Nwam LLC Purchases in Q4 2024

Nwam LLC

  • $1.57 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVEM
American Centy ETF Tr Avantis

ETFs
1.18K
+ 8.01%
$58.59 - $66.14 $69.3K - $78.2K
15.9K $937K
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.24K
+ 8.72%
$33.93 - $38.37 $42K - $47.5K
15.4K $529K
DUK
Duke Energy Corp

Utilities
188
+ 3.7%
$105.76 - $120.76 $19.9K - $22.7K
5.27K $567K
SCHX
Schwab Strategic Tr Us Large C

ETFs
14.2K
+ 181.61%
$22.4 - $68.28 $319K - $973K
22.1K $511K
HIG
Hartford Financial Services Group, Inc.

Financial Services
16
+ 0.57%
$107.06 - $123.74 $1.71K - $1.98K
2.84K $310K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
50
+ 5.84%
$232.27 - $300.43 $11.6K - $15K
906 $213K
CSX
Csx Corp

Industrials
429
+ 2.55%
$31.58 - $36.88 $13.5K - $15.8K
17.2K $556K
PLD
Prologis, Inc.

Real Estate
307
+ 10.97%
$101.4 - $126.96 $31.1K - $39K
3.11K $328K
SCHV
Schwab Strategic Tr Us Large C

ETFs
23.3K
+ 200.01%
$25.79 - $80.4 $600K - $1.87M
34.9K $910K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1
+ 0.01%
$91.94 - $100.02 $91.9 - $100
9.52K $881K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
19
+ 0.45%
$58.46 - $65.6 $1.11K - $1.25K
4.27K $249K
GIS
General Mills Inc

Consumer Defensive
15
+ 0.46%
$62.78 - $74.62 $942 - $1.12K
3.26K $207K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
14.7K
+ 175.93%
$22.01 - $66.82 $323K - $982K
23K $523K
NU
Nu Holdings Ltd.

Financial Services
4.77K
+ 18.75%
$10.24 - $15.89 $48.8K - $75.7K
30.2K $312K
DELL
Dell Technologies Inc.

Technology
1.1K
+ 2.26%
$111.96 - $144.21 $124K - $159K
49.9K $5.75M
LDOS
Leidos Holdings, Inc.

Technology
31
+ 1.48%
$143.17 - $201.39 $4.44K - $6.24K
2.13K $307K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
707
+ 2.58%
$26.01 - $28.19 $18.4K - $19.9K
28.1K $735K
CARR
Carrier Global Corp

Industrials
51
+ 1.5%
$66.69 - $82.65 $3.4K - $4.22K
3.46K $236K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.38K
+ 4.1%
$96.64 - $101.23 $423K - $444K
111K $10.8M
PICK
Ishares Inc Msci Global Select

ETFs
109
+ 1.7%
$34.86 - $43.59 $3.8K - $4.75K
6.53K $228K
DFIV
Dimensional ETF Tr

ETFs
30
+ 0.15%
$34.86 - $37.97 $1.05K - $1.14K
19.8K $701K
NVS
Novartis Ag

Healthcare
186
+ 4.57%
$96.78 - $117.18 $18K - $21.8K
4.26K $414K
MCD
Mcdonalds Corp

Consumer Cyclical
70
+ 1.37%
$288.47 - $316.54 $20.2K - $22.2K
5.19K $1.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
312
+ 1.34%
$80.13 - $83.77 $25K - $26.1K
23.5K $1.89M
NEE
Nextera Energy Inc

Utilities
570
+ 7.53%
$69.77 - $85.43 $39.8K - $48.7K
8.14K $583K
PSX
Phillips 66

Energy
85
+ 2.24%
$110.35 - $138.93 $9.38K - $11.8K
3.88K $441K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
180
+ 0.59%
$88.59 - $94.57 $15.9K - $17K
30.7K $2.73M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
840
+ 11.25%
$104.5 - $125.64 $87.8K - $106K
8.31K $868K
AVDV
American Centy ETF Tr Avantis

ETFs
117
+ 0.92%
$63.85 - $70.4 $7.47K - $8.24K
12.8K $831K
NKE
Nike, Inc.

Consumer Cyclical
176
+ 2.87%
$73.36 - $89.13 $12.9K - $15.7K
6.32K $478K
MELI
Mercadolibre Inc

Consumer Cyclical
290
+ 18.24%
$1666.0 - $2117.3 $483K - $614K
1.88K $3.2M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.65K
+ 1.35%
$77.02 - $78.58 $204K - $208K
199K $15.4M
KLAC
Kla Corp

Technology
3
+ 0.53%
$614.46 - $829.55 $1.84K - $2.49K
565 $356K
DIHP
Dimensional ETF Tr Dimensional

ETFs
1.74K
+ 3.24%
$25.15 - $27.57 $43.9K - $48.1K
55.6K $1.4M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
23
+ 0.16%
$68.25 - $75.42 $1.57K - $1.73K
14K $959K
IEFA
Ishares Tr

ETFs
6.33K
+ 8.91%
$70.06 - $77.43 $443K - $490K
77.4K $5.44M
OPEN
Opendoor Technologies Inc.

Real Estate
29.5K
+ 7.54%
$1.6 - $2.34 $47.2K - $69.1K
421K $673K
AVDE
American Centy ETF Tr Avantis

ETFs
587
+ 2.2%
$60.9 - $66.69 $35.7K - $39.1K
27.2K $1.67M
EMB
Ishares Tr

ETFs
1.87K
+ 3.01%
$88.94 - $93.46 $167K - $175K
64.2K $5.71M
O
Realty Income Corp

Real Estate
914
+ 5.35%
$51.76 - $64.71 $47.3K - $59.1K
18K $961K
PG
Procter & Gamble CO

Consumer Defensive
194
+ 0.66%
$161.05 - $179.7 $31.2K - $34.9K
29.8K $4.99M
CAT
Caterpillar Inc

Industrials
2
+ 0.04%
$360.37 - $416.88 $721 - $834
4.8K $1.74M
UNP
Union Pacific Corp

Industrials
39
+ 0.49%
$223.15 - $249.32 $8.7K - $9.72K
8K $1.82M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.36K
+ 5.35%
$34.13 - $37.35 $183K - $200K
105K $3.6M
VZ
Verizon Communications Inc

Communication Services
100
+ 0.28%
$39.6 - $45.21 $3.96K - $4.52K
35.2K $1.41M
MRK
Merck & Co., Inc.

Healthcare
142
+ 1.06%
$96.31 - $114.76 $13.7K - $16.3K
13.6K $1.35M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
34.4K
+ 87.31%
$22.63 - $47.53 $778K - $1.63M
73.8K $1.68M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
85.1K
+ 107.77%
$18.41 - $40.87 $1.57M - $3.48M
164K $3.03M
UNH
Unitedhealth Group Inc

Healthcare
188
+ 4.48%
$485.52 - $625.25 $91.3K - $118K
4.39K $2.22M
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
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