NA

NWF Advisory Services Inc.

13F
NWF Advisory Services Inc.
Last update 2025-05-14 282 Stocks (0 new)
Value $683.00 Mil Turnover 0 %
Countries:
Top Holdings: AAPL(6.08%)VOO(5.35%)BRK.B(5.32%)XLK(4.58%)SDY(3.63%)
Summary Stock Picks Current Portfolio
NWF Advisory Services Inc. Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
165,795
41,518.4
0%
6.080
0%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
VOO
Vanguard S&P 500 ETF
67,812
36,536.8
0%
5.350
0%
0.010
+18.82%
+8.89%
663,622.4
 
BRK.B
Berkshire Hathaway Inc
80,161
36,334.9
0%
5.320
0%
0.000
-8.39%
+6.48%
1,040,746.7
Insurance
XLK
Technology Select Sector SPDR ETF
134,457
31,263.9
0%
4.580
0%
0.040
+31.65%
+12.33%
82,708.7
 
SDY
SPDR Dividend ETF
187,472
24,765.0
0%
3.630
0%
0.130
+8.70%
+7.44%
20,523.7
 
COST
Costco Wholesale Corp
21,919
20,083.8
0%
2.940
0%
0.000
-3.43%
+2.97%
417,396.2
Retail - Defensive
AMZN
Amazon.com Inc
86,871
19,058.7
0%
2.790
0%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
GOOG
Alphabet Inc
81,438
15,509.0
0%
2.270
0%
0.000
+21.57%
+0.80%
2,309,505.8
Interactive Media
MGK
Vanguard Mega Cap Growth ETF
44,337
15,225.7
0%
2.230
0%
0.060
+25.88%
+9.87%
25,819.4
 
IVV
iShares Core S&P 500 ETF
25,280
14,881.6
0%
2.180
0%
0.000
+18.87%
+8.94%
642,209.1
 

NWF Advisory Services Inc.'s Historical Top Holdings Breakdowns

NWF Advisory Services Inc. Total Holding History ($B)

To

NWF Advisory Services Inc.'s Asset Allocation

To

NWF Advisory Services Inc. Past Portfolios

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

Top Ranked Articles

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NWF Advisory Services Inc.'s Hypothetical Growth since 2024-12-31

NWF Advisory Services Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

NWF Advisory Services Inc.'s Holdings Heat Map

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NWF Advisory Services Inc.'s Holdings Bubble Chart

NWF Advisory Services Inc. News

  • 1

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