Nwf Advisory Services Inc. New Holdings in Q2 2025

Nwf Advisory Services Inc.

  • $839 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Innovator Etfs Trust
175K
New
N/A
175K $5.18B
SPYG
Spdr Portfolio

ETFs
38.7K
New
$71.83 - $95.32 $2.78M - $3.69M
38.7K $3.69B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
29.6K
New
$102.02 - $103.5 $3.02M - $3.07M
29.6K $3.05B
PIZ
Invesco Exchange Traded Fd Tr
60.5K
New
N/A
60.5K $2.78B
IBKR
Interactive Brokers Group, Inc.

Financial Services
45.3K
New
$50.53 - $212.53 $2.29M - $9.63M
45.3K $2.51B
FXE
Invesco Currency Shares Euro Trust

ETFs
17.2K
New
$99.56 - $108.79 $1.71M - $1.87M
17.2K $1.87B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
13.6K
New
$86.05 - $107.7 $1.17M - $1.47M
13.6K $1.47B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.81K
New
$141.37 - $228.57 $679K - $1.1M
4.81K $1.09B
Grail Inc
20.7K
New
N/A
20.7K $1.06B
Linde PLC
2.14K
New
N/A
2.14K $1B
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.41K
New
$272.36 - $339.57 $657K - $819K
2.41K $819M
CAT
Caterpillar Inc

Industrials
2K
New
$273.94 - $388.21 $549K - $778K
2K $778M
CMF
Ishares California Muni Bond E

ETFs
12.3K
New
$54.52 - $56.7 $673K - $700K
12.3K $688M
AZN
Astrazeneca PLC

Healthcare
8.68K
New
$64.87 - $75.0 $563K - $651K
8.68K $606M
NVO
Novo Nordisk A S

Healthcare
7.82K
New
$58.08 - $81.05 $454K - $634K
7.82K $540M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
10.8K
New
$40.73 - $50.06 $438K - $538K
10.8K $538M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.91K
New
$71.28 - $83.74 $421K - $495K
5.91K $495M
BOND
Pimco Active Bond Exchange Tra

ETFs
5.11K
New
$89.87 - $92.93 $459K - $474K
5.11K $471M
FDL
First Tr Morningstar Dividend

ETFs
11.2K
New
$38.19 - $43.19 $427K - $482K
11.2K $468M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.6K
New
$55.54 - $69.09 $367K - $456K
6.6K $456M
SHV
Ishares Tr

ETFs
3.87K
New
$110.06 - $110.46 $426K - $427K
3.87K $427M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
13.8K
New
$28.18 - $29.22 $389K - $403K
13.8K $403M
TDG
Trans Digm Group Inc

Industrials
258
New
$1231.75 - $1520.64 $318K - $392K
258 $392M
TMO
Thermo Fisher Scientific Inc.

Healthcare
931
New
$390.26 - $489.06 $363K - $455K
931 $377M
DE
Deere & CO

Industrials
714
New
$412.99 - $531.48 $295K - $379K
714 $363M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.29K
New
$48.13 - $49.85 $351K - $364K
7.29K $358M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
6.83K
New
$50.34 - $51.86 $344K - $354K
6.83K $351M
RTX
Raytheon Technologies Corp

Industrials
2.4K
New
$113.75 - $148.48 $273K - $356K
2.4K $350M
PFF
Ishares Trust Ishares Pfd And

ETFs
11.1K
New
$29.0 - $30.68 $321K - $339K
11.1K $339M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.71K
New
$139.8 - $197.22 $239K - $338K
1.71K $338M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.15K
New
$216.28 - $284.39 $248K - $326K
1.15K $326M
Ge Vernova Inc
604
New
N/A
604 $320M
IVE
Ishares S&P 500 Value ETF

ETFs
1.63K
New
$168.34 - $195.42 $274K - $318K
1.63K $318M
ADP
Automatic Data Processing Inc

Industrials
1.01K
New
$276.76 - $326.81 $281K - $331K
1.01K $313M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
8.35K
New
$32.77 - $36.44 $274K - $304K
8.35K $304M
CRS
Carpenter Technology Corp

Industrials
1.1K
New
$151.3 - $276.38 $166K - $304K
1.1K $304M
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
7.14K
New
$35.86 - $43.98 $256K - $314K
7.14K $302M
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
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
Super Micro Computer Inc
5.62K
New
N/A
5.62K $275M
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
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
Cohen & Steers ETF Trust
9.33K
New
N/A
9.33K $241M
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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