Fund HoldingsNWAM LLC

Total Portfolio Value
$1.79B
Total Bought
$183.08M
Total Sold
$289.13M
Net Transaction
-$106.05M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR TECHN ETF
057,847+57,84708,4470.47%+8,447
SPDR SERIES TRUST
ST STR SP600SM C
090,799+90,79908,3850.47%+8,385
UNITED PARCEL SERVICE INC(UPS)0111,122+111,122011,8780.66%+11,878
SPDR SERIES TRUST
ST STR P500ETF
074,420+74,42006,0660.34%+6,066
HONEYWELL INTL INC(HON)031,117+31,11706,8330.38%+6,833
AMPLIFY ETF TR080,004+80,00404,5510.25%+4,551
HALLIBURTON CO(HAL)0132,030+132,03004,5090.25%+4,509
ISHARES TR0128,100+128,10004,4990.25%+4,499
SLB LIMITED(SLB)075,089+75,08903,7320.21%+3,732
AMAZON COM INC(AMZN)0162,664+162,664038,7162.16%+38,716
SPDR SERIES TRUST
ST SHO TREAS ETF
0118,722+118,72203,4760.19%+3,476
ELI LILLY & CO(LLY)15,29314,675-61812,29015,6170.87%+3,327
GREAT LAKES DREDGE & DOCK CO0217,450+217,45003,2380.18%+3,238
ISHARES SILVER TR(SLV)135,73398,097-37,6366,4749,6370.54%+3,163
SPROTT FDS TR
NICKE MINER ETF
0153,385+153,38503,1580.18%+3,158
CORE NATURAL RESOURCES INC(CNR)032,544+32,54403,1120.17%+3,112
FREEPORT-MCMORAN INC(FCX)074,837+74,83704,5720.26%+4,572
ALPHABET INC(GOOG)42,96141,724-1,23710,90913,7310.77%+2,822
GLOBAL X FDS
DEFENSE TECH ETF
8,77042,937+34,1675893,2710.18%+2,682
SPDR SERIES TRUST
ST STR GLB DOW
015,114+15,11402,6070.15%+2,607
CAMECO CORP(CCJ)82,19679,018-3,1787,0589,5440.53%+2,486
ARK ETF TR
BLOC FIN INN ETF
049,305+49,30502,3480.13%+2,348
SELECT SECTOR SPDR TR
ST STR FINL ETF
043,736+43,73602,3360.13%+2,336
HUNTINGTON INGALLS INDS INC(HII)17,77917,829+505,0817,3730.41%+2,293
SELECT SECTOR SPDR TR
ST STR ENERG ETF
046,680+46,68002,2800.13%+2,280
SELECT SECTOR SPDR TR
ST STR STAPL ETF
027,381+27,38102,2670.13%+2,267
BARCLAYS BANK PLC(DJP)084,775+84,77502,2520.13%+2,252
INVESCO EXCH TRADED FD TR II
SOLAR ETF
054,899+54,89902,9120.16%+2,912
SPDR SERIES TRUST
ST STR BLO 1 ETF
023,749+23,74902,1750.12%+2,175
MICRON TECHNOLOGY INC(MU)14,52713,289-1,2382,9905,1450.29%+2,155
PROCURE ETF TRUST II
SPACE ETF
046,925+46,92502,1250.12%+2,125
SELECT SECTOR SPDR TR
ST STR DISCR ETF
016,161+16,16101,9750.11%+1,975
EXXON MOBIL CORP0128,443+128,443017,1250.96%+17,125
VANECK ETF TRUST
GOLD MINERS ETF
167,569142,183-25,38613,46615,2810.85%+1,815
EDWARDS LIFESCIENCES CORP032,005+32,00502,6980.15%+2,698
ALPHABET INC(GOOG)46,57741,073-5,50411,84813,5370.76%+1,689
BOEING CO(BA)049,768+49,768012,0960.68%+12,096
VANECK ETF TRUST
JUNIOR GOLD MINE
118,43798,120-20,31712,57014,1580.79%+1,588
SOLSTICE ADVANCED MATLS INC(SOLS)025,791+25,79101,5800.09%+1,580
SELECT SECTOR SPDR TR
ST STR INDL ETF
09,590+9,59001,5760.09%+1,576
VANGUARD BD INDEX FDS210,601231,011+20,41016,63118,2071.02%+1,576
SELECT SECTOR SPDR TR
ST STR CARE ETF
09,877+9,87701,5620.09%+1,562
SELECT SECTOR SPDR TR
ST STR SVC ETF
012,939+12,93901,5240.09%+1,524
SPDR SERIES TRUST
ST BLOO HIGH ETF
015,262+15,26201,4940.08%+1,494
GE VERNOVA INC(GEV)011,724+11,72407,8060.44%+7,806
PEABODY ENERGY CORP(BTU)75,913105,709+29,7962,4243,7760.21%+1,352
SELECT SECTOR SPDR TR
ST STR MATER ETF
026,005+26,00501,3010.07%+1,301
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
047,114+47,11405,2940.30%+5,294
SPDR SERIES TRUST
ST INTER BD ETF
035,981+35,98101,2190.07%+1,219
VANGUARD STAR FDS0106,530+106,53008,4940.47%+8,494
AMGEN INC(AMGN)016,926+16,92605,9010.33%+5,901
US BANCORP DEL(USB)0121,489+121,48906,7830.38%+6,783
SELECT SECTOR SPDR TR
ST STR UTIL ETF
024,995+24,99501,0710.06%+1,071
VANECK ETF TRUST
SEMICONDUCTR ETF
25,83425,713-1218,7089,7580.55%+1,050
REX ETF TR038,450+38,45001,0440.06%+1,044
AGNICO EAGLE MINES LTD(AEM)32,26031,513-7475,7586,7880.38%+1,030
ISHARES TR
CORE UNIVRSL USD
021,741+21,74101,0160.06%+1,016
VANGUARD BD INDEX FDS132,605145,922+13,31710,37411,3650.63%+991
INVESCO QQQ TR65,11465,200+8639,55940,5272.26%+968
INVESCO DB COMMDY INDX TRCK(DBC)039,157+39,15709510.05%+951
AMPLIFY ETF TR291,477229,166-62,3117,2858,2130.46%+928
ASML HOLDING N V
N Y REGISTRY SHS
2,4132,417+42,5073,3790.19%+873
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
0250,578+250,578012,1300.68%+12,130
SPDR SERIES TRUST
ST STR SP DIV
05,752+5,75208370.05%+837
SIMON PPTY GROUP INC NEW(SPG)04,431+4,43108210.05%+821
ISHARES TR029,934+29,93407610.04%+761
WASTE MGMT INC DEL(WM)08,934+8,93402,0510.11%+2,051
SPDR SERIES TRUST
ST STR SP400GRW
08,013+8,01307540.04%+754
TAIWAN SEMICONDUCTOR MFG LTD(TSM)27,18726,543-6448,0938,8310.49%+738
ISHARES TR156,075156,046-2922,92423,6581.32%+734
SPDR S&P MIDCAP 400 ETF TR(MDY)02,227+2,22701,3870.08%+1,387
ISHARES INC
MSCI JAPAN ETF
08,601+8,60107240.04%+724
AEROVIRONMENT INC02,392+2,39207240.04%+724
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
48,56451,759+3,1955,4156,1310.34%+717
VANGUARD INTL EQUITY INDEX F014,861+14,86101,3000.07%+1,300
VANGUARD INDEX FDS014,883+14,88309,4500.53%+9,450
ISHARES TR
CORE MSCI TOTAL
73,53476,847+3,3136,1966,8850.38%+689
SPDR SERIES TRUST
ST STR MSCI USAQ
03,792+3,79206740.04%+674
SPDR S&P 500 ETF TR(SPY)16,82117,311+49011,26211,9290.67%+667
SPDR SERIES TRUST
ST PORT HIGH ETF
028,096+28,09606660.04%+666
NEWMONT CORP(NEM)010,803+10,80301,3580.08%+1,358
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
04,494+4,49401,5960.09%+1,596
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
040,159+40,15905,6780.32%+5,678
SPDR SERIES TRUST
ST STR SP600 SML
012,730+12,73006350.04%+635
VANGUARD INDEX FDS181,872178,489-3,38333,95334,5741.93%+621
INTUITIVE SURGICAL INC08,592+8,59204,5440.25%+4,544
SCHWAB STRATEGIC TR0236,665+236,66506,8230.38%+6,823
EDISON INTL(EIX)014,590+14,59008990.05%+899
VANGUARD TAX-MANAGED FDS245,409240,674-4,73514,84215,4120.86%+571
PROFESIONALLY MANAGED PORTFO
AKRE FOCUS ETF
08,500+8,50005570.03%+557
PACER FDS TR
US CASH COWS 100
069,054+69,05404,1750.23%+4,175
ISHARES TR
US TREAS BD ETF
052,233+52,23301,2050.07%+1,205
ISHARES TR47,29248,117+8259,63810,1880.57%+551
INVESCO EXCH TRADED FD TR II
S&P MDCP 400 REV
041,409+41,40905,4940.31%+5,494
ISHARES TR14,22616,227+2,0013,9274,4630.25%+536
ISHARES TR02,196+2,19608230.05%+823
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
03,000+3,00005260.03%+526
CATERPILLAR INC(CAT)4,9094,952+432,5033,0280.17%+525
NATERA INC(NTRA)9,6769,678+21,8252,3360.13%+511
BAKER HUGHES COMPANY(BKR)09,127+9,12704860.03%+486
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