions in AKU, BABA, AEP, AIG, DFUS, ET, FDHY, FDVV, FSR, TDTF.
- Nwam was a net buyer of stock by $173M.
- Nwam has $1.2B in assets under management (AUM), dropping by 23.44%.
- Central Index Key (CIK): 0001655006
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Portfolio Holdings for Nwam
Nwam holds 535 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Nwam has 535 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Nwam June 30, 2023 positions
- Download the Nwam June 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 7.1 | $87M | +7% | 255k | 340.54 |
|
Apple (AAPL) | 5.1 | $62M | -26% | 321k | 193.97 |
|
Ishares Tr Core S&p500 Etf (IVV) | 4.7 | $57M | -15% | 128k | 445.71 |
|
Vanguard Index Fds Growth Etf (VUG) | 2.8 | $35M | +61% | 122k | 282.96 |
|
Vanguard Index Fds Value Etf (VTV) | 2.0 | $25M | +99% | 174k | 142.10 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.0 | $24M | +75% | 65k | 369.42 |
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $20M | +18% | 59k | 341.00 |
|
Ishares Tr Core Msci Eafe (IEFA) | 1.6 | $20M | +2% | 294k | 67.50 |
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 1.5 | $18M | +17% | 64k | 275.18 |
|
Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.3 | $16M | +160% | 211k | 75.57 |
|
Amazon (AMZN) | 1.3 | $15M | +7% | 117k | 130.36 |
|
Exxon Mobil Corporation (XOM) | 1.2 | $15M | +9% | 136k | 107.25 |
|
Tesla Motors (TSLA) | 1.1 | $14M | +30% | 53k | 261.77 |
|
Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $12M | +31% | 122k | 99.65 |
|
Ishares Tr Core S&p Ttl Stk (ITOT) | 1.0 | $12M | -19% | 122k | 97.84 |
|
Vanguard Whitehall Fds High Div Yld (VYM) | 1.0 | $12M | +2256% | 111k | 106.07 |
|
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.0 | $12M | +96% | 162k | 72.69 |
|
Costco Wholesale Corporation (COST) | 0.9 | $12M | +6% | 21k | 538.39 |
|
Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $10M | +14% | 104k | 97.95 |
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $9.9M | +42% | 22k | 443.28 |
|
American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.8 | $9.2M | +1728% | 118k | 77.61 |
|
Alphabet Cap Stk Cl C (GOOG) | 0.7 | $9.1M | +22% | 75k | 120.97 |
|
Vanguard Index Fds Real Estate Etf (VNQ) | 0.7 | $9.1M | +125% | 109k | 83.56 |
|
Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $7.6M | +9% | 64k | 119.70 |
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.6 | $7.5M | -3% | 48k | 157.83 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $7.5M | +85% | 162k | 46.18 |
|
Raytheon Technologies Corp (RTX) | 0.6 | $7.3M | +8% | 75k | 97.96 |
|
Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $7.2M | +97% | 36k | 198.89 |
|
Vaneck Etf Trust Oil Services Etf (OIH) | 0.6 | $7.1M | +6% | 25k | 287.61 |
|
Vanguard Index Fds Large Cap Etf (VV) | 0.6 | $6.9M | +1332% | 34k | 202.72 |
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $6.8M | +23% | 31k | 220.29 |
|
Starbucks Corporation (SBUX) | 0.6 | $6.8M | +14% | 68k | 99.06 |
|
Vanguard Bd Index Fds Intermed Term (BIV) | 0.6 | $6.7M | +143% | 89k | 75.23 |
|
Ishares Tr Ishares Biotech (IBB) | 0.5 | $6.5M | +11% | 51k | 126.96 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $6.4M | +606% | 43k | 149.64 |
|
Eli Lilly & Co. (LLY) | 0.5 | $6.4M | +19% | 14k | 468.99 |
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $6.2M | +23% | 38k | 162.43 |
|
Spdr Gold Tr Gold Shs (GLD) | 0.5 | $6.0M | +11% | 33k | 178.27 |
|
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.5 | $5.9M | +122% | 76k | 77.19 |
|
Deere & Company (DE) | 0.5 | $5.8M | 14k | 405.20 |
|
|
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.5 | $5.7M | +107% | 117k | 48.88 |
|
NVIDIA Corporation (NVDA) | 0.5 | $5.7M | +80% | 14k | 423.03 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $5.6M | +15% | 138k | 40.68 |
|
Johnson & Johnson (JNJ) | 0.5 | $5.6M | +25% | 34k | 165.52 |
|
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $5.5M | +9% | 99k | 56.08 |
|
Freeport-mcmoran CL B (FCX) | 0.4 | $5.4M | 135k | 40.00 |
|
|
Select Sector Spdr Tr Technology (XLK) | 0.4 | $5.4M | +2% | 31k | 173.86 |
|
Zimmer Holdings (ZBH) | 0.4 | $5.3M | +32% | 36k | 145.60 |
|
Boeing Company (BA) | 0.4 | $5.2M | +27% | 25k | 211.17 |
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $5.2M | +1198% | 24k | 220.16 |
|
Anavex Life Sciences Corp Com New (AVXL) | 0.4 | $5.2M | +15% | 635k | 8.13 |
|
Danaher Corporation (DHR) | 0.4 | $5.2M | +123% | 22k | 240.00 |
|
Procter & Gamble Company (PG) | 0.4 | $5.2M | +12% | 34k | 151.74 |
|
Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $5.1M | +458% | 20k | 261.48 |
|
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.4 | $4.9M | +58% | 24k | 205.77 |
|
Spdr Ser Tr S&p Divid Etf (SDY) | 0.4 | $4.9M | -9% | 40k | 122.58 |
|
Carrier Global Corporation (CARR) | 0.4 | $4.8M | +144% | 97k | 49.71 |
|
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $4.8M | +115% | 88k | 54.41 |
|
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.4 | $4.8M | +58% | 185k | 25.98 |
|
Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $4.7M | -9% | 25k | 187.27 |
|
Trane Technologies SHS (TT) | 0.4 | $4.7M | 25k | 191.26 |
|
|
Northrop Grumman Corporation (NOC) | 0.4 | $4.5M | -16% | 9.9k | 455.81 |
|
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $4.4M | -4% | 55k | 81.08 |
|
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.4 | $4.4M | +63% | 13k | 343.86 |
|
American Centy Etf Tr International Lr (AVIV) | 0.4 | $4.3M | NEW | 88k | 48.63 |
|
Broadcom (AVGO) | 0.4 | $4.3M | -31% | 4.9k | 867.60 |
|
Select Sector Spdr Tr Energy (XLE) | 0.3 | $4.3M | -4% | 52k | 81.17 |
|
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $4.2M | +459% | 83k | 50.22 |
|
Chesapeake Energy Corp (CHK) | 0.3 | $4.2M | 50k | 83.68 |
|
|
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $4.2M | +91% | 153k | 27.15 |
|
Lockheed Martin Corporation (LMT) | 0.3 | $4.1M | -12% | 9.0k | 460.43 |
|
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.3 | $4.1M | +15% | 79k | 52.11 |
|
Bunge (BG) | 0.3 | $4.1M | +5% | 44k | 94.35 |
|
Us Bancorp Del Com New (USB) | 0.3 | $4.1M | 123k | 33.04 |
|
|
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $4.1M | -26% | 30k | 134.87 |
|
Ishares Silver Tr Ishares (SLV) | 0.3 | $4.0M | +6% | 193k | 20.89 |
|
Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.3 | $3.9M | NEW | 62k | 63.20 |
|
Pioneer Natural Resources (PXD) | 0.3 | $3.9M | 19k | 207.19 |
|
|
Chevron Corporation (CVX) | 0.3 | $3.9M | +3% | 25k | 157.35 |
|
Paccar (PCAR) | 0.3 | $3.8M | +3% | 46k | 83.65 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $3.8M | +57% | 23k | 165.40 |
|
Agnico (AEM) | 0.3 | $3.7M | 75k | 49.98 |
|
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Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $3.7M | -6% | 39k | 96.63 |
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Alps Etf Tr Alerian Mlp (AMLP) | 0.3 | $3.6M | NEW | 92k | 39.21 |
|
Vertex Energy (VTNR) | 0.3 | $3.6M | +12% | 569k | 6.25 |
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BlackRock (BLK) | 0.3 | $3.5M | +1258% | 5.1k | 691.19 |
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Devon Energy Corporation (DVN) | 0.3 | $3.5M | -3% | 72k | 48.34 |
|
Intuitive Surgical Com New (ISRG) | 0.3 | $3.5M | +7% | 10k | 341.94 |
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United Sts Nat Gas Unit Par (UNG) | 0.3 | $3.3M | +17% | 451k | 7.42 |
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Amgen (AMGN) | 0.3 | $3.3M | +4% | 15k | 222.02 |
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Newmont Mining Corporation (NEM) | 0.3 | $3.2M | +59% | 74k | 42.66 |
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JPMorgan Chase & Co. (JPM) | 0.3 | $3.1M | +14% | 22k | 145.44 |
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Qualcomm (QCOM) | 0.2 | $3.0M | -6% | 26k | 119.04 |
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Ishares Tr Core Msci Total (IXUS) | 0.2 | $3.0M | -33% | 48k | 62.62 |
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Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $3.0M | +27% | 35k | 86.54 |
|
Ishares Tr Select Divid Etf (DVY) | 0.2 | $2.9M | +111% | 26k | 113.30 |
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Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $2.9M | +391% | 19k | 152.25 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $2.8M | +79% | 7.0k | 407.30 |
|
Meta Platforms Cl A (META) | 0.2 | $2.8M | -2% | 9.9k | 286.99 |
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Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $2.8M | -19% | 38k | 74.33 |
|
Servicenow (NOW) | 0.2 | $2.8M | +349% | 5.0k | 561.97 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $2.8M | +76% | 38k | 72.50 |
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $2.7M | +4% | 39k | 70.48 |
|
Dimensional Etf Trust Intl Small Cap V (DISV) | 0.2 | $2.7M | NEW | 114k | 23.65 |
|
Pfizer (PFE) | 0.2 | $2.7M | +4% | 73k | 36.68 |
|
Ishares Core Msci Emkt (IEMG) | 0.2 | $2.6M | -18% | 54k | 49.29 |
|
First Tr Exchange-traded Rba Indl Etf (AIRR) | 0.2 | $2.6M | NEW | 49k | 54.06 |
|
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $2.5M | +194% | 34k | 72.62 |
|
Alcoa (AA) | 0.2 | $2.5M | -10% | 73k | 33.93 |
|
Ishares Tr Core Total Usd (IUSB) | 0.2 | $2.5M | -76% | 54k | 45.47 |
|
Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $2.4M | -26% | 22k | 108.87 |
|
Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $2.4M | 48k | 50.32 |
|
|
Visa Com Cl A (V) | 0.2 | $2.3M | +21% | 9.8k | 237.50 |
|
Oracle Corporation (ORCL) | 0.2 | $2.3M | +45% | 19k | 119.09 |
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Dimensional Etf Trust Us High Profitab (DUHP) | 0.2 | $2.3M | +364% | 85k | 26.54 |
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Ishares Tr Core Msci Euro (IEUR) | 0.2 | $2.3M | +7% | 43k | 52.63 |
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Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $2.2M | +17% | 24k | 95.09 |
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.2 | $2.2M | +110% | 20k | 110.48 |
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Veeva Sys Cl A Com (VEEV) | 0.2 | $2.2M | 11k | 197.73 |
|
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United Rentals (URI) | 0.2 | $2.2M | NEW | 4.9k | 445.37 |
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Honeywell International (HON) | 0.2 | $2.2M | -32% | 10k | 207.52 |
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Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.2 | $2.1M | -2% | 60k | 35.66 |
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Merck & Co (MRK) | 0.2 | $2.1M | 18k | 115.40 |
|
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $2.1M | 29k | 73.03 |
|
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International Business Machines (IBM) | 0.2 | $2.1M | +108% | 16k | 133.81 |
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Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $2.1M | +51% | 22k | 96.60 |
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PPG Industries (PPG) | 0.2 | $2.1M | 14k | 148.30 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $2.1M | -46% | 16k | 132.74 |
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MercadoLibre (MELI) | 0.2 | $2.0M | 1.7k | 1185.22 |
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Bank of America Corporation (BAC) | 0.2 | $2.0M | 71k | 28.69 |
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Abbvie (ABBV) | 0.2 | $2.0M | +72% | 15k | 134.73 |
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Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $2.0M | -60% | 20k | 102.94 |
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Ishares Tr Tips Bd Etf (TIP) | 0.2 | $2.0M | -38% | 19k | 107.62 |
|
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $2.0M | +7% | 44k | 46.16 |
|
American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.2 | $2.0M | NEW | 34k | 57.56 |
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Home Depot (HD) | 0.2 | $2.0M | +34% | 6.3k | 310.68 |
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Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $1.9M | +9% | 12k | 161.20 |
|
Teck Resources CL B (TECK) | 0.1 | $1.8M | -60% | 43k | 42.10 |
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Pepsi (PEP) | 0.1 | $1.8M | +60% | 9.7k | 185.24 |
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Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $1.8M | +218% | 40k | 44.14 |
|
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $1.8M | +105% | 16k | 108.14 |
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Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $1.8M | +95% | 29k | 60.94 |
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Union Pacific Corporation (UNP) | 0.1 | $1.7M | +48% | 8.5k | 204.64 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.7M | 4.9k | 351.91 |
|
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Thermo Fisher Scientific (TMO) | 0.1 | $1.7M | +18% | 3.2k | 521.80 |
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Bristol Myers Squibb (BMY) | 0.1 | $1.7M | -54% | 26k | 63.95 |
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Emerson Electric (EMR) | 0.1 | $1.7M | +33% | 19k | 90.39 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.7M | +228% | 3.5k | 478.96 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.7M | +97% | 22k | 74.95 |
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Coca-Cola Company (KO) | 0.1 | $1.7M | +6% | 28k | 60.22 |
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General Electric Com New (GE) | 0.1 | $1.7M | -3% | 15k | 109.85 |
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UnitedHealth (UNH) | 0.1 | $1.6M | 3.4k | 480.76 |
|
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.6M | +10% | 22k | 75.66 |
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McDonald's Corporation (MCD) | 0.1 | $1.6M | +14% | 5.5k | 298.44 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $1.6M | +46% | 46k | 35.65 |
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Automatic Data Processing (ADP) | 0.1 | $1.6M | +49% | 7.3k | 219.81 |
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $1.6M | +15% | 16k | 96.98 |
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Invesco Exchange Traded Fd T Zacks Mid Cap (CZA) | 0.1 | $1.6M | -3% | 18k | 89.25 |
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Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.1 | $1.6M | +403% | 15k | 107.32 |
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First Tr Value Line Divid In SHS (FVD) | 0.1 | $1.6M | -23% | 39k | 40.09 |
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Verizon Communications (VZ) | 0.1 | $1.6M | -6% | 42k | 37.19 |
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Barrick Gold Corp (GOLD) | 0.1 | $1.5M | -10% | 91k | 16.93 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $1.5M | -24% | 31k | 50.17 |
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Halliburton Company (HAL) | 0.1 | $1.5M | 46k | 32.99 |
|
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Ishares Msci Jpn Etf New (EWJ) | 0.1 | $1.5M | -63% | 25k | 61.90 |
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Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.5M | 2.1k | 724.97 |
|
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Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $1.5M | +134% | 20k | 75.07 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.5M | +158% | 38k | 39.56 |
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Fidelity Covington Trust Msci Utils Index (FUTY) | 0.1 | $1.5M | 35k | 42.28 |
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Lowe's Companies (LOW) | 0.1 | $1.5M | +115% | 6.5k | 225.73 |
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $1.5M | NEW | 15k | 99.77 |
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Abbott Laboratories (ABT) | 0.1 | $1.5M | +162% | 13k | 109.03 |
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Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $1.4M | -75% | 15k | 95.41 |
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Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $1.4M | -3% | 22k | 65.44 |
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Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $1.4M | +13% | 8.3k | 169.81 |
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Walt Disney Company (DIS) | 0.1 | $1.4M | -68% | 16k | 89.28 |
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Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $1.4M | +7% | 3.1k | 442.21 |
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Baker Hughes Company Cl A (BKR) | 0.1 | $1.4M | +80% | 44k | 31.61 |
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Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.1 | $1.4M | NEW | 48k | 28.70 |
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Gilead Sciences (GILD) | 0.1 | $1.4M | -5% | 18k | 77.07 |
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Intel Corporation (INTC) | 0.1 | $1.4M | +17% | 41k | 33.44 |
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Kayne Anderson MLP Investment (KYN) | 0.1 | $1.4M | +441% | 168k | 8.14 |
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Comcast Corp Cl A (CMCSA) | 0.1 | $1.4M | 33k | 41.55 |
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Inari Medical Ord (NARI) | 0.1 | $1.4M | 23k | 58.14 |
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Amplify Etf Tr Blockchain Ldr (BLOK) | 0.1 | $1.3M | NEW | 59k | 22.75 |
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Cisco Systems (CSCO) | 0.1 | $1.3M | +6% | 26k | 51.74 |
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United Parcel Service CL B (UPS) | 0.1 | $1.3M | +49% | 7.4k | 179.27 |
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Seagen (SGEN) | 0.1 | $1.3M | -9% | 6.8k | 192.46 |
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Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $1.3M | +57% | 15k | 86.54 |
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Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $1.3M | +59% | 23k | 57.73 |
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3M Company (MMM) | 0.1 | $1.3M | +15% | 13k | 100.10 |
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Regeneron Pharmaceuticals (REGN) | 0.1 | $1.3M | +8% | 1.8k | 718.54 |
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Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $1.3M | -18% | 22k | 56.46 |
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Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $1.2M | -10% | 27k | 46.64 |
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Ishares Tr Us Home Cons Etf (ITB) | 0.1 | $1.2M | -54% | 14k | 85.44 |
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Select Sector Spdr Tr Communication (XLC) | 0.1 | $1.2M | +98% | 19k | 65.08 |
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Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $1.2M | +9% | 13k | 92.03 |
|
Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.1 | $1.2M | +6% | 47k | 25.09 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.2M | +96% | 3.8k | 308.62 |
|
Unity Software (U) | 0.1 | $1.2M | NEW | 27k | 43.42 |
|
Ark Etf Tr Fintech Innova (ARKF) | 0.1 | $1.1M | NEW | 55k | 20.91 |
|
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $1.1M | +67% | 11k | 104.04 |
|
Rithm Capital Corp Com New (RITM) | 0.1 | $1.1M | +221% | 120k | 9.35 |
|
Illumina (ILMN) | 0.1 | $1.1M | 5.9k | 187.49 |
|
|
Ishares Tr Mbs Etf (MBB) | 0.1 | $1.1M | -80% | 12k | 93.27 |
|
Advanced Micro Devices (AMD) | 0.1 | $1.1M | +15% | 9.6k | 113.91 |
|
Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $1.1M | +4% | 35k | 31.00 |
|
Spdr Ser Tr S&p Kensho Smart (HAIL) | 0.1 | $1.1M | 33k | 33.44 |
|
|
Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $1.1M | +148% | 25k | 42.84 |
|
Kimberly-Clark Corporation (KMB) | 0.1 | $1.1M | 7.8k | 138.07 |
|
|
Texas Instruments Incorporated (TXN) | 0.1 | $1.1M | +78% | 5.9k | 180.04 |
|
Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $1.0M | NEW | 31k | 32.85 |
|
Wal-Mart Stores (WMT) | 0.1 | $1.0M | +16% | 6.5k | 157.19 |
|
Edwards Lifesciences (EW) | 0.1 | $1.0M | -3% | 11k | 94.33 |
|
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) | 0.1 | $1.0M | +153% | 11k | 96.07 |
|
Vanguard World Mega Grwth Ind (MGK) | 0.1 | $1.0M | +9% | 4.3k | 235.35 |
|
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $998k | NEW | 15k | 67.09 |
|
Kraneshares Tr Quadratic Defla (BNDD) | 0.1 | $993k | NEW | 61k | 16.27 |
|
Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $990k | NEW | 21k | 46.39 |
|
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $985k | +140% | 9.2k | 107.13 |
|
Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $982k | NEW | 13k | 74.92 |
|
Ishares Tr National Mun Etf (MUB) | 0.1 | $972k | -48% | 9.1k | 106.74 |
|
Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $972k | +39% | 6.9k | 140.80 |
|
Spdr Ser Tr Glb Dow Etf (DGT) | 0.1 | $966k | +109% | 8.6k | 112.85 |
|
Ishares Tr S&p 100 Etf (OEF) | 0.1 | $965k | -26% | 4.7k | 207.06 |
|
Carlyle Group (CG) | 0.1 | $960k | NEW | 30k | 31.95 |
|
Icon SHS (ICLR) | 0.1 | $953k | 3.8k | 250.20 |
|
|
Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $950k | +2% | 7.3k | 130.66 |
|
Equifax (EFX) | 0.1 | $944k | 4.0k | 235.30 |
|
|
American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $929k | +14% | 16k | 57.40 |
|
Schlumberger Com Stk (SLB) | 0.1 | $929k | 19k | 49.12 |
|
|
Realty Income (O) | 0.1 | $926k | +2% | 16k | 59.79 |
|
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $920k | 31k | 30.11 |
|
|
American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $919k | +42% | 17k | 53.81 |
|
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $912k | +69% | 21k | 43.80 |
|
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.1 | $911k | +42% | 15k | 62.27 |
|
Etf Managers Tr Prime Junir Slvr (SILJ) | 0.1 | $911k | NEW | 97k | 9.38 |
|
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.1 | $905k | +321% | 11k | 80.00 |
|
Gamestop Corp Cl A (GME) | 0.1 | $903k | NEW | 37k | 24.25 |
|
Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $903k | -80% | 39k | 22.90 |
|
Caterpillar (CAT) | 0.1 | $902k | +64% | 3.7k | 246.09 |
|
Heritage Financial Corporation (HFWA) | 0.1 | $894k | 55k | 16.17 |
|
|
Dimensional Etf Trust Intl High Profit (DIHP) | 0.1 | $881k | NEW | 36k | 24.48 |
|
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.1 | $876k | +37% | 22k | 40.12 |
|
At&t (T) | 0.1 | $857k | -18% | 54k | 15.95 |
|
Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.1 | $844k | +9% | 13k | 63.29 |
|
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $840k | -81% | 8.6k | 97.46 |
|
Nextera Energy (NEE) | 0.1 | $836k | +27% | 11k | 74.20 |
|
Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $834k | +4% | 17k | 47.87 |
|
Ford Motor Company (F) | 0.1 | $833k | 55k | 15.13 |
|
Past Filings by Nwam
SEC 13F filings are viewable for Nwam going back to 2015
- 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
- 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