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
SYK
Stryker Corp

Healthcare
-93
- 6.34%
$368.57 - $403.53 $34.3K - $37.5K
1.38K $508M
XLE
Energy Sector Spdr

ETFs
-1K
- 20.46%
$84.25 - $91.99 $84.4K - $92.2K
3.9K $348M
VB
Vanguard Small Cap ETF

ETFs
-446
- 16.59%
$237.58 - $259.17 $106K - $116K
2.24K $570M
MRK
Merck & Co., Inc.

Healthcare
-1.73K
- 10.28%
$77.6 - $87.37 $134K - $151K
15.1K $1.27B
AZN
Astrazeneca PLC

Healthcare
-1.61K
- 18.52%
$68.72 - $82.11 $110K - $132K
7.07K $542M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
-2.5K
- 16.7%
$15.26 - $18.63 $38.2K - $46.6K
12.5K $216M
PFE
Pfizer Inc

Healthcare
-4.07K
- 10.81%
$23.29 - $25.88 $94.8K - $105K
33.6K $856M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
-6.58K
- 5.57%
$5.79 - $5.98 $38.1K - $39.4K
112K $647M
HFRO
Highland Income Fund\Ma

Financial Services
-17.7K
- 31.95%
$5.03 - $6.83 $89K - $121K
37.7K $239M
O
Realty Income Corp

Real Estate
-1.01K
- 22.46%
$56.13 - $60.79 $56.9K - $61.6K
3.5K $213M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.05K
- 14.33%
$48.5 - $50.19 $50.7K - $52.4K
6.25K $313M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.43K
- 7.55%
$94.17 - $99.95 $135K - $143K
17.5K $1.75B
EVF
Eaton Vance Senior Income Trust

Financial Services
-7K
- 39.77%
$5.5 - $5.72 $38.5K - $40K
10.6K $58.1M
Source Capital
-1.62K
- 8.45%
N/A
17.6K $791M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-2.9K
- 3.05%
$10.03 - $10.4 $29.1K - $30.2K
92.2K $935M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-3.24K
- 3.82%
$12.09 - $12.69 $39.2K - $41.1K
81.6K $1.02B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-229
- 24.6%
$404.94 - $499.99 $92.7K - $114K
702 $340M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.88K
- 8.56%
$27.61 - $29.15 $79.5K - $83.9K
30.8K $895M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-379
- 16.05%
$101.12 - $106.18 $38.3K - $40.2K
1.98K $204M
CGSD
Capital Grp Core Plus Income E
-1.42K
- 0.78%
N/A
180K $4.67B
BMY
Bristol Myers Squibb CO

Healthcare
-439
- 6.61%
$43.31 - $48.98 $19K - $21.5K
6.2K $280M
FEP
First Trust Europe Alphadex Fu

ETFs
-2.37K
- 8.1%
$47.35 - $51.19 $112K - $121K
26.9K $1.38B
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-600
- 11.16%
$51.7 - $54.73 $31K - $32.8K
4.78K $261M
SRE
Sempra Energy

Utilities
-863
- 19.78%
$74.14 - $89.98 $64K - $77.7K
3.5K $315M
LMT
Lockheed Martin Corp

Industrials
-105
- 10.28%
$410.74 - $499.21 $43.1K - $52.4K
916 $457M
PFFA
Etfis Ser Tr I

ETFs
-1.92K
- 6.23%
$20.94 - $22.43 $40.1K - $43K
28.8K $626M
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
-1.6K
- 13.1%
N/A
10.6K $151M
AHH
Armada Hoffler Properties, Inc.

Real Estate
-2.17K
- 15.83%
$6.69 - $7.56 $14.5K - $16.4K
11.5K $80.8M
DSL
Double Line Income Solutions Fund

Financial Services
-1.07K
- 7.12%
$11.99 - $12.67 $12.8K - $13.5K
13.9K $171M
BAC
Bank Of America Corp

Financial Services
-20.6K
- 8.37%
$44.92 - $52.42 $927K - $1.08M
226K $11.6B
NXC
Nuveen California Select Tax Free Income Portfolio

Financial Services
-489
- 4.59%
$12.73 - $13.14 $6.22K - $6.43K
10.2K $132M
First Tr Exchng Traded Fd Vi
-900
- 0.86%
N/A
104K $2.06B
HEQ
John Hancock Hedged Equity & Income Fund

Financial Services
-800
- 4.17%
$10.38 - $10.86 $8.3K - $8.69K
18.4K $196M
Aim ETF Products Trust
-500
- 3.85%
N/A
12.5K $412M
AMGN
Amgen Inc

Healthcare
-79
- 1.36%
$271.18 - $309.22 $21.4K - $24.4K
5.73K $1.62B
T Rowe Price ETF Inc
-642
- 7.8%
N/A
7.58K $286M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-1.5K
- 5.88%
$12.46 - $13.22 $18.7K - $19.8K
24K $312M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
-35
- 0.35%
$21.86 - $22.98 $765 - $804
9.87K $222M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-1.78K
- 3.89%
$13.77 - $14.45 $24.4K - $25.6K
43.9K $633M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-24
- 0.37%
$100.16 - $100.7 $2.4K - $2.42K
6.41K $645M
IWD
Ishares Russell 1000 Val ETF

ETFs
-100
- 4.43%
$192.76 - $203.86 $19.3K - $20.4K
2.16K $439M
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
-45
- 0.58%
$26.51 - $27.85 $1.19K - $1.25K
7.72K $213M
IWP
Ishares Russell Mid Cap Growth

ETFs
-70
- 2.24%
$137.51 - $145.26 $9.63K - $10.2K
3.06K $436M
DUK
Duke Energy Corp

Utilities
-277
- 4.42%
$116.31 - $125.93 $32.2K - $34.9K
6K $742M
Siriusxm Holdings Inc
-10
- 0.11%
N/A
8.74K $203M
VO
Vanguard Mid Cap ETF

ETFs
-532
- 4.65%
$279.83 - $293.74 $149K - $156K
10.9K $3.2B
SLDPW
Solid Pwr Inc Wt Exp (Co)

Industrials
-600
- 1.96%
$0.35 - $0.9 $210 - $540
30K $12.9M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-302
- 7.19%
$107.15 - $118.05 $32.4K - $35.7K
3.9K $460M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
-349
- 2.93%
$9.44 - $10.23 $3.29K - $3.57K
11.6K $118M
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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