Nordwand Advisors, LLC Portfolio Holdings

Nordwand Advisors, LLC

  • $637 Billion
  • Q2 2025

Nordwand Advisors, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $637 Billion distributed in 174 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $87.5B, Johnson & Johnson with a value of $51.3B, Broadcom Inc. with a value of $33B, Vanguard Large Cap ETF with a value of $24.8B, and Microsoft Corp with a value of $23.2B.

Examining the 13F form we can see an increase of $371B in the current position value, from $266B to 637B.

Nordwand Advisors, LLC is based out at Radnor, PA

Below you can find more details about Nordwand Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $637 Billion
Financial Services: $138 Billion
Technology: $131 Billion
Healthcare: $98.2 Billion
Industrials: $95 Billion
ETFs: $70.6 Billion
Consumer Cyclical: $21.7 Billion
Energy: $14.6 Billion
Consumer Defensive: $14 Billion
Other: $31.4 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$127B
$33 Billion 5.18% of portfolio
119,732
Q2 2025 New
$145B
$13.2 Billion 2.07% of portfolio
37,029
Q2 2025 New
$55.2B
$10.1 Billion 1.59% of portfolio
18,988
Q2 2025 New
$32.7B
$9.19 Billion 1.44% of portfolio
71,545
Q2 2025 New
$95.6B
$8.87 Billion 1.39% of portfolio
38,774
Q2 2025 New
$63.6B
$7.98 Billion 1.25% of portfolio
10,594
Q2 2025 New
$64.2B
$7.81 Billion 1.23% of portfolio
27,688
Q2 2025 Added 61,428.89%
$135B
$7.55 Billion 1.18% of portfolio
32,826
Q2 2025 New
$152B
$6.9 Billion 1.08% of portfolio
24,705
Q2 2025 New
$22.2B
$6.88 Billion 1.08% of portfolio
38,532
Q2 2025 New
$19.4B
$6.53 Billion 1.02% of portfolio
12,789
Q2 2025 New
$52.5B
$6.45 Billion 1.01% of portfolio
31,517
Q2 2025 New
$57.7B
$6.4 Billion 1.0% of portfolio
53,681
Q2 2025 New
$56.3B
$6.18 Billion 0.97% of portfolio
18,855
Q2 2025 New
$51.7B
$5.91 Billion 0.93% of portfolio
23,566
Q2 2025 New
$12.7B
$5.82 Billion 0.91% of portfolio
71,465
Q2 2025 New
$48.7B
$5.2 Billion 0.82% of portfolio
29,830
Q2 2025 New
$79.5B
$5.09 Billion 0.8% of portfolio
29,549
Q2 2025 New
$23.2B
$4.89 Billion 0.77% of portfolio
11,985
Q2 2025 New
$55.6B
$4.34 Billion 0.68% of portfolio
25,197
Q2 2025 New
$40.9B
$4.34 Billion 0.68% of portfolio
57,336
Q2 2025 New
$40.5B
$3.95 Billion 0.62% of portfolio
16,270
Q2 2025 New
$187B
$3.81 Billion 0.6% of portfolio
9,403
Q2 2025 New
$55B
$3.42 Billion 0.54% of portfolio
26,551
Q2 2025 New
$141B
$2.96 Billion 0.46% of portfolio
42,700
Q2 2025 New
$25.9B
$2.7 Billion 0.42% of portfolio
16,300
Q2 2025 New
$146B
$2.63 Billion 0.41% of portfolio
11,290
Q2 2025 Added 17,269.23%
$64.4B
$2.58 Billion 0.41% of portfolio
10,095
Q2 2025 New
$60B
$2.4 Billion 0.38% of portfolio
10,543
Q2 2025 New
$113B
$2.15 Billion 0.34% of portfolio
4,641
Q2 2025 New
$173B
$1.94 Billion 0.3% of portfolio
12,169
Q2 2025 New
$61.9B
$1.84 Billion 0.29% of portfolio
6,890
Q2 2025 Added 4,493.33%
$96.6B
$1.8 Billion 0.28% of portfolio
2,570
Q2 2025 New
$11.1B
$1.71 Billion 0.27% of portfolio
13,510
Q2 2025 New
$133B
$1.53 Billion 0.24% of portfolio
20,800
Q2 2025 New
$57.8B
$1.54 Billion 0.24% of portfolio
7,050
Q2 2025 New
$83.2B
$1.48 Billion 0.23% of portfolio
6,967
Q2 2025 New
$77.3B
$1.41 Billion 0.22% of portfolio
7,589
Q2 2025 New
$27.4B
$1.43 Billion 0.22% of portfolio
8,765
Q2 2025 New
$63.8B
$1.22 Billion 0.19% of portfolio
12,095
Q2 2025 Added 24,090.0%
$75.3B
$1.22 Billion 0.19% of portfolio
37,482
Q2 2025 Added 8,229.33%
$11.5B
$1.13 Billion 0.18% of portfolio
15,100
Q2 2025 New
$11.9B
$1.02 Billion 0.16% of portfolio
10,350
Q2 2025 New
$65.4B
$910 Million 0.14% of portfolio
8,625
Q2 2025 New
$124B
$798 Million 0.13% of portfolio
2,588
Q2 2025 New
$18.6B
$858 Million 0.13% of portfolio
170,500
Q1 2025 Reduced 74.67%
$39.1B
$704 Million 0.11% of portfolio
6,551
Q2 2025 New
$95.3B
$617 Million 0.1% of portfolio
2,792
Q2 2025 New
$86.2B
$646 Million 0.1% of portfolio
2,214
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 174
  • Current Value $637 Billion
  • Prior Value $266 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 117 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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