Nwf Advisory Services Inc. has filed its 13F form on May 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $683 Billion distributed in 282 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $41.5B, Vanguard Index Fds S&P 500 ETF with a value of $36.5B, Berkshire Hathaway Inc Class B with a value of $36.3B, Technology Sector Spdr with a value of $31.3B, and Spdr Series Tr Spdr S&P Divide with a value of $24.8B.

Examining the 13F form we can see an increase of $683B in the current position value.

Nwf Advisory Services Inc. is based out at Los Angeles, CA

Below you can find more details about Nwf Advisory Services Inc. portfolio as well as his latest detailed transactions.

Portfolio value $683 Billion
ETFs: $328 Billion
Financial Services: $106 Billion
Technology: $76.3 Billion
Consumer Cyclical: $50.3 Billion
Communication Services: $34.9 Billion
Consumer Defensive: $34.3 Billion
Energy: $15.3 Billion
Healthcare: $10.6 Billion
Other: $21.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 282
  • Current Value $683 Billion
  • Filing
  • Period Q4 2024
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 274 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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