Nwf Advisory Services Inc. Incresed Positions in Q2 2025

Nwf Advisory Services Inc.

  • $839 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HGLB
Highland Global Allocation Fund

N/A
47.3K
+ 25.17%
$7.03 - $9.05 $332K - $428K
235K $2.05B
BST
Black Rock Science & Technology Trust

Financial Services
1.74K
+ 2.31%
$29.62 - $38.3 $51.4K - $66.5K
76.7K $2.93B
ITA
Ishares Tr

ETFs
2.15K
+ 156.21%
$135.31 - $188.64 $291K - $406K
3.53K $666M
UNH
Unitedhealth Group Inc

Healthcare
1.86K
+ 306.59%
$274.35 - $599.47 $511K - $1.12M
2.47K $770M
FTCS
First Trust Capital Strength E

ETFs
4.58K
+ 160.7%
$81.6 - $92.39 $374K - $423K
7.43K $675M
ABT
Abbott Laboratories

Healthcare
2.54K
+ 26.68%
$123.95 - $138.08 $314K - $350K
12K $1.64B
WFC
Wells Fargo & Company

Financial Services
550
+ 1.39%
$60.98 - $80.12 $33.5K - $44.1K
40.1K $3.21B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.61K
+ 18.91%
$152.93 - $181.74 $246K - $292K
10.1K $1.84B
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
22.5K
+ 62.02%
$13.96 - $16.51 $314K - $372K
58.8K $958M
XLF
Financial Sector Spdr

ETFs
5.3K
+ 21.3%
$43.92 - $52.37 $233K - $278K
30.2K $1.58B
XYLD
Global X Fds S&P 500 Covered C

ETFs
9.35K
+ 12.89%
$35.62 - $39.64 $333K - $371K
81.9K $3.19B
XLP
Consumer Staples Sector Spdr

ETFs
4.34K
+ 6.91%
N/A
67.2K $5.44B
VNQ
Vanguard Specialized Funds Van

ETFs
3.55K
+ 34.37%
$79.79 - $91.42 $283K - $325K
13.9K $1.24B
IVW
Ishares S&P 500 Growth ETF

ETFs
2.31K
+ 90.79%
$82.96 - $110.1 $191K - $254K
4.85K $534M
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
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
CGUS
Capital Group Core Equity ETF
6.09K
+ 90.59%
$29.93 - $36.93 $182K - $225K
12.8K $473M
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
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
IWF
Ishares Russell 1000 Gr ETF

ETFs
280
+ 19.38%
$320.42 - $424.58 $89.7K - $119K
1.73K $732M
T
At&T Inc.

Communication Services
6.84K
+ 50.79%
$26.33 - $28.94 $180K - $198K
20.3K $588M
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
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
EEM
Ishares Msci Emerging Markets

ETFs
1.58K
+ 10.31%
$38.52 - $48.28 $61K - $76.4K
16.9K $817M
VEA
Vanguard Ftse Developed Market

ETFs
1.81K
+ 27.04%
$45.65 - $57.01 $82.4K - $103K
8.48K $484M
PEP
Pepsico Inc

Consumer Defensive
1.89K
+ 32.07%
$128.02 - $151.37 $242K - $286K
7.78K $1.03B
F
Ford Motor CO

Consumer Cyclical
11.6K
+ 63.91%
$8.69 - $10.85 $101K - $126K
29.8K $323M
CRM
Salesforce, Inc.

Technology
480
+ 23.3%
$236.26 - $291.15 $113K - $140K
2.54K $693M
VB
Vanguard Small Cap ETF

ETFs
379
+ 16.41%
$193.73 - $237.37 $73.4K - $90K
2.69K $638M
SYK
Stryker Corp

Healthcare
238
+ 19.35%
$337.37 - $395.63 $80.3K - $94.2K
1.47K $581M
CSCO
Cisco Systems, Inc.

Technology
512
+ 5.09%
$53.19 - $69.38 $27.2K - $35.5K
10.6K $733M
XLV
Select Sector Spdr Fund Health

ETFs
1.07K
+ 36.42%
$128.77 - $144.3 $137K - $154K
3.99K $538M
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
6.77K
+ 15.61%
$10.48 - $12.62 $71K - $85.5K
50.2K $633M
XLY
Select Sector Spdr Consumer Di

ETFs
292
+ 14.1%
$176.34 - $218.59 $51.5K - $63.8K
2.36K $513M
AFL
Aflac Inc

Financial Services
1.1K
+ 52.18%
$99.77 - $112.45 $110K - $124K
3.22K $339M
IWD
Ishares Russell 1000 Val ETF

ETFs
461
+ 25.67%
$166.82 - $194.23 $76.9K - $89.5K
2.26K $438M
ETN
Eaton Corp PLC

Industrials
55
+ 6.63%
$246.52 - $356.99 $13.6K - $19.6K
885 $316M
BX
Blackstone Inc.

Financial Services
349
+ 9.48%
$120.07 - $151.11 $41.9K - $52.7K
4.03K $603M
LMT
Lockheed Martin Corp

Industrials
155
+ 17.9%
$430.82 - $486.45 $66.8K - $75.4K
1.02K $473M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.66K
+ 5.19%
$23.55 - $27.67 $39.1K - $45.9K
33.6K $931M
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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