Nwam LLC Incresed Positions in Q4 2024

Nwam LLC

  • $1.57 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
VYM
Vanguard Whitehall Fds (Vangua

ETFs
649
+ 0.67%
$126.68 - $134.74 $82.2K - $87.4K
97.6K $12.5M
TJX
Tjx Companies Inc

Consumer Cyclical
84
+ 1.97%
$112.15 - $127.2 $9.42K - $10.7K
4.34K $524K
SHV
Ishares Tr

ETFs
227
+ 11.51%
$109.92 - $110.57 $25K - $25.1K
2.2K $242K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.38K
+ 16.36%
$63.27 - $70.31 $87.2K - $96.9K
9.8K $622K
DFSD
Dimensional ETF Tr Short Durat

ETFs
732
+ 4.99%
$46.75 - $47.8 $34.2K - $35K
15.4K $722K
PAYX
Paychex Inc

Industrials
1
+ 0.03%
$135.86 - $148.73 $136 - $149
3.58K $501K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
1.1K
+ 12.75%
$25.25 - $26.34 $27.9K - $29.1K
9.75K $246K
XLU
Utilities Sector Spdr

ETFs
1.08K
+ 8.56%
$74.89 - $82.93 $80.7K - $89.3K
13.7K $1.03M
FDX
Fedex Corp

Industrials
23
+ 1.63%
$260.5 - $305.15 $5.99K - $7.02K
1.44K $404K
TFC
Truist Financial Corp

Financial Services
263
+ 3.23%
$41.51 - $48.1 $10.9K - $12.7K
8.4K $364K
ILMN
Illumina, Inc.

Healthcare
1
+ 0.02%
$128.99 - $155.15 $129 - $155
5.26K $703K
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
JCI
Johnson Controls International PLC

Industrials
4
+ 0.04%
$74.23 - $86.6 $297 - $346
9.04K $713K
VHT
Vanguard Health Care ETF

ETFs
164
+ 16.4%
$250.81 - $283.3 $41.1K - $46.5K
1.16K $295K
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
MGC
Vanguard Mega Cap ETF

ETFs
2
+ 0.2%
$204.21 - $220.18 $408 - $440
995 $211K
VGIT
Vanguard Intermediate Term Tre

ETFs
841
+ 4.58%
$57.78 - $60.4 $48.6K - $50.8K
19.2K $1.11M
ICSH
Blackrock Ultra Short Term Bon

ETFs
114
+ 2.68%
$50.35 - $50.69 $5.74K - $5.78K
4.36K $219K
PRU
Prudential Financial Inc

Financial Services
51
+ 2.94%
$114.59 - $129.52 $5.84K - $6.61K
1.79K $211K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
90
+ 0.23%
$14.28 - $14.81 $1.29K - $1.33K
38.6K $554K
SNAP
Snap Inc

Communication Services
18
+ 0.16%
$9.98 - $12.86 $180 - $231
11.4K $122K
RSG
Republic Services, Inc.

Industrials
1
+ 0.08%
$198.0 - $218.75 $198 - $219
1.22K $246K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
20
+ 0.41%
N/A
4.89K $0
DFSI
Dimensional ETF Tr Dimen Intl
7.27K
+ 20.7%
N/A
42.4K $0
J P Morgan Exchange Traded F
119
+ 1.56%
N/A
7.76K $0
Fidelity Covington Trust
575
+ 3.12%
N/A
19K $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
16.6K
+ 99.24%
$25.33 - $51.16 $421K - $850K
33.4K $862K
Brookfield Corp
4
+ 0.06%
N/A
6.96K $0
Fidelity Covington Trust
61
+ 0.28%
N/A
21.7K $0
RDVY
First Trust Rising Dividend Ac

ETFs
2
+ 0.04%
$58.65 - $64.37 $117 - $129
4.69K $277K
Simplify Exchange Traded Fun
62.6K
+ 82.32%
N/A
139K $0
Blackrock ETF Trust Ii
3.13K
+ 46.14%
N/A
9.9K $0
Arm Holdings PLC
55
+ 2.11%
N/A
2.67K $0
Cava Group Inc
45
+ 1.34%
N/A
3.41K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
2.82K
+ 14.63%
N/A
22.1K $0
CTSH
Cognizant Technology Solutions Corp

Technology
13
+ 0.3%
$74.37 - $82.32 $967 - $1.07K
4.28K $329K
DFSU
Dimensional ETF Tr Dimen Us Su
21K
+ 11.13%
N/A
210K $0
Manager Directed Portfolios
26.6K
+ 76.58%
N/A
61.3K $0
Ishares Bitcoin Trust ETF
1.66K
+ 17.96%
N/A
10.9K $0
Dimensional ETF Trust
931
+ 15.46%
N/A
6.95K $0
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