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
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