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

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

View all past filings

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