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
FBND
Fidelity Merrimack Str Tr Tota

ETFs
8.73K
New
$45.26 - $46.63 $395K - $407K
8.73K $404M
Invesco Actively Managed Exc
15.4K
New
N/A
15.4K $395M
CVX
Chevron Corp

Energy
574
+ 2.35%
$145.57 - $161.83 $83.6K - $92.9K
25K $3.89B
AMD
Advanced Micro Devices Inc

Technology
1.72K
+ 35.33%
$134.8 - $184.42 $231K - $317K
6.58K $1.06B
UNP
Union Pacific Corp

Industrials
1.58K
New
$214.91 - $237.16 $339K - $374K
1.58K $373M
WPC
W. P. Carey Inc.

Real Estate
5.27K
New
$61.29 - $68.7 $323K - $362K
5.27K $356M
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
108K
+ 63.45%
$3.19 - $3.34 $345K - $361K
278K $899M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.37K
+ 22.03%
$100.37 - $100.74 $338K - $340K
18.7K $1.88B
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.44K
New
$205.52 - $234.96 $296K - $338K
1.44K $338M
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
21.7K
New
$13.74 - $14.62 $298K - $317K
21.7K $313M
First Tr Exchng Traded Fd Vi
7.29K
New
N/A
7.29K $296M
APLD
Applied Blockchain, Inc.

Financial Services
12.4K
New
$9.18 - $24.67 $114K - $307K
12.4K $285M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
501
+ 20.01%
$275.84 - $326.36 $138K - $164K
3.01K $981M
KO
Coca Cola CO

Consumer Defensive
7.09K
+ 16.21%
$65.67 - $71.67 $466K - $508K
50.8K $3.37B
First Tr Exchng Traded Fd Vi
6.3K
New
N/A
6.3K $263M
COP
Conocophillips

Energy
2.7K
New
$91.0 - $98.99 $246K - $267K
2.7K $255M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.47K
New
$52.12 - $55.33 $233K - $247K
4.47K $247M
ASML
Asml Holding Nv

Technology
1
+ 0.07%
$689.63 - $968.09 $690 - $968
1.46K $1.42B
First Tr Exchng Traded Fd Vi
5.95K
New
N/A
5.95K $241M
EPD
Enterprise Products Partners L.P.

Energy
7.7K
New
$30.74 - $32.14 $237K - $248K
7.7K $241M
BSTZ
Black Rock Science & Technology Trust Ii

N/A
9.57K
+ 51.18%
$20.33 - $22.62 $194K - $216K
28.3K $626M
FXE
Invesco Currency Shares Euro Trust

ETFs
2.26K
+ 13.15%
$105.31 - $109.29 $238K - $247K
19.5K $2.11B
ORCL
Oracle Corp

Technology
259
+ 9.98%
$218.96 - $328.33 $56.7K - $85K
2.86K $803M
PUI
Invesco Exchange Traded Fd Tr

ETFs
5.01K
New
$41.17 - $46.02 $206K - $231K
5.01K $230M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
498
New
$311.12 - $482.13 $155K - $240K
498 $227M
INTC
Intel Corp

Technology
6.69K
New
$19.31 - $35.5 $129K - $238K
6.69K $225M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
7.16K
New
$29.18 - $31.13 $209K - $223K
7.16K $223M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.78K
New
$110.74 - $122.12 $197K - $217K
1.78K $215M
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
4.1K
+ 57.42%
$41.35 - $45.87 $170K - $188K
11.2K $516M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
5.16K
+ 61.78%
$36.37 - $38.37 $188K - $198K
13.5K $518M
PSTG
Pure Storage, Inc.

Technology
100
+ 1.28%
$54.47 - $88.29 $5.45K - $8.83K
7.92K $663M
TDG
Trans Digm Group Inc

Industrials
201
+ 77.91%
$1271.04 - $1620.83 $255K - $326K
459 $605M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.44K
New
$68.94 - $86.3 $168K - $210K
2.44K $210M
First Tr Exchng Traded Fd Vi
5.32K
New
N/A
5.32K $207M
QTEC
First Trust Nasdaq 100 Technol

ETFs
890
New
$208.95 - $229.72 $186K - $204K
890 $204M
FTQI
First Trust ETF Vi First Trust

ETFs
9.9K
New
$19.5 - $20.79 $193K - $206K
9.9K $204M
GDV
Gabelli Dividend & Income Trust

Financial Services
7.5K
New
$25.8 - $27.4 $194K - $206K
7.5K $203M
Abrdn Asia Pacific Income Fu
10.5K
+ 12.11%
N/A
97K $1.58B
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
6.53K
New
$29.46 - $31.08 $192K - $203K
6.53K $203M
BALT
Innovator Etfs Tr
6.12K
New
$32.11 - $32.82 $196K - $201K
6.12K $201M
CMCSA
Comcast Corp

Communication Services
6.38K
New
$31.41 - $36.33 $200K - $232K
6.38K $200M
SIXJ
Aim ETF Prods Tr Allianzim U S
6K
New
$31.96 - $33.34 $192K - $200K
6K $200M
Paramount Skydance Corp
10.5K
New
N/A
10.5K $199M
CMF
Ishares California Muni Bond E

ETFs
2.84K
+ 22.97%
$55.16 - $57.13 $156K - $162K
15.2K $866M
EURN
Euronav Nv

Energy
18.9K
New
N/A
18.9K $178M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
806
+ 10.05%
$108.46 - $120.63 $87.4K - $97.2K
8.82K $1.05B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.49K
+ 25.25%
$84.28 - $89.46 $126K - $133K
7.4K $658M
ITA
Ishares Tr

ETFs
418
+ 11.85%
$184.73 - $209.26 $77.2K - $87.5K
3.95K $826M
XLY
Select Sector Spdr Consumer Di

ETFs
442
+ 18.71%
$216.09 - $242.18 $95.5K - $107K
2.81K $672M
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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