Nwam LLC Incresed Positions in Q2 2025

Nwam LLC

  • $1.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
613
+ 3.01%
$30.53 - $40.65 $18.7K - $24.9K
21K $852K
IWN
Ishares Russell2000 Val ETF

ETFs
592
+ 6.51%
$131.84 - $157.76 $78K - $93.4K
9.69K $1.53M
EW
Edwards Lifesciences Corp

Healthcare
1.13K
+ 10.68%
$67.07 - $78.22 $75.9K - $88.5K
11.7K $916K
MBB
Ishares Tr

ETFs
1.57K
+ 20.81%
$91.41 - $94.22 $144K - $148K
9.14K $857K
PCT
Pure Cycle Technologies, Inc.

Industrials
374
+ 1.78%
$5.57 - $14.12 $2.08K - $5.28K
21.4K $293K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
5.18K
+ 19.32%
$24.61 - $25.89 $127K - $134K
32K $823K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.61K
+ 1.68%
$72.02 - $73.82 $116K - $119K
97.5K $7.18M
PANW
Palo Alto Networks Inc

Technology
56
+ 1.61%
$152.44 - $204.64 $8.54K - $11.5K
3.54K $723K
U
Unity Software Inc.

Technology
32
+ 0.12%
$16.75 - $26.24 $536 - $840
26.7K $646K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.67K
+ 10.02%
$22.92 - $28.05 $61.2K - $74.9K
29.3K $822K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
2.39K
+ 21.95%
$26.03 - $35.66 $62.1K - $85K
13.3K $453K
MFC
Manulife Financial Corp

Financial Services
3.02K
+ 10.93%
$26.93 - $32.44 $81.2K - $97.8K
30.6K $978K
EMB
Ishares Tr

ETFs
640
+ 2.27%
$86.54 - $92.62 $55.4K - $59.3K
28.8K $2.67M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.82K
+ 9.72%
N/A
20.5K $1.28M
TTEK
Tetra Tech Inc

Industrials
66
+ 0.4%
$28.01 - $36.25 $1.85K - $2.39K
16.5K $592K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
2.17K
+ 14.54%
$26.69 - $33.44 $57.8K - $72.4K
17.1K $560K
DGS
Wisdomtree Emerging Markets Sm

ETFs
786
+ 8.88%
$43.34 - $55.24 $34.1K - $43.4K
9.64K $532K
IWS
Ishares Russell Midcap Value E

ETFs
634
+ 30.2%
$110.58 - $132.14 $70.1K - $83.8K
2.73K $361K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
853
+ 25.56%
$57.14 - $72.68 $48.7K - $62K
4.19K $304K
NEM
Newmont Corp

Basic Materials
531
+ 8.89%
$44.18 - $59.46 $23.5K - $31.6K
6.5K $378K
CGUS
Capital Group Core Equity ETF
1.32K
+ 11.35%
$29.93 - $36.93 $39.6K - $48.9K
13K $479K
ET
Energy Transfer LP

Energy
5.52K
+ 20.44%
$15.65 - $18.93 $86.5K - $105K
32.5K $590K
ILMN
Illumina, Inc.

Healthcare
19
+ 0.36%
$70.3 - $95.41 $1.34K - $1.81K
5.27K $503K
SHEL
Shell PLC

Energy
1.48K
+ 21.9%
$59.75 - $73.05 $88.3K - $108K
8.23K $579K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
47
+ 1.19%
$82.32 - $112.47 $3.87K - $5.29K
4K $449K
URTH
Ishares Msci World ETF

ETFs
208
+ 6.93%
$136.3 - $169.38 $28.4K - $35.2K
3.21K $543K
HYG
Ishares Tr

ETFs
680
+ 4.46%
$75.75 - $80.65 $51.5K - $54.8K
15.9K $1.28M
VCR
Vanguard Consumer Discretionar

ETFs
145
+ 19.33%
$290.42 - $364.35 $42.1K - $52.8K
895 $324K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
254
+ 3.32%
$70.44 - $86.87 $17.9K - $22.1K
7.92K $687K
CTVA
Corteva, Inc.

Basic Materials
379
+ 8.66%
$55.52 - $74.53 $21K - $28.2K
4.75K $354K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
17.1K
+ 32.14%
$3.84 - $4.48 $65.6K - $76.6K
70.3K $308K
LHX
L3 Harris Technologies, Inc.

Industrials
106
+ 8.86%
$200.21 - $256.99 $21.2K - $27.2K
1.3K $326K
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.88K
+ 5.79%
$32.62 - $33.58 $61.3K - $63.1K
34.3K $1.15M
SLI
Standard Lithium Ltd.

Basic Materials
20K
+ 40.0%
$1.11 - $1.96 $22.2K - $39.2K
70K $137K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
210
+ 1.83%
$59.24 - $71.39 $12.4K - $15K
11.7K $830K
SYK
Stryker Corp

Healthcare
40
+ 1.67%
$337.37 - $395.63 $13.5K - $15.8K
2.43K $961K
UTG
Reaves Utility Income Fund

Financial Services
1.27K
+ 20.45%
$29.08 - $36.18 $36.9K - $45.9K
7.48K $270K
EFX
Equifax Inc

Industrials
11
+ 0.27%
$205.5 - $280.54 $2.26K - $3.09K
4.06K $1.05M
CARR
Carrier Global Corp

Industrials
379
+ 9.63%
$55.55 - $75.83 $21.1K - $28.7K
4.31K $315K
HAIL
Spdr S&P Kensho Smart Mobility

ETFs
2
+ 0.01%
$21.85 - $30.5 $43.7 - $61
13.9K $421K
IJS
Ishares S&P Smallcap 600 Value

ETFs
281
+ 1.57%
$83.54 - $100.04 $23.5K - $28.1K
18.2K $1.81M
SPYG
Spdr Portfolio

ETFs
177
+ 5.6%
$71.83 - $95.32 $12.7K - $16.9K
3.34K $317K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
453
+ 5.57%
$81.46 - $94.63 $36.9K - $42.9K
8.58K $811K
WM
Waste Management Inc

Industrials
349
+ 5.21%
$216.47 - $242.1 $75.5K - $84.5K
7.05K $1.61M
VHT
Vanguard Health Care ETF

ETFs
323
+ 27.73%
$236.71 - $261.92 $76.5K - $84.6K
1.49K $369K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
4.52K
+ 26.93%
$10.73 - $12.54 $48.4K - $56.6K
21.3K $264K
AGNC
Agnc Investment Corp.

Real Estate
6.76K
+ 34.84%
$8.12 - $9.49 $54.9K - $64.2K
26.2K $240K
SCHX
Schwab Strategic Tr Us Large C

ETFs
308
+ 1.52%
$19.6 - $24.44 $6.04K - $7.53K
20.5K $501K
XLB
Select Sector Spdr Fd Material

ETFs
558
+ 18.83%
$74.27 - $88.92 $41.4K - $49.6K
3.52K $309K
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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