Nwam LLC Purchases in Q3 2025

Nwam LLC

  • $1.34 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EPD
Enterprise Products Partners L.P.

Energy
1.19K
+ 5.39%
$30.74 - $32.14 $36.6K - $38.3K
23.3K $728K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
591
+ 5.49%
$50.9 - $52.37 $30.1K - $31K
11.4K $594K
GNRC
Generac Holdings Inc.

Industrials
77
+ 6.73%
$146.61 - $202.85 $11.3K - $15.6K
1.22K $204K
DGS
Wisdomtree Emerging Markets Sm

ETFs
395
+ 4.1%
$54.85 - $58.99 $21.7K - $23.3K
10K $573K
VGLT
Vanguard Long Term Treasury Et

ETFs
581
+ 5.89%
$54.21 - $57.41 $31.5K - $33.4K
10.5K $594K
CTA
Simplify Exch Traded Fds Simpl

ETFs
19
+ 0.06%
$26.46 - $28.43 $503 - $540
32.3K $902K
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.02K
+ 2.8%
$26.44 - $27.1 $26.9K - $27.6K
37.4K $1.01M
FQAL
Fidelity Covington Tr Quality

ETFs
253
+ 7.64%
$69.69 - $74.72 $17.6K - $18.9K
3.56K $266K
CGUS
Capital Group Core Equity ETF
50
+ 0.39%
$36.89 - $39.72 $1.84K - $1.99K
13K $515K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
596
+ 2.19%
$48.31 - $48.93 $28.8K - $29.2K
27.8K $1.36M
LLY
Eli Lilly & CO

Healthcare
80
+ 4.72%
$625.65 - $812.69 $50.1K - $65K
1.78K $1.36M
FDL
First Tr Morningstar Dividend

ETFs
12
+ 0.06%
$41.96 - $44.59 $504 - $535
20.5K $888K
GCI
Gannett Co., Inc.

Communication Services
5.57K
+ 47.03%
$3.54 - $4.38 $19.7K - $24.4K
17.4K $71K
HYD
Vaneck High Yield Muni ETF

ETFs
218
+ 0.86%
$48.85 - $50.94 $10.6K - $11.1K
25.7K $1.31M
AGNC
Agnc Investment Corp.

Real Estate
1.18K
+ 4.5%
$9.2 - $10.37 $10.8K - $12.2K
27.4K $267K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
266
+ 2.77%
$100.37 - $100.74 $26.7K - $26.8K
9.85K $992K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
372
+ 1.81%
N/A
20.9K $1.3M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1
+ 0.17%
$393.18 - $439.39 $393 - $439
585 $254K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
50
+ 1.19%
$72.04 - $77.35 $3.6K - $3.87K
4.24K $325K
IFN
India Fund Inc

Financial Services
2.78K
+ 25.78%
$14.56 - $16.59 $40.5K - $46.1K
13.6K $198K
CEG
Constellation Energy Corp

Utilities
42
+ 3.7%
$298.82 - $354.89 $12.6K - $14.9K
1.18K $386K
HFWA
Heritage Financial Corp

Financial Services
2
+ 0.0%
$22.13 - $25.73 $44.3 - $51.5
53.5K $1.29M
MGC
Vanguard Mega Cap ETF

ETFs
1
+ 0.1%
$224.2 - $245.55 $224 - $246
971 $237K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
31
+ 0.68%
$64.75 - $69.05 $2.01K - $2.14K
4.57K $315K
RIG
Transocean Ltd.

Energy
2.13K
+ 12.44%
$2.55 - $3.64 $5.43K - $7.76K
19.3K $60K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
188
+ 0.16%
$50.47 - $50.74 $9.49K - $9.54K
120K $6.1M
T
At&T Inc.

Communication Services
3.33K
+ 2.92%
$26.94 - $29.62 $89.7K - $98.6K
117K $3.31M
NRZ
New Residential Investment Corp.

Real Estate
1.86K
+ 2.47%
N/A
77.1K $559K
ADSK
Autodesk, Inc.

Technology
44
+ 4.46%
N/A
1.03K $253K
PHO
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.07%
$69.62 - $73.99 $209 - $222
4.28K $308K
SUB
Ishares Short Term National Mu

ETFs
36
+ 0.3%
$106.17 - $107.3 $3.82K - $3.86K
11.9K $1.27M
VRT
Vertiv Holdings CO

Industrials
104
+ 0.27%
N/A
38.9K $3.37M
DFSD
Dimensional ETF Tr Short Durat

ETFs
98
+ 0.6%
$47.86 - $48.43 $4.69K - $4.75K
16.5K $794K
COF
Capital One Financial Corp

Financial Services
34
+ 2.92%
$207.29 - $229.74 $7.05K - $7.81K
1.2K $254K
AVRE
American Centy ETF Tr Avantis
100
+ 2.04%
$43.53 - $45.34 $4.35K - $4.53K
5K $222K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
108
+ 1.13%
$24.97 - $25.78 $2.7K - $2.78K
9.64K $246K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
7
+ 0.06%
$117.65 - $120.08 $824 - $841
11.7K $1.4M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
121
+ 1.11%
$20.77 - $21.32 $2.51K - $2.58K
11K $233K
CNQ
Canadian Natural Resources LTD

Energy
13
+ 0.19%
$29.31 - $32.93 $381 - $428
7.01K $224K
AVSF
American Centy ETF Tr Avantis

ETFs
87
+ 0.96%
$46.71 - $47.3 $4.06K - $4.12K
9.13K $430K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
98
+ 1.01%
$25.24 - $25.56 $2.47K - $2.5K
9.76K $249K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
101
+ 0.91%
$23.13 - $23.54 $2.34K - $2.38K
11.2K $262K
GNMA
Ishares Gnma Bond ETF

ETFs
25
+ 0.51%
$43.21 - $44.75 $1.08K - $1.12K
4.97K $220K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2
+ 0.01%
$42.75 - $43.37 $85.5 - $86.7
13.4K $581K
AON
Aon PLC

Financial Services
6
+ 0.54%
$350.91 - $375.27 $2.11K - $2.25K
1.13K $401K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
22
+ 0.27%
$28.38 - $29.05 $624 - $639
8.21K $237K
SHV
Ishares Tr

ETFs
14
+ 0.52%
$110.06 - $110.49 $1.54K - $1.55K
2.69K $296K
ICSH
Blackrock Ultra Short Term Bon

ETFs
13
+ 0.3%
$50.52 - $50.75 $657 - $660
4.31K $218K
XTEN
Bondbloxx ETF Tr Bloomberg 10
3.58K
+ 18.38%
N/A
23K $0
Activity Summary
Buys All Purchases 291 New Holdings 57 Increased Positions 234 Sells All Sells 227 Reductions 227 Sold out 0 Options Calls 0 Puts 0
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