Nwam LLC Purchases in Q4 2024

Nwam LLC

  • $1.57 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DAL
Delta Air Lines, Inc.

Industrials
14
+ 0.2%
$47.46 - $65.77 $664 - $921
6.9K $417K
PANW
Palo Alto Networks Inc

Technology
2.05K
+ 106.57%
$181.96 - $405.9 $372K - $830K
3.96K $721K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.27%
$4100.99 - $5300.34 $4.1K - $5.3K
80 $397K
TFLO
Ishares Treasury Floating Rate

ETFs
1.29K
+ 14.41%
$50.37 - $50.63 $65K - $65.3K
10.2K $516K
CMI
Cummins Inc

Industrials
26
+ 1.22%
$324.93 - $383.42 $8.45K - $9.97K
2.15K $749K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
3.03K
+ 8.05%
$23.03 - $23.33 $69.8K - $70.7K
40.6K $940K
RWK
Invesco Exchange Traded Fd Tr

ETFs
528
+ 2.82%
$114.67 - $126.49 $60.5K - $66.8K
19.2K $2.24M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.98K
+ 12.11%
$114.08 - $125.68 $340K - $374K
27.6K $3.16M
PH
Parker Hannifin Corp

Industrials
81
+ 5.08%
$621.74 - $709.46 $50.4K - $57.5K
1.68K $1.07M
CGUS
Capital Group Core Equity ETF
1.46K
+ 14.39%
$33.96 - $36.24 $49.6K - $53K
11.6K $406K
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.42K
+ 8.41%
$32.65 - $33.68 $78.9K - $81.4K
31.2K $1.02M
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.86K
+ 3.98%
$33.62 - $35.69 $62.4K - $66.2K
48.4K $1.64M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
842
+ 13.91%
$63.01 - $68.55 $53.1K - $57.7K
6.9K $436K
VBK
Vanguard Small Cap Growth ETF

ETFs
58
+ 2.69%
$264.18 - $304.19 $15.3K - $17.6K
2.21K $619K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.43K
+ 3.01%
$183.23 - $199.79 $262K - $286K
49K $9.07M
CWB
Spdr Bloomberg Convertible Sec

ETFs
215
+ 1.11%
$76.21 - $82.24 $16.4K - $17.7K
19.6K $1.52M
GHYB
Gs ETF Tr Access High Yield CO

ETFs
1.07K
+ 15.45%
$44.45 - $45.41 $47.6K - $48.6K
8K $355K
SPYG
Spdr Portfolio

ETFs
230
+ 6.97%
$81.74 - $91.38 $18.8K - $21K
3.53K $310K
AGNC
Agnc Investment Corp.

Real Estate
5.63K
+ 43.19%
$9.21 - $10.59 $51.8K - $59.6K
18.7K $171K
APD
Air Products & Chemicals, Inc.

Basic Materials
148
+ 13.68%
$285.5 - $335.62 $42.3K - $49.7K
1.23K $356K
BOH
Bank Of Hawaii Corp

Financial Services
34
+ 0.93%
$61.29 - $80.51 $2.08K - $2.74K
3.67K $261K
ENVX
Enovix Corp

Industrials
1.46K
+ 13.95%
$8.03 - $12.81 $11.7K - $18.7K
11.9K $129K
URTH
Ishares Msci World ETF

ETFs
231
+ 8.24%
$153.73 - $162.67 $35.5K - $37.6K
3.03K $471K
ANSS
Ansys Inc

Technology
1
+ 0.06%
$313.05 - $361.45 $313 - $361
1.6K $539K
IAU
Ishares Gold Trust

ETFs
654
+ 5.33%
$48.37 - $52.65 $31.6K - $34.4K
12.9K $639K
EIX
Edison International

Utilities
777
+ 16.85%
$77.93 - $88.36 $60.6K - $68.7K
5.39K $430K
ICE
Intercontinental Exchange, Inc.

Financial Services
302
+ 20.21%
$148.29 - $166.93 $44.8K - $50.4K
1.8K $267K
CRVS
Corvus Pharmaceuticals, Inc.

Healthcare
5.45K
+ 54.23%
$4.55 - $9.56 $24.8K - $52.1K
15.5K $80K
SHV
Ishares Tr

ETFs
227
+ 11.51%
$109.92 - $110.57 $25K - $25.1K
2.2K $242K
TJX
Tjx Companies Inc

Consumer Cyclical
84
+ 1.97%
$112.15 - $127.2 $9.42K - $10.7K
4.34K $524K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
649
+ 0.67%
$126.68 - $134.74 $82.2K - $87.4K
97.6K $12.5M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.38K
+ 16.36%
$63.27 - $70.31 $87.2K - $96.9K
9.8K $622K
PAYX
Paychex Inc

Industrials
1
+ 0.03%
$135.86 - $148.73 $136 - $149
3.58K $501K
DFSD
Dimensional ETF Tr Short Durat

ETFs
732
+ 4.99%
$46.75 - $47.8 $34.2K - $35K
15.4K $722K
HEFA
Ishares Currency Hedged Msci E

ETFs
781
+ 8.56%
$34.42 - $35.88 $26.9K - $28K
9.91K $344K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
1.1K
+ 12.75%
$25.25 - $26.34 $27.9K - $29.1K
9.75K $246K
FDX
Fedex Corp

Industrials
23
+ 1.63%
$260.5 - $305.15 $5.99K - $7.02K
1.44K $404K
XLU
Utilities Sector Spdr

ETFs
1.08K
+ 8.56%
$74.89 - $82.93 $80.7K - $89.3K
13.7K $1.03M
ILMN
Illumina, Inc.

Healthcare
1
+ 0.02%
$128.99 - $155.15 $129 - $155
5.26K $703K
TFC
Truist Financial Corp

Financial Services
263
+ 3.23%
$41.51 - $48.1 $10.9K - $12.7K
8.4K $364K
AON
Aon PLC

Financial Services
4
+ 0.36%
$344.14 - $393.31 $1.38K - $1.57K
1.1K $395K
AFG
American Financial Group Inc

Financial Services
4
+ 0.06%
$126.81 - $149.08 $507 - $596
6.41K $877K
ETN
Eaton Corp PLC

Industrials
34
+ 0.64%
$326.96 - $377.52 $11.1K - $12.8K
5.31K $1.76M
VHT
Vanguard Health Care ETF

ETFs
164
+ 16.4%
$250.81 - $283.3 $41.1K - $46.5K
1.16K $295K
JCI
Johnson Controls International PLC

Industrials
4
+ 0.04%
$74.23 - $86.6 $297 - $346
9.04K $713K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
2.44K
+ 9.24%
$26.16 - $28.82 $63.9K - $70.3K
28.9K $755K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.38K
+ 3.06%
$23.29 - $23.93 $55.4K - $56.9K
80.2K $1.88M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
17.1K
+ 204.44%
$27.54 - $83.04 $470K - $1.42M
25.4K $703K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
185
+ 2.63%
$86.65 - $94.9 $16K - $17.6K
7.22K $627K
Activity Summary
Buys All Purchases 310 New Holdings 31 Increased Positions 279 Sells All Sells 247 Reductions 247 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Nwam LLC Portfolio

Follow Nwam LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nwam LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nwam LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email