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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$118B
$249 Million 0.03% of portfolio
4,241
Q2 2025 Reduced 15.48%
$85.8B
$256 Million 0.03% of portfolio
3,789
Q2 2025 New
$37.4B
$260 Million 0.03% of portfolio
4,511
Q2 2025 Added 0.78%
$126B
$222 Million 0.03% of portfolio
85
Q2 2025 New
$177B
$258 Million 0.03% of portfolio
2,234
Q2 2025 Added 0.77%
$80.3B
$268 Million 0.03% of portfolio
1,085
Q2 2025 Added 9.6%
$98B
$235 Million 0.03% of portfolio
1,412
Q1 2025 Reduced 22.08%
$22B
$270 Million 0.03% of portfolio
1,658
Q2 2025 New
$59.1B
$240 Million 0.03% of portfolio
733
Q2 2025 Added 9.73%
$47.4B
$203 Million 0.02% of portfolio
580
Q2 2025 New
$39.8B
$208 Million 0.02% of portfolio
627
Q2 2025 New
$36B
$43.1 Million 0.01% of portfolio
17,902
Q2 2025 Reduced 14.56%

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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