NWAM LLC
CIK: 0001655006SEC EDGAR →
Portfolio Value
$1.8T
Holdings
617
As of
Q4 2025
New Positions
617
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 242,776 | $114.9B | 6.42% |
| 2 | APPLE INC | 252,603 | $65.5B | 3.66% |
| 3 | NVIDIA CORPORATION | 228,896 | $42.7B | 2.38% |
| 4 | VANGUARD INDEX FDS | 85,751 | $41.8B | 2.33% |
| 5 | INVESCO QQQ TR | 65,200 | $40.5B | 2.26% |
| 6 | AMAZON COM INC | 162,664 | $38.7B | 2.16% |
| 7 | VANGUARD INDEX FDS | 178,489 | $34.6B | 1.93% |
| 8 | BROADCOM INC | 88,568 | $28.8B | 1.61% |
| 9 | ISHARES TR | 60,937 | $28.8B | 1.61% |
| 10 | ISHARES TR | 41,642 | $28.8B | 1.61% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (617)
$114.9B · 243K shares
$65.5B · 253K shares
$42.7B · 229K shares
$41.8B · 86K shares
$40.5B · 65K shares
$38.7B · 163K shares
$34.6B · 178K shares
$28.8B · 89K shares
$28.8B · 61K shares
$28.8B · 42K shares
$23.7B · 156K shares
$21.8B · 49K shares
$20.7B · 42K shares
$20.4B · 21K shares
$18.2B · 231K shares
$17.1B · 128K shares
$16.5B · 24K shares
$16.2B · 219K shares
$15.9B · 34K shares
$15.6B · 15K shares
$15.4B · 241K shares
$15.3B · 142K shares
$14.2B · 98K shares
$14.1B · 353K shares
$13.7B · 42K shares
$13.5B · 41K shares
$13.3B · 133K shares
$12.7B · 88K shares
$12.1B · 251K shares
$12.1B · 50K shares
$11.9B · 17K shares
$11.9B · 111K shares
$11.7B · 114K shares
$11.4B · 146K shares
$11.2B · 126K shares
$10.6B · 31K shares
$10.2B · 48K shares
$9.8B · 26K shares
$9.6B · 98K shares
$9.5B · 79K shares
$9.4B · 15K shares
$9.3B · 30K shares
$9.0B · 206K shares
$8.8B · 27K shares
$8.6B · 33K shares
$8.5B · 107K shares
$8.4B · 58K shares
$8.4B · 91K shares
$8.3B · 72K shares
$8.2B · 229K shares
$7.9B · 117K shares
$7.9B · 35K shares
$7.8B · 12K shares
$7.5B · 26K shares
$7.4B · 156K shares
$7.4B · 18K shares
$7.4B · 79K shares
$7.2B · 142K shares
$7.0B · 97K shares
$6.9B · 77K shares
$6.8B · 38K shares
$6.8B · 31K shares
$6.8B · 237K shares
$6.8B · 90K shares
$6.8B · 32K shares
$6.8B · 121K shares
$6.7B · 22K shares
$6.3B · 51K shares
$6.2B · 39K shares
$6.1B · 52K shares
$6.1B · 28K shares
$6.1B · 74K shares
$5.9B · 17K shares
$5.7B · 6K shares
$5.7B · 40K shares
$5.6B · 11K shares
$5.5B · 41K shares
$5.5B · 59K shares
$5.3B · 106K shares
$5.3B · 73K shares
$5.3B · 47K shares
$5.1B · 13K shares
$5.0B · 90K shares
$5.0B · 23K shares
$5.0B · 41K shares
$5.0B · 18K shares
$5.0B · 109K shares
$5.0B · 197K shares
$4.8B · 33K shares
$4.7B · 21K shares
$4.6B · 38K shares
$4.6B · 75K shares
$4.6B · 80K shares
$4.5B · 9K shares
$4.5B · 132K shares
$4.5B · 128K shares
$4.5B · 16K shares
$4.5B · 30K shares
$4.4B · 26K shares
$4.4B · 871K shares
$4.3B · 52K shares
$4.2B · 169K shares
$4.2B · 31K shares
$4.2B · 69K shares
$4.2B · 44K shares
$3.9B · 20K shares
$3.8B · 106K shares
$3.7B · 75K shares
$3.6B · 37K shares
$3.6B · 21K shares
$3.6B · 47K shares
$3.6B · 23K shares
$3.5B · 2K shares
$3.5B · 36K shares
$3.5B · 67K shares
$3.5B · 119K shares
$3.4B · 62K shares
$3.4B · 2K shares
$3.3B · 14K shares
$3.3B · 29K shares
$3.3B · 57K shares
$3.3B · 30K shares
$3.3B · 101K shares
$3.3B · 43K shares
$3.2B · 217K shares
$3.2B · 64K shares
$3.2B · 153K shares
$3.2B · 17K shares
$3.1B · 38K shares
$3.1B · 33K shares
$3.0B · 15K shares
$3.0B · 5K shares
$3.0B · 9K shares
$3.0B · 10K shares
$2.9B · 14K shares
$2.9B · 7K shares
$2.9B · 55K shares
$2.9B · 81K shares
$2.7B · 32K shares
$2.7B · 70K shares
$2.7B · 53K shares
$2.6B · 10K shares
$2.6B · 15K shares
$2.6B · 441K shares
$2.6B · 67K shares
$2.6B · 21K shares
$2.5B · 11K shares
$2.5B · 105K shares
$2.5B · 37K shares
$2.5B · 13K shares
$2.4B · 10K shares
$2.4B · 26K shares
$2.4B · 52K shares
$2.4B · 21K shares
$2.4B · 5K shares
$2.4B · 10K shares
$2.4B · 28K shares
$2.3B · 49K shares
$2.3B · 10K shares
$2.3B · 44K shares
$2.3B · 6K shares
$2.3B · 17K shares
$2.3B · 47K shares
$2.3B · 11K shares
$2.3B · 6K shares
$2.3B · 27K shares
$2.3B · 85K shares
$2.2B · 26K shares
$2.2B · 3K shares
$2.2B · 4K shares
$2.2B · 24K shares
$2.2B · 10K shares
$2.2B · 7K shares
$2.1B · 66K shares
$2.1B · 47K shares
$2.1B · 25K shares
$2.1B · 50K shares
$2.0B · 9K shares
$2.0B · 28K shares
$2.0B · 7K shares
$2.0B · 9K shares
$2.0B · 26K shares
$2.0B · 16K shares
$1.9B · 70K shares
$1.9B · 13K shares
$1.9B · 17K shares
$1.9B · 16K shares
$1.8B · 5K shares
$1.8B · 20K shares
$1.8B · 48K shares
$1.8B · 10K shares
$1.8B · 13K shares
$1.8B · 33K shares
$1.8B · 22K shares
$1.8B · 7K shares
$1.7B · 6K shares
$1.7B · 7K shares
$1.7B · 15K shares
$1.7B · 4K shares
$1.7B · 42K shares
$1.7B · 48K shares
$1.6B · 28K shares
$1.6B · 16K shares
$1.6B · 4K shares
$1.6B · 26K shares
$1.6B · 10K shares
$1.6B · 5K shares
$1.6B · 61K shares
$1.6B · 10K shares
$1.6B · 23K shares
$1.5B · 8K shares
$1.5B · 13K shares
$1.5B · 25K shares
$1.5B · 14K shares
$1.5B · 16K shares
$1.5B · 10K shares
$1.5B · 15K shares
$1.5B · 33K shares
$1.5B · 15K shares
$1.5B · 2K shares
$1.5B · 6K shares
$1.5B · 70K shares
$1.4B · 34K shares
$1.4B · 28K shares
$1.4B · 7K shares
$1.4B · 19K shares
$1.4B · 12K shares
$1.4B · 53K shares
$1.4B · 2K shares
$1.4B · 10K shares
$1.4B · 59K shares
$1.4B · 11K shares
$1.3B · 22K shares
$1.3B · 27K shares
$1.3B · 2K shares
$1.3B · 56K shares
$1.3B · 26K shares
$1.3B · 15K shares
$1.3B · 10K shares
$1.3B · 18K shares
$1.2B · 26K shares
$1.2B · 41K shares
$1.2B · 12K shares
$1.2B · 22K shares
$1.2B · 30K shares
$1.2B · 2K shares
$1.2B · 36K shares
$1.2B · 18K shares
$1.2B · 4K shares
$1.2B · 27K shares
$1.2B · 52K shares
$1.2B · 27K shares
$1.2B · 8K shares
$1.2B · 22K shares
$1.1B · 23K shares
$1.1B · 43K shares
$1.1B · 31K shares
$1.1B · 11K shares
$1.1B · 43K shares
$1.1B · 12K shares
$1.1B · 17K shares
$1.1B · 55K shares
$1.1B · 19K shares
$1.1B · 13K shares
$1.1B · 25K shares
$1.1B · 14K shares
$1.1B · 18K shares
$1.1B · 36K shares
$1.1B · 31K shares
$1.0B · 9K shares
$1.0B · 33K shares
$1.0B · 38K shares
$1.0B · 10K shares
$1.0B · 10K shares
$1.0B · 22K shares
$1.0B · 11K shares
$1.0B · 9K shares
$999.0M · 10K shares
$971.0M · 11K shares
$959.0M · 9K shares
$955.0M · 9K shares
$951.0M · 39K shares
$951.0M · 4K shares
$950.0M · 31K shares
$950.0M · 20K shares
$931.0M · 32K shares
$901.0M · 15K shares
$899.0M · 13K shares
$899.0M · 5K shares
$899.0M · 15K shares
$899.0M · 18K shares
$889.0M · 71K shares
$881.0M · 31K shares
$876.0M · 23K shares
$871.0M · 60K shares
$869.0M · 4K shares
$869.0M · 5K shares
$863.0M · 14K shares
$861.0M · 2K shares
$861.0M · 11K shares
$850.0M · 17K shares
$849.0M · 36K shares
$845.0M · 19K shares
$837.0M · 6K shares
$828.0M · 30K shares
$827.0M · 2K shares
$823.0M · 2K shares
$821.0M · 4K shares
$815.0M · 9K shares
$809.0M · 22K shares
$808.0M · 3K shares
$803.0M · 43K shares
$801.0M · 17K shares
$799.0M · 11K shares
$796.0M · 26K shares
$795.0M · 15K shares
$789.0M · 5K shares
$776.0M · 24K shares
$769.0M · 3K shares
$762.0M · 8K shares
$760.0M · 30K shares
$754.0M · 8K shares
$751.0M · 3K shares
$751.0M · 18K shares
$737.0M · 25K shares
$736.0M · 9K shares
$736.0M · 64K shares
$732.0M · 3K shares
$731.0M · 15K shares
$729.0M · 8K shares
$726.0M · 1 shares
$724.0M · 9K shares
$723.0M · 8K shares
$723.0M · 2K shares
$718.0M · 14K shares
$716.0M · 4K shares
$711.0M · 9K shares
$689.0M · 7K shares
$687.0M · 4K shares
$685.0M · 2K shares
$681.0M · 13K shares
$679.0M · 606 shares
$674.0M · 4K shares
$673.0M · 18K shares
$672.0M · 5K shares
$665.0M · 28K shares
$655.0M · 4K shares
$654.0M · 4K shares
$650.0M · 7K shares
$647.0M · 1K shares
$644.0M · 48K shares
$644.0M · 18K shares
$643.0M · 13K shares
$643.0M · 13K shares
$637.0M · 10K shares
$634.0M · 13K shares
$634.0M · 13K shares
$628.0M · 3K shares
$621.0M · 6K shares
$616.0M · 35K shares
$615.0M · 20K shares
$605.0M · 17K shares
$603.0M · 8K shares
$597.0M · 4K shares
$593.0M · 5K shares
$592.0M · 11K shares
$585.0M · 11K shares
$584.0M · 15K shares
$580.0M · 1K shares
$578.0M · 13K shares
$576.0M · 9K shares
$575.0M · 32K shares
$574.0M · 4K shares
$573.0M · 29K shares
$572.0M · 11K shares
$572.0M · 5K shares
$567.0M · 11K shares
$562.0M · 14K shares
$560.0M · 4K shares
$558.0M · 6K shares
$556.0M · 9K shares
$551.0M · 42K shares
$541.0M · 2K shares
$540.0M · 4K shares
$538.0M · 2K shares
$535.0M · 4K shares
$529.0M · 2K shares
$525.0M · 3K shares
$520.0M · 19K shares
$519.0M · 4K shares
$515.0M · 6K shares
$511.0M · 5K shares
$510.0M · 13K shares
$510.0M · 97K shares
$507.0M · 11K shares
$501.0M · 4K shares
$498.0M · 9K shares
$491.0M · 3K shares
$490.0M · 19K shares
$485.0M · 9K shares
$472.0M · 10K shares
$470.0M · 3K shares
$469.0M · 1K shares
$467.0M · 18K shares
$467.0M · 5K shares
$466.0M · 5K shares
$464.0M · 13K shares
$464.0M · 3K shares
$461.0M · 4K shares
$461.0M · 869 shares
$457.0M · 4K shares
$455.0M · 17K shares
$453.0M · 16K shares
$452.0M · 18K shares
$448.0M · 16K shares
$446.0M · 8K shares
$444.0M · 14K shares
$439.0M · 15K shares
$437.0M · 15K shares
$435.0M · 865 shares
$432.0M · 965 shares
$427.0M · 3K shares
$425.0M · 644 shares
$424.0M · 4K shares
$423.0M · 874 shares
$421.0M · 5K shares
$416.0M · 7K shares
$416.0M · 6K shares
$411.0M · 29K shares
$411.0M · 14K shares
$411.0M · 27K shares
$410.0M · 2K shares
$410.0M · 1K shares
$409.0M · 276 shares
$409.0M · 2K shares
$407.0M · 7K shares
$407.0M · 19K shares
$404.0M · 2K shares
$404.0M · 1K shares
$404.0M · 9K shares
$401.0M · 1K shares
$400.0M · 2K shares
$400.0M · 3K shares
$399.0M · 8K shares
$397.0M · 7K shares
$396.0M · 3K shares
$391.0M · 4K shares
$389.0M · 3K shares
$388.0M · 2K shares
$386.0M · 6K shares
$386.0M · 8K shares
$383.0M · 37K shares
$381.0M · 18K shares
$379.0M · 4K shares
$374.0M · 12K shares
$370.0M · 26K shares
$369.0M · 4K shares
$369.0M · 1K shares
$368.0M · 72 shares
$367.0M · 2K shares
$367.0M · 7K shares
$362.0M · 6K shares
$362.0M · 2K shares
$361.0M · 10K shares
$361.0M · 27K shares
$360.0M · 7K shares
$359.0M · 15K shares
$355.0M · 2K shares
$352.0M · 908 shares
$349.0M · 6K shares
$348.0M · 3K shares
$348.0M · 3K shares
$345.0M · 8K shares
$344.0M · 3K shares
$341.0M · 4K shares
$338.0M · 5K shares
$336.0M · 1K shares
$334.0M · 553 shares
$333.0M · 3K shares
$332.0M · 823 shares
$332.0M · 13K shares
$330.0M · 914 shares
$329.0M · 13K shares
$329.0M · 4K shares
$328.0M · 5K shares
$324.0M · 28K shares
$323.0M · 3K shares
$315.0M · 4K shares
$314.0M · 926 shares
$313.0M · 2K shares
$312.0M · 29K shares
$311.0M · 1K shares
$310.0M · 774 shares
$309.0M · 15K shares
$307.0M · 24K shares
$306.0M · 5K shares
$306.0M · 3K shares
$301.0M · 3K shares
$300.0M · 4K shares
$300.0M · 7K shares
$299.0M · 6K shares
$298.0M · 3K shares
$297.0M · 8K shares
$297.0M · 2K shares
$296.0M · 1K shares
$294.0M · 4K shares
$293.0M · 2K shares
$289.0M · 1K shares
$289.0M · 716 shares
$288.0M · 6K shares
$287.0M · 1K shares
$287.0M · 2K shares
$284.0M · 13K shares
$283.0M · 11K shares
$282.0M · 4K shares
$281.0M · 2K shares
$281.0M · 5K shares
$281.0M · 8K shares
$280.0M · 917 shares
$277.0M · 481 shares
$277.0M · 25K shares
$275.0M · 4K shares
$272.0M · 2K shares
$272.0M · 20K shares
$271.0M · 3K shares
$271.0M · 6K shares
$268.0M · 681 shares
$267.0M · 5K shares
$266.0M · 51K shares
$266.0M · 1K shares
$265.0M · 11K shares
$262.0M · 1K shares
$262.0M · 3K shares
$262.0M · 6K shares
$262.0M · 2K shares
$262.0M · 586 shares
$262.0M · 9K shares
$260.0M · 960 shares
$260.0M · 5K shares
$259.0M · 2K shares
$255.0M · 3K shares
$254.0M · 7K shares
$251.0M · 7K shares
$249.0M · 3K shares
$249.0M · 10K shares
$247.0M · 4K shares
$246.0M · 972 shares
$245.0M · 2K shares
$245.0M · 2K shares
$242.0M · 5K shares
$240.0M · 1K shares
$239.0M · 1K shares
$238.0M · 2K shares
$238.0M · 875 shares
$236.0M · 923 shares
$236.0M · 1K shares
$236.0M · 2K shares
$236.0M · 2K shares
$236.0M · 3K shares
$235.0M · 11K shares
$234.0M · 5K shares
$232.0M · 2K shares
$231.0M · 4K shares
$228.0M · 3K shares
$227.0M · 7K shares
$227.0M · 3K shares
$225.0M · 1K shares
$222.0M · 3K shares
$221.0M · 3K shares
$221.0M · 6K shares
$219.0M · 2K shares
$217.0M · 1K shares
$217.0M · 2K shares
$215.0M · 4K shares
$213.0M · 6K shares
$211.0M · 1K shares
$211.0M · 907 shares
$211.0M · 3K shares
$210.0M · 3K shares
$206.0M · 5K shares
$206.0M · 4K shares
$206.0M · 2K shares
$206.0M · 5K shares
$205.0M · 2K shares
$204.0M · 19K shares
$202.0M · 2K shares
$201.0M · 2K shares
$200.0M · 5K shares
$200.0M · 7K shares
$198.0M · 15K shares
$189.0M · 10K shares
$176.0M · 10K shares
$175.0M · 49K shares
$171.0M · 21K shares
$169.0M · 29K shares
$162.0M · 13K shares
$160.0M · 12K shares
$153.0M · 19K shares
$148.0M · 13K shares
$146.0M · 32K shares
$142.0M · 10K shares
$120.0M · 18K shares
$116.0M · 12K shares
$98.0M · 62K shares
$84.0M · 37K shares
$79.0M · 20K shares
$64.0M · 10K shares
$56.0M · 18K shares
$54.0M · 11K shares
$35.0M · 12K shares
$26.0M · 10K shares
$15.0M · 15K shares
$13.0M · 10K shares
$12.0M · 15K shares
$11.0M · 16K shares
$8.0M · 15K shares
$7.0M · 15K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 344 | $932.2B | 52.1% |
| Technology | 71 | $335.7B | 18.8% |
| Unknown | 28 | $113.9B | 6.4% |
| Industrials | 42 | $82.4B | 4.6% |
| Healthcare | 35 | $76.0B | 4.2% |
| Consumer Cyclical | 15 | $75.2B | 4.2% |
| Communication Services | 12 | $60.5B | 3.4% |
| Energy | 20 | $42.0B | 2.3% |
| Consumer Defensive | 16 | $34.5B | 1.9% |
| Basic Materials | 18 | $19.0B | 1.1% |
| Utilities | 8 | $12.0B | 0.7% |
| Real Estate | 8 | $6.2B | 0.3% |