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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 10 of 35  ·  684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CRWD CROWDSTRIKE HLDGS INC Technology 3,229.0 $2.5M 0.12% -352.0 -9.8% $190.78 +19.5%
182 GLDM WORLD GOLD TR Financial Services 30,743.0 $2.4M 0.12% +10K +47.2% $79.42 +14.8%
183 SILJ AMPLIFY ETF TR 93,384.0 $2.4M 0.12% -198K -68.0% $25.92 +27.9%
184 UNH UNITEDHEALTH GROUP INC Healthcare 5,805.0 $2.4M 0.12% -734.0 -11.2% $415.62 -4.9%
185 CSCO CISCO SYS INC Technology 20,513.0 $2.4M 0.12% +1K +7.8% $117.46 -4.5%
186 CNI CANADIAN NATL RY CO Industrials 19,754.0 $2.4M 0.12% NEW $119.24 +6.1%
187 URI UNITED RENTALS INC Industrials 2,071.0 $2.3M 0.12% +2K +609.2% $1132.89 -8.4%
188 FREL FIDELITY COVINGTON TRUST 79,063.0 $2.3M 0.12% +12K +18.6% $29.30 +1.2%
189 DFIP DIMENSIONAL ETF TRUST 56,035.0 $2.3M 0.12% +13K +29.6% $41.25 -2.0%
190 DFEM DIMENSIONAL ETF TRUST 56,756.0 $2.3M 0.12% +9K +19.4% $40.64 -0.4%
191 ADP AUTOMATIC DATA PROCESSING IN Industrials 10,262.0 $2.3M 0.12% +3K +46.8% $223.96 +27.1%
192 VYMI VANGUARD WHITEHALL FDS 23,273.0 $2.3M 0.11% +3K +17.2% $98.20 +7.0%
193 KO COCA COLA CO Consumer Defensive 27,728.0 $2.3M 0.11% +1K +4.3% $81.27 +9.6%
194 OEF ISHARES TR 6,157.0 $2.3M 0.11% -3K -29.7% $365.88 +4.1%
195 GE GE AEROSPACE Industrials 5,997.0 $2.2M 0.11% -3K -32.4% $373.75 -8.3%
196 IWN ISHARES TR 10,126.0 $2.2M 0.11% -94.0 -0.9% $221.20 +1.6%
197 IWP ISHARES TR 15,262.0 $2.2M 0.11% -4K -19.1% $146.41 -2.1%
198 FTEC FIDELITY COVINGTON TRUST 7,787.0 $2.2M 0.11% -2K -19.8% $285.58 +1.9%
199 XLY SELECT SECTOR SPDR TR 18,239.0 $2.1M 0.11% +4K +25.6% $117.28 -1.2%
200 FLOT ISHARES TR 41,344.0 $2.1M 0.10% +32K +320.6% $51.05 -0.0%
Page 10 of 35  ·  684 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%