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 % |
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)
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 |
---|---|---|---|---|
Top Ranked Articles
- 1
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
Size field:
NWF Advisory Services Inc.'s Holdings Bubble Chart
NWF Advisory Services Inc. News
- 1