Nwam LLC Purchases in Q1 2025

Nwam LLC

  • $1.12 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOLD
Barrick Gold Corp

Basic Materials
11.4K
New
$15.45 - $19.56 $176K - $223K
11.4K $221K
GNMA
Ishares Gnma Bond ETF

ETFs
4.89K
New
$42.17 - $44.04 $206K - $215K
4.89K $214K
ECL
Ecolab Inc.

Basic Materials
814
New
$229.72 - $269.82 $187K - $220K
814 $206K
WY
Weyerhaeuser CO

Real Estate
6.98K
New
$27.29 - $31.39 $191K - $219K
6.98K $204K
BMY
Bristol Myers Squibb CO

Healthcare
1.99K
+ 10.75%
$53.9 - $63.11 $107K - $125K
20.5K $1.25M
UTG
Reaves Utility Income Fund

Financial Services
6.21K
New
$31.08 - $34.42 $193K - $214K
6.21K $202K
EXEL
Exelixis, Inc.

Healthcare
5.46K
New
$32.38 - $39.16 $177K - $214K
5.46K $201K
CDNS
Cadence Design Systems Inc

Technology
1.52K
+ 36.27%
$233.96 - $324.52 $355K - $492K
5.7K $1.45M
IEV
Ishares Tr Europe ETF

ETFs
2.45K
+ 31.55%
$51.89 - $60.68 $127K - $149K
10.2K $594K
IFN
India Fund Inc

Financial Services
11.9K
New
$14.32 - $16.19 $171K - $193K
11.9K $188K
FVD
First Tr Value Line Divid Inde

ETFs
2.85K
+ 4.75%
$42.61 - $45.51 $122K - $130K
63K $2.81M
TFLO
Ishares Treasury Floating Rate

ETFs
3.55K
+ 34.64%
$50.48 - $50.68 $179K - $180K
13.8K $698K
ES
Eversource Energy

Utilities
2.62K
+ 62.97%
$55.63 - $63.8 $146K - $167K
6.78K $421K
XLI
Industrial Sector Spdr

ETFs
1.48K
+ 6.34%
$128.78 - $141.67 $191K - $210K
24.8K $3.26M
MO
Altria Group, Inc.

Consumer Defensive
1.27K
+ 10.21%
$50.81 - $60.02 $64.5K - $76.2K
13.7K $822K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.81K
+ 6.44%
$81.83 - $82.73 $148K - $150K
30K $2.48M
PGR
Progressive Corp

Financial Services
23
+ 0.63%
$235.61 - $291.22 $5.42K - $6.7K
3.68K $1.04M
IAU
Ishares Gold Trust

ETFs
720
+ 5.57%
$49.74 - $58.96 $35.8K - $42.5K
13.6K $804K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
6.65K
+ 41.28%
$22.25 - $23.0 $148K - $153K
22.7K $522K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.46K
+ 37.83%
$42.38 - $43.28 $147K - $150K
12.6K $536K
IHDG
Wisdomtree Tr

ETFs
3.34K
+ 19.12%
$43.4 - $47.51 $145K - $159K
20.8K $903K
RING
Ishares Inc Msci Global Gold M

ETFs
412
+ 3.57%
$28.64 - $38.36 $11.8K - $15.8K
11.9K $458K
NOC
Northrop Grumman Corp

Industrials
191
+ 22.68%
$433.45 - $513.82 $82.8K - $98.1K
1.03K $528K
ZS
Zscaler, Inc.

Technology
430
+ 20.14%
$181.66 - $216.87 $78.1K - $93.3K
2.57K $508K
C
Citigroup Inc

Financial Services
1.56K
+ 25.42%
$67.23 - $84.63 $105K - $132K
7.68K $545K
NU
Nu Holdings Ltd.

Financial Services
10.2K
+ 33.74%
$10.12 - $13.95 $103K - $142K
40.4K $413K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
2.09K
+ 9.11%
$96.88 - $111.25 $203K - $233K
25.1K $2.5M
FREL
Fidelity Covington Tr Msci Rea

ETFs
2.32K
+ 3.55%
$25.98 - $28.59 $60.1K - $66.2K
67.6K $1.86M
CSCO
Cisco Systems, Inc.

Technology
699
+ 3.65%
$58.74 - $64.87 $41.1K - $45.3K
19.9K $1.23M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
348
+ 3.55%
$63.07 - $73.5 $21.9K - $25.6K
10.2K $712K
HALO
Halozyme Therapeutics, Inc.

Healthcare
8
+ 0.15%
$47.74 - $65.16 $382 - $521
5.4K $344K
VGIT
Vanguard Intermediate Term Tre

ETFs
970
+ 5.05%
$57.44 - $59.4 $55.7K - $57.6K
20.2K $1.2M
PG
Procter & Gamble CO

Consumer Defensive
7
+ 0.02%
$158.56 - $176.26 $1.11K - $1.23K
29.8K $5.08M
KMB
Kimberly Clark Corp

Consumer Defensive
77
+ 1.22%
$124.46 - $147.4 $9.58K - $11.3K
6.39K $908K
TJX
Tjx Companies Inc

Consumer Cyclical
625
+ 14.41%
$112.81 - $126.16 $70.5K - $78.9K
4.96K $604K
AVEM
American Centy ETF Tr Avantis

ETFs
887
+ 5.56%
$57.11 - $62.4 $50.7K - $55.3K
16.8K $1.01M
OXY
Occidental Petroleum Corp

Energy
1.5K
+ 23.16%
$45.45 - $52.7 $68K - $78.9K
7.96K $393K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
440
+ 7.58%
$97.25 - $104.79 $42.8K - $46.1K
6.24K $647K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
5.1K
+ 43.67%
$11.34 - $12.23 $57.8K - $62.3K
16.8K $205K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
2.75K
+ 33.85%
$30.46 - $36.6 $83.7K - $101K
10.9K $330K
KR
Kroger CO

Consumer Defensive
17
+ 0.19%
$58.36 - $67.72 $992 - $1.15K
8.93K $604K
CGGR
Capital Group Growth ETF Shs C

ETFs
3.2K
+ 18.65%
$33.98 - $39.84 $109K - $127K
20.4K $696K
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.32K
+ 4.22%
$32.5 - $33.3 $42.7K - $43.8K
32.5K $1.08M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
221
+ 1.04%
$48.13 - $51.78 $10.6K - $11.4K
21.5K $1.1M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
1.99K
+ 22.34%
$25.06 - $25.98 $49.8K - $51.6K
10.9K $281K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
960
+ 9.87%
$51.26 - $52.53 $49.2K - $50.4K
10.7K $551K
AON
Aon PLC

Financial Services
4
+ 0.36%
$348.44 - $409.32 $1.39K - $1.64K
1.1K $440K
NGD
New Gold Inc.

Basic Materials
12K
New
$2.54 - $3.71 $30.5K - $44.5K
12K $44K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
302
+ 3.44%
$100.34 - $100.68 $30.3K - $30.4K
9.07K $913K
Activity Summary
Buys All Purchases 198 New Holdings 30 Increased Positions 168 Sells All Sells 277 Reductions 277 Sold out 0 Options Calls 0 Puts 0
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