Nwam LLC Incresed Positions in Q3 2025

Nwam LLC

  • $1.34 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
57K
+ 30.24%
$491.09 - $535.64 $28M - $30.5M
246K $127M
VUG
Vanguard Growth ETF

ETFs
44.6K
+ 103.74%
$433.97 - $484.08 $19.4M - $21.6M
87.6K $42M
VTV
Vanguard Value ETF

ETFs
114K
+ 169.17%
$175.51 - $186.57 $19.9M - $21.2M
181K $33.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
31.5K
+ 102.2%
$420.11 - $472.68 $13.3M - $14.9M
62.4K $29.2M
IWD
Ishares Russell 1000 Val ETF

ETFs
40.6K
+ 610.3%
$192.76 - $203.86 $7.83M - $8.28M
47.3K $9.63M
CRSP
Crispr Therapeutics Ag

Healthcare
83.5K
+ 455.66%
$48.51 - $68.14 $4.05M - $5.69M
102K $6.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
66.3K
+ 132.42%
$62.09 - $66.51 $4.12M - $4.41M
116K $7.6M
VBR
Vanguard Small Cap Value ETF

ETFs
15.5K
+ 116.97%
$195.41 - $212.37 $3.02M - $3.28M
28.7K $5.98M
LDOS
Leidos Holdings, Inc.

Technology
16.9K
+ 793.9%
$159.2 - $188.96 $2.69M - $3.2M
19K $3.6M
JNJ
Johnson & Johnson

Healthcare
14.8K
+ 106.03%
$155.17 - $185.42 $2.29M - $2.74M
28.7K $5.32M
GLD
Spdr Gold Trust

ETFs
2.4K
+ 5.95%
$300.96 - $355.47 $722K - $852K
42.7K $15.2M
TSLA
Tesla, Inc.

Consumer Cyclical
1.39K
+ 8.15%
$293.94 - $444.72 $408K - $618K
18.4K $8.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
884
+ 2.15%
$546.99 - $602.2 $484K - $532K
42K $25.2M
RWK
Invesco Exchange Traded Fd Tr

ETFs
18.9K
+ 91.06%
$116.93 - $128.98 $2.21M - $2.43M
39.6K $4.95M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.62K
+ 1.71%
$135.0 - $146.02 $354K - $383K
156K $22.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
18.6K
+ 16.59%
$97.75 - $100.75 $1.81M - $1.87M
130K $13.1M
IVV
Ishares Core S&P 500 ETF

ETFs
186
+ 0.66%
$620.67 - $670.08 $115K - $125K
28.2K $18.9M
SBUX
Starbucks Corp

Consumer Cyclical
18.8K
+ 45.84%
$81.9 - $96.86 $1.54M - $1.82M
59.9K $5.07M
CAT
Caterpillar Inc

Industrials
2.18K
+ 79.84%
$390.92 - $477.15 $851K - $1.04M
4.91K $2.34M
XLG
Invesco Exchange Traded Fd Tr

ETFs
17.4K
+ 117.43%
$51.78 - $57.89 $898K - $1M
32.1K $1.85M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
9.89K
+ 4.06%
$36.04 - $38.78 $357K - $384K
254K $9.78M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
12.9K
+ 25.82%
$54.35 - $59.32 $699K - $763K
62.7K $3.71M
ABBV
Abb Vie Inc.

Healthcare
9
+ 0.04%
$184.85 - $231.54 $1.66K - $2.08K
20.9K $4.83M
CCJ
Cameco Corp

Energy
1.07K
+ 1.32%
$70.47 - $86.89 $75.2K - $92.7K
82.2K $6.89M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
18.2K
+ 36.96%
$45.26 - $46.63 $826K - $851K
67.6K $3.13M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
16.7K
+ 99.09%
$42.67 - $46.91 $713K - $784K
33.6K $1.57M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
9.78K
+ 34.54%
$82.38 - $83.0 $806K - $812K
38.1K $3.16M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
8.7K
+ 69.73%
$81.55 - $85.33 $710K - $743K
21.2K $1.8M
COIN
Coinbase Global, Inc.

Technology
2.63K
+ 21.48%
$297.99 - $419.78 $783K - $1.1M
14.9K $5.02M
PG
Procter & Gamble CO

Consumer Defensive
5.54K
+ 21.92%
$150.47 - $161.22 $834K - $893K
30.8K $4.74M
WGMI
Valkyrie ETF Tr Ii Bitcoin Min
2.54K
+ 9.72%
$23.09 - $45.0 $58.6K - $114K
28.7K $1.27M
INTC
Intel Corp

Technology
13.6K
+ 69.06%
$19.31 - $35.5 $262K - $481K
33.2K $1.11M
UNH
Unitedhealth Group Inc

Healthcare
1.45K
+ 28.49%
$237.77 - $353.61 $345K - $513K
6.54K $2.26M
XLV
Select Sector Spdr Fund Health

ETFs
4.34K
+ 31.12%
$129.01 - $139.72 $560K - $606K
18.3K $2.54M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
180
+ 1.45%
$275.84 - $326.36 $49.7K - $58.7K
12.6K $4.1M
HD
Home Depot, Inc.

Consumer Cyclical
990
+ 18.84%
$357.4 - $423.42 $354K - $419K
6.25K $2.53M
ORCL
Oracle Corp

Technology
150
+ 1.73%
$218.96 - $328.33 $32.8K - $49.2K
8.81K $2.48M
EMR
Emerson Electric CO

Industrials
4.53K
+ 85.57%
$128.6 - $149.63 $583K - $678K
9.83K $1.29M
ASML
Asml Holding Nv

Technology
205
+ 9.28%
$689.63 - $968.09 $141K - $198K
2.41K $2.34M
AVEM
American Centy ETF Tr Avantis

ETFs
5.49K
+ 28.43%
$68.33 - $75.41 $375K - $414K
24.8K $1.86M
AMGN
Amgen Inc

Healthcare
1.58K
+ 10.97%
$271.18 - $309.22 $427K - $487K
15.9K $4.5M
IXUS
Ishares Tr

ETFs
1.18K
+ 1.63%
$76.35 - $82.58 $90.2K - $97.5K
73.5K $6.07M
VEA
Vanguard Ftse Developed Market

ETFs
3.05K
+ 3.05%
$56.02 - $60.3 $171K - $184K
103K $6.18M
MSTR
Microstrategy Inc

Technology
1.62K
+ 250.08%
$300.7 - $455.9 $487K - $738K
2.27K $729K
SYK
Stryker Corp

Healthcare
1.41K
+ 57.96%
$368.57 - $403.53 $519K - $569K
3.84K $1.42M
UNP
Union Pacific Corp

Industrials
1.72K
+ 28.6%
$214.91 - $237.16 $369K - $407K
7.71K $1.82M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.55K
+ 4.62%
$76.16 - $78.59 $347K - $358K
103K $8.06M
U
Unity Software Inc.

Technology
60
+ 0.22%
$24.01 - $46.53 $1.44K - $2.79K
26.8K $1.07M
STX
Seagate Technology Holdings PLC

Technology
95
+ 2.2%
$142.01 - $236.06 $13.5K - $22.4K
4.41K $1.04M
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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