Nwam LLC Reduced Holdings in Q2 2025

Nwam LLC

  • $1.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BSX
Boston Scientific Corp

Healthcare
-302
- 10.63%
$89.7 - $107.41 $27.1K - $32.4K
2.54K $272K
IWC
Russell Micro Cap ETF

ETFs
-399
- 17.45%
$97.43 - $127.66 $38.9K - $50.9K
1.89K $240K
IFN
India Fund Inc

Financial Services
-1.14K
- 9.58%
$13.8 - $16.82 $15.8K - $19.2K
10.8K $178K
AVRE
American Centy ETF Tr Avantis
-320
- 6.13%
$38.75 - $44.92 $12.4K - $14.4K
4.9K $216K
LMT
Lockheed Martin Corp

Industrials
-61
- 4.91%
$430.82 - $486.45 $26.3K - $29.7K
1.18K $547K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-155
- 1.56%
$105.23 - $109.61 $16.3K - $17K
9.8K $1.07M
DFIV
Dimensional ETF Tr

ETFs
-1.63K
- 8.88%
$34.67 - $43.21 $56.4K - $70.3K
16.7K $715K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-185
- 10.92%
$108.06 - $135.3 $20K - $25K
1.51K $204K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-295
- 2.29%
$22.4 - $23.8 $6.61K - $7.02K
12.6K $300K
Fidelity Covington Trust
-753
- 10.38%
N/A
6.5K $0
Manager Directed Portfolios
-2.38K
- 5.66%
N/A
39.7K $0
DFSU
Dimensional ETF Tr Dimen Us Su
-8.87K
- 4.17%
N/A
204K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
-3.51K
- 15.23%
N/A
19.6K $0
Arm Holdings PLC
-820
- 33.33%
N/A
1.64K $0
Brookfield Corp
-158
- 2.36%
N/A
6.53K $0
Simplify Exchange Traded Fun
-21.2K
- 12.23%
N/A
152K $0
Arista Networks Inc
-19.8K
- 47.75%
N/A
21.6K $0
DFSI
Dimensional ETF Tr Dimen Intl
-540
- 1.43%
N/A
37.3K $0
Blackrock ETF Trust Ii
-487
- 4.19%
N/A
11.1K $0
BUCK
Simplify Exchange Traded Fds S
-2.94K
- 14.07%
N/A
17.9K $0
SGOL
Abrdn Gold ETF Trust

ETFs
-785
- 4.91%
$28.39 - $32.75 $22.3K - $25.7K
15.2K $479K
EEM
Ishares Msci Emerging Markets

ETFs
-520
- 7.75%
$38.52 - $48.28 $20K - $25.1K
6.19K $298K
DISV
Dimensional ETF Tr Dimensional

ETFs
-6.94K
- 11.2%
$25.93 - $32.91 $180K - $228K
55K $1.81M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-24
- 0.78%
$103.88 - $123.68 $2.49K - $2.97K
3.04K $375K
GLDM
World Gold Trust

ETFs
-961
- 4.94%
$58.96 - $67.97 $56.7K - $65.3K
18.5K $1.21M
KMI
Kinder Morgan, Inc.

Energy
-92
- 0.65%
$25.21 - $29.4 $2.32K - $2.7K
14K $410K
SPGI
S&P Global Inc.

Financial Services
-11
- 1.08%
$438.31 - $527.29 $4.82K - $5.8K
1.01K $533K
MA
Mastercard Inc

Financial Services
-5
- 0.39%
$479.92 - $590.74 $2.4K - $2.95K
1.29K $726K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-22
- 2.7%
$272.36 - $339.57 $5.99K - $7.47K
794 $269K
ABT
Abbott Laboratories

Healthcare
-423
- 1.79%
$123.95 - $138.08 $52.4K - $58.4K
23.2K $3.15M
EVLV
Evolv Technologies Holdings, Inc.

Industrials
-3K
- 23.08%
$2.85 - $6.24 $8.55K - $18.7K
10K $62K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-190
- 10.53%
$180.84 - $240.32 $34.4K - $45.7K
1.61K $387K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
-79
- 1.53%
$54.98 - $67.95 $4.34K - $5.37K
5.08K $342K
SCJ
Ishares Msci Japan Small Cap E

ETFs
-911
- 7.18%
$69.55 - $84.98 $63.4K - $77.4K
11.8K $999K
ADI
Analog Devices Inc

Technology
-64
- 4.55%
$164.6 - $238.02 $10.5K - $15.2K
1.34K $319K
DIHP
Dimensional ETF Tr Dimensional

ETFs
-1.49K
- 4.47%
$24.32 - $29.74 $36.1K - $44.2K
31.8K $936K
IEV
Ishares Tr Europe ETF

ETFs
-119
- 1.17%
$51.8 - $64.59 $6.16K - $7.69K
10.1K $638K
RING
Ishares Inc Msci Global Gold M

ETFs
-420
- 3.51%
$34.72 - $45.62 $14.6K - $19.2K
11.5K $504K
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
-83
- 2.91%
$104.4 - $138.37 $8.67K - $11.5K
2.77K $382K
BMO
Bank Of Montreal

Financial Services
-109
- 2.81%
$87.54 - $110.63 $9.54K - $12.1K
3.77K $417K
MS
Morgan Stanley

Financial Services
-219
- 6.35%
$99.83 - $140.86 $21.9K - $30.8K
3.23K $454K
C
Citigroup Inc

Financial Services
-658
- 8.57%
$58.13 - $85.12 $38.2K - $56K
7.02K $597K
AXP
American Express CO

Financial Services
-19
- 1.42%
$231.39 - $318.98 $4.4K - $6.06K
1.32K $420K
NU
Nu Holdings Ltd.

Financial Services
-5.7K
- 14.12%
$9.6 - $13.72 $54.7K - $78.2K
34.7K $475K
TT
Trane Technologies PLC

Industrials
-178
- 12.84%
$315.21 - $437.41 $56.1K - $77.9K
1.21K $528K
WMT
Walmart Inc.

Consumer Defensive
-1.65K
- 7.33%
$81.79 - $99.98 $135K - $165K
20.8K $2.04M
EFG
Msci Eafe Growth ETF

ETFs
-467
- 4.77%
$89.8 - $112.0 $41.9K - $52.3K
9.31K $1.04M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-107
- 1.05%
$62.73 - $78.42 $6.71K - $8.39K
10K $778K
LNG
Cheniere Energy, Inc.

Energy
-555
- 3.34%
$197.25 - $244.33 $109K - $136K
16.1K $3.92M
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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