Nwam LLC Incresed Positions in Q2 2025

Nwam LLC

  • $1.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMT
American Tower Corp

Real Estate
228
+ 15.94%
$203.96 - $228.19 $46.5K - $52K
1.66K $366K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.06K
+ 11.49%
$50.1 - $51.02 $53.1K - $54K
10.3K $524K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
73
+ 1.8%
$97.68 - $121.38 $7.13K - $8.86K
4.12K $499K
MPC
Marathon Petroleum Corp

Energy
121
+ 7.59%
$118.55 - $170.08 $14.3K - $20.6K
1.72K $285K
IAU
Ishares Gold Trust

ETFs
103
+ 0.75%
$56.1 - $64.74 $5.78K - $6.67K
13.7K $857K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
5
+ 0.55%
$224.32 - $326.09 $1.12K - $1.63K
912 $297K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
517
+ 5.7%
$100.35 - $100.71 $51.9K - $52.1K
9.59K $965K
NOC
Northrop Grumman Corp

Industrials
127
+ 12.29%
$456.3 - $540.39 $58K - $68.6K
1.16K $579K
KEY
Keycorp

Financial Services
1.81K
+ 13.82%
$13.23 - $17.42 $23.9K - $31.5K
14.9K $259K
DAL
Delta Air Lines, Inc.

Industrials
212
+ 3.1%
$35.88 - $52.99 $7.61K - $11.2K
7.04K $346K
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.03%
$113.75 - $148.48 $114 - $148
3.37K $492K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
300
+ 0.83%
$121.58 - $136.74 $36.5K - $41K
36.3K $4.93M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
804
+ 6.37%
$40.82 - $43.14 $32.8K - $34.7K
13.4K $578K
ENVX
Enovix Corp

Industrials
370
+ 2.9%
$5.46 - $10.53 $2.02K - $3.9K
13.1K $135K
DFIP
Dimensional ETF Tr Inflation P

ETFs
1.25K
+ 3.16%
$41.11 - $42.42 $51.5K - $53.1K
40.9K $1.71M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
4.28K
+ 11.41%
$12.71 - $14.52 $54.4K - $62.2K
41.8K $581K
DFSD
Dimensional ETF Tr Short Durat

ETFs
627
+ 3.98%
$47.09 - $48.01 $29.5K - $30.1K
16.4K $786K
BNS
Bank Of Nova Scotia

Financial Services
3
+ 0.06%
$44.56 - $55.27 $134 - $166
4.79K $264K
BK
Bank Of New York Mellon Corp

Financial Services
174
+ 6.8%
$73.31 - $91.62 $12.8K - $15.9K
2.73K $248K
IQLT
Ishares Msci Intl Quality Fact

ETFs
248
+ 4.15%
$35.9 - $43.76 $8.9K - $10.9K
6.22K $268K
CMI
Cummins Inc

Industrials
1
+ 0.04%
$267.12 - $336.65 $267 - $337
2.24K $732K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
8
+ 0.18%
$82.17 - $99.96 $657 - $800
4.52K $444K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
2.14K
+ 4.51%
$18.11 - $18.97 $38.7K - $40.5K
49.5K $932K
SHV
Ishares Tr

ETFs
235
+ 9.64%
$110.06 - $110.46 $25.9K - $26K
2.67K $295K
SFL
Sfl Corp Ltd.

Industrials
2.64K
+ 17.57%
$7.1 - $8.92 $18.7K - $23.5K
17.7K $147K
PHO
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.05%
$58.13 - $69.92 $116 - $140
4.27K $298K
RDVY
First Trust Rising Dividend Ac

ETFs
1
+ 0.02%
$51.6 - $62.74 $51.6 - $62.7
4.69K $294K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2
+ 0.13%
$152.42 - $182.82 $305 - $366
1.57K $287K
TFC
Truist Financial Corp

Financial Services
94
+ 1.16%
$34.79 - $42.99 $3.27K - $4.04K
8.18K $351K
MO
Altria Group, Inc.

Consumer Defensive
628
+ 4.58%
$55.56 - $60.91 $34.9K - $38.3K
14.3K $840K
IR
Ingersoll Rand Inc.

Industrials
71
+ 2.03%
$66.75 - $84.94 $4.74K - $6.03K
3.57K $296K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
184
+ 0.68%
$47.89 - $48.65 $8.81K - $8.95K
27.2K $1.33M
ADBE
Adobe Inc.

Technology
40
+ 6.78%
$340.0 - $420.68 $13.6K - $16.8K
630 $243K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
214
+ 2.15%
$102.02 - $103.5 $21.8K - $22.1K
10.2K $1.05M
NRZ
New Residential Investment Corp.

Real Estate
2.18K
+ 2.98%
N/A
75.3K $545K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
142
+ 0.38%
$9.73 - $11.03 $1.38K - $1.57K
37.8K $417K
CTSH
Cognizant Technology Solutions Corp

Technology
70
+ 1.63%
$66.47 - $81.81 $4.65K - $5.73K
4.35K $339K
AVSF
American Centy ETF Tr Avantis

ETFs
144
+ 1.62%
$46.28 - $47.03 $6.66K - $6.77K
9.04K $425K
SCHP
Schwab Strategic Us Tips ETF

ETFs
572
+ 1.6%
$26.18 - $26.93 $15K - $15.4K
36.4K $971K
ADSK
Autodesk, Inc.

Technology
29
+ 3.03%
N/A
987 $242K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
116
+ 2.31%
$45.2 - $46.6 $5.24K - $5.41K
5.14K $238K
PEP
Pepsico Inc

Consumer Defensive
540
+ 14.26%
$128.02 - $151.37 $69.1K - $81.7K
4.33K $571K
DUK
Duke Energy Corp

Utilities
207
+ 3.93%
$112.46 - $124.05 $23.3K - $25.7K
5.47K $645K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
578
+ 2.32%
$10.49 - $12.99 $6.06K - $7.51K
25.5K $324K
GNMA
Ishares Gnma Bond ETF

ETFs
57
+ 1.17%
$42.91 - $44.21 $2.45K - $2.52K
4.95K $217K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
82
+ 0.77%
$50.34 - $51.86 $4.13K - $4.25K
10.8K $553K
SO
Southern CO

Utilities
33
+ 0.3%
$84.91 - $92.56 $2.8K - $3.05K
11K $1.01M
VERU
Veru Inc.

Healthcare
1.5K
+ 14.29%
$0.49 - $0.7 $735 - $1.05K
12K $6K
ICSH
Blackrock Ultra Short Term Bon

ETFs
19
+ 0.44%
$50.48 - $50.71 $959 - $963
4.29K $217K
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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