Nwam LLC Incresed Positions in Q2 2025

Nwam LLC

  • $1.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SOFI
So Fi Technologies, Inc.

Financial Services
4.52K
+ 7.71%
$9.5 - $18.21 $42.9K - $82.3K
63.2K $1.15M
IBM
International Business Machines Corp

Technology
221
+ 2.86%
$221.03 - $294.78 $48.8K - $65.1K
7.96K $2.35M
ISRG
Intuitive Surgical Inc

Healthcare
4
+ 0.05%
$451.58 - $565.94 $1.81K - $2.26K
8.66K $4.71M
BNDX
Vanguard Total International B

ETFs
6.7K
+ 5.39%
$48.77 - $49.55 $327K - $332K
131K $6.48M
BAC
Bank Of America Corp

Financial Services
269
+ 0.38%
$34.39 - $47.46 $9.25K - $12.8K
71.9K $3.4M
TTE
Total Energies Se

Energy
5.97K
+ 151.54%
N/A
9.91K $679K
USB
Us Bancorp \De\

Financial Services
652
+ 0.54%
$36.4 - $45.76 $23.7K - $29.8K
121K $5.47M
IVE
Ishares S&P 500 Value ETF

ETFs
1.62K
+ 10.56%
$168.34 - $195.42 $272K - $316K
16.9K $3.31M
VGSH
Vanguard

ETFs
6.51K
+ 14.68%
$58.32 - $58.95 $380K - $384K
50.8K $2.99M
ASML
Asml Holding Nv

Technology
110
+ 5.24%
$595.37 - $815.24 $65.5K - $89.7K
2.21K $1.77M
ZS
Zscaler, Inc.

Technology
187
+ 7.29%
$174.67 - $315.32 $32.7K - $59K
2.75K $863K
CDNS
Cadence Design Systems Inc

Technology
145
+ 2.54%
$231.64 - $323.08 $33.6K - $46.8K
5.85K $1.8M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.48K
+ 3.65%
$75.05 - $77.34 $261K - $269K
98.7K $7.63M
WGMI
Valkyrie ETF Tr Ii Bitcoin Min
5.86K
+ 28.88%
$11.49 - $22.74 $67.3K - $133K
26.1K $594K
RWL
Invesco Exchange Traded Fd Tr

ETFs
935
+ 2.0%
$89.02 - $104.29 $83.2K - $97.5K
47.7K $4.97M
AVEM
American Centy ETF Tr Avantis

ETFs
2.46K
+ 14.61%
$53.08 - $68.54 $131K - $169K
19.3K $1.32M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
4.61K
+ 39.91%
$66.5 - $71.25 $306K - $328K
16.2K $1.12M
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.41K
+ 42.53%
$40.94 - $52.1 $181K - $230K
14.8K $769K
VZ
Verizon Communications Inc

Communication Services
8.34K
+ 24.89%
$41.67 - $45.62 $348K - $380K
41.8K $1.81M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
781
+ 3.11%
$86.05 - $107.7 $67.2K - $84.1K
25.9K $2.78M
IWP
Ishares Russell Mid Cap Growth

ETFs
120
+ 0.97%
$104.34 - $138.68 $12.5K - $16.6K
12.5K $1.73M
IGV
Ishares Expanded Tech Software

ETFs
100
+ 0.78%
$80.15 - $109.5 $8.02K - $11K
12.9K $1.41M
UBER
Uber Technologies, Inc

Technology
32
+ 0.24%
$64.62 - $93.3 $2.07K - $2.99K
13.3K $1.24M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.39K
+ 5.56%
$32.66 - $40.75 $78.1K - $97.5K
45.4K $1.84M
NTRA
Natera, Inc.

Healthcare
6
+ 0.06%
$132.23 - $171.87 $793 - $1.03K
9.68K $1.63M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
2.47K
+ 6.69%
$16.58 - $24.56 $41K - $60.7K
39.4K $967K
ADP
Automatic Data Processing Inc

Industrials
799
+ 12.62%
$276.76 - $326.81 $221K - $261K
7.13K $2.2M
FDN
First Tr Fd Dow Jones

ETFs
11
+ 0.2%
$200.29 - $269.33 $2.2K - $2.96K
5.52K $1.49M
STX
Seagate Technology Holdings PLC

Technology
14
+ 0.33%
$66.54 - $144.33 $932 - $2.02K
4.32K $623K
VGIT
Vanguard Intermediate Term Tre

ETFs
4.11K
+ 20.33%
$58.63 - $59.9 $241K - $246K
24.3K $1.45M
CSCO
Cisco Systems, Inc.

Technology
1.39K
+ 7.0%
$53.19 - $69.38 $74K - $96.6K
21.3K $1.48M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
549
+ 6.02%
$104.23 - $134.39 $57.2K - $73.8K
9.68K $1.3M
JCI
Johnson Controls International PLC

Industrials
97
+ 1.07%
$71.14 - $105.62 $6.9K - $10.2K
9.14K $965K
AVDE
American Centy ETF Tr Avantis

ETFs
578
+ 2.28%
$59.32 - $74.36 $34.3K - $43K
25.9K $1.92M
GOOG
Alphabet Inc.

Communication Services
149
+ 1.51%
$146.58 - $180.01 $21.8K - $26.8K
10K $1.78M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.74K
+ 2.49%
$67.03 - $80.35 $116K - $139K
71.5K $5.7M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.69K
+ 32.91%
$79.56 - $82.92 $214K - $223K
10.9K $902K
VEU
Vanguard Ftse All World Ex Us

ETFs
96
+ 0.28%
$54.19 - $67.22 $5.2K - $6.45K
34.5K $2.32M
VNQ
Vanguard Specialized Funds Van

ETFs
3.01K
+ 10.37%
$79.79 - $91.42 $240K - $275K
32.1K $2.86M
EFA
Ishares Tr Msci Eafe ETF

ETFs
100
+ 0.37%
$72.96 - $90.39 $7.3K - $9.04K
27.4K $2.45M
HYD
Vaneck High Yield Muni ETF

ETFs
4.71K
+ 22.72%
$49.08 - $51.35 $231K - $242K
25.4K $1.28M
VOX
Vanguard Communication Service

ETFs
227
+ 3.21%
$133.12 - $171.03 $30.2K - $38.8K
7.31K $1.25M
RWK
Invesco Exchange Traded Fd Tr

ETFs
124
+ 0.6%
$94.8 - $117.22 $11.8K - $14.5K
20.7K $2.42M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.04K
+ 32.75%
$97.29 - $105.63 $199K - $216K
8.29K $841K
VIG
Vanguard Dividend Appreciation

ETFs
1.06K
+ 9.98%
N/A
11.7K $2.13M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.84K
+ 6.68%
$107.93 - $110.97 $198K - $204K
29.3K $3.22M
GOOGL
Alphabet Inc.

Communication Services
65
+ 0.87%
$144.7 - $178.6 $9.41K - $11.6K
7.53K $1.33M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.15K
+ 12.33%
$20.42 - $25.3 $84.8K - $105K
37.8K $956K
BBUS
J P Morgan Exchg Traded Fd

ETFs
56
+ 0.41%
$89.63 - $111.92 $5.02K - $6.27K
13.6K $1.52M
Activity Summary
Buys All Purchases 311 New Holdings 64 Increased Positions 247 Sells All Sells 189 Reductions 189 Sold out 0 Options Calls 0 Puts 0
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