Nwf Advisory Services Inc. Reduced Holdings in Q3 2025

Nwf Advisory Services Inc.

  • $911 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-19.8K
- 66.96%
$102.4 - $103.88 $2.03M - $2.06M
9.78K $1.01B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-35.3K
- 16.61%
$55.61 - $57.37 $1.96M - $2.02M
177K $10.1B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-69.6K
- 33.14%
$26.38 - $27.95 $1.84M - $1.95M
141K $3.84B
COST
Costco Wholesale Corp

Consumer Defensive
-285
- 1.3%
$915.95 - $994.57 $261K - $283K
21.6K $20B
VZ
Verizon Communications Inc

Communication Services
-34.9K
- 53.64%
$40.84 - $45.06 $1.43M - $1.57M
30.2K $1.33B
NEE
Nextera Energy Inc

Utilities
-20.2K
- 69.99%
$69.77 - $77.54 $1.41M - $1.56M
8.65K $653M
IGR
Cbre Global Real Estate Income Fund

Financial Services
-220K
- 80.55%
$4.81 - $5.36 $1.06M - $1.18M
53.2K $273M
VTI
Vanguard Total Stock Market Et

ETFs
-5.48K
- 17.68%
$303.93 - $329.86 $1.67M - $1.81M
25.5K $8.38B
CGGR
Capital Group Growth ETF Shs C

ETFs
-32.3K
- 26.91%
$40.2 - $44.58 $1.3M - $1.44M
87.7K $3.85B
AXP
American Express CO

Financial Services
-4.58K
- 10.95%
$294.27 - $342.31 $1.35M - $1.57M
37.2K $12.4B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.86K
- 41.62%
$435.72 - $463.74 $812K - $864K
2.61K $1.21B
AMZN
Amazon Com Inc

Consumer Cyclical
-3.14K
- 3.94%
$211.65 - $238.24 $664K - $748K
76.4K $16.8B
NFLX
Netflix Inc

Communication Services
-223
- 11.17%
$1147.87 - $1297.18 $256K - $289K
1.77K $2.13B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-9.01K
- 65.36%
$50.53 - $50.82 $455K - $458K
4.78K $242M
BHK
Blackrock Core Bond Trust

Financial Services
-42.8K
- 38.89%
$9.42 - $9.94 $403K - $425K
67.3K $668M
CRM
Salesforce, Inc.

Technology
-1.2K
- 47.36%
$231.66 - $273.65 $279K - $329K
1.34K $317M
PG
Procter & Gamble CO

Consumer Defensive
-2.21K
- 35.5%
$150.47 - $161.22 $332K - $356K
4.01K $617M
BX
Blackstone Inc.

Financial Services
-2.64K
- 65.57%
$152.77 - $188.68 $404K - $499K
1.39K $237M
SLV
I Shares Silver Trust

ETFs
-34.2K
- 29.87%
$32.73 - $42.5 $1.12M - $1.45M
80.3K $3.4B
RYLD
Global X Fds Russell 2000 Cove

ETFs
-22.1K
- 23.91%
$14.46 - $15.29 $320K - $338K
70.3K $1.06B
VUG
Vanguard Growth ETF

ETFs
-3.38K
- 10.65%
$433.97 - $484.08 $1.47M - $1.64M
28.4K $13.6B
Blackrock Inc
-344
- 42.26%
N/A
470 $548M
PEP
Pepsico Inc

Consumer Defensive
-2.55K
- 32.85%
$133.81 - $152.16 $342K - $389K
5.22K $733M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-8.09K
- 9.88%
$38.52 - $39.39 $312K - $319K
73.8K $2.9B
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-2.8K
- 37.82%
$95.22 - $96.21 $267K - $269K
4.6K $443M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-4.98K
- 46.34%
$49.41 - $54.08 $246K - $269K
5.77K $311M
GOOGL
Alphabet Inc.

Communication Services
-6.12K
- 32.42%
$174.36 - $254.72 $1.07M - $1.56M
12.7K $3.1B
BOND
Pimco Active Bond Exchange Tra

ETFs
-2.41K
- 47.15%
$90.83 - $93.81 $219K - $226K
2.7K $252M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
-4.26K
- 5.23%
$50.05 - $50.36 $213K - $215K
77.3K $3.88B
VTV
Vanguard Value ETF

ETFs
-2.13K
- 9.81%
$175.51 - $186.57 $373K - $397K
19.6K $3.65B
FSK
Fs Kkr Capital Corp

Financial Services
-4K
- 19.45%
$14.93 - $22.48 $59.7K - $89.8K
16.6K $247M
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
-27.2K
- 22.52%
$6.1 - $6.35 $166K - $173K
93.6K $578M
SBUX
Starbucks Corp

Consumer Cyclical
-1.6K
- 27.35%
$81.9 - $96.86 $131K - $155K
4.24K $359M
WFC
Wells Fargo & Company

Financial Services
-3.73K
- 9.3%
$77.05 - $85.16 $288K - $318K
36.4K $3.05B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-7.99K
- 23.22%
$28.92 - $32.19 $231K - $257K
26.4K $843M
Linde PLC
-362
- 16.91%
N/A
1.78K $845M
NVO
Novo Nordisk A S

Healthcare
-681
- 8.71%
$45.38 - $71.7 $30.9K - $48.8K
7.14K $396M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-1.56K
- 3.44%
$24.0 - $27.1 $37.3K - $42.1K
43.7K $1.08B
IBM
International Business Machines Corp

Technology
-337
- 11.39%
$234.77 - $292.47 $79.1K - $98.6K
2.62K $740M
ABT
Abbott Laboratories

Healthcare
-755
- 6.27%
$120.51 - $136.62 $91K - $103K
11.3K $1.51B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-11.5K
- 4.33%
$16.46 - $17.1 $189K - $197K
254K $4.32B
VNQ
Vanguard Specialized Funds Van

ETFs
-1.57K
- 11.28%
$88.47 - $93.24 $139K - $146K
12.3K $1.13B
HDV
Ishares Core High Dividend ETF

ETFs
-1.02K
- 32.03%
$118.16 - $123.66 $121K - $126K
2.17K $265M
IFRA
Ishares Tr

ETFs
-3.44K
- 15.81%
$49.77 - $52.82 $171K - $182K
18.3K $968M
BA
Boeing CO

Industrials
-604
- 11.33%
$209.79 - $237.38 $127K - $143K
4.73K $1.02B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-4.2K
- 9.51%
$362.31 - $405.74 $1.52M - $1.7M
40K $16.1B
HON
Honeywell International Inc

Industrials
-28
- 0.77%
$207.7 - $240.4 $5.82K - $6.73K
3.62K $761M
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
-5.1K
- 12.99%
$13.99 - $14.88 $71.3K - $75.9K
34.2K $480M
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
-5.3K
- 17.43%
$11.59 - $12.29 $61.4K - $65.1K
25.1K $295M
Activity Summary
Buys All Purchases 202 New Holdings 42 Increased Positions 160 Sells All Sells 146 Reductions 146 Sold out 0 Options Calls 5 Puts 0
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