Nwf Advisory Services Inc. Portfolio Holdings

Nwf Advisory Services Inc.

$712 Billion
Q1 2025

Nwf Advisory Services Inc. has filed its 13F form on August 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $712 Billion distributed in 365 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $40.5B, Vanguard Index Fds S&P 500 ETF with a value of $35.1B, Apple Inc. with a value of $29.1B, Technology Sector Spdr 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 $29.3B in the current position value, from $683B to 712B.

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 $712 Billion

ETFs: $338 Billion

Financial Services: $144 Billion

Technology: $56.8 Billion

Consumer Cyclical: $43 Billion

Consumer Defensive: $32.9 Billion

Communication Services: $26.8 Billion

Energy: $13.5 Billion

Healthcare: $10.9 Billion

Other: $22.2 Billion

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$267 Million 0.04% of portfolio	4,065	Q1 2025 Reduced 11.71%
TIP Ishares Tr Tips Bd ETF ETFs	$0	$313 Million 0.04% of portfolio	2,820	Q1 2025 Added 1.81%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$312 Million 0.04% of portfolio	2,872	Q1 2025 New
PFLD ETF Ser Solutions Aam Low Dura ETFs	$0	$264 Million 0.04% of portfolio	13,051	Q1 2025 Reduced 1.02%
QJUN First Tr ETF	$0	$301 Million 0.04% of portfolio	11,365	Q1 2025 New
KWEB Kraneshares Tr Csi China Inter ETFs	$0	$262 Million 0.04% of portfolio	7,510	Q1 2025 Reduced 44.41%
HYG Ishares Tr ETFs	$0	$288 Million 0.04% of portfolio	3,650	Q1 2025 Reduced 4.63%
FJUL First Tr Exch Trd Fd Viii Ft C Technology	$0	$287 Million 0.04% of portfolio	6,025	Q1 2025 Added 35.39%
USRT Ishares Core U.S. Reit ETF ETFs	$0	$265 Million 0.04% of portfolio	4,598	Q4 2024 New
CIBR First Tr Fd Ii Nasdaq Cybersec ETFs	$0	$251 Million 0.04% of portfolio	3,981	Q1 2025 New
ESML Ishares Esg Aware Msci Usa Sma ETFs	$0	$299 Million 0.04% of portfolio	7,796	Q1 2025 Added 36.03%
FTCS First Trust Capital Strength E ETFs	$0	$255 Million 0.04% of portfolio	2,850	Q1 2025 New
ESGD Ishares Trust Ishares Esg Awar ETFs	$0	$205 Million 0.03% of portfolio	2,508	Q1 2025 New
FJUN First Tr Ex Trd Viii Cboe Vest Technology	$0	$214 Million 0.03% of portfolio	4,280	Q1 2025 Reduced 9.51%
ITA Ishares Tr ETFs	$0	$211 Million 0.03% of portfolio	1,377	Q1 2025 Reduced 18.95%
FSEP First Tr ETF Viii Cboe Vest Us ETFs	$0	$207 Million 0.03% of portfolio	4,645	Q1 2025 Reduced 4.62%
QSPT First Tr ETF Fd Viii Cboe Vest ETFs	$0	$207 Million 0.03% of portfolio	7,800	Q1 2025 New
MLPX Global X Mlp & Energy Infrastr ETFs	$0	$211 Million 0.03% of portfolio	3,300	Q1 2025 New
FDEC First Tr Ex Tr Fd Viii Ft Cboe ETFs	$0	$216 Million 0.03% of portfolio	4,965	Q1 2025 Reduced 4.61%
RYT Invesco S&P 500 Equal Weight T ETFs	$0	$200 Million 0.03% of portfolio	5,850	Q1 2025 New
VFH Vanguard Financial ETF ETFs	$0	$224 Million 0.03% of portfolio	1,872	Q4 2024 New
VIS Vanguard Industrial ETF ETFs	$0	$202 Million 0.03% of portfolio	817	Q1 2025 New
IGV Ishares Expanded Tech Software ETFs	$0	$221 Million 0.03% of portfolio	2,482	Q1 2025 New
VCR Vanguard Consumer Discretionar ETFs	$0	$235 Million 0.03% of portfolio	723	Q4 2024 New
MGV Vanguard Mega Cap Value ETFs	$0	$228 Million 0.03% of portfolio	1,768	Q1 2025 New
PMAY Innovator Etfs Tr S&P 500 Pwr ETFs	$0	$240 Million 0.03% of portfolio	6,700	Q1 2025 New
IVW Ishares S&P 500 Growth ETF ETFs	$0	$236 Million 0.03% of portfolio	2,542	Q1 2025 Reduced 17.2%
FOCT First Tr Ex Trad Fd Viii Cboe ETFs	$0	$200 Million 0.03% of portfolio	4,825	Q1 2025 Reduced 7.21%
QDEC First Tr Ex Tr Fd Viii Cboe Ve ETFs	$0	$229 Million 0.03% of portfolio	8,773	Q1 2025 New
QMAR First Tr Ex Tr Viii Ft Cboe Ve	$0	$209 Million 0.03% of portfolio	7,375	Q1 2025 New
FNDF Schwab Fundamental Intl Large ETFs	$0	$203 Million 0.03% of portfolio	5,617	Q1 2025 New
XLU Utilities Sector Spdr ETFs	$0	$232 Million 0.03% of portfolio	2,946	Q1 2025 New
CGUS Capital Group Core Equity ETF	$0	$224 Million 0.03% of portfolio	6,717	Q1 2025 Reduced 6.11%
IJJ Ishares S&P Midcap 400 Value E ETFs	$0	$208 Million 0.03% of portfolio	1,736	Q4 2024 New
MUB Ishares National Muni Bond ETF ETFs	$0	$206 Million 0.03% of portfolio	1,953	Q1 2025 New
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$248 Million 0.03% of portfolio	2,719	Q1 2025 Reduced 90.63%
JVAL J P Morgan ETF Tr U S Value Fa ETFs	$0	$214 Million 0.03% of portfolio	5,177	Q4 2024 New
FXL First Tr Exchange Traded Fd Fi ETFs	$0	$218 Million 0.03% of portfolio	1,650	Q1 2025 New

Summary

Portfolio
No. of Stocks 365
Current Value $712 Billion
Prior Value $683 Billion
Filing
Period Q1 2025
Filing Date August 12, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 146 stocks
Additional Purchases 72 stocks
Sold out of 0 stocks
Reduced holdings in 121 stocks

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Nwf Advisory Services Inc. Portfolio Holdings