Nwf Advisory Services Inc. Reduced Holdings in Q1 2025

Nwf Advisory Services Inc.

  • $712 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-34.8K
- 21.02%
$209.68 - $247.1 $7.31M - $8.61M
131K $29.1B
AMZN
Amazon Com Inc

Consumer Cyclical
-13.3K
- 15.34%
$190.26 - $242.06 $2.53M - $3.22M
73.5K $14B
NVDA
Nvidia Corp

Technology
-24.4K
- 35.52%
$106.98 - $149.43 $2.61M - $3.65M
44.3K $4.8B
FLDR
Fidelity Merrimack Str Tr Low

ETFs
-80.2K
- 48.81%
$49.92 - $50.3 $4M - $4.03M
84.1K $4.22B
GOOG
Alphabet Inc.

Communication Services
-2.85K
- 3.5%
$156.06 - $207.71 $445K - $592K
78.6K $12.3B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4.81K
- 25.61%
$468.34 - $539.52 $2.25M - $2.6M
14K $6.55B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-26.3K
- 90.63%
$85.29 - $92.57 $2.24M - $2.44M
2.72K $248M
GM
General Motors CO

Consumer Cyclical
-23.3K
- 12.39%
$45.22 - $54.92 $1.05M - $1.28M
165K $7.75B
TSLA
Tesla, Inc.

Consumer Cyclical
-706
- 5.64%
$222.15 - $428.22 $157K - $302K
11.8K $3.06B
BAC
Bank Of America Corp

Financial Services
-31.2K
- 10.69%
$39.61 - $47.74 $1.23M - $1.49M
260K $10.9B
AXP
American Express CO

Financial Services
-2K
- 5.14%
$255.39 - $325.87 $510K - $650K
36.8K $9.9B
GOOGL
Alphabet Inc.

Communication Services
-5.41K
- 24.28%
$154.33 - $206.19 $835K - $1.12M
16.9K $2.61B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-7
- 0.02%
$307.43 - $357.48 $2.15K - $2.5K
44.3K $13.7B
VGT
Vanguard Information Technolog

ETFs
-720
- 5.16%
$542.38 - $646.34 $391K - $465K
13.2K $7.18B
MSFT
Microsoft Corp

Technology
-1.57K
- 8.31%
$375.39 - $447.2 $589K - $702K
17.3K $6.49B
VZ
Verizon Communications Inc

Communication Services
-38K
- 76.82%
$37.81 - $46.49 $1.44M - $1.77M
11.5K $520M
VUG
Vanguard Growth ETF

ETFs
-423
- 1.29%
$369.1 - $427.61 $156K - $181K
32.3K $12B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-5.39K
- 71.0%
$211.47 - $267.17 $1.14M - $1.44M
2.2K $466M
C
Citigroup Inc

Financial Services
-16.4K
- 9.95%
$67.23 - $84.63 $1.1M - $1.39M
148K $10.5B
WMT
Walmart Inc.

Consumer Defensive
-9.62K
- 12.32%
$84.5 - $105.05 $813K - $1.01M
68.4K $6.01B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-2.25K
- 40.01%
$408.78 - $448.82 $918K - $1.01M
3.37K $1.41B
IWM
Ishares Russell 2000 ETF

ETFs
-182
- 0.8%
$198.1 - $229.79 $36.1K - $41.8K
22.6K $4.51B
VIG
Vanguard Dividend Appreciation

ETFs
-2.02K
- 3.08%
N/A
63.4K $12.3B
CVX
Chevron Corp

Energy
-4.99K
- 34.62%
$146.71 - $167.97 $732K - $838K
9.43K $1.58B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-5.96K
- 2.96%
$56.17 - $59.71 $335K - $356K
195K $11.2B
SBUX
Starbucks Corp

Consumer Cyclical
-5.7K
- 50.1%
$91.75 - $115.81 $523K - $660K
5.68K $557M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-9.08K
- 39.04%
$50.48 - $51.04 $458K - $463K
14.2K $719M
PWZ
Invesco California Amt Free Mu

ETFs
-17.5K
- 43.06%
$23.68 - $24.72 $415K - $433K
23.2K $552M
OXY
Occidental Petroleum Corp

Energy
-7.1K
- 3.59%
$45.45 - $52.7 $323K - $374K
190K $9.4B
MA
Mastercard Inc

Financial Services
-782
- 43.2%
$504.67 - $576.31 $395K - $451K
1.03K $563M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.89K
- 43.63%
$168.16 - $186.21 $318K - $353K
2.45K $418M
CRM
Salesforce, Inc.

Technology
-624
- 23.25%
$268.36 - $359.95 $167K - $225K
2.06K $553M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-6.16K
- 20.84%
$49.69 - $50.76 $306K - $313K
23.4K $1.17B
JPM
Jpmorgan Chase & CO

Financial Services
-1.34K
- 7.86%
$225.19 - $279.95 $302K - $375K
15.7K $3.85B
KO
Coca Cola CO

Consumer Defensive
-9.65K
- 19.64%
$60.81 - $72.32 $587K - $698K
39.5K $2.83B
SHOP
Shopify Inc.

Technology
-1.92K
- 46.4%
$90.59 - $129.31 $174K - $248K
2.22K $212M
PFE
Pfizer Inc

Healthcare
-5.99K
- 14.11%
$25.01 - $27.13 $150K - $163K
36.5K $925M
MO
Altria Group, Inc.

Consumer Defensive
-4.41K
- 46.75%
$50.81 - $60.02 $224K - $264K
5.02K $301M
ASML
Asml Holding Nv

Technology
-200
- 12.29%
$662.63 - $776.99 $133K - $155K
1.43K $946M
SRE
Sempra Energy

Utilities
-1.38K
- 28.22%
$67.85 - $87.67 $93.9K - $121K
3.52K $251M
UPS
United Parcel Service Inc

Industrials
-1.03K
- 24.78%
$109.66 - $136.26 $112K - $140K
3.11K $342M
WFC
Wells Fargo & Company

Financial Services
-3.24K
- 7.58%
$66.78 - $81.42 $217K - $264K
39.6K $2.84B
AVGO
Broadcom Inc.

Technology
-145
- 6.67%
$167.43 - $244.7 $24.3K - $35.5K
2.03K $340M
ETN
Eaton Corp PLC

Industrials
-343
- 29.24%
$271.83 - $371.23 $93.2K - $127K
830 $226M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.23K
- 26.62%
$57.21 - $65.8 $128K - $147K
6.15K $359M
PFFA
Etfis Ser Tr I

ETFs
-6.09K
- 18.54%
$21.21 - $22.3 $129K - $136K
26.8K $568M
PG
Procter & Gamble CO

Consumer Defensive
-966
- 15.23%
$158.56 - $176.26 $153K - $170K
5.38K $917M
CL
Colgate Palmolive CO

Consumer Defensive
-1.87K
- 18.51%
$85.68 - $97.5 $160K - $182K
8.21K $769M
PARA
Paramount Global

Communication Services
-19K
- 33.41%
$10.16 - $12.14 $193K - $231K
37.9K $453M
Activity Summary
Buys All Purchases 218 New Holdings 146 Increased Positions 72 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 7 Puts 0
Track This Portfolio

Track Nwf Advisory Services Inc. Portfolio

Follow Nwf Advisory Services Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nwf Advisory Services Inc., based on Form 13F filings with the SEC.

News

Stay updated on Nwf Advisory Services Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email