Nwam LLC Incresed Positions in Q4 2024

Nwam LLC

  • $1.57 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLP
Consumer Staples Sector Spdr

ETFs
6.06K
+ 138.86%
N/A
10.4K $793K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
24.6K
+ 116.11%
$19.47 - $20.95 $478K - $515K
45.7K $891K
AVUV
American Centy ETF Tr Avantis

ETFs
3.75K
+ 3.23%
$94.37 - $106.41 $354K - $399K
120K $11.6M
EFG
Msci Eafe Growth ETF

ETFs
5.49K
+ 46.54%
$96.83 - $106.88 $532K - $587K
17.3K $1.68M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
34.2K
+ 35.84%
$12.74 - $14.23 $435K - $486K
129K $1.68M
SOFI
So Fi Technologies, Inc.

Financial Services
4.53K
+ 11.3%
$7.63 - $16.88 $34.6K - $76.5K
44.6K $687K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
18K
+ 10.91%
$24.66 - $27.63 $445K - $499K
184K $4.64M
ABT
Abbott Laboratories

Healthcare
3.32K
+ 16.13%
$111.93 - $119.39 $372K - $397K
23.9K $2.71M
WM
Waste Management Inc

Industrials
1.82K
+ 40.75%
$201.79 - $228.46 $367K - $416K
6.29K $1.27M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.93K
+ 7.23%
$119.61 - $136.3 $231K - $263K
28.6K $3.53M
SCHG
Schwab Strategic Tr Us Large C

ETFs
56.5K
+ 341.84%
$25.93 - $105.3 $1.46M - $5.95M
73K $2.03M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.83K
+ 1.93%
$84.34 - $95.14 $238K - $269K
149K $13M
NARI
Inari Medical, Inc.

Healthcare
35
+ 0.11%
$40.61 - $58.21 $1.42K - $2.04K
31.4K $1.6M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.11K
+ 17.11%
$81.68 - $82.93 $336K - $341K
28.2K $2.31M
NTRA
Natera, Inc.

Healthcare
1
+ 0.01%
$117.67 - $174.0 $118 - $174
9.67K $1.53M
IYW
Ishares Dj Us Tech ETF

ETFs
896
+ 4.54%
$148.14 - $166.23 $133K - $149K
20.6K $3.29M
WFC
Wells Fargo & Company

Financial Services
3.19K
+ 58.3%
$54.98 - $77.35 $175K - $247K
8.66K $608K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
852
+ 3.21%
$45.39 - $62.98 $38.7K - $53.7K
27.4K $1.55M
CRWD
Crowd Strike Holdings, Inc.

Technology
230
+ 7.07%
$275.15 - $388.2 $63.3K - $89.3K
3.48K $1.19M
IWY
Ishares Tr Russell 200 Growth

ETFs
598
+ 7.26%
$216.72 - $244.71 $130K - $146K
8.84K $2.08M
DISV
Dimensional ETF Tr Dimensional

ETFs
16K
+ 24.05%
$26.18 - $28.77 $419K - $461K
82.6K $2.19M
AMAT
Applied Materials Inc

Technology
3.03K
+ 49.35%
$161.44 - $213.89 $489K - $647K
9.16K $1.49M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.74K
+ 51.53%
$91.29 - $91.8 $250K - $251K
8.05K $735K
WCBR
Wisdomtree Tr Cybersecurity Fu

ETFs
6.64K
+ 34.99%
$24.84 - $30.54 $165K - $203K
25.6K $724K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.7K
+ 86.89%
$99.04 - $109.59 $267K - $296K
5.8K $577K
SUB
Ishares Short Term National Mu

ETFs
2.28K
+ 18.56%
$104.94 - $106.2 $239K - $242K
14.6K $1.54M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
185
+ 1.63%
$521.84 - $558.82 $96.5K - $103K
11.5K $6.21M
EFV
Msci Eafe Value ETF

ETFs
6.98K
+ 24.3%
$51.78 - $57.15 $362K - $399K
35.7K $1.87M
GS
Goldman Sachs Group Inc

Financial Services
157
+ 9.37%
$486.1 - $608.57 $76.3K - $95.5K
1.83K $1.05M
MBB
Ishares Tr

ETFs
2.56K
+ 37.04%
$91.26 - $95.82 $234K - $246K
9.48K $869K
SCHP
Schwab Strategic Us Tips ETF

ETFs
22.4K
+ 167.05%
$25.74 - $53.78 $578K - $1.21M
35.9K $926K
IWP
Ishares Russell Mid Cap Growth

ETFs
6
+ 0.03%
$116.4 - $138.52 $698 - $831
21.6K $2.74M
JMEE
J P Morgan Exchange Traded Fd

ETFs
3.64K
+ 10.21%
$60.1 - $66.4 $219K - $241K
39.3K $2.37M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
679
+ 0.41%
$46.48 - $51.32 $31.6K - $34.8K
165K $7.93M
VO
Vanguard Mid Cap ETF

ETFs
692
+ 2.7%
$261.5 - $284.63 $181K - $197K
26.3K $6.95M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.92K
+ 28.05%
$100.16 - $100.7 $192K - $193K
8.77K $879K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.56K
+ 18.1%
$106.56 - $113.11 $272K - $289K
16.7K $1.78M
FDN
First Tr Fd Dow Jones

ETFs
42
+ 0.77%
$210.5 - $257.24 $8.84K - $10.8K
5.47K $1.33M
EMR
Emerson Electric CO

Industrials
177
+ 1.64%
$108.13 - $134.33 $19.1K - $23.8K
11K $1.36M
IHDG
Wisdomtree Tr

ETFs
4.66K
+ 36.37%
$43.38 - $46.0 $202K - $214K
17.5K $759K
GLDM
World Gold Trust

ETFs
3.37K
+ 31.96%
$50.76 - $55.23 $171K - $186K
13.9K $724K
MGK
Vanguard Mega Cap Growth ETF

ETFs
28
+ 0.37%
$316.94 - $357.88 $8.87K - $10K
7.53K $2.59M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.72K
+ 11.9%
N/A
25.5K $1.59M
CTA
Simplify Exch Traded Fds Simpl

ETFs
3.81K
+ 12.71%
$25.8 - $28.97 $98.4K - $110K
33.8K $943K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.18K
+ 23.56%
$396.64 - $516.74 $467K - $609K
6.18K $2.49M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.24K
+ 4.95%
$77.86 - $79.27 $252K - $257K
68.7K $5.36M
VRT
Vertiv Holdings CO

Industrials
1.74K
+ 4.22%
N/A
43.1K $3.73M
XLI
Industrial Sector Spdr

ETFs
1.75K
+ 8.09%
$131.76 - $143.99 $230K - $252K
23.4K $3.08M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
242
+ 0.47%
$72.18 - $81.41 $17.5K - $19.7K
51.9K $3.92M
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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