NWM ADVISORS, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
NA NWM ADVISORS, LLC | Institutional Filer | ▼ 4.48% | $109.8M | 23 |
Current Portfolio Holdings
Showing all 23 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 55K | $32.6M | 29.70% |
| 2 | IVOO | VANGUARD ADMIRAL FDS INC | — | 111K | $12.7M | 11.57% |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 20K | $9.7M | 8.83% |
| 4 | VO | VANGUARD INDEX FDS | — | 21K | $6.0M | 5.43% |
| 5 | SCHA | SCHWAB STRATEGIC TR | — | 196K | $5.7M | 5.20% |
| 6 | AAPL | Apple Inc. | Technology | 19K | $4.8M | 4.34% |
| 7 | JPM | JPMorgan Chase & Co. | Financial Services | 15K | $4.4M | 4.02% |
| 8 | NVDA | NVIDIA Corporation | Technology | 24K | $4.3M | 3.89% |
| 9 | QTEC | FIRST TR EXCHANGE-TRADED FD | — | 20K | $4.3M | 3.88% |
| 10 | V | Visa Inc. | Financial Services | 13K | $4.0M | 3.61% |
| 11 | MSFT | Microsoft Corporation | Technology | 10K | $3.7M | 3.34% |
| 12 | INVN | THE ALGER ETF TRUST | — | 173K | $3.2M | 2.95% |
| 13 | VGT | VANGUARD WORLD FD | — | 4K | $2.7M | 2.43% |
| 14 | ALAI | THE ALGER ETF TRUST | — | 74K | $2.4M | 2.22% |
| 15 | SPY | SPDR S&P 500 ETF Trust | — | 4K | $2.4M | 2.15% |
Showing 1 to 15 of 23 holdings