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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 13  ·  253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IYW ISHARES TR 11,542.0 $2.9M 0.15% -6K -32.9% $252.24 -2.2%
62 IJS ISHARES TR 21,244.0 $2.9M 0.14% -276.0 -1.3% $136.68 +0.9%
63 ORCL ORACLE CORP Technology 18,334.0 $2.7M 0.13% -967.0 -5.0% $146.55 +1.6%
64 FBND FIDELITY MERRIMACK STR TR 58,585.0 $2.7M 0.13% -9K -13.3% $45.49 -0.8%
65 MELI MERCADOLIBRE INC Consumer Cyclical 1,563.0 $2.7M 0.13% -37.0 -2.3% $1697.28 +14.9%
66 SHY ISHARES TR 31,155.0 $2.6M 0.13% -7K -18.3% $82.11 -0.1%
67 XLF SELECT SECTOR SPDR TR 47,303.0 $2.5M 0.13% -57K -54.7% $53.61 +8.7%
68 PLTR PALANTIR TECHNOLOGIES INC Technology 21,270.0 $2.5M 0.12% -6K -23.1% $116.67 +52.1%
69 CRWD CROWDSTRIKE HLDGS INC Technology 3,229.0 $2.5M 0.12% -352.0 -9.8% $190.78 -0.8%
70 SILJ AMPLIFY ETF TR 93,384.0 $2.4M 0.12% -198K -68.0% $25.92 +24.8%
71 UNH UNITEDHEALTH GROUP INC Healthcare 5,805.0 $2.4M 0.12% -734.0 -11.2% $415.62 -3.5%
72 OEF ISHARES TR 6,157.0 $2.3M 0.11% -3K -29.7% $365.88 +3.1%
73 GE GE AEROSPACE Industrials 5,997.0 $2.2M 0.11% -3K -32.4% $373.75 -5.2%
74 IWN ISHARES TR 10,126.0 $2.2M 0.11% -94.0 -0.9% $221.20 +1.4%
75 IWP ISHARES TR 15,262.0 $2.2M 0.11% -4K -19.1% $146.41 -2.7%
76 FTEC FIDELITY COVINGTON TRUST 7,787.0 $2.2M 0.11% -2K -19.8% $285.58 -1.4%
77 MUB ISHARES TR 19,379.0 $2.1M 0.10% -2K -9.8% $107.62 -2.0%
78 ABT ABBOTT LABORATORIES Healthcare 22,578.0 $2.0M 0.10% -2K -8.6% $90.74 +25.8%
79 BAC BANK OF AMER CORP Financial Services 35,676.0 $2.0M 0.10% -33K -48.1% $56.98 +9.2%
80 DYNF BLACKROCK ETF TRUST 29,689.0 $2.0M 0.10% -33K -52.5% $68.01 +1.6%
Page 4 of 13  ·  253 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%