Nwf Advisory Services Inc. Incresed Positions in Q1 2025

Nwf Advisory Services Inc.

  • $712 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
245K
+ 760.76%
$16.57 - $18.85 $4.06M - $4.62M
277K $4.61B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
70.1K
+ 536.93%
$29.34 - $31.31 $2.06M - $2.19M
83.1K $2.47B
MMM
3 M CO

Industrials
8.94K
+ 493.76%
$129.7 - $155.12 $1.16M - $1.39M
10.7K $1.58B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
28.2K
+ 37.78%
$51.45 - $58.51 $1.45M - $1.65M
103K $5.33B
GE
General Electric CO

Industrials
2.36K
+ 20.96%
$168.59 - $212.13 $399K - $501K
13.6K $2.73B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
15.2K
+ 113.94%
$49.22 - $51.73 $746K - $784K
28.5K $1.44B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
7.44K
+ 75.97%
$87.68 - $94.52 $653K - $704K
17.2K $1.61B
NEE
Nextera Energy Inc

Utilities
9.23K
+ 126.72%
$66.96 - $76.16 $618K - $703K
16.5K $1.17B
SLV
I Shares Silver Trust

ETFs
1.35K
+ 1.13%
$26.93 - $31.32 $36.4K - $42.3K
121K $3.75B
RVT
Royce Value Trust, Inc.

Financial Services
37.3K
+ 161.89%
$14.07 - $16.68 $525K - $623K
60.4K $860M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
37.1K
+ 88.24%
$12.04 - $13.32 $446K - $494K
79.1K $993M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
54.8K
+ 256.33%
$8.4 - $10.21 $460K - $560K
76.2K $642M
META
Meta Platforms, Inc.

Communication Services
768
+ 22.77%
$576.36 - $736.67 $443K - $566K
4.14K $2.39B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
4.51K
+ 9.55%
$108.02 - $120.45 $488K - $544K
51.8K $5.7B
IBM
International Business Machines Corp

Technology
720
+ 31.94%
$217.4 - $264.74 $157K - $191K
2.97K $739M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
15.4K
+ 53.62%
$14.22 - $14.83 $219K - $228K
44.1K $638M
XOM
Exxon Mobil Corp

Energy
231
+ 1.57%
$105.44 - $118.93 $24.4K - $27.5K
15K $1.78B
JFR
Nuveen Floating Rate Income Fund

Financial Services
22.3K
+ 124.27%
$8.41 - $9.05 $188K - $202K
40.2K $341M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
10.3K
+ 39.77%
$16.18 - $17.82 $167K - $184K
36.3K $609M
IYH
Ishares Tr

ETFs
1.48K
+ 5.45%
$58.32 - $62.76 $86.3K - $92.8K
28.6K $1.74B
LLY
Eli Lilly & CO

Healthcare
129
+ 15.3%
$725.72 - $929.72 $93.6K - $120K
972 $803M
FSK
Fs Kkr Capital Corp

Financial Services
7.52K
+ 74.39%
$20.47 - $24.06 $154K - $181K
17.6K $370M
DUK
Duke Energy Corp

Utilities
525
+ 8.8%
$105.87 - $121.97 $55.6K - $64K
6.49K $792M
VHT
Vanguard Health Care ETF

ETFs
303
+ 5.12%
$254.06 - $273.83 $77K - $83K
6.22K $1.65B
IWP
Ishares Russell Mid Cap Growth

ETFs
1.38K
+ 66.09%
$114.9 - $139.6 $158K - $192K
3.46K $407M
XLV
Select Sector Spdr Fund Health

ETFs
700
+ 31.47%
$137.61 - $149.68 $96.3K - $105K
2.92K $427M
CSCO
Cisco Systems, Inc.

Technology
1.31K
+ 14.97%
$58.74 - $64.87 $76.9K - $84.9K
10.1K $620M
VDE
Vanguard Energy ETF

ETFs
209
+ 2.37%
$119.14 - $132.76 $24.9K - $27.7K
9.04K $1.17B
LDUR
Pimco Enhanced Low Duration Ac

ETFs
946
+ 14.32%
$94.87 - $96.11 $89.7K - $90.9K
7.55K $725M
Capital Group Core Balanced
3.03K
+ 20.45%
N/A
17.8K $552M
NFLX
Netflix Inc

Communication Services
10
+ 0.53%
$828.4 - $1058.6 $8.28K - $10.6K
1.9K $1.77B
BA
Boeing CO

Industrials
604
+ 23.38%
$148.15 - $186.25 $89.5K - $112K
3.19K $543M
HON
Honeywell International Inc

Industrials
593
+ 19.19%
$202.75 - $226.52 $120K - $134K
3.68K $780M
CB
Chubb LTD

Financial Services
190
+ 21.59%
$257.71 - $301.99 $49K - $57.4K
1.07K $323M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
1.58K
+ 35.39%
$47.09 - $50.46 $74.2K - $79.5K
6.03K $287M
ORCC
Owl Rock Capital Corp

Financial Services
7.1K
+ 16.68%
N/A
49.7K $728M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.07K
+ 36.03%
$37.84 - $44.02 $78.1K - $90.9K
7.8K $299M
VBR
Vanguard Small Cap Value ETF

ETFs
419
+ 23.78%
$183.02 - $207.75 $76.7K - $87K
2.18K $406M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
5.16K
+ 43.96%
$10.55 - $11.13 $54.4K - $57.4K
16.9K $181M
VNQ
Vanguard Specialized Funds Van

ETFs
410
+ 4.13%
$85.55 - $94.34 $35.1K - $38.7K
10.3K $936M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.16K
+ 16.52%
$102.49 - $119.96 $119K - $140K
8.2K $858M
IWD
Ishares Russell 1000 Val ETF

ETFs
221
+ 14.03%
$182.82 - $196.21 $40.4K - $43.4K
1.8K $338M
F
Ford Motor CO

Consumer Cyclical
4.19K
+ 29.96%
$9.12 - $10.43 $38.2K - $43.6K
18.2K $182M
DSL
Double Line Income Solutions Fund

Financial Services
3.1K
+ 26.94%
$12.53 - $12.88 $38.9K - $40K
14.6K $184M
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
883
+ 20.76%
N/A
5.14K $251M
PEP
Pepsico Inc

Consumer Defensive
384
+ 6.98%
$142.64 - $156.42 $54.8K - $60.1K
5.89K $883M
LMT
Lockheed Martin Corp

Industrials
142
+ 19.61%
$423.19 - $506.29 $60.1K - $71.9K
866 $387M
VDC
Vanguard Consumer Staples ETF

ETFs
57
+ 2.28%
$206.54 - $226.16 $11.8K - $12.9K
2.56K $560M
XLY
Select Sector Spdr Consumer Di

ETFs
374
+ 22.04%
$192.6 - $233.2 $72K - $87.2K
2.07K $409M
Activity Summary
Buys All Purchases 218 New Holdings 146 Increased Positions 72 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 7 Puts 0
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