Nwam LLC New Holdings in Q3 2024

Nwam LLC

  • $1.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
46.6K
New
$30.74 - $34.07 $1.43M - $1.59M
46.6K $1.59M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
144K
New
$9.89 - $11.43 $1.42M - $1.64M
144K $1.58M
TIP
Ishares Tr Tips Bd ETF

ETFs
14.3K
New
$105.92 - $110.83 $1.51M - $1.58M
14.3K $1.58M
DFIC
Dimensional ETF Tr Dimensional

ETFs
55.8K
New
$25.36 - $28.37 $1.41M - $1.58M
55.8K $1.57M
MCD
Mcdonalds Corp

Consumer Cyclical
5.12K
New
$245.82 - $304.51 $1.26M - $1.56M
5.12K $1.56M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
28K
New
$49.7 - $56.11 $1.39M - $1.57M
28K $1.54M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
12.3K
New
$111.9 - $124.28 $1.38M - $1.53M
12.3K $1.52M
DIHP
Dimensional ETF Tr Dimensional

ETFs
53.8K
New
$25.23 - $27.94 $1.36M - $1.5M
53.8K $1.49M
DIS
Walt Disney CO

Communication Services
15.4K
New
$85.6 - $98.61 $1.32M - $1.52M
15.4K $1.48M
CWB
Spdr Bloomberg Convertible Sec

ETFs
19.4K
New
$71.19 - $76.59 $1.38M - $1.48M
19.4K $1.48M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
30.8K
New
$43.99 - $46.63 $1.36M - $1.44M
30.8K $1.43M
XLE
Energy Sector Spdr

ETFs
16.3K
New
$84.35 - $93.39 $1.38M - $1.52M
16.3K $1.43M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
22.8K
New
$62.4 - $62.4 $1.42M - $1.42M
22.8K $1.42M
IWN
Ishares Russell2000 Val ETF

ETFs
8.15K
New
$150.05 - $171.34 $1.22M - $1.4M
8.15K $1.36M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
27.4K
New
$47.18 - $48.74 $1.29M - $1.33M
27.4K $1.33M
SUB
Ishares Short Term National Mu

ETFs
12.3K
New
$104.3 - $106.3 $1.28M - $1.31M
12.3K $1.3M
CMCSA
Comcast Corp

Communication Services
31.2K
New
$37.33 - $41.78 $1.16M - $1.3M
31.2K $1.3M
FM
Ishares Msci Frontier And Sele

ETFs
47.1K
New
$27.35 - $27.85 $1.29M - $1.31M
47.1K $1.3M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
95.3K
New
$12.67 - $14.36 $1.21M - $1.37M
95.3K $1.28M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2.24K
New
$523.84 - $572.02 $1.17M - $1.28M
2.24K $1.28M
DFIP
Dimensional ETF Tr Inflation P

ETFs
30.2K
New
$40.69 - $42.46 $1.23M - $1.28M
30.2K $1.28M
EFG
Msci Eafe Growth ETF

ETFs
11.8K
New
$96.84 - $108.77 $1.14M - $1.28M
11.8K $1.27M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
26.5K
New
$39.47 - $49.4 $1.05M - $1.31M
26.5K $1.26M
PHYS
Sprott Physical Gold Trust

Financial Services
61.8K
New
$18.12 - $20.72 $1.12M - $1.28M
61.8K $1.26M
EEM
Ishares Msci Emerging Markets

ETFs
27.1K
New
$40.42 - $46.7 $1.1M - $1.27M
27.1K $1.24M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
20.3K
New
$56.04 - $62.99 $1.14M - $1.28M
20.3K $1.24M
BX
Blackstone Inc.

Financial Services
8.09K
New
$120.77 - $159.66 $977K - $1.29M
8.09K $1.24M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
58.8K
New
$20.69 - $21.17 $1.22M - $1.25M
58.8K $1.24M
JNK
Spdr Bloomberg High Yield Bond

ETFs
12.5K
New
$93.65 - $97.81 $1.17M - $1.22M
12.5K $1.22M
HFWA
Heritage Financial Corp

Financial Services
54.9K
New
$17.13 - $23.17 $940K - $1.27M
54.9K $1.19M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
23.4K
New
$50.52 - $50.95 $1.18M - $1.19M
23.4K $1.19M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
23.5K
New
$42.59 - $60.56 $1M - $1.42M
23.5K $1.19M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
40.8K
New
$27.8 - $29.26 $1.13M - $1.19M
40.8K $1.18M
EMR
Emerson Electric CO

Industrials
10.8K
New
$98.19 - $118.87 $1.06M - $1.28M
10.8K $1.18M
BTI
British American Tobacco P.L.C.

Consumer Defensive
31.6K
New
$31.07 - $39.36 $983K - $1.25M
31.6K $1.16M
CRM
Salesforce, Inc.

Technology
4.21K
New
$238.42 - $276.53 $1M - $1.16M
4.21K $1.15M
FDN
First Tr Fd Dow Jones

ETFs
5.43K
New
$183.68 - $212.48 $997K - $1.15M
5.43K $1.15M
ACN
Accenture PLC

Technology
3.2K
New
$295.44 - $355.81 $944K - $1.14M
3.2K $1.13M
VGIT
Vanguard Intermediate Term Tre

ETFs
18.4K
New
$57.8 - $60.8 $1.06M - $1.12M
18.4K $1.11M
CGDV
Capital Group Divid Value ETF

ETFs
30.3K
New
$32.96 - $36.48 $997K - $1.1M
30.3K $1.1M
ICLR
Icon PLC

Healthcare
3.81K
New
$280.48 - $346.2 $1.07M - $1.32M
3.81K $1.1M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
10.7K
New
$98.99 - $101.51 $1.06M - $1.08M
10.7K $1.08M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
14K
New
$69.16 - $76.64 $968K - $1.07M
14K $1.05M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
20.3K
New
$43.67 - $51.82 $885K - $1.05M
20.3K $1.05M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
30.4K
New
$28.7 - $35.25 $871K - $1.07M
30.4K $1.05M
SYK
Stryker Corp

Healthcare
2.9K
New
$315.94 - $371.96 $915K - $1.08M
2.9K $1.05M
VOX
Vanguard Communication Service

ETFs
7.15K
New
$129.82 - $145.39 $928K - $1.04M
7.15K $1.04M
SO
Southern CO

Utilities
11.4K
New
$77.0 - $90.52 $882K - $1.04M
11.4K $1.03M
KMB
Kimberly Clark Corp

Consumer Defensive
7.24K
New
$135.05 - $148.35 $977K - $1.07M
7.24K $1.03M
Activity Summary
Buys All Purchases 548 New Holdings 480 Increased Positions 68 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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