Holdings

Nwm Advisors, LLC

As of Jun 30, 2026, Nwm Advisors, LLC reported 10 positions worth US$36.8M. Largest: Berkshire Hathaway Inc., Apple Inc and Jp Morgan Chase & Co. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Berkshire Hathaway Inc.21,092US$10.6M+872Jun 30, 2026
Apple Inc18,247US$5.28M−527Jun 30, 2026
Jp Morgan Chase & Co.15,260US$5M+255Jun 30, 2026
Visa Inc.13,821US$4.74M+725Jun 30, 2026
Nvidia Corporation22,606US$4.52M−1,859Jun 30, 2026
Microsoft Corp.10,588US$3.95M+680Jun 30, 2026
United Parcel Service, Inc.15,718US$1.69Mno changeJun 30, 2026
Caterpillar, Inc.401US$427Kno changeJun 30, 2026
Costco Wholesale Corporation328US$307K−65Jun 30, 2026
Crowdstrike Holdings, Inc.396US$302KnewJun 30, 2026