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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.4T
$3.89 Billion 0.46% of portfolio
12,232
Q2 2025 Added 3.56%
$21B
$3.76 Billion 0.45% of portfolio
114,560
Q2 2025 Reduced 5.33%
$0
$3.69 Billion 0.44% of portfolio
38,728
Q2 2025 New
$0
$3.61 Billion 0.43% of portfolio
113,660
Q2 2025 Added 36.77%
$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%
$0
$3.19 Billion 0.38% of portfolio
81,912
Q2 2025 Added 12.89%
$0
$3.2 Billion 0.38% of portfolio
11,435
Q2 2025 Added 2.91%
$286B
$3.09 Billion 0.37% of portfolio
43,733
Q2 2025 Added 10.79%
$0
$3.05 Billion 0.36% of portfolio
29,614
Q2 2025 New
$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%
$0
$2.47 Billion 0.3% of portfolio
8,131
Q2 2025 Reduced 5.03%
$6.25B
$2.51 Billion 0.3% of portfolio
45,306
Q2 2025 New
$0
$2.52 Billion 0.3% of portfolio
31,441
Q2 2025 Added 1.24%
$0
$2.29 Billion 0.27% of portfolio
10,101
Q2 2025 Reduced 35.78%
$351B
$2.29 Billion 0.27% of portfolio
16,783
Q2 2025 Added 556.61%
First Tr Exchng Traded Fd Vi
-
$2.06 Billion 0.25% of portfolio
-
Q2 2025 Added 5.23%
$0
$2 Billion 0.24% of portfolio
57,934
Q2 2025 Reduced 0.81%
$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%
$0
$2.02 Billion 0.24% of portfolio
84,711
Q1 2025 Added 0.71%
$0
$1.97 Billion 0.24% of portfolio
22,094
Q2 2025 Reduced 5.2%
$0
$1.97 Billion 0.24% of portfolio
4,476
Q2 2025 Added 32.98%
$0
$1.93 Billion 0.23% of portfolio
25,727
Q2 2025 Added 0.41%
$246M
$1.87 Billion 0.22% of portfolio
17,193
Q2 2025 New
$0
$1.84 Billion 0.22% of portfolio
10,117
Q2 2025 Added 18.91%
$0
$1.79 Billion 0.21% of portfolio
18,924
Q2 2025 Reduced 15.29%
$0
$1.7 Billion 0.2% of portfolio
6,834
Q2 2025 Added 9.84%
$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%
$0
$1.69 Billion 0.2% of portfolio
29,864
Q2 2025 Added 4.3%
$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
$1.6 Billion 0.19% of portfolio
17,065
Q2 2025 Reduced 1.03%
$0
$1.58 Billion 0.19% of portfolio
30,191
Q2 2025 Added 21.3%
$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%
$0
$1.47 Billion 0.18% of portfolio
13,647
Q2 2025 New
$690B
$1.54 Billion 0.18% of portfolio
1,974
Q2 2025 Added 103.09%
$0
$1.54 Billion 0.18% of portfolio
15,303
Q2 2025 Added 282.19%
$0
$1.46 Billion 0.17% of portfolio
10,939
Q2 2025 Added 252.87%
$0
$1.45 Billion 0.17% of portfolio
273,500
Q2 2025 Reduced 0.94%
$0
$1.41 Billion 0.17% of portfolio
28,700
Q2 2025 Added 0.88%

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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