Nwf Advisory Services Inc. Purchases in Q2 2025

Nwf Advisory Services Inc.

  • $839 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
9.82K
+ 7.27%
$179.73 - $253.23 $1.77M - $2.49M
145K $36.7B
NVDA
Nvidia Corp

Technology
38.8K
+ 87.61%
$94.31 - $157.99 $3.66M - $6.14M
83.2K $13.1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.3K
+ 4.83%
$456.74 - $568.03 $1.51M - $1.88M
71.7K $40.7B
Innovator Etfs Trust
175K
New
N/A
175K $5.18B
IWM
Ishares Russell 2000 ETF

ETFs
18.5K
+ 81.88%
$174.82 - $215.79 $3.24M - $4M
41.1K $8.88B
SPYG
Spdr Portfolio

ETFs
38.7K
New
$71.83 - $95.32 $2.78M - $3.69M
38.7K $3.69B
AMZN
Amazon Com Inc

Consumer Cyclical
6.02K
+ 8.18%
$167.32 - $223.3 $1.01M - $1.34M
79.6K $17.5B
AXP
American Express CO

Financial Services
5K
+ 13.58%
$231.39 - $318.98 $1.16M - $1.59M
41.8K $13.3B
MSFT
Microsoft Corp

Technology
2.47K
+ 14.29%
$354.56 - $497.45 $876K - $1.23M
19.8K $9.83B
HCC
Warrior Met Coal, Inc.

Basic Materials
69.2K
+ 821.66%
$40.66 - $50.18 $2.81M - $3.47M
77.7K $3.56B
PIZ
Invesco Exchange Traded Fd Tr
60.5K
New
N/A
60.5K $2.78B
IVV
Ishares Core S&P 500 ETF

ETFs
1.81K
+ 7.03%
$498.8 - $620.9 $902K - $1.12M
27.5K $17.1B
IBKR
Interactive Brokers Group, Inc.

Financial Services
45.3K
New
$50.53 - $212.53 $2.29M - $9.63M
45.3K $2.51B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.37K
+ 16.96%
$416.06 - $551.64 $986K - $1.31M
16.3K $9.02B
VGT
Vanguard Information Technolog

ETFs
1.12K
+ 8.43%
$470.37 - $663.28 $525K - $740K
14.4K $9.52B
VZ
Verizon Communications Inc

Communication Services
53.7K
+ 468.37%
$41.67 - $45.62 $2.24M - $2.45M
65.1K $2.82B
VTI
Vanguard Total Stock Market Et

ETFs
4.67K
+ 17.74%
$243.75 - $303.93 $1.14M - $1.42M
31K $9.43B
GOOG
Alphabet Inc.

Communication Services
2.68K
+ 3.41%
$146.58 - $180.01 $393K - $483K
81.3K $14.4B
PLTR
Palantir Technologies Inc.

Technology
14.2K
+ 556.61%
$74.01 - $144.25 $1.05M - $2.05M
16.8K $2.29B
CVX
Chevron Corp

Energy
15K
+ 159.61%
$133.73 - $168.51 $2.01M - $2.53M
24.5K $3.5B
FXE
Invesco Currency Shares Euro Trust

ETFs
17.2K
New
$99.56 - $108.79 $1.71M - $1.87M
17.2K $1.87B
DIS
Walt Disney CO

Communication Services
1.57K
+ 2.42%
$81.72 - $124.01 $128K - $195K
66.5K $8.24B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
75K
+ 55.43%
$24.32 - $27.87 $1.82M - $2.09M
210K $5.57B
META
Meta Platforms, Inc.

Communication Services
1.28K
+ 30.93%
$484.66 - $738.09 $621K - $945K
5.42K $4B
CGGR
Capital Group Growth ETF Shs C

ETFs
23.3K
+ 24.17%
$30.53 - $40.65 $713K - $949K
120K $4.88B
VTV
Vanguard Value ETF

ETFs
8.19K
+ 60.74%
$153.67 - $176.74 $1.26M - $1.45M
21.7K $3.83B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.32K
+ 11.68%
$496.48 - $617.85 $654K - $814K
12.6K $7.78B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
13.6K
New
$86.05 - $107.7 $1.17M - $1.47M
13.6K $1.47B
JPM
Jpmorgan Chase & CO

Financial Services
2.13K
+ 13.58%
$210.28 - $289.91 $448K - $618K
17.8K $5.17B
AVGO
Broadcom Inc.

Technology
3.94K
+ 194.09%
$146.29 - $275.65 $576K - $1.09M
5.97K $1.65B
COST
Costco Wholesale Corp

Consumer Defensive
296
+ 1.37%
$908.13 - $1056.85 $269K - $313K
21.9K $21.7B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
30.6K
+ 36.77%
$27.3 - $31.8 $834K - $972K
114K $3.61B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
11.3K
+ 282.19%
$100.35 - $100.71 $1.13M - $1.14M
15.3K $1.54B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.81K
New
$141.37 - $228.57 $679K - $1.1M
4.81K $1.09B
Grail Inc
20.7K
New
N/A
20.7K $1.06B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.84K
+ 252.87%
$114.78 - $133.31 $900K - $1.05M
10.9K $1.46B
Linde PLC
2.14K
New
N/A
2.14K $1B
VIG
Vanguard Dividend Appreciation

ETFs
1.42K
+ 2.24%
N/A
64.8K $13.3B
V
Visa Inc.

Financial Services
2.24K
+ 6.59%
$308.27 - $373.31 $690K - $835K
36.2K $12.8B
JEPI
J P Morgan Exchange Traded Fd

ETFs
17K
+ 8.7%
$51.14 - $57.0 $869K - $969K
212K $12.1B
NFLX
Netflix Inc

Communication Services
99
+ 5.22%
$855.86 - $1339.13 $84.7K - $133K
2K $2.67B
Capital Group Equity ETF Tr
33.6K
New
N/A
33.6K $902M
MA
Mastercard Inc

Financial Services
1.52K
+ 147.47%
$479.92 - $590.74 $728K - $896K
2.54K $1.43B
WMT
Walmart Inc.

Consumer Defensive
1.59K
+ 2.33%
$81.79 - $99.98 $130K - $159K
70K $6.85B
NEE
Nextera Energy Inc

Utilities
12.3K
+ 74.63%
$64.11 - $75.0 $790K - $924K
28.8K $2B
TSLA
Tesla, Inc.

Consumer Cyclical
420
+ 3.56%
$221.86 - $362.89 $93.2K - $152K
12.2K $3.89B
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.41K
New
$272.36 - $339.57 $657K - $819K
2.41K $819M
CAT
Caterpillar Inc

Industrials
2K
New
$273.94 - $388.21 $549K - $778K
2K $778M
LLY
Eli Lilly & CO

Healthcare
1K
+ 103.09%
$713.71 - $898.95 $715K - $901K
1.97K $1.54B
Activity Summary
Buys All Purchases 246 New Holdings 77 Increased Positions 169 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 5 Puts 0
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