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Nordwand Advisors, LLC

13F
Nordwand Advisors, LLC
Last update 2025-05-12 109 Stocks (9 new)
Value $266.00 Mil Turnover 1 %
Countries:
Top Holdings: BRK.A(47.97%)JNJ(36.84%)MSFT(2.92%)JPIE(2.27%)NVCR(1.72%)
Summary Stock Picks Current Portfolio
Nordwand Advisors, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.A
Berkshire Hathaway Inc
160
127,750.7
0%
47.970
0%
0.010
-8.71%
+4.41%
1,022,296.6
Insurance
JNJ
Johnson & Johnson
591,684
98,124.9
0%
36.840
0%
0.020
+4.85%
+15.08%
393,874.2
Drug Manufacturers
MSFT
Microsoft Corp
20,696
7,769.1
+0.52%
2.920
+0.02%
0.000
+38.94%
+21.47%
3,790,969.0
Software
JPIE
JPMorgan Income ETF
131,223
6,045.4
0%
2.270
0%
0.180
+2.25%
+3.91%
4,195.1
 
NVCR
NovoCure Ltd
256,628
4,573.1
-17.79%
1.720
-0.68%
0.230
+2.82%
-46.24%
1,786.0
Medical Devices & Instruments
OSEA
Harbor International Compounders ETF
Harbor International Compounders ETF
148,698
3,945.7
-0.26%
1.480
0%
1.230
+10.75%
+11.95%
476.1
 
AMBP
Ardagh Metal Packaging SA
754,987
2,280.1
0%
0.860
0%
0.130
+74.03%
+61.95%
2,731.5
Packaging & Containers
AAPL
Apple Inc
8,157
1,811.9
+2.15%
0.680
+0.01%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
SPY
SPDR S&P 500 ETF Trust
3,000
1,678.2
0%
0.630
0%
0.000
+19.57%
+7.72%
643,289.7
 
JEPI
JPMorgan Equity Premium Income ETF
19,565
1,117.9
-15.12%
0.420
-0.08%
0.000
+8.71%
+3.46%
41,037.7
 

Nordwand Advisors, LLC's Historical Top Holdings Breakdowns

Nordwand Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GRAB
Grab Holdings Ltd
2025-03-31
Reduce
Reduce
-0.98%
●
4.12 ($4.67) 5.34
$5.34
14.35%
Reduce -74.67%
170,500
-502,500
NVCR
NovoCure Ltd
2025-03-31
Reduce
Reduce
-0.68%
●
17.82 ($22.71) 30.19
$16.02
-29.46%
Reduce -17.79%
256,628
-55,527
MP
MP Materials Corp
2025-03-31
Sold Out
Sold Out
-0.33%
●
16.39 ($23.24) 26.93
$63.22
172.03%
Sold Out
0
-51,140
OBDC
Blue Owl Capital Corp
2025-03-31
New Buy
New Buy
+0.20%
●
14.08 ($15.02) 15.64
$15.09
0.47%
New holding
36,400
36,400
CCAP
Crescent Capital BDC Inc
2025-03-31
Add
Add
+0.20%
●
16.82 ($18.62) 20
$14.49
-22.18%
Add 431.6%
38,860
31,550
SRLN
SPDR Blackstone Senior Loan ETF
2025-03-31
Add
Add
+0.20%
●
41.02 ($41.59) 41.99
$41.57
-0.05%
Add 348.39%
16,622
12,915
FSK
FS KKR Capital Corp
2025-03-31
Add
Add
+0.19%
●
20.47 ($22.36) 24.06
$22.37
0.04%
Add 369.2%
30,850
24,275
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-03-31
Reduce
Reduce
-0.11%
●
50.83 ($53.83) 55.94
$61.05
13.41%
Reduce -75.06%
1,781
-5,361
MSDL
Morgan Stanley Direct Lending Fund
2025-03-31
Add
Add
+0.11%
●
19.91 ($20.68) 21.61
$19.70
-4.74%
Add 94.18%
31,186
15,126
LXU
LSB Industries Inc
2025-03-31
Sold Out
Sold Out
-0.10%
●
6.59 ($7.8) 9.31
$8.46
8.46%
Sold Out
0
-30,767

Nordwand Advisors, LLC Total Holding History ($B)

To

Nordwand Advisors, LLC's Asset Allocation

To

Nordwand Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Nordwand Advisors, LLC's Hypothetical Growth since 2025-03-31

Nordwand Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Nordwand Advisors, LLC's Holdings Heat Map

Size field:

Nordwand Advisors, LLC's Holdings Bubble Chart

Nordwand Advisors, LLC News

  • 1

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