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Portfolio (Quarterly) Guide ↗

NWAM LLC

· CIK 0001655006
13F Portfolio $2.0B AUM 684 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q3 2025 · All 146 New 265 Added 253 Reduced 99 Exited
Page 4 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DHR DANAHER CORP DEL Healthcare 20,089.0 $3.8M 0.19% +10K +98.0% $190.48 +13.1%
62 SYK STRYKER CORPORATION Healthcare 11,963.0 $3.8M 0.19% +8K +211.9% $314.85 +4.7%
63 TIP ISHARES TR 33,015.0 $3.6M 0.18% +3K +9.2% $109.43 -1.8%
64 CARR CARRIER GLOBAL CORPORATION Industrials 48,769.0 $3.6M 0.18% +45K +1130.0% $73.35 -19.9%
65 XLV SELECT SECTOR SPDR TR 22,154.0 $3.5M 0.18% +5K +30.3% $158.66 +9.4%
66 VGSH VANGUARD SCOTTSDALE FDS 59,074.0 $3.4M 0.17% +5K +9.7% $58.20 -0.1%
67 EW EDWARDS LIFESCIENCES CORP Healthcare 37,307.0 $3.4M 0.17% +24K +183.8% $90.46 +0.4%
68 IWM ISHARES TR 11,119.0 $3.3M 0.17% +2K +16.1% $300.46 -0.5%
69 SPGP INVESCO EXCHANGE TRADED FD T 26,069.0 $3.2M 0.16% +232.0 +0.9% $122.29 +4.6%
70 DUHP DIMENSIONAL ETF TRUST 76,160.0 $3.2M 0.16% +9K +13.9% $41.73 +1.8%
71 IBM INTERNATIONAL BUSINESS MACHS Technology 11,072.0 $3.1M 0.16% +2K +18.0% $281.21 -18.3%
72 AVEM AMERICAN CENTY ETF TR 32,003.0 $3.1M 0.15% +7K +26.2% $96.49 -2.0%
73 F FORD MTR CO Consumer Cyclical 220,669.0 $3.1M 0.15% +187K +558.5% $13.90 -0.0%
74 MA MASTERCARD INCORPORATED Financial Services 5,892.0 $3.0M 0.15% +4K +231.0% $513.60 +16.5%
75 USMV ISHARES TR 30,637.0 $3.0M 0.15% +5K +20.8% $96.46 +5.3%
76 WMT WALMART INC Consumer Defensive 25,895.0 $2.9M 0.15% +5K +22.8% $113.26 -7.9%
77 VGT VANGUARD WORLD FD 24,526.0 $2.9M 0.15% +21K +659.8% $119.52 -1.3%
78 HD HOME DEPOT INC Consumer Cyclical 8,300.0 $2.9M 0.15% +2K +32.9% $352.66 -5.1%
79 VEEV VEEVA SYS INC Healthcare 16,385.0 $2.9M 0.14% +5K +40.0% $177.47 +37.9%
80 CGGR CAPITAL GROUP GROWTH ETF 60,693.0 $2.9M 0.14% +38K +169.1% $47.20 -0.7%
Page 4 of 14  ·  265 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.1%
Financial Services 16.8%
Industrials 10.8%
Healthcare 9.2%
Consumer Cyclical 7.7%
Consumer Defensive 4.8%
Communication Services 3.7%
Energy 2.9%
Basic Materials 2.3%
Utilities 1.9%