Nwf Advisory Services Inc. Portfolio Holdings

Nwf Advisory Services Inc.

  • $712 Billion
  • Q1 2025

Nwf Advisory Services Inc. has filed its 13F form on August 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $712 Billion distributed in 365 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $40.5B, Vanguard Index Fds S&P 500 ETF with a value of $35.1B, Apple Inc. with a value of $29.1B, Technology Sector Spdr with a value of $27.9B, and Spdr Series Tr Spdr S&P Divide with a value of $24.7B.

Examining the 13F form we can see an increase of $29.3B in the current position value, from $683B to 712B.

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 $712 Billion
ETFs: $338 Billion
Financial Services: $144 Billion
Technology: $56.8 Billion
Consumer Cyclical: $43 Billion
Consumer Defensive: $32.9 Billion
Communication Services: $26.8 Billion
Energy: $13.5 Billion
Healthcare: $10.9 Billion
Other: $22.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$621B
$40.5 Billion 5.69% of portfolio
76,015
Q1 2025 Reduced 5.17%
$3.69T
$29.1 Billion 4.08% of portfolio
130,950
Q1 2025 Reduced 21.02%
$439B
$20.4 Billion 2.87% of portfolio
21,586
Q1 2025 Reduced 1.52%
$324B
$14.5 Billion 2.04% of portfolio
109,859
Q1 2025 Reduced 10.65%
$2.26T
$14 Billion 1.97% of portfolio
73,548
Q1 2025 Reduced 15.34%
$1.24T
$12.3 Billion 1.72% of portfolio
78,587
Q1 2025 Reduced 3.5%
$551B
$11.9 Billion 1.67% of portfolio
33,952
Q1 2025 Reduced 7.84%
$381B
$10.9 Billion 1.53% of portfolio
260,411
Q1 2025 Reduced 10.69%
$185B
$10.5 Billion 1.48% of portfolio
148,139
Q1 2025 Reduced 9.95%
$227B
$9.9 Billion 1.39% of portfolio
36,803
Q1 2025 Reduced 5.14%
$41.1B
$9.4 Billion 1.32% of portfolio
190,478
Q1 2025 Reduced 3.59%
$139B
$8.55 Billion 1.2% of portfolio
98,445
Q1 2025 Reduced 4.33%
$76.9B
$7.75 Billion 1.09% of portfolio
164,814
Q1 2025 Reduced 12.39%
$3.95T
$6.49 Billion 0.91% of portfolio
17,301
Q1 2025 Reduced 8.31%
$207B
$6.4 Billion 0.9% of portfolio
64,885
Q1 2025 Reduced 12.67%
$2.84B
$6.21 Billion 0.87% of portfolio
49,551
Q1 2025 Added 17.05%
$26.1B
$5.31 Billion 0.75% of portfolio
2,842
Q1 2025 Reduced 10.01%
-
$4.88 Billion 0.69% of portfolio
-
Q1 2025 New
$456B
$4.8 Billion 0.67% of portfolio
44,328
Q1 2025 Reduced 35.52%
-
$4.71 Billion 0.66% of portfolio
-
Q1 2025 New
$0
$4.11 Billion 0.58% of portfolio
320,161
Q1 2025 New
$859B
$3.85 Billion 0.54% of portfolio
15,694
Q1 2025 Reduced 7.86%
$1.08T
$3.06 Billion 0.43% of portfolio
11,812
Q1 2025 Reduced 5.64%
$302B
$2.84 Billion 0.4% of portfolio
39,575
Q1 2025 Reduced 7.58%
$306B
$2.83 Billion 0.4% of portfolio
39,472
Q1 2025 Reduced 19.64%
$306B
$2.73 Billion 0.38% of portfolio
13,644
Q1 2025 Added 20.96%
$1.21T
$2.61 Billion 0.37% of portfolio
16,876
Q1 2025 Reduced 24.28%
$0
$2.47 Billion 0.35% of portfolio
75,000
Q1 2025 New
$1.78T
$2.39 Billion 0.34% of portfolio
4,141
Q1 2025 Added 22.77%
$323B
$2.06 Billion 0.29% of portfolio
7,686
Q1 2025 New
$351B
$2 Billion 0.28% of portfolio
9,565
Q1 2025 Reduced 12.82%
$442B
$1.78 Billion 0.25% of portfolio
14,969
Q1 2025 Added 1.57%
$152B
$1.79 Billion 0.25% of portfolio
5,760
Q1 2025 Reduced 20.36%
$545B
$1.77 Billion 0.25% of portfolio
1,898
Q1 2025 Added 0.53%
$89.4B
$1.71 Billion 0.24% of portfolio
3,347
Q1 2025 Reduced 2.19%
$0
$1.65 Billion 0.23% of portfolio
425,825
Q1 2025 New
$0
$1.6 Billion 0.23% of portfolio
98,681
Q1 2025 New
$0
$1.56 Billion 0.22% of portfolio
187,731
Q1 2025 New
$87.3B
$1.58 Billion 0.22% of portfolio
10,747
Q1 2025 Added 493.76%
$302B
$1.58 Billion 0.22% of portfolio
9,425
Q1 2025 Reduced 34.62%
$0
$1.42 Billion 0.2% of portfolio
276,100
Q1 2025 New
$405B
$1.35 Billion 0.19% of portfolio
3,672
Q1 2025 Reduced 3.6%
$0
$1.38 Billion 0.19% of portfolio
156,450
Q1 2025 New
$229B
$1.26 Billion 0.18% of portfolio
9,507
Q1 2025 Reduced 7.87%
$0
$1.19 Billion 0.17% of portfolio
110,050
Q1 2025 New
$0
$1.16 Billion 0.16% of portfolio
45,249
Q1 2025 New
$141B
$1.17 Billion 0.16% of portfolio
16,505
Q1 2025 Added 126.72%
$0
$1.07 Billion 0.15% of portfolio
206,000
Q1 2025 New
$452B
$963 Million 0.14% of portfolio
5,809
Q1 2025 Reduced 9.36%

Summary

  • Portfolio
  • No. of Stocks 365
  • Current Value $712 Billion
  • Prior Value $683 Billion
  • Filing
  • Period Q1 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 146 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 121 stocks
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