Nwf Advisory Services Inc. Portfolio Holdings

Nwf Advisory Services Inc.

  • $839 Billion
  • Q2 2025

Nwf Advisory Services Inc. has filed its 13F form on September 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $839 Billion distributed in 419 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $40.7B, Berkshire Hathaway Inc Class B with a value of $38.9B, Technology Sector Spdr with a value of $36.7B, Apple Inc. 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 $126B in the current position value, from $712B to 839B.

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 $839 Billion
ETFs: $401 Billion
Financial Services: $156 Billion
Technology: $74.5 Billion
Consumer Cyclical: $45.6 Billion
Communication Services: $36.5 Billion
Consumer Defensive: $35.7 Billion
Healthcare: $15.5 Billion
Energy: $14.1 Billion
Other: $26 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$644B
$38.9 Billion 4.64% of portfolio
80,120
Q2 2025 Added 5.4%
$4.09T
$27.9 Billion 3.32% of portfolio
135,872
Q2 2025 Added 3.76%
$406B
$21.7 Billion 2.58% of portfolio
21,882
Q2 2025 Added 1.37%
$2.26T
$17.5 Billion 2.08% of portfolio
79,566
Q2 2025 Added 8.18%
$1.49T
$14.4 Billion 1.72% of portfolio
81,269
Q2 2025 Added 3.41%
$256B
$13.3 Billion 1.59% of portfolio
41,801
Q2 2025 Added 13.58%
$453B
$13.1 Billion 1.57% of portfolio
83,164
Q2 2025 Added 87.61%
$556B
$12.8 Billion 1.53% of portfolio
36,190
Q2 2025 Added 6.59%
$476B
$12.7 Billion 1.52% of portfolio
112,082
Q2 2025 Added 2.02%
$178B
$12.1 Billion 1.44% of portfolio
97,823
Q2 2025 Reduced 0.63%
$421B
$11.7 Billion 1.39% of portfolio
246,433
Q2 2025 Reduced 5.37%
$200B
$10.8 Billion 1.29% of portfolio
126,904
Q2 2025 Reduced 14.33%
$3.84T
$9.83 Billion 1.17% of portfolio
19,773
Q2 2025 Added 14.29%
$44.8B
$8.4 Billion 1.0% of portfolio
199,995
Q2 2025 Added 5.0%
$209B
$8.24 Billion 0.98% of portfolio
66,455
Q2 2025 Added 2.42%
$86.8B
$7.38 Billion 0.88% of portfolio
149,969
Q2 2025 Reduced 9.01%
$25.7B
$5.81 Billion 0.69% of portfolio
2,908
Q2 2025 Added 2.32%
$926B
$5.17 Billion 0.62% of portfolio
17,826
Q2 2025 Added 13.58%
-
$4.89 Billion 0.58% of portfolio
-
Q2 2025 Reduced 1.02%
$2.88B
$4.77 Billion 0.57% of portfolio
42,373
Q2 2025 Reduced 14.49%
-
$4.7 Billion 0.56% of portfolio
-
Q2 2025 Reduced 0.71%
$0
$4.13 Billion 0.49% of portfolio
324,294
Q2 2025 Added 1.29%
$1.75T
$4 Billion 0.48% of portfolio
5,422
Q2 2025 Added 30.93%
$1.4T
$3.89 Billion 0.46% of portfolio
12,232
Q2 2025 Added 3.56%
$3.27B
$3.56 Billion 0.42% of portfolio
77,650
Q2 2025 Added 821.66%
$306B
$3.5 Billion 0.42% of portfolio
24,468
Q2 2025 Added 159.61%
$1.5T
$3.32 Billion 0.4% of portfolio
18,862
Q2 2025 Added 11.77%
$321B
$3.21 Billion 0.38% of portfolio
40,125
Q2 2025 Added 1.39%
$286B
$3.09 Billion 0.37% of portfolio
43,733
Q2 2025 Added 10.79%
$0
$2.93 Billion 0.35% of portfolio
76,735
Q2 2025 Added 2.31%
$182B
$2.82 Billion 0.34% of portfolio
65,113
Q2 2025 Added 468.37%
-
$2.78 Billion 0.33% of portfolio
-
Q2 2025 New
$537B
$2.67 Billion 0.32% of portfolio
1,997
Q2 2025 Added 5.22%
$395B
$2.51 Billion 0.3% of portfolio
13,504
Q2 2025 Added 41.18%
$6.25B
$2.51 Billion 0.3% of portfolio
45,306
Q2 2025 New
$351B
$2.29 Billion 0.27% of portfolio
16,783
Q2 2025 Added 556.61%
$150B
$2 Billion 0.24% of portfolio
28,823
Q2 2025 Added 74.63%
$0
$2.05 Billion 0.24% of portfolio
234,981
Q2 2025 Added 25.17%
$91.4B
$1.68 Billion 0.2% of portfolio
3,360
Q2 2025 Added 0.39%
$0
$1.64 Billion 0.2% of portfolio
415,025
Q2 2025 Reduced 2.54%
$133B
$1.65 Billion 0.2% of portfolio
5,970
Q2 2025 Added 194.09%
$233B
$1.64 Billion 0.2% of portfolio
12,043
Q2 2025 Added 26.68%
$147B
$1.62 Billion 0.19% of portfolio
5,804
Q2 2025 Added 0.76%
$0
$1.61 Billion 0.19% of portfolio
103,662
Q2 2025 Added 5.05%
$475B
$1.5 Billion 0.18% of portfolio
9,850
Q2 2025 Added 69.56%
$690B
$1.54 Billion 0.18% of portfolio
1,974
Q2 2025 Added 103.09%
$0
$1.45 Billion 0.17% of portfolio
273,500
Q2 2025 Reduced 0.94%
$5.27B
$1.43 Billion 0.17% of portfolio
99,877
Q2 2025 Added 101.11%
$542B
$1.43 Billion 0.17% of portfolio
2,544
Q2 2025 Added 147.47%

Summary

  • Portfolio
  • No. of Stocks 419
  • Current Value $839 Billion
  • Prior Value $712 Billion
  • Filing
  • Period Q2 2025
  • Filing Date September 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 77 stocks
  • Additional Purchases 169 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 96 stocks
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