Nwam LLC Incresed Positions in Q3 2025

Nwam LLC

  • $1.34 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
395
+ 2.75%
$57.75 - $67.68 $22.8K - $26.7K
14.7K $973K
VOX
Vanguard Communication Service

ETFs
59
+ 0.81%
$169.0 - $192.17 $9.97K - $11.3K
7.37K $1.38M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
15
+ 0.03%
$79.89 - $83.25 $1.2K - $1.25K
51.9K $4.3M
TIP
Ishares Tr Tips Bd ETF

ETFs
854
+ 2.91%
$109.11 - $111.88 $93.2K - $95.5K
30.2K $3.35M
MBB
Ishares Tr

ETFs
1.24K
+ 13.6%
$92.46 - $95.73 $115K - $119K
10.4K $987K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.24K
+ 1.91%
$48.5 - $50.19 $59.9K - $62K
65.8K $3.29M
PFE
Pfizer Inc

Healthcare
3.04K
+ 7.5%
$23.29 - $25.88 $70.9K - $78.8K
43.6K $1.11M
O
Realty Income Corp

Real Estate
1.16K
+ 6.97%
$56.13 - $60.79 $65.1K - $70.5K
17.8K $1.08M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.71K
+ 5.94%
$29.55 - $32.52 $50.5K - $55.6K
30.5K $977K
HALO
Halozyme Therapeutics, Inc.

Healthcare
104
+ 1.92%
$52.92 - $78.28 $5.5K - $8.14K
5.53K $405K
TJX
Tjx Companies Inc

Consumer Cyclical
224
+ 5.58%
$121.35 - $144.54 $27.2K - $32.4K
4.24K $612K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
567
+ 2.63%
$52.31 - $56.47 $29.7K - $32K
22.1K $1.25M
DFIP
Dimensional ETF Tr Inflation P

ETFs
2.31K
+ 5.65%
$41.6 - $42.66 $96.2K - $98.6K
43.2K $1.83M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
245
+ 2.53%
$133.48 - $144.38 $32.7K - $35.4K
9.92K $1.41M
FREL
Fidelity Covington Tr Msci Rea

ETFs
2.29K
+ 3.56%
$26.84 - $28.32 $61.5K - $64.9K
66.7K $1.85M
IBUY
Amplify ETF Tr Amplify Online

ETFs
252
+ 1.93%
$69.25 - $78.71 $17.5K - $19.8K
13.3K $1.01M
OEF
Ishares S&P 100 ETF

ETFs
403
+ 5.17%
N/A
8.2K $2.18M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.94K
+ 7.39%
$31.79 - $33.42 $61.7K - $64.9K
28.2K $943K
TXN
Texas Instruments Inc

Technology
540
+ 33.67%
N/A
2.14K $417K
IGV
Ishares Expanded Tech Software

ETFs
289
+ 2.24%
$105.96 - $117.79 $30.6K - $34K
13.2K $1.52M
LMT
Lockheed Martin Corp

Industrials
122
+ 10.32%
$410.74 - $499.21 $50.1K - $60.9K
1.3K $650K
XOM
Exxon Mobil Corp

Energy
373
+ 3.08%
$105.83 - $117.22 $39.5K - $43.7K
12.5K $1.41M
SLI
Standard Lithium Ltd.

Basic Materials
601
+ 0.86%
$2.03 - $3.78 $1.22K - $2.27K
70.6K $237K
GILD
Gilead Sciences, Inc.

Healthcare
867
+ 6.52%
$108.22 - $120.47 $93.8K - $104K
14.2K $1.57M
IEMG
Ishares Inc

ETFs
1.77K
+ 2.08%
N/A
87K $4.67M
COP
Conocophillips

Energy
686
+ 10.95%
$91.0 - $98.99 $62.4K - $67.9K
6.95K $657K
AA
Alcoa Corp

Basic Materials
2.02K
+ 26.61%
$28.4 - $33.85 $57.5K - $68.5K
9.63K $316K
EMB
Ishares Tr

ETFs
174
+ 0.6%
$91.52 - $95.59 $15.9K - $16.6K
29K $2.76M
MS
Morgan Stanley

Financial Services
189
+ 5.85%
$139.09 - $161.16 $26.3K - $30.5K
3.42K $543K
SPTS
Spdr Portfolio Short Term Trea

ETFs
2.86K
+ 2.53%
$29.12 - $29.34 $83.3K - $83.9K
116K $3.4M
PM
Philip Morris International Inc.

Consumer Defensive
1.03K
+ 24.75%
$157.77 - $183.27 $162K - $189K
5.19K $841K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
5.73K
+ 26.92%
$12.22 - $12.91 $70K - $73.9K
27K $348K
DD
Du Pont De Nemours, Inc.

Basic Materials
442
+ 8.23%
$69.9 - $78.26 $30.9K - $34.6K
5.81K $452K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
4.92K
+ 7.0%
$4.36 - $5.16 $21.5K - $25.4K
75.2K $388K
LHX
L3 Harris Technologies, Inc.

Industrials
28
+ 2.15%
$252.18 - $305.41 $7.06K - $8.55K
1.33K $406K
HAIL
Spdr S&P Kensho Smart Mobility

ETFs
234
+ 1.69%
$30.36 - $36.22 $7.1K - $8.48K
14.1K $501K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.07K
+ 3.63%
$28.15 - $30.13 $30K - $32.1K
30.4K $901K
FDN
First Tr Fd Dow Jones

ETFs
72
+ 1.3%
$264.06 - $287.34 $19K - $20.7K
5.59K $1.56M
VZ
Verizon Communications Inc

Communication Services
1.11K
+ 2.65%
$40.84 - $45.06 $45.2K - $49.9K
43K $1.89M
BMO
Bank Of Montreal

Financial Services
5
+ 0.13%
$110.44 - $130.66 $552 - $653
3.78K $492K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
1.76K
+ 3.55%
$18.82 - $19.8 $33.1K - $34.8K
51.3K $996K
EW
Edwards Lifesciences Corp

Healthcare
878
+ 7.49%
$73.75 - $81.83 $64.8K - $71.8K
12.6K $979K
PSX
Phillips 66

Energy
83
+ 2.76%
$118.37 - $139.46 $9.82K - $11.6K
3.09K $420K
CMBS
Ishares Cmbs ETF

ETFs
1.21K
+ 29.25%
$48.14 - $49.26 $58.4K - $59.8K
5.37K $263K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.31K
+ 18.81%
$40.94 - $42.85 $53.6K - $56.1K
8.27K $348K
BMY
Bristol Myers Squibb CO

Healthcare
1.6K
+ 15.42%
$43.31 - $48.98 $69.4K - $78.5K
12K $541K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
2
+ 0.13%
$534.91 - $598.71 $1.07K - $1.2K
1.54K $867K
MA
Mastercard Inc

Financial Services
82
+ 6.35%
$550.18 - $598.96 $45.1K - $49.1K
1.37K $781K
EWJ
Ishares Msci Japan ETF

ETFs
222
+ 3.37%
$71.69 - $81.49 $15.9K - $18.1K
6.82K $546K
Activity Summary
Buys All Purchases 291 New Holdings 57 Increased Positions 234 Sells All Sells 227 Reductions 227 Sold out 0 Options Calls 0 Puts 0
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