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
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
7.14K
New
$35.86 - $43.98 $256K - $314K
7.14K $302M
VNQ
Vanguard Specialized Funds Van

ETFs
3.55K
+ 34.37%
$79.79 - $91.42 $283K - $325K
13.9K $1.24B
IWY
Ishares Tr Russell 200 Growth

ETFs
1.22K
New
$187.5 - $246.51 $228K - $300K
1.22K $300M
VXF
Vanguard Extended Market ETF

ETFs
1.56K
New
$150.43 - $192.71 $234K - $300K
1.56K $300M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.31K
+ 90.79%
$82.96 - $110.1 $191K - $254K
4.85K $534M
SHEL
Shell PLC

Energy
4.22K
New
$59.75 - $73.05 $252K - $308K
4.22K $297M
T Rowe Price ETF Inc
8.23K
New
N/A
8.23K $290M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
6.01K
New
$41.9 - $50.31 $252K - $303K
6.01K $289M
YYY
Amplify ETF Tr High Income ETF

ETFs
9.9K
+ 1.82%
$10.18 - $11.74 $101K - $116K
554K $6.49B
XLI
Industrial Sector Spdr

ETFs
1.19K
+ 19.32%
$116.42 - $147.52 $138K - $175K
7.33K $1.08B
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
58.2K
+ 30.94%
$3.75 - $4.3 $218K - $250K
246K $1.06B
Blackrock ETF Trust Ii
5.36K
New
N/A
5.36K $270M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.66K
New
$160.0 - $195.62 $265K - $324K
1.66K $270M
KO
Coca Cola CO

Consumer Defensive
4.26K
+ 10.79%
$68.37 - $73.9 $291K - $315K
43.7K $3.09B
PM
Philip Morris International Inc.

Consumer Defensive
1.29K
+ 94.21%
$149.23 - $184.95 $192K - $238K
2.65K $482M
DBND
Doubleline ETF Tr Opportunisti

ETFs
5.58K
New
$45.18 - $46.32 $252K - $258K
5.58K $258M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.79K
New
$63.54 - $68.5 $241K - $260K
3.79K $256M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.02K
New
$39.89 - $49.46 $200K - $248K
5.02K $249M
CGUS
Capital Group Core Equity ETF
6.09K
+ 90.59%
$29.93 - $36.93 $182K - $225K
12.8K $473M
Cohen & Steers ETF Trust
9.33K
New
N/A
9.33K $241M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.36K
New
$90.85 - $102.31 $214K - $242K
2.36K $238M
BUG
Global X Fds Cybersecurity ETF

ETFs
6.31K
New
$29.9 - $37.1 $189K - $234K
6.31K $234M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
302
+ 13.71%
$179.95 - $278.88 $54.3K - $84.2K
2.5K $698M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
384
+ 1.24%
$65.84 - $80.81 $25.3K - $31K
31.4K $2.52B
ASML
Asml Holding Nv

Technology
35
+ 2.45%
$595.37 - $815.24 $20.8K - $28.5K
1.46K $1.17B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.27K
New
$99.1 - $99.49 $225K - $226K
2.27K $226M
ORCL
Oracle Corp

Technology
153
+ 6.26%
$122.82 - $218.63 $18.8K - $33.5K
2.6K $568M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
4.95K
+ 63.46%
$35.42 - $43.89 $175K - $217K
12.8K $560M
Bank America Corp
184
New
N/A
184 $223M
MELI
Mercadolibre Inc

Consumer Cyclical
85
New
$1794.73 - $2613.63 $153K - $222K
85 $222M
XLC
Select Sector Spdr Tr Communic

ETFs
2.03K
New
$86.13 - $108.53 $175K - $220K
2.03K $220M
VOX
Vanguard Communication Service

ETFs
1.25K
New
$133.12 - $171.03 $166K - $214K
1.25K $214M
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
7.76K
New
$21.28 - $27.19 $165K - $211K
7.76K $211M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
878
New
$180.84 - $240.32 $159K - $211K
878 $211M
IWF
Ishares Russell 1000 Gr ETF

ETFs
280
+ 19.38%
$320.42 - $424.58 $89.7K - $119K
1.73K $732M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
8.5K
New
N/A
8.5K $210M
DGRO
Ishares Core Dividend Growth E

ETFs
3.26K
New
$55.22 - $63.94 $180K - $208K
3.26K $208M
ROK
Rockwell Automation, Inc

Industrials
627
New
$218.97 - $332.17 $137K - $208K
627 $208M
IEFA
Ishares Tr

ETFs
2.48K
New
$67.83 - $84.09 $168K - $209K
2.48K $207M
T
At&T Inc.

Communication Services
6.84K
+ 50.79%
$26.33 - $28.94 $180K - $198K
20.3K $588M
COIN
Coinbase Global, Inc.

Technology
580
New
$151.47 - $375.07 $87.9K - $218K
580 $203M
Fidelity Covington Trust
5.87K
New
N/A
5.87K $203M
Siriusxm Holdings Inc
8.75K
New
N/A
8.75K $201M
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.53K
+ 25.51%
$40.94 - $52.1 $104K - $132K
12.4K $648M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
105
+ 0.41%
$60.34 - $74.89 $6.34K - $7.86K
25.7K $1.93B
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.34K
+ 4.05%
$22.27 - $29.21 $29.8K - $39.1K
34.4K $1B
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
14.5K
New
$10.51 - $11.34 $153K - $165K
14.5K $162M
Blackrock Inc
76
+ 10.3%
N/A
814 $854M
UTG
Reaves Utility Income Fund

Financial Services
1.52K
+ 6.03%
$29.08 - $36.18 $44.3K - $55.1K
26.8K $968M
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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