Nwf Advisory Services Inc. Purchases in Q1 2025

Nwf Advisory Services Inc.

  • $712 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
129
+ 15.3%
$725.72 - $929.72 $93.6K - $120K
972 $803M
FSK
Fs Kkr Capital Corp

Financial Services
7.52K
+ 74.39%
$20.47 - $24.06 $154K - $181K
17.6K $370M
DUK
Duke Energy Corp

Utilities
525
+ 8.8%
$105.87 - $121.97 $55.6K - $64K
6.49K $792M
VHT
Vanguard Health Care ETF

ETFs
303
+ 5.12%
$254.06 - $273.83 $77K - $83K
6.22K $1.65B
THW
Tekla World Healthcare Fund

Financial Services
12.4K
New
$11.09 - $12.2 $138K - $151K
12.4K $143M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.38K
+ 66.09%
$114.9 - $139.6 $158K - $192K
3.46K $407M
NXC
Nuveen California Select Tax Free Income Portfolio

Financial Services
10.7K
New
$12.9 - $13.32 $137K - $142K
10.7K $141M
HNW
Pioneer Diversified High Income Fund, Inc.

Financial Services
11.2K
New
$11.83 - $12.08 $132K - $135K
11.2K $134M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
14K
New
$8.69 - $9.43 $122K - $132K
14K $131M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
15.3K
New
$8.46 - $9.3 $129K - $142K
15.3K $129M
DMA
Destra Multi Alternative Fund

Financial Services
14.2K
New
$8.36 - $8.82 $119K - $125K
14.2K $120M
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
11.8K
New
$9.55 - $10.42 $113K - $123K
11.8K $119M
EAD
Allspring Income Opportunities Fund

Financial Services
16.3K
New
$6.8 - $7.06 $111K - $115K
16.3K $111M
PCF
High Income Securities Fund

Financial Services
16.5K
New
$6.51 - $6.86 $107K - $113K
16.5K $110M
CTSO
Cytosorbents Corp

Healthcare
104K
New
$0.89 - $1.3 $92.7K - $135K
104K $104M
AHH
Armada Hoffler Properties, Inc.

Real Estate
13.7K
New
$7.5 - $10.2 $103K - $140K
13.7K $103M
EVF
Eaton Vance Senior Income Trust

Financial Services
17.6K
New
$5.84 - $6.28 $103K - $111K
17.6K $103M
CSCO
Cisco Systems, Inc.

Technology
1.31K
+ 14.97%
$58.74 - $64.87 $76.9K - $84.9K
10.1K $620M
VDE
Vanguard Energy ETF

ETFs
209
+ 2.37%
$119.14 - $132.76 $24.9K - $27.7K
9.04K $1.17B
LDUR
Pimco Enhanced Low Duration Ac

ETFs
946
+ 14.32%
$94.87 - $96.11 $89.7K - $90.9K
7.55K $725M
Capital Group Core Balanced
3.03K
+ 20.45%
N/A
17.8K $552M
NFLX
Netflix Inc

Communication Services
10
+ 0.53%
$828.4 - $1058.6 $8.28K - $10.6K
1.9K $1.77B
BA
Boeing CO

Industrials
604
+ 23.38%
$148.15 - $186.25 $89.5K - $112K
3.19K $543M
FTF
Franklin LTD Duration Income Trust

Financial Services
13K
New
$6.43 - $6.7 $83.6K - $87.1K
13K $84M
HON
Honeywell International Inc

Industrials
593
+ 19.19%
$202.75 - $226.52 $120K - $134K
3.68K $780M
CB
Chubb LTD

Financial Services
190
+ 21.59%
$257.71 - $301.99 $49K - $57.4K
1.07K $323M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
1.58K
+ 35.39%
$47.09 - $50.46 $74.2K - $79.5K
6.03K $287M
ORCC
Owl Rock Capital Corp

Financial Services
7.1K
+ 16.68%
N/A
49.7K $728M
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
10K
New
$5.37 - $6.09 $53.7K - $60.9K
10K $60.9M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.07K
+ 36.03%
$37.84 - $44.02 $78.1K - $90.9K
7.8K $299M
VBR
Vanguard Small Cap Value ETF

ETFs
419
+ 23.78%
$183.02 - $207.75 $76.7K - $87K
2.18K $406M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
5.16K
+ 43.96%
$10.55 - $11.13 $54.4K - $57.4K
16.9K $181M
VNQ
Vanguard Specialized Funds Van

ETFs
410
+ 4.13%
$85.55 - $94.34 $35.1K - $38.7K
10.3K $936M
ABEV
Ambev S.A.

Consumer Defensive
21K
New
$1.77 - $2.37 $37.1K - $49.7K
21K $48.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.16K
+ 16.52%
$102.49 - $119.96 $119K - $140K
8.2K $858M
IWD
Ishares Russell 1000 Val ETF

ETFs
221
+ 14.03%
$182.82 - $196.21 $40.4K - $43.4K
1.8K $338M
F
Ford Motor CO

Consumer Cyclical
4.19K
+ 29.96%
$9.12 - $10.43 $38.2K - $43.6K
18.2K $182M
DSL
Double Line Income Solutions Fund

Financial Services
3.1K
+ 26.94%
$12.53 - $12.88 $38.9K - $40K
14.6K $184M
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
883
+ 20.76%
N/A
5.14K $251M
PEP
Pepsico Inc

Consumer Defensive
384
+ 6.98%
$142.64 - $156.42 $54.8K - $60.1K
5.89K $883M
VVR
Invesco Senior Income Trust

Financial Services
10K
New
$3.55 - $4.15 $35.5K - $41.5K
10K $37.5M
LMT
Lockheed Martin Corp

Industrials
142
+ 19.61%
$423.19 - $506.29 $60.1K - $71.9K
866 $387M
VDC
Vanguard Consumer Staples ETF

ETFs
57
+ 2.28%
$206.54 - $226.16 $11.8K - $12.9K
2.56K $560M
XLY
Select Sector Spdr Consumer Di

ETFs
374
+ 22.04%
$192.6 - $233.2 $72K - $87.2K
2.07K $409M
CGDV
Capital Group Divid Value ETF

ETFs
621
+ 5.54%
$34.95 - $37.36 $21.7K - $23.2K
11.8K $421M
IFRA
Ishares Tr

ETFs
1.16K
+ 5.1%
$44.8 - $49.25 $52.1K - $57.2K
24K $1.08B
TIP
Ishares Tr Tips Bd ETF

ETFs
50
+ 1.81%
$106.22 - $111.09 $5.31K - $5.55K
2.82K $313M
XLI
Industrial Sector Spdr

ETFs
169
+ 2.83%
$128.78 - $141.67 $21.8K - $23.9K
6.14K $805M
PEY
Invesco Exchange Traded Fd Tr

ETFs
452
+ 1.42%
$20.82 - $22.08 $9.41K - $9.98K
32.4K $695M
Activity Summary
Buys All Purchases 218 New Holdings 146 Increased Positions 72 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 7 Puts 0
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