CIK 1655006
NWAM LLC
Institutional 13F holdings & portfolio
Holdings
617
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 251–300 of 617
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GOVT | ISHARES TR | 52K | $1M+ | SH |
| U | UNITY SOFTWARE INC | 27K | $1M+ | SH |
| BX | BLACKSTONE INC | 8K | $1M+ | SH |
| IGSB | ISHARES TR | 22K | $1M+ | SH |
| IHDG | WISDOMTREE TR | 23K | $1M+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 43K | $1M+ | SH |
| MFC | MANULIFE FINL CORP | 31K | $1M+ | SH |
| MRK | MERCK & CO INC | 11K | $1M+ | SH |
| PFE | PFIZER INC | 43K | $1M+ | SH |
| SCJ | ISHARES INC | 12K | $1M+ | SH |
| XYZ | BLOCK INC | 17K | $1M+ | SH |
| PFFD | GLOBAL X FDS | 55K | $1M+ | SH |
| EEM | ISHARES TR | 19K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 13K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 25K | $1M+ | SH |
| EFV | ISHARES TR | 14K | $1M+ | SH |
| O | REALTY INCOME CORP | 18K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 36K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 31K | $1M+ | SH |
| C | CITIGROUP INC | 9K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 33K | $1M+ | SH |
| DRNZ | REX ETF TR | 38K | $1M+ | SH |
| STIP | ISHARES TR | 10K | $1M+ | SH |
| IWR | ISHARES TR | 10K | $1M+ | SH |
| IUSB | ISHARES TR | 22K | $1M+ | SH |
| RING | ISHARES INC | 11K | $1M+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 9K | $1M+ | SH |
| SGOV | ISHARES TR | 10K | $500K+ | SH |
| SO | SOUTHERN CO | 11K | $500K+ | SH |
| DIS | DISNEY WALT CO | 9K | $500K+ | SH |
| SUB | ISHARES TR | 9K | $500K+ | SH |
| DBC | INVESCO DB COMMDY INDX TRCK | 39K | $500K+ | SH |
| LRCX | LAM RESEARCH CORP | 4K | $500K+ | SH |
| PBW | INVESCO EXCHANGE TRADED FD T | 31K | $500K+ | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 20K | $500K+ | SH |
| DBMF | LITMAN GREGORY FDS TR | 32K | $500K+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 15K | $500K+ | SH |
| IUSG | ISHARES TR | 5K | $500K+ | SH |
| ACWX | ISHARES TR | 13K | $500K+ | SH |
| SPEM | SPDR INDEX SHS FDS | 18K | $500K+ | SH |
| EIX | EDISON INTL | 15K | $500K+ | SH |
| KYN | KAYNE ANDERSON ENERGY INFRST | 71K | $500K+ | SH |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 31K | $500K+ | SH |
| FENI | FIDELITY COVINGTON TRUST | 23K | $500K+ | SH |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 60K | $500K+ | SH |
| EFX | EQUIFAX INC | 4K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 5K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 14K | $500K+ | SH |
| SYK | STRYKER CORPORATION | 2K | $500K+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 11K | $500K+ | SH |