Nordwand Advisors, LLC Portfolio Holdings

Nordwand Advisors, LLC

  • $637 Billion
  • Q2 2025

Nordwand Advisors, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $637 Billion distributed in 174 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $87.5B, Johnson & Johnson with a value of $51.3B, Broadcom Inc. with a value of $33B, Vanguard Large Cap ETF with a value of $24.8B, and Microsoft Corp with a value of $23.2B.

Examining the 13F form we can see an increase of $371B in the current position value, from $266B to 637B.

Nordwand Advisors, LLC is based out at Radnor, PA

Below you can find more details about Nordwand Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $637 Billion
Financial Services: $138 Billion
Technology: $131 Billion
Healthcare: $98.2 Billion
Industrials: $95 Billion
ETFs: $70.6 Billion
Consumer Cyclical: $21.7 Billion
Energy: $14.6 Billion
Consumer Defensive: $14 Billion
Other: $31.4 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.8 Billion 3.89% of portfolio
87,000
Q2 2025 New
$0
$13.1 Billion 2.05% of portfolio
119,590
Q2 2025 New
$0
$8.37 Billion 1.31% of portfolio
13,483
Q2 2025 Added 1,556.39%
$0
$6.09 Billion 0.96% of portfolio
131,443
Q2 2025 Added 0.17%
$0
$3.33 Billion 0.52% of portfolio
53,770
Q2 2025 New
$0
$2.41 Billion 0.38% of portfolio
48,637
Q2 2025 Added 3,886.64%
$0
$2.01 Billion 0.32% of portfolio
41,665
Q2 2025 Added 6,127.95%
$0
$1.82 Billion 0.28% of portfolio
2,940
Q2 2025 Reduced 2.0%
$0
$1.52 Billion 0.24% of portfolio
28,781
Q2 2025 New
$0
$1.32 Billion 0.21% of portfolio
3,000
Q2 2025 New
$0
$1.24 Billion 0.19% of portfolio
13,933
Q2 2025 New
$0
$1.11 Billion 0.17% of portfolio
19,565
Q1 2025 Reduced 15.12%
$0
$831 Million 0.13% of portfolio
3,000
Q2 2025 New
$0
$785 Million 0.12% of portfolio
8,535
Q2 2025 New
$0
$730 Million 0.11% of portfolio
17,542
Q2 2025 Added 5.53%
$0
$714 Million 0.11% of portfolio
3,308
Q2 2025 New
$0
$590 Million 0.09% of portfolio
3,021
Q2 2025 Added 11.89%
$0
$539 Million 0.08% of portfolio
7,325
Q2 2025 New
$0
$509 Million 0.08% of portfolio
10,038
Q2 2025 New
$0
$407 Million 0.06% of portfolio
1,990
Q2 2025 New
$0
$302 Million 0.05% of portfolio
4,960
Q2 2025 New
$0
$258 Million 0.04% of portfolio
2,340
Q2 2025 New
$0
$248 Million 0.04% of portfolio
2,499
Q2 2025 Added 9,155.56%
$0
$243 Million 0.04% of portfolio
10,200
Q2 2025 New
$0
$239 Million 0.04% of portfolio
1,308
Q2 2025 New
$0
$259 Million 0.04% of portfolio
2,579
Q2 2025 New
$0
$160 Million 0.03% of portfolio
1,200
Q2 2025 New
$0
$165 Million 0.03% of portfolio
300
Q2 2025 Added 669.23%
$0
$173 Million 0.03% of portfolio
1,840
Q2 2025 New
$0
$194 Million 0.03% of portfolio
342
Q2 2025 New
$0
$192 Million 0.03% of portfolio
1,933
Q2 2025 New
$0
$146 Million 0.02% of portfolio
1,100
Q2 2025 New
$0
$114 Million 0.02% of portfolio
2,005
Q3 2024 Reduced 48.66%
$0
$107 Million 0.02% of portfolio
1,781
Q1 2025 Reduced 75.06%
$0
$149 Million 0.02% of portfolio
1,430
Q2 2025 New
$106B
$56.4 Million 0.01% of portfolio
185
Q4 2023 New
$0
$41.4 Million 0.01% of portfolio
616
Q2 2025 New
$0
$90.5 Million 0.01% of portfolio
297
Q2 2025 New
$0
$65.4 Million 0.01% of portfolio
230
Q1 2024 New
$0
$64.1 Million 0.01% of portfolio
390
Q1 2024 New
$0
$58.1 Million 0.01% of portfolio
1,375
Q1 2024 New
$0
$85.3 Million 0.01% of portfolio
775
Q2 2025 New
$0
$86.9 Million 0.01% of portfolio
640
Q2 2025 New
$0
$39.1 Million 0.01% of portfolio
1,600
Q2 2025 New
$0
$3.7 Million 0.0% of portfolio
72
Q2 2025 New
$0
$1.44 Million 0.0% of portfolio
23
Q2 2025 New
$0
$7.22 Million 0.0% of portfolio
240
Q2 2025 New
$0
$11.3 Million 0.0% of portfolio
490
Q2 2025 New
$0
$3.58 Million 0.0% of portfolio
39
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 174
  • Current Value $637 Billion
  • Prior Value $266 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 117 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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