Nwam LLC Portfolio Holdings
Nwam LLC
- $1.14 Billion
- Q2 2025
Nwam LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.14 Billion distributed in 534 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $93.8M, Apple Inc. with a value of $55.6M, Nvidia Corp with a value of $39.5M, Amazon Com Inc with a value of $34.7M, and Broadcom Inc. with a value of $26.6M.
Examining the 13F form we can see an increase of $22.4M in the current position value, from $1.12B to 1.14B.
Nwam LLC is based out at Mercer Island, WA
Below you can find more details about Nwam LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.14 Billion
ETFs: $551 Million
Technology: $266 Million
Financial Services: $72.7 Million
Healthcare: $55.3 Million
Consumer Cyclical: $52 Million
Industrials: $50.2 Million
Consumer Defensive: $33.7 Million
Energy: $19.6 Million
Other: $30 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 534
- Current Value $1.14 Billion
- Prior Value $1.12 Billion
- Filing
- Period Q2 2025
- Filing Date August 07, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 64 stocks
- Additional Purchases 247 stocks
- Sold out of 0 stocks
- Reduced holdings in 189 stocks