Nwam LLC Incresed Positions in Q1 2025

Nwam LLC

  • $1.12 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NRZ
New Residential Investment Corp.

Real Estate
254
+ 0.35%
N/A
73.1K $529K
OKE
Oneok Inc

Energy
39
+ 1.6%
$89.57 - $109.85 $3.49K - $4.28K
2.48K $246K
Veralto Corp
3
+ 0.1%
N/A
2.94K $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
Dimensional ETF Trust
8.5K
+ 122.28%
N/A
15.5K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
10
+ 0.2%
N/A
4.9K $0
DGT
Spdr Global Dow ETF
10
+ 0.07%
N/A
15K $0
Fidelity Covington Trust
71
+ 0.33%
N/A
21.8K $0
Ea Series Trust
17.9K
+ 53.69%
N/A
51.2K $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
CGMU
Capital Group Core Plus Income
3.8K
+ 27.29%
N/A
17.7K $0
Blackrock ETF Trust Ii
1.72K
+ 17.39%
N/A
11.6K $0
Lam Research Corp
6.38K
+ 88.11%
N/A
13.6K $0
Simplify Exchange Traded Fun
34.5K
+ 24.92%
N/A
173K $0
American Healthcare Reit Inc
5
+ 0.06%
N/A
8.01K $0
Blackrock Inc
59
+ 11.32%
N/A
580 $0
DGS
Wisdomtree Emerging Markets Sm

ETFs
119
+ 1.36%
$47.4 - $50.24 $5.64K - $5.98K
8.86K $427K
CTSH
Cognizant Technology Solutions Corp

Technology
2
+ 0.05%
$75.32 - $90.7 $151 - $181
4.28K $327K
AXP
American Express CO

Financial Services
118
+ 9.69%
$255.39 - $325.87 $30.1K - $38.5K
1.34K $359K
RDVY
First Trust Rising Dividend Ac

ETFs
2
+ 0.04%
$57.22 - $63.39 $114 - $127
4.69K $274K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.27K
+ 5.0%
$25.58 - $29.24 $32.5K - $37.1K
26.7K $698K
SOFI
So Fi Technologies, Inc.

Financial Services
14K
+ 31.42%
$11.18 - $18.03 $157K - $253K
58.7K $682K
BMO
Bank Of Montreal

Financial Services
7
+ 0.18%
$94.92 - $104.14 $664 - $729
3.88K $370K
WCBR
Wisdomtree Tr Cybersecurity Fu

ETFs
864
+ 3.37%
$26.65 - $32.61 $23K - $28.2K
26.5K $717K
ITOT
Ishares Core S&P Total U.S. St

ETFs
7.99K
+ 5.36%
$120.29 - $134.6 $961K - $1.07M
157K $19.2M
RWK
Invesco Exchange Traded Fd Tr

ETFs
1.37K
+ 7.11%
$106.43 - $123.29 $146K - $169K
20.6K $2.22M
IGV
Ishares Expanded Tech Software

ETFs
1.29K
+ 11.19%
$88.3 - $107.83 $114K - $139K
12.8K $1.14M
ADI
Analog Devices Inc

Technology
3
+ 0.21%
$201.56 - $243.82 $605 - $731
1.41K $283K
CGUS
Capital Group Core Equity ETF
29
+ 0.25%
$33.08 - $36.62 $959 - $1.06K
11.7K $389K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
443
+ 6.14%
$77.91 - $92.26 $34.5K - $40.9K
7.66K $608K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.06K
+ 4.3%
$48.06 - $53.73 $99K - $111K
50K $2.44M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1
+ 0.13%
$333.37 - $384.99 $333 - $385
798 $266K
BNS
Bank Of Nova Scotia

Financial Services
2
+ 0.04%
$47.21 - $53.7 $94.4 - $107
4.79K $227K
HON
Honeywell International Inc

Industrials
1.34K
+ 5.93%
$202.75 - $226.52 $271K - $303K
23.9K $5.06M
ENVX
Enovix Corp

Industrials
857
+ 7.2%
$7.21 - $14.33 $6.18K - $12.3K
12.8K $93K
LMT
Lockheed Martin Corp

Industrials
24
+ 1.97%
$423.19 - $506.29 $10.2K - $12.2K
1.24K $555K
EFX
Equifax Inc

Industrials
2
+ 0.05%
$235.63 - $278.34 $471 - $557
4.05K $985K
AMAT
Applied Materials Inc

Technology
787
+ 8.59%
$145.06 - $195.51 $114K - $154K
9.95K $1.44M
PCT
Pure Cycle Technologies, Inc.

Industrials
2.22K
+ 11.78%
$6.92 - $10.9 $15.4K - $24.2K
21.1K $145K
FDX
Fedex Corp

Industrials
23
+ 1.6%
$230.33 - $281.53 $5.3K - $6.48K
1.46K $355K
CMI
Cummins Inc

Industrials
87
+ 4.05%
$312.92 - $386.07 $27.2K - $33.6K
2.24K $700K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.28K
+ 6.17%
$51.45 - $58.51 $117K - $133K
39.3K $2.03M
ETN
Eaton Corp PLC

Industrials
979
+ 18.42%
$271.83 - $371.23 $266K - $363K
6.29K $1.71M
VBK
Vanguard Small Cap Growth ETF

ETFs
15
+ 0.68%
$247.97 - $296.33 $3.72K - $4.44K
2.23K $560K
OPEN
Opendoor Technologies Inc.

Real Estate
170K
+ 40.38%
$1.02 - $1.72 $173K - $292K
591K $602K
SCHA
Schwab Strategic Tr Us Small C

ETFs
299
+ 0.9%
$23.16 - $27.04 $6.92K - $8.08K
33.7K $788K
U
Unity Software Inc.

Technology
12
+ 0.04%
$19.44 - $28.34 $233 - $340
26.7K $522K
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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