Nwam LLC Purchases in Q1 2025

Nwam LLC

  • $1.12 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ZTS
Zoetis Inc.

Healthcare
142
+ 3.16%
$156.48 - $175.67 $22.2K - $24.9K
4.63K $762K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1
+ 0.11%
$233.07 - $290.7 $233 - $291
907 $244K
SHV
Ishares Tr

ETFs
238
+ 10.82%
$110.11 - $110.51 $26.2K - $26.3K
2.44K $269K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
206
+ 0.77%
$47.59 - $48.35 $9.8K - $9.96K
27.1K $1.31M
DFSD
Dimensional ETF Tr Short Durat

ETFs
345
+ 2.24%
$46.74 - $47.55 $16.1K - $16.4K
15.8K $748K
GHYB
Gs ETF Tr Access High Yield CO

ETFs
572
+ 7.15%
$44.26 - $45.22 $25.3K - $25.9K
8.57K $381K
WFC
Wells Fargo & Company

Financial Services
142
+ 1.64%
$66.78 - $81.42 $9.48K - $11.6K
8.81K $632K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
154
+ 9.33%
$196.12 - $229.48 $30.2K - $35.3K
1.8K $364K
IVE
Ishares S&P 500 Value ETF

ETFs
119
+ 0.78%
$185.78 - $198.58 $22.1K - $23.6K
15.3K $2.92M
WMT
Walmart Inc.

Consumer Defensive
825
+ 3.81%
$84.5 - $105.05 $69.7K - $86.7K
22.5K $1.97M
RNA
Avidity Biosciences, Inc.

Healthcare
309
+ 2.05%
$27.05 - $35.11 $8.36K - $10.8K
15.4K $454K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
160
+ 1.64%
$25.21 - $26.38 $4.03K - $4.22K
9.91K $261K
AGNC
Agnc Investment Corp.

Real Estate
749
+ 4.01%
$9.12 - $10.54 $6.83K - $7.89K
19.4K $185K
SPGI
S&P Global Inc.

Financial Services
6
+ 0.59%
$478.26 - $543.77 $2.87K - $3.26K
1.02K $519K
CARR
Carrier Global Corp

Industrials
476
+ 13.77%
$62.07 - $70.55 $29.5K - $33.6K
3.93K $249K
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.09%
$254.06 - $273.83 $254 - $274
1.17K $308K
JCI
Johnson Controls International PLC

Industrials
9
+ 0.1%
$76.12 - $90.6 $685 - $815
9.04K $724K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
1.69K
+ 3.69%
$19.04 - $20.15 $32.1K - $34K
47.4K $902K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
111
+ 2.26%
$44.68 - $46.49 $4.96K - $5.16K
5.02K $232K
XLP
Consumer Staples Sector Spdr

ETFs
124
+ 1.19%
N/A
10.6K $802K
AVSF
American Centy ETF Tr Avantis

ETFs
42
+ 0.47%
$45.96 - $46.74 $1.93K - $1.96K
8.9K $415K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
137
+ 3.59%
$91.76 - $103.26 $12.6K - $14.1K
3.95K $365K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
335
+ 6.6%
$49.85 - $56.22 $16.7K - $18.8K
5.41K $274K
OKE
Oneok Inc

Energy
39
+ 1.6%
$89.57 - $109.85 $3.49K - $4.28K
2.48K $246K
NRZ
New Residential Investment Corp.

Real Estate
254
+ 0.35%
N/A
73.1K $529K
Fidelity Covington Trust
71
+ 0.33%
N/A
21.8K $0
DGS
Wisdomtree Emerging Markets Sm

ETFs
119
+ 1.36%
$47.4 - $50.24 $5.64K - $5.98K
8.86K $427K
DGT
Spdr Global Dow ETF
10
+ 0.07%
N/A
15K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
10
+ 0.2%
N/A
4.9K $0
JGRO
J P Morgan Exchange Traded Fd
553
+ 13.04%
N/A
4.8K $0
Gsk PLC
3.5K
+ 39.23%
N/A
12.4K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
9.99K
New
N/A
9.99K $0
Series Portfolios Tr
17.5K
New
N/A
17.5K $0
Blackrock ETF Trust Ii
1.72K
+ 17.39%
N/A
11.6K $0
Blackrock Inc
59
+ 11.32%
N/A
580 $0
Fidelity Covington Trust
7.25K
New
N/A
7.25K $0
Fidelity Covington Trust
105
+ 0.55%
N/A
19.1K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
1K
+ 4.55%
N/A
23.1K $0
Dimensional ETF Trust
8.5K
+ 122.28%
N/A
15.5K $0
Lam Research Corp
6.38K
+ 88.11%
N/A
13.6K $0
Veralto Corp
3
+ 0.1%
N/A
2.94K $0
Blackrock ETF Trust
9.23K
New
N/A
9.23K $0
Blackrock ETF Trust Ii
9.16K
New
N/A
9.16K $0
DFSU
Dimensional ETF Tr Dimen Us Su
2.61K
+ 1.24%
N/A
213K $0
Ea Series Trust
17.9K
+ 53.69%
N/A
51.2K $0
CGMU
Capital Group Core Plus Income
3.8K
+ 27.29%
N/A
17.7K $0
American Healthcare Reit Inc
5
+ 0.06%
N/A
8.01K $0
Pgim ETF Tr
9.73K
New
N/A
9.73K $0
Simplify Exchange Traded Fun
34.5K
+ 24.92%
N/A
173K $0
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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