Nwam LLC Portfolio Holdings
Nwam LLC
- $1.12 Billion
- Q1 2025
Nwam LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.12 Billion distributed in 504 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $93.6M, Apple Inc. with a value of $60.8M, Vanguard Growth ETF with a value of $34.6M, Amazon Com Inc with a value of $31.9M, and Vanguard Value ETF with a value of $31.3M.
Examining the 13F form we can see an decrease of $454M in the current position value, from $1.57B to 1.12B.
Nwam LLC is based out at Mercer Island, WA
Below you can find more details about Nwam LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.12 Billion
ETFs: $573 Million
Technology: $233 Million
Financial Services: $73.4 Million
Healthcare: $57.1 Million
Consumer Cyclical: $51.1 Million
Industrials: $41.4 Million
Consumer Defensive: $33.2 Million
Energy: $16.6 Million
Other: $30.5 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 504
- Current Value $1.12 Billion
- Prior Value $1.57 Billion
- Filing
- Period Q1 2025
- Filing Date May 05, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 30 stocks
- Additional Purchases 168 stocks
- Sold out of 0 stocks
- Reduced holdings in 277 stocks