Nordwand Advisors, LLC Portfolio Holdings

Nordwand Advisors, LLC

  • $266 Billion
  • Q1 2025

Nordwand Advisors, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $266 Billion distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $128B, Johnson & Johnson with a value of $98.1B, Microsoft Corp with a value of $7.77B, J P Morgan Exchange Traded Fd with a value of $6.05B, and Novo Cure LTD with a value of $4.57B.

Examining the 13F form we can see an increase of $23.6B in the current position value, from $243B to 266B.

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 $266 Billion
Financial Services: $130 Billion
Healthcare: $103 Billion
Technology: $11.5 Billion
ETFs: $5.36 Billion
Consumer Cyclical: $2.76 Billion
Communication Services: $549 Million
Industrials: $341 Million
Consumer Defensive: $155 Million
Other: $295 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.5B
$2.28 Billion 0.86% of portfolio
754,987
Q4 2024 Added 3.57%
$5.27B
$534 Million 0.2% of portfolio
36,400
Q1 2025 New
$8.6B
$38.1 Million 0.01% of portfolio
1,000
Q1 2023 New

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $266 Billion
  • Prior Value $243 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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