Nwf Advisory Services Inc. Reduced Holdings in Q1 2025

Nwf Advisory Services Inc.

  • $712 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ENB
Enbridge Inc

Energy
-3.57K
- 37.22%
$41.54 - $45.45 $148K - $162K
6.03K $267M
MKL
Markel Corp

Financial Services
-316
- 10.01%
$1660.14 - $2059.83 $525K - $651K
2.84K $5.31B
Choiceone Finl Svcs Inc
-2.32K
- 22.45%
N/A
8K $230M
HD
Home Depot, Inc.

Consumer Cyclical
-137
- 3.6%
$347.25 - $424.87 $47.6K - $58.2K
3.67K $1.35B
MRK
Merck & Co., Inc.

Healthcare
-501
- 5.84%
$83.01 - $101.02 $41.6K - $50.6K
8.07K $725M
KWEB
Kraneshares Tr Csi China Inter

ETFs
-6K
- 44.41%
$27.29 - $38.29 $164K - $230K
7.51K $262M
T
At&T Inc.

Communication Services
-8.53K
- 38.76%
$21.56 - $28.28 $184K - $241K
13.5K $381M
MU
Micron Technology Inc

Technology
-4.46K
- 4.33%
$86.89 - $109.38 $387K - $488K
98.4K $8.55B
VT
Vanguard Total World Stk Index

ETFs
-349
- 0.7%
$115.08 - $123.97 $40.2K - $43.3K
49.5K $5.74B
PM
Philip Morris International Inc.

Consumer Defensive
-1.36K
- 49.85%
$117.15 - $158.79 $159K - $215K
1.36K $217M
FDHY
Fidelity Covington Trust High

ETFs
-1.94K
- 20.7%
$47.92 - $49.1 $93K - $95.3K
7.44K $357M
AVUV
American Centy ETF Tr Avantis

ETFs
-268
- 3.53%
$84.95 - $100.62 $22.8K - $27K
7.32K $638M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-921
- 3.96%
$90.0 - $96.32 $82.9K - $88.7K
22.3K $2.06B
AMGN
Amgen Inc

Healthcare
-1.47K
- 20.36%
$258.59 - $327.36 $381K - $482K
5.76K $1.79B
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
-6.73K
- 19.41%
$13.33 - $14.08 $89.7K - $94.8K
27.9K $388M
VO
Vanguard Mid Cap ETF

ETFs
-97
- 0.87%
$251.87 - $277.95 $24.4K - $27K
11.1K $2.87B
PAXS
Pimco Access Income Fund

Financial Services
-6.29K
- 27.33%
$15.31 - $16.37 $96.3K - $103K
16.7K $269M
ARCC
Ares Capital Corp

Financial Services
-4.07K
- 22.47%
$21.28 - $23.81 $86.6K - $96.9K
14K $311M
CW
Curtiss Wright Corp

Industrials
-7
- 0.32%
$304.82 - $384.07 $2.13K - $2.69K
2.15K $683M
IVW
Ishares S&P 500 Growth ETF

ETFs
-528
- 17.2%
$92.45 - $106.69 $48.8K - $56.3K
2.54K $236M
PDI
Pimco Dynamic Income Fund

Financial Services
-4.94K
- 27.05%
$18.51 - $20.05 $91.5K - $99.1K
13.3K $264M
FDX
Fedex Corp

Industrials
-105
- 8.33%
$230.33 - $281.53 $24.2K - $29.6K
1.16K $282M
CMI
Cummins Inc

Industrials
-142
- 17.53%
$312.92 - $386.07 $44.4K - $54.8K
668 $209M
Blackrock Inc
-14
- 1.86%
N/A
738 $698M
PLTR
Palantir Technologies Inc.

Technology
-1.19K
- 31.8%
$64.98 - $124.62 $77.5K - $149K
2.56K $216M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-5.43K
- 2.9%
$128.74 - $138.67 $699K - $753K
182K $24.7B
HDV
Ishares Core High Dividend ETF

ETFs
-768
- 19.44%
$110.86 - $121.12 $85.1K - $93K
3.18K $385M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-539
- 11.71%
$64.88 - $72.1 $35K - $38.9K
4.07K $267M
MPC
Marathon Petroleum Corp

Energy
-400
- 22.08%
$134.72 - $159.03 $53.9K - $63.6K
1.41K $206M
VB
Vanguard Small Cap ETF

ETFs
-13
- 0.56%
$217.89 - $252.64 $2.83K - $3.28K
2.31K $512M
XLF
Financial Sector Spdr

ETFs
-1.59K
- 5.99%
$47.32 - $52.19 $75K - $82.7K
24.9K $1.24B
UNH
Unitedhealth Group Inc

Healthcare
-97
- 13.78%
$461.52 - $548.18 $44.8K - $53.2K
607 $318M
ITA
Ishares Tr

ETFs
-322
- 18.95%
$144.84 - $159.5 $46.6K - $51.4K
1.38K $211M
VTV
Vanguard Value ETF

ETFs
-472
- 3.38%
$167.73 - $179.21 $79.2K - $84.6K
13.5K $2.33B
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-450
- 9.51%
$49.36 - $53.08 $22.2K - $23.9K
4.28K $214M
LOW
Lowes Companies Inc

Consumer Cyclical
-1
- 0.05%
$222.66 - $268.42 $223 - $268
2.11K $493M
CGUS
Capital Group Core Equity ETF
-437
- 6.11%
$33.08 - $36.62 $14.5K - $16K
6.72K $224M
Annaly Capital Management In
-1.94K
- 13.91%
N/A
12K $244M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-375
- 7.21%
$41.06 - $44.04 $15.4K - $16.5K
4.83K $200M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-422
- 5.24%
$50.44 - $50.7 $21.3K - $21.4K
7.63K $387M
EEM
Ishares Msci Emerging Markets

ETFs
-1.14K
- 6.89%
$40.81 - $45.34 $46.3K - $51.5K
15.4K $671M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-240
- 4.61%
$42.86 - $45.92 $10.3K - $11K
4.97K $216M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-151
- 2.24%
$100.32 - $100.76 $15.1K - $15.2K
6.59K $663M
TJX
Tjx Companies Inc

Consumer Cyclical
-148
- 6.89%
$112.81 - $126.16 $16.7K - $18.7K
2K $243M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-225
- 4.62%
$44.11 - $47.04 $9.92K - $10.6K
4.65K $207M
HYG
Ishares Tr

ETFs
-177
- 4.63%
$78.51 - $80.11 $13.9K - $14.2K
3.65K $288M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-2.61K
- 7.39%
N/A
32.7K $1.16B
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
-134
- 1.02%
$20.2 - $20.86 $2.71K - $2.8K
13.1K $264M
ITW
Illinois Tool Works Inc

Industrials
-9
- 0.9%
$244.9 - $274.48 $2.2K - $2.47K
990 $246M
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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