Nwam as of June 30, 2013
Portfolio Holdings for Nwam
Nwam holds 208 positions in its portfolio as reported in the June 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 5.1 | $10M | 291k | 34.54 | |
Rydex S&P Equal Weight ETF | 2.9 | $5.6M | 92k | 61.27 | |
iShares Dow Jones Select Dividend (DVY) | 2.2 | $4.4M | 70k | 64.01 | |
Starbucks Corporation (SBUX) | 2.2 | $4.4M | 128k | 34.17 | |
U.S. Bancorp (USB) | 2.0 | $4.0M | 110k | 36.15 | |
Bank of America Corporation (BAC) | 2.0 | $3.9M | 302k | 12.86 | |
Apple (AAPL) | 1.9 | $3.7M | 61k | 60.95 | |
PowerShares QQQ Trust, Series 1 | 1.9 | $3.7M | 52k | 71.27 | |
iShares MSCI EAFE Index Fund (EFA) | 1.7 | $3.4M | 59k | 57.31 | |
General Electric Company | 1.7 | $3.4M | 146k | 23.19 | |
iShares Russell 1000 Growth Index (IWF) | 1.7 | $3.3M | 46k | 72.74 | |
Vanguard Growth ETF (VUG) | 1.6 | $3.2M | 41k | 78.14 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 1.6 | $3.1M | 34k | 90.89 | |
Boeing Company (BA) | 1.6 | $3.1M | 30k | 102.44 | |
iShares Russell 1000 Value Index (IWD) | 1.5 | $3.0M | 36k | 83.78 | |
Berkshire Hathaway (BRK.B) | 1.5 | $2.9M | 26k | 111.91 | |
Intel Corporation (INTC) | 1.4 | $2.8M | 117k | 24.23 | |
Vanguard REIT ETF (VNQ) | 1.3 | $2.6M | 39k | 68.71 | |
iShares S&P SmallCap 600 Growth (IJT) | 1.3 | $2.6M | 27k | 96.86 | |
Chevron Corporation (CVX) | 1.3 | $2.5M | 21k | 118.35 | |
SPDR S&P MidCap 400 ETF (MDY) | 1.3 | $2.5M | 12k | 210.14 | |
iShares Lehman Aggregate Bond (AGG) | 1.2 | $2.4M | 22k | 107.23 | |
WisdomTree Intl. SmallCap Div (DLS) | 1.2 | $2.3M | 45k | 52.23 | |
Procter & Gamble Company (PG) | 1.2 | $2.3M | 30k | 76.99 | |
Vanguard Value ETF (VTV) | 1.2 | $2.3M | 34k | 67.60 | |
Verizon Communications (VZ) | 1.2 | $2.3M | 46k | 50.35 | |
Paccar (PCAR) | 1.2 | $2.3M | 43k | 53.66 | |
Bristol Myers Squibb (BMY) | 1.1 | $2.2M | 49k | 44.69 | |
At&t (T) | 1.1 | $2.2M | 62k | 35.41 | |
Dow Chemical Company | 1.1 | $2.2M | 68k | 32.16 | |
Ipath Dow Jones-aig Commodity (DJP) | 1.1 | $2.2M | 60k | 36.50 | |
Costco Wholesale Corporation (COST) | 1.1 | $2.2M | 20k | 110.59 | |
Ferrellgas Partners | 1.1 | $2.2M | 100k | 21.64 | |
AmeriGas Partners | 1.1 | $2.1M | 42k | 49.42 | |
JPMorgan Chase & Co. (JPM) | 1.0 | $2.0M | 37k | 52.79 | |
Pfizer (PFE) | 1.0 | $2.0M | 70k | 28.01 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 1.0 | $1.9M | 18k | 109.54 | |
Cisco Systems (CSCO) | 0.9 | $1.8M | 76k | 24.34 | |
PowerShares DWA Emerg Markts Tech | 0.9 | $1.8M | 100k | 18.00 | |
Exxon Mobil Corporation (XOM) | 0.9 | $1.7M | 19k | 90.36 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.8 | $1.7M | 15k | 113.67 | |
PowerShares DWA Devld Markt Tech | 0.8 | $1.7M | 80k | 21.10 | |
Advisorshares Tr peritus hg yld | 0.8 | $1.7M | 34k | 49.91 | |
Merck & Co (MRK) | 0.8 | $1.7M | 36k | 46.44 | |
AllianceBernstein Global Hgh Incm (AWF) | 0.8 | $1.6M | 109k | 15.03 | |
E.I. du Pont de Nemours & Company | 0.8 | $1.6M | 30k | 52.51 | |
Vanguard Total Bond Market ETF (BND) | 0.8 | $1.6M | 20k | 80.89 | |
PIMCO Corporate Income Fund (PCN) | 0.8 | $1.6M | 90k | 17.43 | |
PowerShares Preferred Portfolio | 0.8 | $1.5M | 104k | 14.27 | |
Spdr S&p 500 Etf (SPY) | 0.7 | $1.4M | 8.8k | 160.44 | |
Realty Income (O) | 0.7 | $1.4M | 33k | 41.91 | |
BP (BP) | 0.7 | $1.3M | 32k | 41.74 | |
Altria (MO) | 0.7 | $1.3M | 38k | 35.00 | |
Qualcomm (QCOM) | 0.7 | $1.3M | 22k | 61.07 | |
Technology SPDR (XLK) | 0.7 | $1.3M | 42k | 30.59 | |
ConocoPhillips (COP) | 0.6 | $1.2M | 21k | 60.48 | |
HCP | 0.6 | $1.2M | 26k | 45.44 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.6 | $1.1M | 14k | 79.10 | |
Heritage Financial Corporation (HFWA) | 0.5 | $1.1M | 73k | 14.65 | |
Precision Castparts | 0.5 | $999k | 4.4k | 226.02 | |
Sun Life Financial (SLF) | 0.5 | $994k | 32k | 31.15 | |
CenturyLink | 0.5 | $969k | 27k | 35.33 | |
Sprint Nextel Corporation | 0.5 | $965k | 138k | 7.02 | |
Key (KEY) | 0.5 | $902k | 82k | 11.04 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.5 | $882k | 13k | 66.23 | |
Blackrock Municipal 2020 Term Trust | 0.5 | $900k | 56k | 16.16 | |
iShares S&P GSCI Commodity-Indexed (GSG) | 0.4 | $832k | 27k | 30.79 | |
CBL & Associates Properties | 0.4 | $808k | 38k | 21.42 | |
Johnson & Johnson (JNJ) | 0.4 | $793k | 9.2k | 85.91 | |
Wells Fargo & Company (WFC) | 0.4 | $790k | 19k | 41.25 | |
Vanguard Short-Term Bond ETF (BSV) | 0.4 | $784k | 9.8k | 80.11 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.4 | $716k | 19k | 38.52 | |
Amazon (AMZN) | 0.4 | $708k | 2.5k | 277.76 | |
Frontier Communications | 0.3 | $686k | 170k | 4.05 | |
Chesapeake Energy Corporation | 0.3 | $679k | 33k | 20.39 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.3 | $677k | 15k | 44.23 | |
Duke Energy (DUK) | 0.3 | $667k | 9.9k | 67.54 | |
Danaher Corporation (DHR) | 0.3 | $652k | 10k | 63.26 | |
Vanguard Small-Cap ETF (VB) | 0.3 | $657k | 7.0k | 93.74 | |
Citigroup (C) | 0.3 | $644k | 13k | 47.96 | |
Union Pacific Corporation (UNP) | 0.3 | $642k | 8.3k | 77.11 | |
EMC Corporation | 0.3 | $633k | 27k | 23.64 | |
American Express Company (AXP) | 0.3 | $591k | 7.9k | 74.82 | |
Bank of Hawaii Corporation (BOH) | 0.3 | $591k | 12k | 50.29 | |
Monsanto Company | 0.3 | $573k | 5.8k | 98.79 | |
Nordstrom (JWN) | 0.3 | $569k | 9.5k | 59.97 | |
Philip Morris International (PM) | 0.3 | $567k | 6.6k | 86.56 | |
McDonald's Corporation (MCD) | 0.3 | $557k | 5.6k | 98.93 | |
iShares S&P MidCap 400 Index (IJH) | 0.3 | $563k | 4.9k | 115.58 | |
International Business Machines (IBM) | 0.3 | $525k | 2.7k | 191.19 | |
Johnson Controls | 0.3 | $524k | 15k | 35.82 | |
0.3 | $518k | 1.2k | 440.85 | ||
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.3 | $509k | 13k | 39.26 | |
Ford Motor Company (F) | 0.2 | $499k | 32k | 15.46 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.2 | $495k | 4.4k | 112.07 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.2 | $497k | 5.3k | 93.53 | |
Transocean Inc note 1.500%12/1 | 0.2 | $481k | 10k | 47.96 | |
Abbott Laboratories (ABT) | 0.2 | $481k | 14k | 34.90 | |
Tyson Foods (TSN) | 0.2 | $460k | 18k | 25.69 | |
Comcast Corporation (CMCSA) | 0.2 | $445k | 11k | 41.78 | |
Bank Of Montreal Cadcom (BMO) | 0.2 | $439k | 7.6k | 58.08 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.2 | $443k | 6.2k | 71.71 | |
Sanofi-Aventis SA (SNY) | 0.2 | $409k | 7.9k | 51.46 | |
Lorillard | 0.2 | $406k | 9.3k | 43.72 | |
3M Company (MMM) | 0.2 | $404k | 3.7k | 109.22 | |
Plum Creek Timber | 0.2 | $399k | 8.6k | 46.67 | |
Honeywell International (HON) | 0.2 | $366k | 4.6k | 79.24 | |
Weyerhaeuser Company (WY) | 0.2 | $375k | 13k | 28.45 | |
Cablevision Systems Corporation | 0.2 | $367k | 22k | 16.80 | |
iShares Dow Jones US Basic Mater. (IYM) | 0.2 | $379k | 5.7k | 66.97 | |
Amgen (AMGN) | 0.2 | $355k | 3.6k | 98.53 | |
Berkshire Hathaway (BRK.A) | 0.2 | $356k | 2.00 | 178000.00 | |
iShares Russell 2000 Value Index (IWN) | 0.2 | $361k | 4.2k | 85.85 | |
iShares Cohen & Steers Realty Maj. (ICF) | 0.2 | $349k | 4.3k | 80.67 | |
Phillips 66 (PSX) | 0.2 | $348k | 5.9k | 58.83 | |
Facebook Inc cl a (META) | 0.2 | $352k | 14k | 24.86 | |
PIMCO Corporate Opportunity Fund (PTY) | 0.2 | $339k | 17k | 19.56 | |
Clorox Company (CLX) | 0.2 | $308k | 3.7k | 83.15 | |
Sempra Energy (SRE) | 0.2 | $314k | 3.8k | 81.75 | |
iShares MSCI Japan Index | 0.2 | $307k | 27k | 11.23 | |
Vanguard European ETF (VGK) | 0.2 | $313k | 6.5k | 48.15 | |
Eli Lilly & Co. (LLY) | 0.1 | $291k | 5.9k | 49.17 | |
Walt Disney Company (DIS) | 0.1 | $294k | 4.7k | 63.10 | |
Texas Instruments Incorporated (TXN) | 0.1 | $303k | 8.7k | 34.84 | |
Oracle Corporation (ORCL) | 0.1 | $289k | 9.4k | 30.71 | |
Broadcom Corporation | 0.1 | $298k | 8.8k | 33.81 | |
Vanguard Natural Resources | 0.1 | $299k | 11k | 27.92 | |
Onebeacon Insurance Group Ltd Cl-a | 0.1 | $292k | 20k | 14.50 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $291k | 7.5k | 38.85 | |
Kayne Anderson Energy Total Return Fund | 0.1 | $302k | 7.8k | 38.89 | |
Annaly Capital Management | 0.1 | $270k | 22k | 12.58 | |
Equifax (EFX) | 0.1 | $276k | 4.7k | 58.85 | |
Microchip Technology (MCHP) | 0.1 | $273k | 7.3k | 37.26 | |
AFLAC Incorporated (AFL) | 0.1 | $285k | 4.9k | 58.02 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $280k | 10k | 27.64 | |
Kinder Morgan Energy Partners | 0.1 | $274k | 3.2k | 85.41 | |
Source Capital (SOR) | 0.1 | $270k | 4.4k | 61.69 | |
Unum (UNM) | 0.1 | $261k | 8.9k | 29.41 | |
Nike (NKE) | 0.1 | $265k | 8.3k | 31.84 | |
United Technologies Corporation | 0.1 | $256k | 2.8k | 92.89 | |
Lowe's Companies (LOW) | 0.1 | $267k | 6.5k | 40.89 | |
SPDR Gold Trust (GLD) | 0.1 | $263k | 2.2k | 119.06 | |
Gabelli Dividend & Income Trust (GDV) | 0.1 | $258k | 13k | 19.34 | |
NetApp (NTAP) | 0.1 | $234k | 6.2k | 37.82 | |
Itron (ITRI) | 0.1 | $230k | 5.4k | 42.40 | |
Raytheon Company | 0.1 | $247k | 3.7k | 66.03 | |
Tibco Software | 0.1 | $236k | 11k | 21.41 | |
Humana (HUM) | 0.1 | $246k | 2.9k | 84.45 | |
Ship Finance Intl | 0.1 | $244k | 16k | 14.85 | |
Ares Capital Corporation (ARCC) | 0.1 | $234k | 14k | 17.22 | |
St. Jude Medical | 0.1 | $234k | 5.1k | 45.67 | |
SPDR S&P Dividend (SDY) | 0.1 | $229k | 3.4k | 66.42 | |
Jp Morgan Alerian Mlp Index | 0.1 | $236k | 5.1k | 46.59 | |
SPDR DJ International Real Estate ETF (RWX) | 0.1 | $232k | 5.8k | 39.88 | |
BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.1 | $235k | 31k | 7.61 | |
Express Scripts Holding | 0.1 | $240k | 3.9k | 61.76 | |
Abbvie (ABBV) | 0.1 | $242k | 5.8k | 41.40 | |
Coca-Cola Company (KO) | 0.1 | $211k | 5.3k | 40.12 | |
CSX Corporation (CSX) | 0.1 | $221k | 9.5k | 23.20 | |
Home Depot (HD) | 0.1 | $216k | 2.8k | 77.64 | |
Masco Corporation (MAS) | 0.1 | $218k | 11k | 19.51 | |
Valero Energy Corporation (VLO) | 0.1 | $209k | 6.0k | 34.71 | |
GlaxoSmithKline | 0.1 | $209k | 4.2k | 50.08 | |
Royal Dutch Shell | 0.1 | $217k | 103.00 | 2106.80 | |
Gilead Sciences (GILD) | 0.1 | $220k | 4.3k | 51.34 | |
Bce (BCE) | 0.1 | $222k | 5.2k | 43.11 | |
Columbia Banking System (COLB) | 0.1 | $223k | 9.3k | 23.86 | |
iShares S&P SmallCap 600 Index (IJR) | 0.1 | $210k | 2.3k | 90.36 | |
General Motors Company (GM) | 0.1 | $211k | 6.3k | 33.34 | |
Ishares Tr cmn (STIP) | 0.1 | $211k | 2.1k | 100.67 | |
Mondelez Int (MDLZ) | 0.1 | $210k | 7.3k | 28.59 | |
CMS Energy Corporation (CMS) | 0.1 | $205k | 7.5k | 27.22 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $201k | 2.1k | 97.10 | |
Pepsi (PEP) | 0.1 | $203k | 2.5k | 81.92 | |
New York Community Ban | 0.1 | $191k | 14k | 13.98 | |
Perrigo Company | 0.1 | $206k | 1.7k | 120.96 | |
Manulife Finl Corp (MFC) | 0.1 | $205k | 13k | 16.06 | |
Applied Materials (AMAT) | 0.1 | $169k | 11k | 14.94 | |
Alpha Natural Resources | 0.1 | $169k | 32k | 5.24 | |
American Capital | 0.1 | $182k | 14k | 12.65 | |
Sonus Networks | 0.1 | $187k | 12k | 15.04 | |
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) | 0.1 | $187k | 10k | 18.25 | |
San Juan Basin Royalty Trust (SJT) | 0.1 | $166k | 10k | 16.05 | |
Putnam Managed Municipal Income Trust (PMM) | 0.1 | $162k | 23k | 7.14 | |
PT GA Cimatron Ltd ord | 0.1 | $166k | 28k | 6.01 | |
Windstream Corporation | 0.1 | $140k | 29k | 4.83 | |
Micron Technology (MU) | 0.1 | $145k | 10k | 14.31 | |
Calamos Strategic Total Return Fund (CSQ) | 0.1 | $129k | 13k | 10.16 | |
Wells Fargo Adv Inc Opport Fund (EAD) | 0.1 | $133k | 14k | 9.47 | |
Gamco Global Gold Natural Reso (GGN) | 0.1 | $140k | 11k | 13.25 | |
UQM Technologies | 0.1 | $118k | 99k | 1.20 | |
Enzon Pharmaceuticals (ENZN) | 0.1 | $99k | 49k | 2.01 | |
PDL BioPharma | 0.1 | $93k | 12k | 7.76 | |
Dice Holdings | 0.1 | $98k | 11k | 9.22 | |
MannKind Corporation | 0.1 | $106k | 16k | 6.50 | |
Dreyfus Strategic Muni. | 0.1 | $102k | 12k | 8.58 | |
Alcoa | 0.0 | $86k | 11k | 7.76 | |
Ebix (EBIXQ) | 0.0 | $73k | 71k | 1.03 | |
VAALCO Energy (EGY) | 0.0 | $67k | 12k | 5.70 | |
FX Energy | 0.0 | $51k | 16k | 3.19 | |
TeleNav | 0.0 | $58k | 11k | 5.19 | |
Energizer Holdings | 0.0 | $47k | 295k | 0.16 | |
Vonage Holdings | 0.0 | $32k | 11k | 2.80 | |
Cliffs Natural Resources | 0.0 | $23k | 40k | 0.58 | |
Golden Star Cad | 0.0 | $12k | 29k | 0.42 | |
Paramount Gold and Silver | 0.0 | $28k | 23k | 1.23 | |
Nevada Gold & Casinos | 0.0 | $23k | 25k | 0.94 | |
ModusLink Global Solutions | 0.0 | $1.1k | 26k | 0.04 |