NWF Advisory Services Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$4.27M |
| 2 |
VanEck Semiconductor ETF
SMH
|
+$2.39M |
| 3 |
Chubb
CB
|
+$1.26M |
| 4 |
Amgen
AMGN
|
+$1.24M |
| 5 |
Capital Group Growth ETF
CGGR
|
+$1.06M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$4.72M |
| 2 |
iShares International Select Dividend ETF
IDV
|
+$3.19M |
| 3 |
Micron Technology
MU
|
+$2.85M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$2.79M |
| 5 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$2.46M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 12.62% |
| 2 | Technology | 11.83% |
| 3 | Consumer Discretionary | 5.89% |
| 4 | Communication Services | 4.84% |
| 5 | Consumer Staples | 3.57% |
Similar funds
NWF Advisory Services's Q4 2025 Portfolio in Review
As of Q4 2025, NWF Advisory Services held 447 positions worth $905M, down 0.71% from $911M the previous quarter. Its ten largest holdings account for 32% of the portfolio.
NWF Advisory Services withdrew a net $40.9M in Q4 2025, closing 38 positions and reducing 187 holdings. Its most notable exit was State Street SPDR Portfolio S&P 500 Growth ETF, an estimated $4.72M position sold in full.
By sector, the portfolio is most concentrated in Financials at 13% of assets, up from 12% a quarter earlier, followed by Technology and Consumer Discretionary.
Against the trend, NWF Advisory Services opened a new position in Global X Uranium ETF worth $919K.
- NWF Advisory Services's largest Q4 2025 buy was Global X Uranium ETF: 21,508 shares worth $919K.
- NWF Advisory Services added most to UnitedHealth in Q4 2025, an estimated $4.27M increase.
- NWF Advisory Services's biggest Q4 2025 reduction was iShares International Select Dividend ETF, cutting an estimated $3.19M.
- NWF Advisory Services fully exited State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025, selling an estimated $4.72M.
- NWF Advisory Services's ten largest holdings make up 32% of its $905M portfolio in Q4 2025.
- NWF Advisory Services opened 28 new positions and closed 38 in Q4 2025.
- NWF Advisory Services's portfolio value fell 0.71% quarter-over-quarter to $905M.
Based on NWF Advisory Services's 13F filing for Q4 2025, filed 3 Mar 2026.