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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 %
Countries:
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
+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)

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NWF Advisory Services Inc.'s Asset Allocation

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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 %

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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