Nordwand Advisors, LLC New Holdings in Q2 2025

Nordwand Advisors, LLC

  • $637 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
3K
New
$329.49 - $438.4 $988K - $1.32M
3K $1.32B
VNQ
Vanguard Specialized Funds Van

ETFs
13.9K
New
$79.79 - $91.42 $1.11M - $1.27M
13.9K $1.24B
PEP
Pepsico Inc

Consumer Defensive
8.95K
New
$128.02 - $151.37 $1.15M - $1.36M
8.95K $1.18B
SWKS
Skyworks Solutions, Inc.

Technology
15.1K
New
$49.2 - $74.95 $743K - $1.13M
15.1K $1.13B
UGI
Ugi Corp

Utilities
30.6K
New
$30.18 - $36.59 $924K - $1.12M
30.6K $1.11B
CUBE
Cube Smart

Real Estate
25K
New
$35.88 - $43.68 $897K - $1.09M
25K $1.06B
SJM
J M Smucker CO

Consumer Defensive
10.4K
New
$94.41 - $118.52 $977K - $1.23M
10.4K $1.02B
MCD
Mcdonalds Corp

Consumer Cyclical
3.2K
New
$285.55 - $321.23 $914K - $1.03M
3.2K $935M
AFL
Aflac Inc

Financial Services
8.63K
New
$99.77 - $112.45 $861K - $970K
8.63K $910M
VBK
Vanguard Small Cap Growth ETF

ETFs
3K
New
$219.76 - $276.94 $659K - $831K
3K $831M
IWR
Ishares Russell Mid Cap ETF

ETFs
8.54K
New
$74.88 - $91.97 $639K - $785K
8.54K $785M
IWM
Ishares Russell 2000 ETF

ETFs
3.31K
New
$174.82 - $215.79 $578K - $714K
3.31K $714M
PRU
Prudential Financial Inc

Financial Services
6.55K
New
$95.12 - $112.71 $623K - $738K
6.55K $704M
HD
Home Depot, Inc.

Consumer Cyclical
1.78K
New
$335.24 - $380.78 $595K - $676K
1.78K $651M
GD
General Dynamics Corp

Industrials
2.21K
New
$247.68 - $291.66 $548K - $646K
2.21K $646M
GOOG
Alphabet Inc.

Communication Services
3.6K
New
$146.58 - $180.01 $528K - $648K
3.6K $639M
VDE
Vanguard Energy ETF

ETFs
5.29K
New
$105.87 - $130.56 $560K - $691K
5.29K $630M
XOM
Exxon Mobil Corp

Energy
5.74K
New
$99.93 - $119.04 $573K - $683K
5.74K $619M
AMT
American Tower Corp

Real Estate
2.79K
New
$203.96 - $228.19 $569K - $637K
2.79K $617M
ADI
Analog Devices Inc

Technology
2.47K
New
$164.6 - $238.02 $407K - $589K
2.47K $589M
CRM
Salesforce, Inc.

Technology
2.16K
New
$236.26 - $291.15 $510K - $628K
2.16K $588M
AON
Aon PLC

Financial Services
1.59K
New
$335.85 - $398.81 $532K - $632K
1.59K $565M
KMB
Kimberly Clark Corp

Consumer Defensive
4.22K
New
$126.84 - $145.22 $535K - $613K
4.22K $544M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.33K
New
$72.02 - $73.82 $528K - $541K
7.33K $539M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10K
New
$50.36 - $50.68 $506K - $509K
10K $509M
SWK
Stanley Black & Decker, Inc.

Industrials
7.1K
New
$55.86 - $76.98 $397K - $547K
7.1K $481M
CNI
Canadian National Railway CO

Industrials
4.6K
New
$92.66 - $108.13 $426K - $497K
4.6K $479M
ADBE
Adobe Inc.

Technology
1.2K
New
$340.0 - $420.68 $407K - $504K
1.2K $463M
VIG
Vanguard Dividend Appreciation

ETFs
1.99K
New
N/A
1.99K $407M
BMY
Bristol Myers Squibb CO

Healthcare
8.02K
New
$44.12 - $59.6 $354K - $478K
8.02K $371M
CB
Chubb LTD

Financial Services
1.28K
New
$274.32 - $302.46 $351K - $387K
1.28K $371M
TT
Trane Technologies PLC

Industrials
814
New
$315.21 - $437.41 $257K - $356K
814 $356M
ALL
Allstate Corp

Financial Services
1.75K
New
$180.53 - $212.64 $316K - $372K
1.75K $352M
APO
Apollo Global Management, Inc.

Financial Services
2.27K
New
$108.68 - $145.07 $247K - $330K
2.27K $323M
COST
Costco Wholesale Corp

Consumer Defensive
308
New
$908.13 - $1056.85 $280K - $326K
308 $306M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
4.96K
New
$49.48 - $61.22 $245K - $304K
4.96K $302M
KWR
Quaker Chemical Corp

Basic Materials
2.5K
New
$97.26 - $124.36 $243K - $311K
2.5K $280M
SO
Southern CO

Utilities
2.85K
New
$84.91 - $92.56 $242K - $264K
2.85K $262M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.58K
New
$100.04 - $100.54 $258K - $259K
2.58K $259M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.34K
New
$82.96 - $110.1 $194K - $258K
2.34K $258M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10.2K
New
$19.1 - $23.83 $195K - $243K
10.2K $243M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.31K
New
$152.42 - $182.82 $199K - $239K
1.31K $239M
COP
Conocophillips

Energy
2.62K
New
$82.66 - $106.1 $216K - $277K
2.62K $235M
INTU
Intuit Inc

Technology
286
New
$544.07 - $787.63 $156K - $225K
286 $226M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
987
New
$212.1 - $244.27 $209K - $241K
987 $216M
MA
Mastercard Inc

Financial Services
377
New
$479.92 - $590.74 $181K - $223K
377 $212M
PGR
Progressive Corp

Financial Services
793
New
$255.27 - $288.74 $202K - $229K
793 $212M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
342
New
$468.22 - $566.51 $160K - $194K
342 $194M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
1.93K
New
$99.1 - $99.49 $192K - $192K
1.93K $192M
Activity Summary
Buys All Purchases 152 New Holdings 117 Increased Positions 35 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
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