NWAM LLC

CIK
1655006
City
MERCER ISLAND
State / Country
WA

Top Portfolio Positions

306 positions · $831,026,736 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
MSFT
Microsoft Corp
Technology
229,556 $84,974,744 10.23%
AAPL
Apple Inc.
Technology
255,759 $64,909,076 7.81%
NVDA
Nvidia Corp
Technology
239,948 $41,846,931 5.04%
QQQ
Invesco Qqq Trust, Series 1
59,489 $34,335,861 4.13%
AVGO
Broadcom Inc.
Technology
98,045 $30,345,907 3.65%
AMZN
Amazon Com Inc
Consumer Cyclical
142,352 $29,647,651 3.57%
XOM
Exxon Mobil Corp
Energy
127,730 $21,670,671 2.61%
COST
Costco Wholesale Corp /New
Consumer Defensive
20,897 $20,822,397 2.51%
TSLA
Tesla, Inc.
Consumer Cyclical
51,132 $19,008,321 2.29%
GLD
Spdr Gold Trust
35,316 $15,196,121 1.83%

Holdings in NXT

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Report Date Value (USD) Shares
2026-03-31 $1,307,123 10,843