Nwam LLC Sells in Q1 2025

Nwam LLC

  • $1.12 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-9.25K
- 13.98%
$102.49 - $119.96 $948K - $1.11M
56.9K $5.95M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-67.3K
- 83.9%
$23.32 - $23.84 $1.57M - $1.6M
12.9K $302K
IWP
Ishares Russell Mid Cap Growth

ETFs
-9.26K
- 42.86%
$114.9 - $139.6 $1.06M - $1.29M
12.3K $1.45M
MCD
Mcdonalds Corp

Consumer Cyclical
-4.49K
- 86.58%
$279.74 - $321.29 $1.26M - $1.44M
696 $217K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.91K
- 16.55%
$507.05 - $563.67 $968K - $1.08M
9.62K $4.95M
VO
Vanguard Mid Cap ETF

ETFs
-4.25K
- 16.15%
$251.87 - $277.95 $1.07M - $1.18M
22.1K $5.7M
VCIT
Vanguard Intermediate Term Cor

ETFs
-15.4K
- 65.22%
$79.17 - $82.04 $1.22M - $1.26M
8.19K $669K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-9.15K
- 74.89%
$117.4 - $131.02 $1.07M - $1.2M
3.07K $367K
ORCL
Oracle Corp

Technology
-5.15K
- 37.11%
$139.81 - $186.47 $719K - $959K
8.72K $1.22M
RTX
Raytheon Technologies Corp

Industrials
-9.73K
- 74.26%
$114.1 - $135.66 $1.11M - $1.32M
3.37K $446K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-42.5K
- 18.98%
$27.01 - $28.54 $1.15M - $1.21M
181K $5.07M
LOW
Lowes Companies Inc

Consumer Cyclical
-3.96K
- 60.56%
$222.66 - $268.42 $883K - $1.06M
2.58K $602K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-75.7K
- 75.22%
$11.96 - $13.56 $906K - $1.03M
25K $320K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7.31K
- 5.54%
$57.21 - $65.8 $418K - $481K
125K $7.28M
JPM
Jpmorgan Chase & CO

Financial Services
-4.4K
- 17.97%
$225.19 - $279.95 $990K - $1.23M
20.1K $4.92M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.89K
- 16.52%
$408.78 - $448.82 $772K - $847K
9.54K $4M
VRT
Vertiv Holdings CO

Industrials
-9.85K
- 22.87%
N/A
33.2K $2.88M
DVY
Ishares Tr

ETFs
-6.2K
- 36.97%
$128.58 - $138.1 $797K - $856K
10.6K $1.42M
PEP
Pepsico Inc

Consumer Defensive
-4.89K
- 56.35%
$142.64 - $156.42 $698K - $765K
3.79K $567K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-6.73K
- 40.35%
$105.1 - $109.61 $707K - $738K
9.95K $1.08M
EFG
Msci Eafe Growth ETF

ETFs
-7.52K
- 43.46%
$96.1 - $106.37 $722K - $800K
9.78K $978K
EEM
Ishares Msci Emerging Markets

ETFs
-16.9K
- 71.58%
$40.81 - $45.34 $690K - $766K
6.71K $293K
ACN
Accenture PLC

Technology
-1.75K
- 50.2%
$300.91 - $398.25 $527K - $698K
1.74K $542K
VGT
Vanguard Information Technolog

ETFs
-710
- 19.97%
$542.38 - $646.34 $385K - $459K
2.85K $1.54M
MUB
Ishares National Muni Bond ETF

ETFs
-6.08K
- 33.29%
$104.71 - $107.69 $637K - $655K
12.2K $1.29M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-3.94K
- 18.07%
$96.3 - $112.23 $380K - $442K
17.9K $1.74M
IWD
Ishares Russell 1000 Val ETF

ETFs
-4.09K
- 8.35%
$182.82 - $196.21 $748K - $803K
44.9K $8.45M
ROK
Rockwell Automation, Inc

Industrials
-2K
- 66.16%
$255.29 - $303.75 $510K - $606K
1.02K $263K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-10.1K
- 9.57%
$73.78 - $76.59 $744K - $772K
95.2K $7.29M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-9.8K
- 26.41%
$74.85 - $84.89 $734K - $832K
27.3K $2.23M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-24.3K
- 40.27%
$25.54 - $28.79 $622K - $701K
36.1K $1M
LNG
Cheniere Energy, Inc.

Energy
-3.87K
- 18.88%
$209.32 - $253.66 $811K - $982K
16.6K $3.85M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.49K
- 11.41%
$192.82 - $222.1 $287K - $330K
11.5K $2.23M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-22.3K
- 40.15%
$25.1 - $27.85 $560K - $621K
33.2K $895K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-13.5K
- 27.91%
$32.57 - $35.82 $440K - $484K
34.9K $1.16M
IBHE
Ishares Ibonds 2025 Term High

ETFs
-20.1K
- 23.91%
$23.16 - $23.32 $465K - $468K
63.9K $1.48M
HYG
Ishares Tr

ETFs
-5.9K
- 27.9%
$78.51 - $80.11 $463K - $472K
15.2K $1.2M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-25.1K
- 13.67%
$25.34 - $26.96 $636K - $676K
158K $4.19M
HD
Home Depot, Inc.

Consumer Cyclical
-743
- 10.27%
$347.25 - $424.87 $258K - $316K
6.49K $2.38M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-6.85K
- 26.83%
N/A
18.7K $1.17M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-15.5K
- 52.26%
$27.64 - $28.58 $428K - $442K
14.1K $404K
PCAR
Paccar Inc

Industrials
-937
- 2.03%
$96.91 - $112.51 $90.8K - $105K
45.2K $4.4M
DISV
Dimensional ETF Tr Dimensional

ETFs
-20.6K
- 24.94%
$26.09 - $30.21 $537K - $622K
62K $1.8M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-14.7K
- 50.92%
$25.35 - $27.46 $372K - $403K
14.2K $374K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-2.4K
- 8.78%
$47.25 - $67.02 $114K - $161K
25K $1.19M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
-11.3K
- 23.42%
$19.0 - $24.32 $215K - $275K
36.9K $701K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.8K
- 7.51%
$62.43 - $84.12 $112K - $151K
22.1K $1.44M
TTEK
Tetra Tech Inc

Industrials
-3.31K
- 16.78%
$28.26 - $42.58 $93.5K - $141K
16.4K $480K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-7.52K
- 52.14%
$39.18 - $43.52 $295K - $327K
6.91K $288K
Activity Summary
Buys All Purchases 198 New Holdings 30 Increased Positions 168 Sells All Sells 277 Reductions 277 Sold out 0 Options Calls 0 Puts 0
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