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NWF Advisory Services Inc.13F | |
NWF Advisory Services Inc. | |
Last update 2025-05-14 | 282 Stocks (0 new) |
Value $683.00 Mil | Turnover 0 % |
NWF Advisory Services Inc. Top Holdings of 2024-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 165,795 | 41,518.4 | 0% | 6.080 | 0% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
VOO | Vanguard S&P 500 ETF | 67,812 | 36,536.8 | 0% | 5.350 | 0% | 0.010 | +19.34% | +7.26% | 658,032.1 | ||
BRK.B | Berkshire Hathaway Inc | 80,161 | 36,334.9 | 0% | 5.320 | 0% | 0.000 | -8.19% | +5.48% | 1,030,137.3 | Insurance | |
XLK | Technology Select Sector SPDR ETF | 134,457 | 31,263.9 | 0% | 4.580 | 0% | 0.040 | +34.47% | +11.31% | 82,238.4 | ||
SDY | SPDR Dividend ETF | 187,472 | 24,765.0 | 0% | 3.630 | 0% | 0.130 | +8.02% | +6.21% | 20,554.5 | ||
COST | Costco Wholesale Corp | 21,919 | 20,083.8 | 0% | 2.940 | 0% | 0.000 | -3.72% | +3.01% | 417,582.5 | Retail - Defensive | |
AMZN | Amazon.com Inc | 86,871 | 19,058.7 | 0% | 2.790 | 0% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
GOOG | Alphabet Inc | 81,438 | 15,509.0 | 0% | 2.270 | 0% | 0.000 | +24.98% | +1.11% | 2,326,066.7 | Interactive Media | |
MGK | Vanguard Mega Cap Growth ETF | 44,337 | 15,225.7 | 0% | 2.230 | 0% | 0.060 | +28.00% | +8.82% | 25,628.8 | ||
IVV | iShares Core S&P 500 ETF | 25,280 | 14,881.6 | 0% | 2.180 | 0% | 0.000 | +19.34% | +7.31% | 636,576.3 |
NWF Advisory Services Inc.'s Historical Top Holdings Breakdowns
NWF Advisory Services Inc. Total Holding History ($B)
NWF Advisory Services Inc.'s Asset Allocation
NWF Advisory Services Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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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 % |
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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
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