Nwf Advisory Services Inc. New Holdings in Q4 2024

Nwf Advisory Services Inc.

  • $683 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FDHY
Fidelity Covington Trust High

ETFs
9.38K
New
$48.24 - $49.25 $452K - $462K
9.38K $455M
SYK
Stryker Corp

Healthcare
1.26K
New
$345.14 - $392.15 $434K - $493K
1.26K $454M
RKLB
Rocket Lab Usa, Inc.

Industrials
17.6K
New
$9.23 - $28.44 $163K - $501K
17.6K $449M
HDV
Ishares Core High Dividend ETF

ETFs
3.95K
New
$110.82 - $121.28 $438K - $479K
3.95K $443M
SHOP
Shopify Inc.

Technology
4.14K
New
$78.14 - $119.49 $323K - $494K
4.14K $440M
SRE
Sempra Energy

Utilities
4.9K
New
$80.81 - $94.77 $396K - $465K
4.9K $433M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
26K
New
$15.9 - $17.05 $413K - $443K
26K $432M
DVA
Davita Inc.

Healthcare
2.84K
New
$139.81 - $167.96 $396K - $476K
2.84K $424M
TTD
Trade Desk, Inc.

Technology
3.6K
New
$108.7 - $139.51 $391K - $502K
3.6K $423M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
28.7K
New
$14.28 - $14.81 $410K - $425K
28.7K $416M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3.19K
New
$124.61 - $133.96 $398K - $428K
3.19K $411M
ENB
Enbridge Inc

Energy
9.6K
New
$40.4 - $43.92 $388K - $422K
9.6K $407M
ICSH
Blackrock Ultra Short Term Bon

ETFs
8.05K
New
$50.35 - $50.69 $405K - $408K
8.05K $406M
IEFA
Ishares Tr

ETFs
5.75K
New
$70.06 - $77.43 $403K - $445K
5.75K $404M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
13K
New
$29.73 - $30.81 $388K - $402K
13K $398M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
7K
New
$47.66 - $57.86 $334K - $405K
7K $397M
ARCC
Ares Capital Corp

Financial Services
18.1K
New
$20.74 - $22.27 $375K - $403K
18.1K $396M
KWEB
Kraneshares Tr Csi China Inter

ETFs
13.5K
New
$29.11 - $38.87 $393K - $525K
13.5K $395M
CGDV
Capital Group Divid Value ETF

ETFs
11.2K
New
$35.16 - $37.12 $394K - $416K
11.2K $395M
EPD
Enterprise Products Partners L.P.

Energy
12.6K
New
$28.66 - $34.43 $360K - $433K
12.6K $394M
ETN
Eaton Corp PLC

Industrials
1.17K
New
$326.96 - $377.52 $384K - $443K
1.17K $389M
XLY
Select Sector Spdr Consumer Di

ETFs
1.7K
New
$194.8 - $239.43 $331K - $406K
1.7K $381M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
6.37K
New
$59.74 - $60.03 $380K - $382K
6.37K $381M
MELI
Mercadolibre Inc

Consumer Cyclical
221
New
$1666.0 - $2117.3 $368K - $468K
221 $376M
ET
Energy Transfer LP

Energy
19.2K
New
$16.05 - $19.86 $307K - $380K
19.2K $375M
AMAT
Applied Materials Inc

Technology
2.3K
New
$161.44 - $213.89 $372K - $492K
2.3K $374M
ORCL
Oracle Corp

Technology
2.24K
New
$165.41 - $192.43 $370K - $430K
2.24K $372M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.32K
New
$50.37 - $50.6 $369K - $370K
7.32K $370M
Choiceone Finl Svcs Inc
10.3K
New
N/A
10.3K $368M
RVT
Royce Value Trust, Inc.

Financial Services
23.1K
New
$15.15 - $16.9 $349K - $390K
23.1K $364M
FDX
Fedex Corp

Industrials
1.26K
New
$260.5 - $305.15 $328K - $384K
1.26K $356M
UNH
Unitedhealth Group Inc

Healthcare
704
New
$485.52 - $625.25 $342K - $440K
704 $356M
PAXS
Pimco Access Income Fund

Financial Services
23K
New
$15.13 - $17.17 $348K - $395K
23K $354M
LMT
Lockheed Martin Corp

Industrials
724
New
$479.66 - $614.62 $347K - $445K
724 $352M
VBR
Vanguard Small Cap Value ETF

ETFs
1.76K
New
$197.36 - $217.3 $348K - $383K
1.76K $349M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.81K
New
$71.75 - $75.11 $345K - $361K
4.81K $346M
PDI
Pimco Dynamic Income Fund

Financial Services
18.3K
New
$18.33 - $20.85 $335K - $381K
18.3K $339M
VEA
Vanguard Ftse Developed Market

ETFs
6.93K
New
$47.57 - $52.44 $330K - $363K
6.93K $331M
PM
Philip Morris International Inc.

Consumer Defensive
2.72K
New
$118.38 - $133.06 $322K - $362K
2.72K $331M
KMPR
Kemper Corp

Financial Services
4.94K
New
$59.0 - $72.1 $292K - $356K
4.94K $328M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
561
New
$563.99 - $620.12 $316K - $348K
561 $321M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5.64K
New
$56.06 - $61.35 $316K - $346K
5.64K $320M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.6K
New
$66.77 - $71.52 $307K - $329K
4.6K $317M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.07K
New
$94.43 - $105.47 $290K - $324K
3.07K $312M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
812
New
$260.53 - $404.79 $212K - $329K
812 $311M
XLV
Select Sector Spdr Fund Health

ETFs
2.22K
New
$136.28 - $154.74 $303K - $344K
2.22K $306M
HYG
Ishares Tr

ETFs
3.83K
New
$78.09 - $80.04 $299K - $306K
3.83K $301M
KLAC
Kla Corp

Technology
470
New
$614.46 - $829.55 $289K - $390K
470 $296M
TIP
Ishares Tr Tips Bd ETF

ETFs
2.77K
New
$106.33 - $110.69 $295K - $307K
2.77K $295M
Activity Summary
Buys All Purchases 274 New Holdings 274 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 8 Puts 0
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