Nwf Advisory Services Inc. Purchases in Q4 2024

Nwf Advisory Services Inc.

  • $683 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
166K
New
$221.69 - $259.02 $36.8M - $42.9M
166K $41.5B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
67.8K
New
$521.84 - $558.82 $35.4M - $37.9M
67.8K $36.5B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
80.2K
New
$442.29 - $483.08 $35.5M - $38.7M
80.2K $36.3B
XLK
Technology Sector Spdr

ETFs
134K
New
$220.26 - $241.44 $29.6M - $32.5M
134K $31.3B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
187K
New
$131.66 - $144.0 $24.7M - $27M
187K $24.8B
COST
Costco Wholesale Corp

Consumer Defensive
21.9K
New
$873.59 - $994.69 $19.1M - $21.8M
21.9K $20.1B
AMZN
Amazon Com Inc

Consumer Cyclical
86.9K
New
$180.88 - $232.93 $15.7M - $20.2M
86.9K $19.1B
GOOG
Alphabet Inc.

Communication Services
81.4K
New
$163.08 - $198.16 $13.3M - $16.1M
81.4K $15.5B
MGK
Vanguard Mega Cap Growth ETF

ETFs
44.3K
New
$316.94 - $357.88 $14.1M - $15.9M
44.3K $15.2B
IVV
Ishares Core S&P 500 ETF

ETFs
25.3K
New
$570.51 - $610.59 $14.4M - $15.4M
25.3K $14.9B
VUG
Vanguard Growth ETF

ETFs
32.7K
New
$378.79 - $428.11 $12.4M - $14M
32.7K $13.4B
BAC
Bank Of America Corp

Financial Services
292K
New
$39.22 - $47.77 $11.4M - $13.9M
292K $12.8B
VIG
Vanguard Dividend Appreciation

ETFs
65.4K
New
N/A
65.4K $12.8B
JEPI
J P Morgan Exchange Traded Fd

ETFs
201K
New
$57.53 - $60.83 $11.6M - $12.2M
201K $11.7B
V
Visa Inc.

Financial Services
36.8K
New
$273.87 - $320.91 $10.1M - $11.8M
36.8K $11.6B
C
Citigroup Inc

Financial Services
165K
New
$61.31 - $72.5 $10.1M - $11.9M
165K $11.6B
AXP
American Express CO

Financial Services
38.8K
New
$267.35 - $305.57 $10.4M - $11.9M
38.8K $11.5B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
123K
New
$82.28 - $117.52 $10.1M - $14.5M
123K $10.4B
GM
General Motors CO

Consumer Cyclical
188K
New
$44.82 - $60.2 $8.43M - $11.3M
188K $10B
OXY
Occidental Petroleum Corp

Energy
198K
New
$45.36 - $55.91 $8.96M - $11M
198K $9.8B
QQQ
Invesco Qqq Trust, Series 1

ETFs
18.8K
New
$481.22 - $538.17 $9.04M - $10.1M
18.8K $9.6B
NVDA
Nvidia Corp

Technology
68.8K
New
$117.0 - $148.88 $8.04M - $10.2M
68.8K $9.23B
VGT
Vanguard Information Technolog

ETFs
14K
New
$571.78 - $647.97 $7.98M - $9.04M
14K $8.68B
MU
Micron Technology Inc

Technology
103K
New
$84.16 - $113.41 $8.66M - $11.7M
103K $8.67B
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
42.3K
New
$198.56 - $251.73 $8.41M - $10.7M
42.3K $8.47B
DIS
Walt Disney CO

Communication Services
74.3K
New
$92.39 - $117.6 $6.86M - $8.74M
74.3K $8.31B
FLDR
Fidelity Merrimack Str Tr Low

ETFs
164K
New
$49.93 - $50.24 $8.2M - $8.25M
164K $8.24B
MSFT
Microsoft Corp

Technology
18.9K
New
$406.35 - $454.46 $7.67M - $8.58M
18.9K $7.95B
VTI
Vanguard Total Stock Market Et

ETFs
26.1K
New
$280.04 - $302.45 $7.3M - $7.88M
26.1K $7.55B
WMT
Walmart Inc.

Consumer Defensive
78K
New
$79.1 - $95.7 $6.17M - $7.47M
78K $7.07B
SPY
Spdr S&P 500 ETF Trust

ETFs
11K
New
$567.81 - $607.81 $6.24M - $6.68M
11K $6.46B
VT
Vanguard Total World Stk Index

ETFs
49.9K
New
$117.09 - $123.07 $5.84M - $6.14M
49.9K $5.86B
MKL
Markel Corp

Financial Services
3.16K
New
$1542.01 - $1785.11 $4.87M - $5.64M
3.16K $5.45B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
47.3K
New
$111.85 - $120.71 $5.29M - $5.71M
47.3K $5.45B
TSLA
Tesla, Inc.

Consumer Cyclical
12.5K
New
$213.65 - $479.86 $2.67M - $6.01M
12.5K $5.06B
IWM
Ishares Russell 2000 ETF

ETFs
22.8K
New
$216.13 - $242.4 $4.93M - $5.53M
22.8K $5.04B
XLP
Consumer Staples Sector Spdr

ETFs
63.6K
New
N/A
63.6K $5B
GLD
Spdr Gold Trust

ETFs
18.2K
New
$236.59 - $257.5 $4.32M - $4.7M
18.2K $4.42B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
74.7K
New
$53.94 - $58.15 $4.03M - $4.35M
74.7K $4.25B
GOOGL
Alphabet Inc.

Communication Services
22.3K
New
$161.86 - $196.66 $3.61M - $4.38M
22.3K $4.22B
XLE
Energy Sector Spdr

ETFs
48.5K
New
$83.32 - $97.27 $4.04M - $4.72M
48.5K $4.15B
JPM
Jpmorgan Chase & CO

Financial Services
17K
New
$205.18 - $250.29 $3.49M - $4.26M
17K $4.08B
CGGR
Capital Group Growth ETF Shs C

ETFs
92.9K
New
$34.49 - $39.24 $3.2M - $3.64M
92.9K $3.45B
SLV
I Shares Silver Trust

ETFs
120K
New
$26.33 - $31.74 $3.15M - $3.8M
120K $3.15B
KO
Coca Cola CO

Consumer Defensive
49.1K
New
$61.74 - $71.71 $3.03M - $3.52M
49.1K $3.06B
WFC
Wells Fargo & Company

Financial Services
42.8K
New
$54.98 - $77.35 $2.35M - $3.31M
42.8K $3.01B
VO
Vanguard Mid Cap ETF

ETFs
11.2K
New
$261.5 - $284.63 $2.93M - $3.19M
11.2K $2.96B
XLC
Select Sector Spdr Tr Communic

ETFs
29.4K
New
$89.66 - $102.16 $2.64M - $3M
29.4K $2.85B
TLT
Ishares Barclays 20+ Year Trea

ETFs
29K
New
$87.1 - $98.49 $2.53M - $2.86M
29K $2.54B
Activity Summary
Buys All Purchases 274 New Holdings 274 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 8 Puts 0
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