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 Market Cap. of $200 Billions or more
