Nwam LLC Incresed Positions in Q1 2025

Nwam LLC

  • $1.12 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
302
+ 3.44%
$100.34 - $100.68 $30.3K - $30.4K
9.07K $913K
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
GHYB
Gs ETF Tr Access High Yield CO

ETFs
572
+ 7.15%
$44.26 - $45.22 $25.3K - $25.9K
8.57K $381K
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
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
SFL
Sfl Corp Ltd.

Industrials
4.6K
+ 44.12%
$8.11 - $11.12 $37.3K - $51.2K
15K $123K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
160
+ 1.64%
$25.21 - $26.38 $4.03K - $4.22K
9.91K $261K
RNA
Avidity Biosciences, Inc.

Healthcare
309
+ 2.05%
$27.05 - $35.11 $8.36K - $10.8K
15.4K $454K
AGNC
Agnc Investment Corp.

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

Financial Services
6
+ 0.59%
$478.26 - $543.77 $2.87K - $3.26K
1.02K $519K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
1.69K
+ 3.69%
$19.04 - $20.15 $32.1K - $34K
47.4K $902K
JCI
Johnson Controls International PLC

Industrials
9
+ 0.1%
$76.12 - $90.6 $685 - $815
9.04K $724K
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
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
335
+ 6.6%
$49.85 - $56.22 $16.7K - $18.8K
5.41K $274K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
137
+ 3.59%
$91.76 - $103.26 $12.6K - $14.1K
3.95K $365K
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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