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
SRE
Sempra Energy

Utilities
844
+ 23.98%
$63.78 - $78.91 $53.8K - $66.6K
4.36K $331M
PG
Procter & Gamble CO

Consumer Defensive
845
+ 15.71%
$157.66 - $172.39 $133K - $146K
6.22K $991M
PFFA
Etfis Ser Tr I

ETFs
3.97K
+ 14.81%
$19.49 - $21.31 $77.3K - $84.5K
30.7K $640M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
175
+ 5.48%
$108.06 - $135.3 $18.9K - $23.7K
3.37K $456M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
250
+ 7.59%
$86.93 - $109.64 $21.7K - $27.4K
3.55K $389M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
5.79K
+ 7.32%
$10.82 - $12.71 $62.6K - $73.6K
84.9K $1.06B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
170
+ 4.27%
$57.46 - $75.58 $9.77K - $12.8K
4.15K $314M
QUAL
Ishares Msci Usa Quality Facto

ETFs
173
+ 7.07%
$152.42 - $182.82 $26.4K - $31.6K
2.62K $479M
FSK
Fs Kkr Capital Corp

Financial Services
2.91K
+ 16.49%
$17.95 - $21.5 $52.2K - $62.5K
20.5K $426M
IAF
Aberdeen Australia Equity Fund Inc

Financial Services
2.66K
+ 2.71%
$3.4 - $4.51 $9.05K - $12K
101K $451M
Capital Group Core Balanced
309
+ 1.73%
N/A
18.1K $606M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
339
+ 8.34%
$58.41 - $72.69 $19.8K - $24.6K
4.4K $320M
VHT
Vanguard Health Care ETF

ETFs
612
+ 9.84%
$236.71 - $261.92 $145K - $160K
6.83K $1.7B
FXL
First Tr Exchange Traded Fd Fi

ETFs
38
+ 2.3%
$115.28 - $157.36 $4.38K - $5.98K
1.69K $266M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
278
+ 0.15%
$121.58 - $136.74 $33.8K - $38K
182K $24.7B
SHOP
Shopify Inc.

Technology
17
+ 0.77%
$76.89 - $115.35 $1.31K - $1.96K
2.23K $258M
First Tr Exchng Traded Fd Vi
5.2K
+ 5.23%
N/A
105K $2.06B
QJUN
First Tr ETF
350
+ 3.08%
$24.35 - $29.57 $8.52K - $10.3K
11.7K $346M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
630
+ 5.15%
$22.92 - $28.05 $14.4K - $17.7K
12.9K $361M
FV
First Trust Dorsey Wright Focu

ETFs
1
+ 0.01%
$48.43 - $59.26 $48.4 - $59.3
8.6K $509M
PCEF
Invesco Cef Income Composite E

ETFs
1K
+ 4.17%
$16.85 - $19.54 $16.9K - $19.5K
25K $489M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.4K
+ 12.68%
$45.07 - $52.57 $63.1K - $73.7K
12.5K $608M
JFR
Nuveen Floating Rate Income Fund

Financial Services
3.86K
+ 9.59%
$7.51 - $8.49 $29K - $32.8K
44.1K $374M
GILD
Gilead Sciences, Inc.

Healthcare
299
+ 16.05%
$96.91 - $113.0 $29K - $33.8K
2.16K $240M
CMI
Cummins Inc

Industrials
65
+ 9.73%
$267.12 - $336.65 $17.4K - $21.9K
733 $240M
CB
Chubb LTD

Financial Services
151
+ 14.11%
$274.32 - $302.46 $41.4K - $45.7K
1.22K $354M
NMAI
Nuveen Multi Asset Income Fund

ETFs
600
+ 1.76%
$10.75 - $12.65 $6.45K - $7.59K
34.6K $437M
QCOM
Qualcomm Inc

Technology
106
+ 5.49%
$124.66 - $159.48 $13.2K - $16.9K
2.04K $325M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
4.2K
+ 4.18%
$5.09 - $5.8 $21.4K - $24.4K
105K $607M
MUB
Ishares National Muni Bond ETF

ETFs
271
+ 13.88%
$102.31 - $105.8 $27.7K - $28.7K
2.22K $232M
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
12K
+ 7.59%
$2.82 - $3.3 $33.8K - $39.6K
170K $548M
XLU
Utilities Sector Spdr

ETFs
207
+ 7.03%
$73.09 - $82.77 $15.1K - $17.1K
3.15K $257M
VFH
Vanguard Financial ETF

ETFs
68
+ 3.63%
$104.87 - $127.3 $7.13K - $8.66K
1.94K $247M
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
2K
+ 7.0%
$10.7 - $12.22 $21.4K - $24.4K
30.6K $369M
ITW
Illinois Tool Works Inc

Industrials
95
+ 9.6%
$218.41 - $252.43 $20.7K - $24K
1.09K $268M
USA
Liberty All Star Equity Fund

Financial Services
1.2K
+ 2.21%
$5.9 - $6.81 $7.05K - $8.14K
55.2K $376M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
4.13K
+ 1.29%
$10.49 - $12.99 $43.4K - $53.7K
324K $4.13B
MLPX
Global X Mlp & Energy Infrastr

ETFs
320
+ 9.7%
$55.32 - $65.02 $17.7K - $20.8K
3.62K $227M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
1.36K
+ 5.94%
$9.08 - $10.16 $12.3K - $13.8K
24.2K $246M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
1.98K
+ 1.7%
$5.17 - $5.91 $10.2K - $11.7K
118K $697M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
30
+ 1.73%
$103.88 - $123.68 $3.12K - $3.71K
1.77K $218M
TJX
Tjx Companies Inc

Consumer Cyclical
54
+ 2.7%
$119.13 - $135.03 $6.43K - $7.29K
2.05K $254M
Annaly Capital Management In
1.37K
+ 11.42%
N/A
13.4K $252M
HQH
Tekla Healthcare Investors

Financial Services
4.98K
+ 5.05%
$14.14 - $16.32 $70.4K - $81.3K
104K $1.61B
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
645
+ 3.82%
$10.09 - $10.88 $6.51K - $7.02K
17.5K $181M
O
Realty Income Corp

Real Estate
35
+ 0.78%
$52.27 - $58.52 $1.83K - $2.05K
4.51K $260M
DSL
Double Line Income Solutions Fund

Financial Services
364
+ 2.49%
$11.15 - $12.57 $4.06K - $4.58K
15K $183M
Nuveen Global High Income Fd
175
+ 0.7%
N/A
25K $323M
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
300
+ 0.19%
$8.4 - $8.8 $2.52K - $2.64K
157K $1.37B
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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