Nwf Advisory Services Inc. Purchases in Q3 2025

Nwf Advisory Services Inc.

  • $911 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.14K
+ 1.01%
$103.83 - $179.9 $118K - $204K
113K $20.2B
IDV
Ishares Tr

ETFs
153K
+ 264.87%
$34.54 - $37.28 $5.3M - $5.72M
211K $7.73B
GOOG
Alphabet Inc.

Communication Services
1.37K
+ 1.68%
$175.16 - $255.24 $239K - $349K
82.6K $20.1B
MU
Micron Technology Inc

Technology
1.6K
+ 1.64%
$104.88 - $168.89 $168K - $270K
99.4K $16.6B
UNH
Unitedhealth Group Inc

Healthcare
10.5K
+ 427.19%
$237.77 - $353.61 $2.51M - $3.73M
13K $4.49B
NVDA
Nvidia Corp

Technology
6.39K
+ 7.68%
$153.3 - $186.58 $979K - $1.19M
89.6K $16.7B
Capital Group International
104K
New
N/A
104K $3.2B
ICSH
Blackrock Ultra Short Term Bon

ETFs
55.2K
+ 255.23%
$50.52 - $50.75 $2.79M - $2.8M
76.8K $3.9B
PLTR
Palantir Technologies Inc.

Technology
9.63K
+ 57.36%
$130.68 - $186.97 $1.26M - $1.8M
26.4K $4.82B
SAP
Sap Se

Technology
9.04K
New
$252.42 - $311.93 $2.28M - $2.82M
9.04K $2.41B
VIG
Vanguard Dividend Appreciation

ETFs
5.96K
+ 9.19%
N/A
70.8K $15.3B
CCJ
Cameco Corp

Energy
23.8K
New
$70.47 - $86.89 $1.68M - $2.07M
23.8K $2B
CB
Chubb LTD

Financial Services
6.95K
+ 568.88%
$265.99 - $289.59 $1.85M - $2.01M
8.17K $2.31B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
7.45K
+ 848.52%
$236.25 - $257.69 $1.76M - $1.92M
8.33K $2.14B
HCC
Warrior Met Coal, Inc.

Basic Materials
7.32K
+ 9.43%
$44.39 - $64.22 $325K - $470K
85K $5.41B
AVGO
Broadcom Inc.

Technology
4.56K
+ 76.3%
$264.74 - $369.57 $1.21M - $1.68M
10.5K $3.47B
GLD
Spdr Gold Trust

ETFs
2.99K
+ 21.71%
$300.96 - $355.47 $900K - $1.06M
16.8K $5.96B
VGT
Vanguard Information Technolog

ETFs
653
+ 4.55%
$656.44 - $753.15 $429K - $492K
15K $11.2B
HD
Home Depot, Inc.

Consumer Cyclical
3.77K
+ 105.45%
$357.4 - $423.42 $1.35M - $1.6M
7.35K $2.98B
IVV
Ishares Core S&P 500 ETF

ETFs
471
+ 1.71%
$620.67 - $670.08 $292K - $316K
28K $18.7B
IWM
Ishares Russell 2000 ETF

ETFs
2.08K
+ 5.05%
$214.92 - $244.84 $446K - $508K
43.2K $10.5B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
23.2K
+ 31.6%
$53.81 - $57.52 $1.25M - $1.34M
96.8K $5.57B
OXY
Occidental Petroleum Corp

Energy
8.85K
+ 4.43%
$42.54 - $48.1 $376K - $426K
209K $9.87B
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.69K
+ 1.54%
$135.0 - $146.02 $228K - $246K
111K $16.2B
QQQ
Invesco Qqq Trust, Series 1

ETFs
938
+ 5.74%
$546.99 - $602.2 $513K - $565K
17.3K $10.4B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.55K
+ 45.0%
$225.11 - $247.9 $1.02M - $1.13M
14.6K $3.62B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.8K
+ 2.08%
$136.48 - $142.97 $519K - $543K
186K $26.1B
EFA
Ishares Tr Msci Eafe ETF

ETFs
11.6K
+ 52.55%
$87.29 - $93.61 $1.01M - $1.09M
33.7K $3.15B
AIQ
Global X Funds Global X Artifi

ETFs
19.7K
+ 71.06%
$43.2 - $49.66 $850K - $977K
47.4K $2.34B
SPYG
Spdr Portfolio

ETFs
6.41K
+ 16.55%
$94.33 - $105.31 $605K - $675K
45.1K $4.72B
HQH
Tekla Healthcare Investors

Financial Services
35.3K
+ 34.08%
$15.58 - $18.46 $550K - $652K
139K $2.57B
Tempus Ai Inc
11.2K
New
N/A
11.2K $906M
BAUG
Innovator U.S. Equity Buffer E
17.8K
New
N/A
17.8K $870M
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
172K
+ 69.63%
$4.23 - $4.4 $725K - $755K
418K $1.82B
YYY
Amplify ETF Tr High Income ETF

ETFs
56.3K
+ 10.16%
$11.61 - $11.92 $654K - $671K
611K $7.21B
Capital Group Equity ETF Tr
21.7K
+ 64.67%
N/A
55.3K $1.57B
IBKR
Interactive Brokers Group, Inc.

Financial Services
507
+ 1.12%
$56.32 - $68.81 $28.6K - $34.9K
45.8K $3.15B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.36K
+ 28.2%
$224.68 - $282.71 $304K - $383K
6.16K $1.72B
HGLB
Highland Global Allocation Fund

N/A
56.6K
+ 24.09%
$8.15 - $9.04 $461K - $512K
292K $2.65B
UTG
Reaves Utility Income Fund

Financial Services
12.9K
+ 48.3%
$35.81 - $39.62 $463K - $512K
39.7K $1.57B
Capital Group Core Balanced
16.4K
+ 90.71%
N/A
34.6K $1.2B
CGMS
Capital Grp Core Plus Income E
20.2K
+ 11.42%
N/A
197K $5.47B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
650
+ 1.24%
$121.46 - $130.92 $78.9K - $85.1K
53.1K $6.92B
IAU
Ishares Gold Trust

ETFs
6.58K
+ 106.56%
$61.62 - $72.77 $405K - $478K
12.7K $927M
WMT
Walmart Inc.

Consumer Defensive
1.21K
+ 1.73%
$94.4 - $104.27 $115K - $127K
71.2K $7.34B
VT
Vanguard Total World Stk Index

ETFs
195
+ 0.39%
$128.41 - $138.03 $25K - $26.9K
50K $6.89B
BST
Black Rock Science & Technology Trust

Financial Services
5.53K
+ 7.21%
$38.01 - $41.55 $210K - $230K
82.3K $3.4B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
8.45K
+ 7.43%
$31.79 - $33.42 $269K - $282K
122K $4.08B
CGUS
Capital Group Core Equity ETF
9.91K
+ 77.37%
$36.89 - $39.72 $365K - $393K
22.7K $898M
Activity Summary
Buys All Purchases 202 New Holdings 42 Increased Positions 160 Sells All Sells 146 Reductions 146 Sold out 0 Options Calls 5 Puts 0
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