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 Market Cap. of $200 Billions or more
