Nwam LLC Reduced Holdings in Q3 2025

Nwam LLC

  • $1.34 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SAN
Banco Santander, S.A.

Financial Services
-548K
- 97.27%
$8.27 - $10.48 $4.54M - $5.75M
15.4K $161K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-31.4K
- 86.49%
$136.48 - $142.97 $4.29M - $4.49M
4.91K $687K
NOW
Service Now, Inc.

Technology
-3.91K
- 84.5%
$850.86 - $1044.69 $3.33M - $4.09M
718 $660K
ETN
Eaton Corp PLC

Industrials
-8.75K
- 58.31%
$342.99 - $392.76 $3M - $3.44M
6.26K $2.34M
URI
United Rentals, Inc.

Industrials
-3.35K
- 91.97%
$774.14 - $975.23 $2.59M - $3.26M
292 $278K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-6.64K
- 12.62%
$459.11 - $506.91 $3.05M - $3.37M
46K $23.1M
HON
Honeywell International Inc

Industrials
-6.27K
- 26.94%
$207.7 - $240.4 $1.3M - $1.51M
17K $3.58M
COST
Costco Wholesale Corp

Consumer Defensive
-348
- 1.57%
$915.95 - $994.57 $319K - $346K
21.9K $20.3M
AVXL
Anavex Life Sciences Corp.

Healthcare
-150K
- 14.66%
$8.44 - $13.41 $1.27M - $2.01M
874K $7.78M
NFLX
Netflix Inc

Communication Services
-332
- 5.5%
$1147.87 - $1297.18 $381K - $431K
5.7K $6.84M
WCBR
Wisdomtree Tr Cybersecurity Fu

ETFs
-28.8K
- 55.77%
$28.9 - $32.4 $832K - $932K
22.8K $716K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-18.8K
- 31.32%
$82.22 - $96.68 $1.54M - $1.82M
41.2K $3.98M
XLP
Consumer Staples Sector Spdr

ETFs
-11.1K
- 49.47%
N/A
11.3K $862K
ISRG
Intuitive Surgical Inc

Healthcare
-25
- 0.29%
$433.66 - $544.47 $10.8K - $13.6K
8.64K $3.86M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-14.8K
- 32.04%
$50.81 - $51.07 $751K - $755K
31.3K $1.6M
EFG
Msci Eafe Growth ETF

ETFs
-5.5K
- 59.09%
$106.99 - $114.46 $589K - $630K
3.81K $433K
BA
Boeing CO

Industrials
-4.23K
- 8.06%
$209.79 - $237.38 $888K - $1.01M
48.3K $10.4M
AMAT
Applied Materials Inc

Technology
-3.88K
- 36.11%
$156.25 - $204.95 $606K - $795K
6.86K $1.4M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-5.3K
- 17.34%
$92.18 - $95.14 $488K - $504K
25.3K $2.4M
IYW
Ishares Dj Us Tech ETF

ETFs
-2.89K
- 47.9%
$171.38 - $197.01 $495K - $570K
3.15K $615K
DGRO
Ishares Core Dividend Growth E

ETFs
-6.93K
- 27.99%
$64.12 - $68.08 $444K - $472K
17.8K $1.21M
WM
Waste Management Inc

Industrials
-1.07K
- 15.21%
$213.88 - $237.1 $229K - $254K
5.98K $1.32M
URTH
Ishares Msci World ETF

ETFs
-1.81K
- 56.39%
$168.96 - $181.71 $306K - $329K
1.4K $254K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-10
- 0.21%
$366.54 - $479.53 $3.67K - $4.8K
4.77K $1.87M
CRWD
Crowd Strike Holdings, Inc.

Technology
-368
- 9.56%
$412.46 - $514.1 $152K - $189K
3.48K $1.71M
TT
Trane Technologies PLC

Industrials
-531
- 43.96%
$398.96 - $472.54 $212K - $251K
677 $285K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-3.18K
- 28.55%
$59.29 - $62.87 $189K - $200K
7.97K $478K
V
Visa Inc.

Financial Services
-296
- 3.42%
$332.09 - $358.86 $98.3K - $106K
8.35K $2.85M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.95K
- 13.58%
$45.6 - $46.92 $226K - $232K
31.5K $1.47M
CDNS
Cadence Design Systems Inc

Technology
-1.32K
- 22.57%
$309.46 - $373.37 $408K - $492K
4.53K $1.59M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-2.62K
- 26.12%
$75.26 - $80.19 $197K - $210K
7.42K $592K
CSCO
Cisco Systems, Inc.

Technology
-2.22K
- 10.46%
$66.2 - $71.79 $147K - $160K
19K $1.3M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-2.07K
- 5.36%
$46.51 - $50.07 $96.2K - $104K
36.5K $1.71M
IBM
International Business Machines Corp

Technology
-251
- 3.15%
$234.77 - $292.47 $58.9K - $73.4K
7.71K $2.18M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.67K
- 36.79%
$68.24 - $73.73 $182K - $197K
4.59K $336K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
-11.2K
- 28.48%
$24.13 - $29.07 $271K - $326K
28.2K $804K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.15K
- 9.42%
$567.77 - $614.76 $654K - $708K
11.1K $6.78M
AMT
American Tower Corp

Real Estate
-579
- 34.92%
$192.32 - $232.35 $111K - $135K
1.08K $207K
ZS
Zscaler, Inc.

Technology
-394
- 14.32%
$267.68 - $316.5 $105K - $125K
2.36K $706K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
-6.59K
- 26.78%
$26.52 - $31.32 $175K - $206K
18K $558K
CMCSA
Comcast Corp

Communication Services
-1.5K
- 6.37%
$31.41 - $36.33 $47.2K - $54.6K
22.1K $693K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.74K
- 31.68%
$62.54 - $68.42 $171K - $187K
5.91K $398K
ADP
Automatic Data Processing Inc

Industrials
-132
- 1.85%
$288.69 - $310.94 $38.1K - $41K
7K $2.05M
CTVA
Corteva, Inc.

Basic Materials
-1.55K
- 32.65%
$67.08 - $77.12 $104K - $120K
3.2K $216K
ACN
Accenture PLC

Technology
-256
- 21.77%
$232.56 - $304.78 $59.5K - $78K
920 $226K
ZTS
Zoetis Inc.

Healthcare
-525
- 11.38%
$141.13 - $159.19 $74.1K - $83.6K
4.09K $598K
SPGI
S&P Global Inc.

Financial Services
-146
- 14.43%
$484.94 - $564.15 $70.8K - $82.4K
866 $421K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.23K
- 13.58%
$132.9 - $142.03 $163K - $174K
7.81K $1.1M
EFV
Msci Eafe Value ETF

ETFs
-3.92K
- 9.81%
$62.79 - $68.42 $246K - $268K
36.1K $2.45M
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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