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Nwam

Latest statistics and disclosures from Nwam's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, AAPL, VUG, IVV, VTV, and represent 19.94% of Nwam's stock portfolio.
Added to shares of these 10 stocks: META (+$5.1M), CRM, CCJ, TMUS, DXCM, XOM, DIS, AMZN, J, RDNT.
Started 65 new stock positions in ALIT, GBX, Ge Vernova, PICK, DERM, DFGP, RDNT, CTA, MLM, Fidelity Wise Origin Bitcoin.
Reduced shares in these 10 stocks: IVV (-$11M), VYM (-$9.9M), AVUV (-$7.4M), IWM (-$6.9M), AAPL (-$6.7M), VV (-$6.6M), OIH (-$5.9M), AVIV, BLK, NFLX.
Sold out of its positions in BTAL, Adverum Biotechnologies, AFRM, AWK, AMAT, ADM, BKR, GOLD, CG, CARR.
Nwam was a net seller of stock by $-80M.
Nwam has $1.2B in assets under management (AUM), dropping by -0.51%.
Central Index Key (CIK): 0001655006

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Portfolio Holdings for Nwam

Nwam holds 556 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Nwam has 556 total positions. Only the first 250 positions are shown.

Sign up to view all of the Nwam March 31, 2024 positions
Download the Nwam March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	8.4	$104M		253k	411.98	View chart
Apple (AAPL)	4.1	$51M	-11%	284k	180.54	View chart
Vanguard Index Fds Growth Etf (VUG)	2.7	$33M	-2%	97k	343.85	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.4	$30M	-26%	57k	520.35	View chart
Vanguard Index Fds Value Etf (VTV)	2.3	$29M	-2%	177k	161.61	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.2	$28M	-7%	63k	441.41	View chart
Amazon (AMZN)	2.2	$28M	+14%	146k	188.37	View chart
NVIDIA Corporation (NVDA)	1.7	$21M	-4%	24k	905.20	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.7	$21M		63k	336.32	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$20M	-14%	50k	407.22	View chart
Exxon Mobil Corporation (XOM)	1.5	$19M	+22%	164k	116.17	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$16M	+2%	143k	113.81	View chart
Costco Wholesale Corporation (COST)	1.3	$16M		21k	768.01	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.2	$15M		196k	76.59	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.0	$13M		176k	72.07	View chart
Meta Platforms Cl A (META)	1.0	$12M	+71%	26k	468.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$12M	-7%	68k	170.65	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$12M		22k	520.08	View chart
Eli Lilly & Co. (LLY)	0.8	$10M		13k	777.78	View chart
Tesla Motors (TSLA)	0.8	$10M	-4%	57k	176.83	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$9.6M	-2%	100k	96.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$9.6M	-7%	57k	168.26	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$9.4M		110k	85.70	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$9.3M	+24%	43k	214.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$9.0M	+15%	35k	257.21	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$8.9M		280k	31.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$8.8M		176k	50.12	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$7.9M		44k	178.30	View chart
Dell Technologies CL C (DELL)	0.6	$7.2M	+7%	57k	127.46	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	0.6	$7.2M		106k	68.09	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$7.0M		42k	168.57	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$6.8M	+3%	91k	75.30	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$6.8M		38k	179.68	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$6.7M	-17%	30k	224.75	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.5	$6.6M	-16%	107k	60.98	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$6.5M	-4%	132k	49.08	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.5	$6.4M	+4%	78k	82.80	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$6.4M	+5%	31k	204.27	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$6.4M	+11%	105k	60.65	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.5	$6.3M	-2%	183k	34.41	View chart
Danaher Corporation (DHR)	0.5	$6.3M	+7%	25k	248.77	View chart
Freeport-mcmoran CL B (FCX)	0.5	$6.1M	-9%	120k	51.39	View chart
Advanced Micro Devices (AMD)	0.5	$5.9M	-15%	38k	155.03	View chart
salesforce (CRM)	0.4	$5.5M	+895%	20k	277.24	View chart
Broadcom (AVGO)	0.4	$5.3M	-11%	4.1k	1304.45	View chart
Starbucks Corporation (SBUX)	0.4	$5.3M		66k	79.66	View chart
Trane Technologies SHS (TT)	0.4	$5.2M	-10%	16k	325.90	View chart
Walt Disney Company (DIS)	0.4	$5.2M	+204%	49k	105.93	View chart
Us Bancorp Del Com New (USB)	0.4	$5.0M		120k	41.58	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$4.9M	+30%	63k	78.58	View chart
Paccar (PCAR)	0.4	$4.9M		45k	107.14	View chart
Procter & Gamble Company (PG)	0.4	$4.8M		29k	165.13	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.4	$4.8M	-6%	37k	129.90	View chart
International Business Machines (IBM)	0.4	$4.8M	+125%	28k	169.39	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.4	$4.7M	+175%	137k	34.17	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$4.6M	-4%	90k	50.53	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$4.5M	-15%	9.4k	476.16	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$4.5M		24k	189.07	View chart
Amgen (AMGN)	0.4	$4.4M	+2%	15k	299.44	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$4.4M	-7%	19k	234.47	View chart
Qualcomm (QCOM)	0.4	$4.4M		25k	178.73	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$4.3M	+14%	52k	84.48	View chart
Metropcs Communications (TMUS)	0.3	$4.2M	+661%	26k	163.21	View chart
Cameco Corporation (CCJ)	0.3	$4.2M	NEW	82k	51.75	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$4.2M	-12%	11k	390.13	View chart
Boeing Company (BA)	0.3	$4.2M	-43%	23k	181.80	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$4.1M	+3%	60k	68.21	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.3	$4.1M		151k	27.02	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$4.1M	-28%	69k	58.81	View chart
Servicenow (NOW)	0.3	$4.0M	+5%	5.6k	713.33	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$3.9M	-2%	18k	223.38	View chart
Intuitive Surgical Com New (ISRG)	0.3	$3.9M		10k	388.66	View chart
Johnson & Johnson (JNJ)	0.3	$3.9M	-14%	26k	150.15	View chart
JPMorgan Chase & Co. (JPM)	0.3	$3.7M	-7%	19k	193.03	View chart
Chevron Corporation (CVX)	0.3	$3.7M	-7%	23k	162.25	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$3.7M	+8%	90k	41.21	View chart
Dex (DXCM)	0.3	$3.7M	NEW	28k	130.10	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$3.6M		20k	178.52	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$3.6M	-65%	17k	206.68	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.3	$3.5M	-6%	52k	68.15	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$3.5M	+8%	38k	93.21	View chart
Arista Networks (ANET)	0.3	$3.5M	+548%	13k	273.99	View chart
Jacobs Engineering Group (J)	0.3	$3.4M	NEW	24k	141.64	View chart
RadNet (RDNT)	0.3	$3.3M	NEW	63k	52.47	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$3.3M	+59%	65k	50.39	View chart
Anavex Life Sciences Corp Com New (AVXL)	0.3	$3.2M	+4%	837k	3.84	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$3.2M	+17%	23k	142.57	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.3	$3.1M	+183%	75k	41.94	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$3.1M	-45%	28k	109.33	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$3.0M	+42%	17k	182.03	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$3.0M	+24%	24k	124.35	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$2.9M	+20%	76k	38.93	View chart
Gap (GPS)	0.2	$2.9M	NEW	133k	22.11	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$2.9M		33k	89.63	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$2.9M	-6%	36k	79.79	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.2	$2.9M	+11%	78k	36.44	View chart
Visa Com Cl A (V)	0.2	$2.8M	-6%	10k	276.76	View chart
Martin Marietta Materials (MLM)	0.2	$2.8M	NEW	4.7k	598.81	View chart
Bank of America Corporation (BAC)	0.2	$2.7M	-2%	72k	37.85	View chart
MercadoLibre (MELI)	0.2	$2.7M	-3%	1.6k	1688.59	View chart
Raytheon Technologies Corp (RTX)	0.2	$2.7M	-13%	26k	103.06	View chart
Fidelity Wise Origin Bitcoin SHS	0.2	$2.7M	NEW	44k	61.94	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$2.7M		17k	162.16	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$2.7M		20k	134.62	View chart
Greenbrier Companies (GBX)	0.2	$2.6M	NEW	50k	51.65	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$2.6M	-56%	10k	247.82	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.6M	+6%	60k	42.75	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$2.5M	+46%	57k	44.94	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$2.5M	+21%	31k	81.39	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.2	$2.5M	NEW	50k	50.36	View chart
General Electric Com New (GE)	0.2	$2.4M	-7%	14k	169.31	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$2.4M		22k	112.44	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$2.4M		21k	116.89	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$2.4M	-75%	26k	93.01	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$2.4M	-49%	18k	133.44	View chart
Oracle Corporation (ORCL)	0.2	$2.3M	-45%	20k	119.76	View chart
Veeva Sys Cl A Com (VEEV)	0.2	$2.3M		11k	205.31	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$2.2M		38k	57.90	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$2.2M		7.7k	285.26	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$2.2M	-29%	29k	74.05	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$2.2M	-27%	18k	122.76	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$2.1M	-41%	26k	81.77	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	0.2	$2.1M	NEW	102k	20.84	View chart
Alight Com Cl A (ALIT)	0.2	$2.1M	NEW	224k	9.29	View chart
Home Depot (HD)	0.2	$2.1M	-5%	5.9k	346.58	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$2.0M	+6%	40k	51.09	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$2.0M		4.9k	410.36	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$2.0M	-13%	38k	53.10	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$2.0M	-12%	20k	99.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$2.0M	+59%	33k	60.20	View chart
PPG Industries (PPG)	0.2	$2.0M	+4%	15k	134.34	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.2	$2.0M	NEW	22k	90.44	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$2.0M	+3%	2.2k	908.29	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$1.9M	NEW	14k	141.10	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$1.9M	+7%	42k	45.35	View chart
Merck & Co (MRK)	0.2	$1.9M	-5%	15k	130.62	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$1.9M	-6%	70k	27.20	View chart
Ge Vernova	0.2	$1.9M	NEW	11k	167.36	View chart
Coinbase Global Com Cl A (COIN)	0.1	$1.8M	-11%	6.9k	264.04	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$1.8M	-2%	37k	48.67	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.8M	-37%	22k	82.13	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.8M	-84%	15k	120.36	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.8M	-78%	7.5k	238.17	View chart
Automatic Data Processing (ADP)	0.1	$1.8M	-3%	7.2k	246.47	View chart
Emerson Electric (EMR)	0.1	$1.7M	-11%	16k	108.61	View chart
Coca-Cola Company (KO)	0.1	$1.7M		28k	62.47	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.7M	+3%	3.3k	515.75	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$1.7M	+57%	15k	114.22	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$1.7M	+34%	119k	14.09	View chart
UnitedHealth (UNH)	0.1	$1.7M	-4%	3.3k	499.79	View chart
Invesco Exchange Traded Fd T Zacks Mid Cap (CZA)	0.1	$1.7M	-4%	17k	99.22	View chart
Abbvie (ABBV)	0.1	$1.7M	-32%	10k	166.03	View chart
Union Pacific Corporation (UNP)	0.1	$1.7M	-16%	6.8k	243.12	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$1.7M	+331%	37k	44.78	View chart
Netflix (NFLX)	0.1	$1.7M	-72%	2.7k	606.05	View chart
Ark Etf Tr Fintech Innova (ARKF)	0.1	$1.6M		54k	30.33	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.6M	+9%	15k	107.29	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$1.6M	-24%	15k	106.00	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.6M		2.8k	573.10	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$1.6M		1.6k	969.97	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$1.6M	-2%	38k	41.52	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.6M	-27%	6.3k	246.44	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$1.5M	+11%	62k	24.78	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$1.5M		57k	26.85	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.5M	-7%	14k	108.41	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.1	$1.5M	NEW	69k	21.33	View chart
Wal-Mart Stores (WMT)	0.1	$1.5M	+230%	24k	60.60	View chart
Pfizer (PFE)	0.1	$1.5M	-15%	53k	27.77	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.1	$1.5M	+17%	13k	111.96	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$1.5M		46k	31.28	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$1.4M	NEW	23k	62.90	View chart
Pepsi (PEP)	0.1	$1.4M	-13%	8.2k	176.91	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$1.4M	-13%	18k	81.59	View chart
McDonald's Corporation (MCD)	0.1	$1.4M	-5%	5.3k	269.50	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$1.4M	+28%	16k	91.49	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.4M	-10%	2.6k	552.12	View chart
Dimensional Etf Trust International (DFSI)	0.1	$1.4M	-7%	42k	33.67	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$1.4M	+2%	16k	88.57	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$1.4M	-9%	53k	26.75	View chart
Verizon Communications (VZ)	0.1	$1.4M	-9%	35k	39.51	View chart
Deere & Company (DE)	0.1	$1.4M	-72%	3.4k	405.99	View chart
Inari Medical Ord (NARI)	0.1	$1.4M	+43%	32k	42.81	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.4M	-14%	18k	77.64	View chart
Kayne Anderson MLP Investment (KYN)	0.1	$1.3M	-27%	135k	9.96	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$1.3M	+3%	14k	94.43	View chart
Caterpillar (CAT)	0.1	$1.3M	-10%	3.8k	346.10	View chart
Tetra Tech (TTEK)	0.1	$1.3M	NEW	6.1k	212.88	View chart
Spdr Ser Tr Glb Dow Etf (DGT)	0.1	$1.3M	+9%	10k	127.98	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$1.3M	+12%	24k	53.26	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$1.3M	-2%	27k	47.13	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.2M	-14%	23k	55.07	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.1	$1.2M	NEW	27k	44.04	View chart
Icon SHS (ICLR)	0.1	$1.2M		3.8k	314.54	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.2M		7.4k	158.69	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$1.2M	-32%	18k	63.71	View chart
Uber Technologies (UBER)	0.1	$1.2M	-68%	16k	71.48	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.2M	-3%	30k	38.98	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$1.2M	+54%	11k	102.53	View chart
Micron Technology (MU)	0.1	$1.1M	+50%	9.6k	119.11	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.1M	-29%	12k	92.72	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$1.1M	+36%	27k	42.23	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.1M	-14%	2.4k	473.79	View chart
Rithm Capital Corp Com New (RITM)	0.1	$1.1M	-3%	99k	11.21	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.1M	-28%	12k	90.75	View chart
Eaton Corp SHS (ETN)	0.1	$1.1M		3.4k	319.12	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.1M	-38%	10k	104.73	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$1.1M	-5%	30k	35.75	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$1.1M	-4%	22k	48.04	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$1.1M	NEW	60k	17.90	View chart
3M Company (MMM)	0.1	$1.1M	-5%	11k	96.01	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.1	$1.1M	+11%	11k	93.45	View chart
Gilead Sciences (GILD)	0.1	$1.1M	-6%	16k	66.44	View chart
Tidal Etf Tr SP FDS S&P 500 (SPUS)	0.1	$1.1M	+16%	28k	37.56	View chart
Intel Corporation (INTC)	0.1	$1.1M	-15%	32k	33.18	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$1.1M	-10%	12k	88.11	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.0M		8.5k	122.06	View chart
Heritage Financial Corporation (HFWA)	0.1	$1.0M		55k	18.72	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.0M	-14%	25k	41.32	View chart
Realty Income (O)	0.1	$1.0M	+9%	19k	54.95	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$1.0M		16k	63.55	View chart
Kimberly-Clark Corporation (KMB)	0.1	$1.0M		7.5k	135.76	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$1.0M	+3%	31k	32.64	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$1.0M		25k	41.25	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$1.0M	-25%	23k	44.91	View chart
At&t (T)	0.1	$993k	-5%	58k	17.14	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$993k	-2%	7.5k	132.59	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$992k	+25%	10k	99.01	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$989k	+11%	22k	44.14	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$985k	+3%	9.6k	102.16	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$976k	+32%	17k	57.49	View chart
Draftkings Com Cl A (DKNG)	0.1	$962k	-3%	22k	43.30	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$960k	-3%	13k	72.14	View chart
Lowe's Companies (LOW)	0.1	$953k	-41%	4.1k	232.01	View chart
Equifax (EFX)	0.1	$949k		4.0k	236.74	View chart
Vertex Energy (VTNR)	0.1	$942k	+15%	649k	1.45	View chart
Natera (NTRA)	0.1	$939k	-18%	9.7k	97.15	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$937k	+7%	31k	29.98	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$926k	-3%	13k	73.20	View chart
Edwards Lifesciences (EW)	0.1	$908k		11k	85.84	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$907k	+46%	15k	59.74	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.1	$905k	-10%	5.9k	152.37	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$894k	+2%	11k	79.19	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$894k	-2%	4.4k	203.81	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$891k		12k	77.03	View chart
Southern Company (SO)	0.1	$890k	+8%	12k	76.69	View chart
Honeywell International (HON)	0.1	$878k	-80%	4.5k	197.08	View chart
Hannon Armstrong (HASI)	0.1	$868k	+30%	31k	28.40	View chart
Amplify Etf Tr Amplify Junior S	0.1	$850k	NEW	86k	9.93	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.1	$845k	NEW	8.0k	105.77	View chart
Bristol Myers Squibb (BMY)	0.1	$845k		19k	45.17	View chart

Past Filings by Nwam

SEC 13F filings are viewable for Nwam going back to 2015

Nwam 2024 Q1 filed May 9, 2024
Nwam 2023 Q4 filed Feb. 14, 2024
Nwam 2023 Q3 filed Nov. 1, 2023
Nwam 2023 Q2 filed Aug. 10, 2023
Nwam 2023 Q1 filed May 12, 2023
Nwam 2022 Q4 filed Feb. 8, 2023
Nwam 2022 Q3 filed Nov. 14, 2022
Nwam 2022 Q2 filed Aug. 10, 2022
Nwam 2022 Q1 filed May 12, 2022
Nwam 2021 Q4 filed Feb. 10, 2022
Nwam 2021 Q3 filed Nov. 3, 2021
Nwam 2021 Q2 filed Aug. 4, 2021
Nwam 2021 Q1 filed April 23, 2021
Nwam 2020 Q4 filed Jan. 22, 2021
Nwam 2020 Q3 filed Oct. 16, 2020
Nwam 2020 Q2 filed July 21, 2020

View all past filings

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