Nwf Advisory Services Inc. Portfolio Holdings

Nwf Advisory Services Inc.

  • $839 Billion
  • Q2 2025

Nwf Advisory Services Inc. has filed its 13F form on September 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $839 Billion distributed in 419 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $40.7B, Berkshire Hathaway Inc Class B with a value of $38.9B, Technology Sector Spdr with a value of $36.7B, Apple Inc. with a value of $27.9B, and Spdr Series Tr Spdr S&P Divide with a value of $24.7B.

Examining the 13F form we can see an increase of $126B in the current position value, from $712B to 839B.

Nwf Advisory Services Inc. is based out at Los Angeles, CA

Below you can find more details about Nwf Advisory Services Inc. portfolio as well as his latest detailed transactions.

Portfolio value $839 Billion
ETFs: $401 Billion
Financial Services: $156 Billion
Technology: $74.5 Billion
Consumer Cyclical: $45.6 Billion
Communication Services: $36.5 Billion
Consumer Defensive: $35.7 Billion
Healthcare: $15.5 Billion
Energy: $14.1 Billion
Other: $26 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$40.7 Billion 4.85% of portfolio
71,657
Q2 2025 Added 4.83%
$644B
$38.9 Billion 4.64% of portfolio
80,120
Q2 2025 Added 5.4%
$0
$36.7 Billion 4.37% of portfolio
144,862
Q2 2025 Added 7.27%
$4.09T
$27.9 Billion 3.32% of portfolio
135,872
Q2 2025 Added 3.76%
$0
$24.7 Billion 2.95% of portfolio
182,317
Q2 2025 Added 0.15%
$406B
$21.7 Billion 2.58% of portfolio
21,882
Q2 2025 Added 1.37%
$2.26T
$17.5 Billion 2.08% of portfolio
79,566
Q2 2025 Added 8.18%
$0
$17.1 Billion 2.04% of portfolio
27,534
Q2 2025 Added 7.03%
$0
$16.2 Billion 1.93% of portfolio
44,207
Q2 2025 Reduced 0.28%
$0
$14.8 Billion 1.76% of portfolio
109,415
Q2 2025 Reduced 0.12%
$1.49T
$14.4 Billion 1.72% of portfolio
81,269
Q2 2025 Added 3.41%
$0
$13.9 Billion 1.66% of portfolio
31,749
Q2 2025 Reduced 1.68%
$256B
$13.3 Billion 1.59% of portfolio
41,801
Q2 2025 Added 13.58%
$0
$13.3 Billion 1.58% of portfolio
64,805
Q2 2025 Added 2.24%
$453B
$13.1 Billion 1.57% of portfolio
83,164
Q2 2025 Added 87.61%
$556B
$12.8 Billion 1.53% of portfolio
36,190
Q2 2025 Added 6.59%
$178B
$12.1 Billion 1.44% of portfolio
97,823
Q2 2025 Reduced 0.63%
$0
$12.1 Billion 1.44% of portfolio
212,392
Q2 2025 Added 8.7%
$421B
$11.7 Billion 1.39% of portfolio
246,433
Q2 2025 Reduced 5.37%
$200B
$10.8 Billion 1.29% of portfolio
126,904
Q2 2025 Reduced 14.33%
$3.84T
$9.83 Billion 1.17% of portfolio
19,773
Q2 2025 Added 14.29%
$0
$9.52 Billion 1.14% of portfolio
14,353
Q2 2025 Added 8.43%
$0
$9.43 Billion 1.12% of portfolio
31,014
Q2 2025 Added 17.74%
$0
$9.02 Billion 1.08% of portfolio
16,344
Q2 2025 Added 16.96%
$0
$8.88 Billion 1.06% of portfolio
41,135
Q2 2025 Added 81.88%
$44.8B
$8.4 Billion 1.0% of portfolio
199,995
Q2 2025 Added 5.0%
$209B
$8.24 Billion 0.98% of portfolio
66,455
Q2 2025 Added 2.42%
$0
$7.78 Billion 0.93% of portfolio
12,593
Q2 2025 Added 11.68%
$86.8B
$7.38 Billion 0.88% of portfolio
149,969
Q2 2025 Reduced 9.01%
$280B
$6.85 Billion 0.82% of portfolio
70,015
Q2 2025 Added 2.33%
$0
$6.49 Billion 0.77% of portfolio
554,295
Q2 2025 Added 1.82%
$0
$6.37 Billion 0.76% of portfolio
52,478
Q2 2025 Added 1.33%
$0
$6.4 Billion 0.76% of portfolio
49,836
Q2 2025 Added 0.66%
$25.7B
$5.81 Billion 0.69% of portfolio
2,908
Q2 2025 Added 2.32%
$0
$5.57 Billion 0.66% of portfolio
210,171
Q2 2025 Added 55.43%
$0
$5.44 Billion 0.65% of portfolio
67,206
Q2 2025 Added 6.91%
Innovator Etfs Trust
-
$5.18 Billion 0.62% of portfolio
-
Q2 2025 New
$926B
$5.17 Billion 0.62% of portfolio
17,826
Q2 2025 Added 13.58%
$0
$4.88 Billion 0.58% of portfolio
119,935
Q2 2025 Added 24.17%
-
$4.89 Billion 0.58% of portfolio
-
Q2 2025 Reduced 1.02%
$2.88B
$4.77 Billion 0.57% of portfolio
42,373
Q2 2025 Reduced 14.49%
-
$4.7 Billion 0.56% of portfolio
-
Q2 2025 Reduced 0.71%
$0
$4.44 Billion 0.53% of portfolio
265,285
Q2 2025 Reduced 4.34%
$122B
$4.2 Billion 0.5% of portfolio
13,784
Q2 2025 Reduced 15.17%
$0
$4.13 Billion 0.49% of portfolio
324,294
Q2 2025 Added 1.29%
$0
$4.08 Billion 0.49% of portfolio
81,527
Q2 2025 Reduced 3.07%
$1.75T
$4 Billion 0.48% of portfolio
5,422
Q2 2025 Added 30.93%
$0
$4 Billion 0.48% of portfolio
73,559
Q2 2025 Reduced 28.57%
$0
$3.83 Billion 0.46% of portfolio
21,684
Q2 2025 Added 60.74%

Summary

  • Portfolio
  • No. of Stocks 419
  • Current Value $839 Billion
  • Prior Value $712 Billion
  • Filing
  • Period Q2 2025
  • Filing Date September 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 77 stocks
  • Additional Purchases 169 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 96 stocks
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