Nwam LLC Reduced Holdings in Q2 2025

Nwam LLC

  • $1.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
-238
- 1.85%
$74.88 - $91.97 $17.8K - $21.9K
12.6K $1.16M
ROK
Rockwell Automation, Inc

Industrials
-12
- 1.18%
$218.97 - $332.17 $2.63K - $3.99K
1.01K $335K
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.88K
- 12.27%
$216.28 - $284.39 $407K - $535K
13.5K $3.83M
META
Meta Platforms, Inc.

Communication Services
-4
- 0.81%
$484.66 - $738.09 $1.94K - $2.95K
490 $361K
PM
Philip Morris International Inc.

Consumer Defensive
-128
- 2.99%
$149.23 - $184.95 $19.1K - $23.7K
4.16K $757K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-3
- 3.75%
$4164.15 - $5789.24 $12.5K - $17.4K
77 $445K
APH
Amphenol Corp

Technology
-85
- 2.52%
$59.09 - $98.75 $5.02K - $8.39K
3.29K $324K
AVUS
American Centy ETF Tr Avantis

ETFs
-162
- 1.06%
$81.38 - $100.82 $13.2K - $16.3K
15.2K $1.53M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-64
- 0.18%
$24.94 - $31.15 $1.6K - $1.99K
36K $1.12M
CEG
Constellation Energy Corp

Utilities
-70
- 5.81%
$170.96 - $322.76 $12K - $22.6K
1.13K $366K
MSFT
Microsoft Corp

Technology
-60.8K
- 24.39%
$354.56 - $497.45 $21.6M - $30.3M
189K $93.8M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-24
- 0.25%
$376.48 - $440.65 $9.04K - $10.6K
9.51K $4.19M
VB
Vanguard Small Cap ETF

ETFs
-278
- 1.66%
$193.73 - $237.37 $53.9K - $66K
16.5K $3.91M
AVIV
American Centy ETF Tr Avantis
-5.44K
- 5.48%
$50.27 - $62.84 $274K - $342K
93.9K $5.85M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-519
- 6.89%
$273.67 - $366.17 $142K - $190K
7.02K $2.57M
XLI
Industrial Sector Spdr

ETFs
-1.03K
- 4.14%
$116.42 - $147.52 $120K - $152K
23.8K $3.51M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-173
- 0.35%
$43.53 - $54.46 $7.53K - $9.42K
49.8K $2.71M
VO
Vanguard Mid Cap ETF

ETFs
-642
- 2.91%
$228.54 - $279.83 $147K - $180K
21.4K $5.99M
SPY
Spdr S&P 500 ETF Trust

ETFs
-49
- 0.82%
$496.48 - $617.85 $24.3K - $30.3K
5.96K $3.68M
HON
Honeywell International Inc

Industrials
-645
- 2.7%
$182.86 - $232.88 $118K - $150K
23.3K $5.42M
SAN
Banco Santander, S.A.

Financial Services
-74.9K
- 11.73%
$5.72 - $8.32 $429K - $623K
564K $4.68M
GLD
Spdr Gold Trust

ETFs
-850
- 2.07%
$273.71 - $316.29 $233K - $269K
40.3K $12.3M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-51
- 0.23%
$60.61 - $87.72 $3.09K - $4.47K
22.1K $1.87M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-96
- 0.18%
$63.36 - $80.23 $6.08K - $7.7K
51.9K $4.17M
MU
Micron Technology Inc

Technology
-1.08K
- 6.68%
$64.72 - $127.91 $69.9K - $138K
15.1K $1.86M
VTI
Vanguard Total Stock Market Et

ETFs
-483
- 2.03%
$243.75 - $303.93 $118K - $147K
23.3K $7.09M
NOW
Service Now, Inc.

Technology
-618
- 11.77%
$721.65 - $1040.18 $446K - $643K
4.63K $4.76M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-8.14K
- 4.58%
$41.45 - $54.46 $337K - $443K
170K $8.83M
ORCL
Oracle Corp

Technology
-58
- 0.67%
$122.82 - $218.63 $7.12K - $12.7K
8.66K $1.89M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.12K
- 6.18%
$221.86 - $362.89 $249K - $408K
17K $5.42M
MELI
Mercadolibre Inc

Consumer Cyclical
-180
- 10.11%
$1794.73 - $2613.63 $323K - $470K
1.6K $4.18M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-265
- 0.49%
$29.19 - $50.24 $7.74K - $13.3K
54K $2.71M
INSM
Insmed Inc

Healthcare
-3.93K
- 7.3%
$64.81 - $105.9 $255K - $416K
49.9K $5.02M
IVV
Ishares Core S&P 500 ETF

ETFs
-669
- 2.33%
$498.8 - $620.9 $334K - $415K
28K $17.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-3.75K
- 2.39%
$108.12 - $135.04 $405K - $506K
153K $20.7M
NFLX
Netflix Inc

Communication Services
-312
- 4.91%
$855.86 - $1339.13 $267K - $418K
6.04K $8.08M
AMZN
Amazon Com Inc

Consumer Cyclical
-9.17K
- 5.48%
$167.32 - $223.3 $1.53M - $2.05M
158K $34.7M
NVDA
Nvidia Corp

Technology
-7.28K
- 2.83%
$94.31 - $157.99 $687K - $1.15M
250K $39.5M
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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