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
Blackrock Inc
752
New
N/A
752 $770M
CW
Curtiss Wright Corp

Industrials
2.16K
New
$335.08 - $389.49 $724K - $842K
2.16K $767M
AVUV
American Centy ETF Tr Avantis

ETFs
7.59K
New
$94.37 - $106.41 $716K - $807K
7.59K $732M
PFFA
Etfis Ser Tr I

ETFs
32.9K
New
$21.82 - $23.21 $717K - $763K
32.9K $720M
HON
Honeywell International Inc

Industrials
3.09K
New
$202.84 - $236.0 $627K - $729K
3.09K $698M
EEM
Ishares Msci Emerging Markets

ETFs
16.5K
New
$41.82 - $47.36 $689K - $781K
16.5K $689M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6.74K
New
$100.22 - $100.73 $675K - $679K
6.74K $679M
PEY
Invesco Exchange Traded Fd Tr

ETFs
31.9K
New
$21.1 - $23.08 $673K - $736K
31.9K $678M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
13.3K
New
$50.06 - $55.0 $666K - $731K
13.3K $668M
ORCC
Owl Rock Capital Corp

Financial Services
42.6K
New
N/A
42.6K $659M
DUK
Duke Energy Corp

Utilities
5.97K
New
$105.76 - $120.76 $631K - $721K
5.97K $643M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
6.61K
New
$94.79 - $95.69 $626K - $632K
6.61K $630M
Arista Networks Inc
5.65K
New
N/A
5.65K $625M
AMD
Advanced Micro Devices Inc

Technology
5K
New
$118.88 - $172.8 $595K - $864K
5K $604M
PARA
Paramount Global

Communication Services
56.9K
New
$10.27 - $11.57 $585K - $659K
56.9K $598M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
32.2K
New
$17.93 - $18.8 $578K - $606K
32.2K $598M
BX
Blackstone Inc.

Financial Services
3.33K
New
$148.45 - $199.05 $495K - $663K
3.33K $575M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
50.4K
New
$11.12 - $11.98 $560K - $603K
50.4K $569M
VB
Vanguard Small Cap ETF

ETFs
2.32K
New
$233.76 - $261.58 $543K - $607K
2.32K $558M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.39K
New
$370.24 - $418.94 $513K - $580K
1.39K $556M
TDY
Teledyne Technologies Inc

Technology
1.16K
New
$436.59 - $489.24 $506K - $568K
1.16K $538M
VCV
Invesco California Value Municipal Income Trust

Financial Services
49.1K
New
$10.06 - $10.97 $494K - $539K
49.1K $537M
EFX
Equifax Inc

Industrials
2.09K
New
$245.03 - $293.5 $511K - $613K
2.09K $532M
VDC
Vanguard Consumer Staples ETF

ETFs
2.5K
New
$210.96 - $223.62 $528K - $560K
2.5K $529M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
41.8K
New
$12.3 - $13.88 $514K - $580K
41.8K $528M
NEAR
Blackrock Short Maturity Bond

ETFs
10.4K
New
$50.28 - $51.08 $524K - $532K
10.4K $526M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.38K
New
$61.68 - $67.87 $517K - $568K
8.38K $522M
NEE
Nextera Energy Inc

Utilities
7.28K
New
$69.77 - $85.43 $508K - $622K
7.28K $522M
UPS
United Parcel Service Inc

Industrials
4.14K
New
$122.65 - $138.35 $507K - $572K
4.14K $522M
LOW
Lowes Companies Inc

Consumer Cyclical
2.11K
New
$244.52 - $284.07 $517K - $600K
2.11K $521M
CSCO
Cisco Systems, Inc.

Technology
8.74K
New
$52.45 - $60.02 $459K - $525K
8.74K $518M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
42K
New
$11.91 - $14.14 $500K - $594K
42K $514M
NRZ
New Residential Investment Corp.

Real Estate
46.3K
New
N/A
46.3K $513M
HCC
Warrior Met Coal, Inc.

Basic Materials
9.45K
New
$53.63 - $74.78 $507K - $707K
9.45K $513M
SHV
Ishares Tr

ETFs
4.63K
New
$109.92 - $110.57 $508K - $511K
4.63K $509M
PULS
Pgim ETF Tr

ETFs
10.1K
New
$49.51 - $49.79 $501K - $504K
10.1K $504M
AVGO
Broadcom Inc.

Technology
2.18K
New
$159.67 - $250.0 $347K - $544K
2.18K $504M
MO
Altria Group, Inc.

Consumer Defensive
9.42K
New
$49.06 - $57.74 $462K - $544K
9.42K $502M
T
At&T Inc.

Communication Services
22K
New
$21.22 - $23.88 $467K - $525K
22K $501M
VRIG
Invesco Actively Managed ETF F

ETFs
19.9K
New
$25.06 - $25.2 $499K - $502K
19.9K $500M
IBM
International Business Machines Corp

Technology
2.25K
New
$204.9 - $238.04 $462K - $537K
2.25K $495M
PSTG
Pure Storage, Inc.

Technology
7.82K
New
$48.19 - $66.6 $377K - $521K
7.82K $480M
TRV
Travelers Companies, Inc.

Financial Services
1.98K
New
$225.97 - $266.66 $448K - $529K
1.98K $477M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
34.7K
New
$13.12 - $14.37 $455K - $498K
34.7K $475M
EVN
Eaton Vance Municipal Income Trust

Financial Services
45.9K
New
$9.93 - $11.06 $456K - $508K
45.9K $464M
Capital Group Core Balanced
14.8K
New
N/A
14.8K $462M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.35K
New
$275.15 - $388.2 $370K - $522K
1.35K $460M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
9.13K
New
$50.0 - $50.27 $457K - $459K
9.13K $458M
BA
Boeing CO

Industrials
2.58K
New
$138.14 - $180.72 $357K - $467K
2.58K $457M
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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