Nwam LLC Reduced Holdings in Q3 2025

Nwam LLC

  • $1.34 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWS
Ishares Russell Midcap Value E

ETFs
-52
- 1.9%
$132.83 - $140.61 $6.91K - $7.31K
2.68K $374K
JCI
Johnson Controls International PLC

Industrials
-220
- 2.41%
$103.24 - $111.73 $22.7K - $24.6K
8.92K $980K
FXI
Ishares Tr

ETFs
-254
- 4.51%
$36.18 - $41.62 $9.19K - $10.6K
5.38K $221K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-3
- 0.2%
$134.94 - $145.86 $405 - $438
1.51K $219K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-126
- 2.79%
$98.53 - $107.1 $12.4K - $13.5K
4.4K $461K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-835
- 4.07%
$24.46 - $26.5 $20.4K - $22.1K
19.7K $518K
JPUS
Jpmorgan Diversified Return Us

ETFs
-19
- 0.52%
$117.71 - $125.02 $2.24K - $2.38K
3.63K $449K
VCR
Vanguard Consumer Discretionar

ETFs
-30
- 3.35%
$359.61 - $401.35 $10.8K - $12K
865 $342K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-4
- 0.5%
$339.37 - $366.46 $1.36K - $1.47K
790 $288K
PDP
Invesco Exchange Traded Fd Tr

ETFs
-21
- 0.9%
$107.15 - $118.05 $2.25K - $2.48K
2.32K $273K
AVDV
American Centy ETF Tr Avantis

ETFs
-677
- 8.17%
$79.24 - $89.03 $53.6K - $60.3K
7.61K $677K
BNS
Bank Of Nova Scotia

Financial Services
-362
- 7.55%
$54.5 - $64.93 $19.7K - $23.5K
4.43K $286K
IEFA
Ishares Tr

ETFs
-3.37K
- 4.08%
$81.7 - $87.53 $275K - $295K
79.2K $6.91M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-622
- 3.65%
$32.53 - $35.69 $20.2K - $22.2K
16.4K $582K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.65K
- 7.01%
$25.29 - $28.33 $67K - $75.1K
35.2K $981K
BK
Bank Of New York Mellon Corp

Financial Services
-192
- 7.03%
$90.65 - $109.75 $17.4K - $21.1K
2.54K $276K
DISV
Dimensional ETF Tr Dimensional

ETFs
-3.48K
- 6.32%
$32.78 - $35.79 $114K - $124K
51.6K $1.84M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-964
- 2.67%
$30.76 - $33.01 $29.7K - $31.8K
35.1K $1.15M
VO
Vanguard Mid Cap ETF

ETFs
-911
- 4.26%
$279.83 - $293.74 $255K - $268K
20.5K $6.02M
IVE
Ishares S&P 500 Value ETF

ETFs
-756
- 4.47%
$194.44 - $206.51 $147K - $156K
16.2K $3.34M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-15
- 0.34%
$181.56 - $190.33 $2.72K - $2.85K
4.43K $840K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-23
- 0.56%
$121.46 - $130.92 $2.79K - $3.01K
4.1K $533K
DFIV
Dimensional ETF Tr

ETFs
-355
- 2.12%
$42.66 - $46.53 $15.1K - $16.5K
16.4K $754K
NU
Nu Holdings Ltd.

Financial Services
-1.64K
- 4.73%
$11.92 - $16.3 $19.5K - $26.7K
33K $528K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-41
- 0.21%
$42.28 - $45.71 $1.73K - $1.87K
19.2K $873K
SGOL
Abrdn Gold ETF Trust

ETFs
-594
- 3.9%
$31.18 - $36.81 $18.5K - $21.9K
14.6K $538K
SCJ
Ishares Msci Japan Small Cap E

ETFs
-109
- 0.93%
$82.92 - $93.84 $9.04K - $10.2K
11.7K $1.07M
RNA
Avidity Biosciences, Inc.

Healthcare
-2.77K
- 20.39%
$28.46 - $50.36 $78.9K - $140K
10.8K $471K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-44
- 1.26%
$138.31 - $165.45 $6.09K - $7.28K
3.45K $570K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-291
- 0.64%
$39.8 - $42.86 $11.6K - $12.5K
45.1K $1.93M
VOT
Vanguard Mid Cap Growth Index

ETFs
-91
- 0.68%
$282.75 - $294.19 $25.7K - $26.8K
13.4K $3.93M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-75
- 0.34%
$82.96 - $95.7 $6.22K - $7.18K
22K $1.98M
VEU
Vanguard Ftse All World Ex Us

ETFs
-529
- 1.53%
$66.38 - $71.68 $35.1K - $37.9K
34K $2.43M
XLF
Financial Sector Spdr

ETFs
-938
- 0.89%
$51.37 - $54.25 $48.2K - $50.9K
104K $5.63M
AVDE
American Centy ETF Tr Avantis

ETFs
-207
- 0.8%
$73.24 - $79.04 $15.2K - $16.4K
25.7K $2.03M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-45
- 0.33%
$111.77 - $121.28 $5.03K - $5.46K
13.5K $1.63M
VGT
Vanguard Information Technolog

ETFs
-176
- 5.78%
$656.44 - $753.15 $116K - $133K
2.87K $2.14M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-1.16K
- 0.74%
$25.84 - $27.2 $30.1K - $31.7K
157K $4.21M
IWM
Ishares Russell 2000 ETF

ETFs
-166
- 2.45%
$214.92 - $244.84 $35.7K - $40.6K
6.6K $1.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-225
- 3.78%
$617.65 - $666.84 $139K - $150K
5.73K $3.82M
BAC
Bank Of America Corp

Financial Services
-3.16K
- 4.4%
$44.92 - $52.42 $142K - $166K
68.7K $3.54M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-21
- 0.08%
$107.27 - $113.94 $2.25K - $2.39K
25.8K $2.94M
CVX
Chevron Corp

Energy
-592
- 2.93%
$145.57 - $161.83 $86.2K - $95.8K
19.6K $3.05M
CDE
Coeur Mining, Inc.

Basic Materials
-1.98K
- 10.25%
$8.68 - $18.76 $17.2K - $37.1K
17.3K $325K
NEM
Newmont Corp

Basic Materials
-98
- 1.51%
$57.35 - $85.25 $5.62K - $8.35K
6.4K $539K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-67
- 0.71%
$225.11 - $247.9 $15.1K - $16.6K
9.36K $2.31M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-229
- 1.26%
$98.99 - $112.2 $22.7K - $25.7K
17.9K $1.98M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-800
- 1.58%
$72.65 - $78.68 $58.1K - $62.9K
49.8K $3.9M
VTI
Vanguard Total Stock Market Et

ETFs
-1.04K
- 4.44%
$303.93 - $329.86 $315K - $342K
22.3K $7.32M
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
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