Nwf Advisory Services Inc. Incresed Positions in Q3 2025

Nwf Advisory Services Inc.

  • $911 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VXF
Vanguard Extended Market ETF

ETFs
124
+ 7.97%
$193.58 - $213.07 $24K - $26.4K
1.68K $351M
VOT
Vanguard Mid Cap Growth Index

ETFs
139
+ 12.14%
$282.75 - $294.19 $39.3K - $40.9K
1.28K $377M
XLC
Select Sector Spdr Tr Communic

ETFs
255
+ 12.57%
$105.99 - $119.41 $27K - $30.4K
2.28K $270M
XLV
Select Sector Spdr Fund Health

ETFs
229
+ 5.74%
$129.01 - $139.72 $29.5K - $32K
4.22K $587M
QCOM
Qualcomm Inc

Technology
192
+ 9.42%
$145.84 - $173.55 $28K - $33.3K
2.23K $371M
MKL
Markel Corp

Financial Services
155
+ 5.33%
$1898.34 - $2031.8 $294K - $315K
3.06K $5.85B
META
Meta Platforms, Inc.

Communication Services
87
+ 1.6%
$695.21 - $791.73 $60.5K - $68.9K
5.51K $4.05B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
100
+ 2.82%
$109.47 - $119.06 $10.9K - $11.9K
3.65K $432M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2
+ 0.12%
$195.29 - $223.85 $391 - $448
1.71K $381M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
190
+ 2.88%
$68.24 - $73.73 $13K - $14K
6.79K $499M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
660
+ 2.3%
$48.72 - $50.73 $32.2K - $33.5K
29.4K $1.45B
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
1K
+ 1.24%
$8.55 - $9.1 $8.55K - $9.1K
81.6K $743M
IDE
Voya Infrastructure, Industrials & Materials Fund

Financial Services
2K
+ 7.63%
$11.57 - $12.52 $23.1K - $25K
28.2K $342M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
965
+ 2.06%
$15.5 - $16.01 $15K - $15.4K
47.8K $759M
LQD
Ishares Iboxx $ Investment Gra

ETFs
273
+ 10.29%
$107.66 - $112.36 $29.4K - $30.7K
2.93K $326M
PGZ
Principal Real Estate Income Fund

Financial Services
3.5K
+ 7.87%
$10.29 - $10.57 $36K - $37K
48K $502M
VEA
Vanguard Ftse Developed Market

ETFs
153
+ 1.8%
$56.02 - $60.3 $8.57K - $9.23K
8.63K $517M
IWY
Ishares Tr Russell 200 Growth

ETFs
2
+ 0.16%
$243.93 - $275.62 $488 - $551
1.22K $333M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
3K
+ 6.87%
$7.98 - $8.29 $23.9K - $24.9K
46.6K $382M
T
At&T Inc.

Communication Services
1.56K
+ 7.67%
$26.94 - $29.62 $42K - $46.1K
21.9K $618M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
1.72K
+ 5.33%
$11.19 - $11.74 $19.2K - $20.2K
33.9K $393M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
818
+ 3.49%
$13.32 - $14.12 $10.9K - $11.6K
24.3K $342M
PFF
Ishares Trust Ishares Pfd And

ETFs
481
+ 4.35%
$30.67 - $32.13 $14.8K - $15.5K
11.5K $365M
First Tr Exchng Traded Fd Vi
150
+ 1.08%
N/A
14K $533M
CHW
Calamos Global Dynamic Income Fund

Financial Services
1K
+ 2.46%
$7.06 - $7.63 $7.06K - $7.63K
41.6K $314M
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
137
+ 0.27%
$12.63 - $13.14 $1.73K - $1.8K
50.3K $656M
ETN
Eaton Corp PLC

Industrials
20
+ 2.26%
$342.99 - $392.76 $6.86K - $7.86K
905 $339M
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
1.7K
+ 5.56%
$11.82 - $12.14 $20.1K - $20.6K
32.3K $391M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3
+ 0.02%
$28.15 - $30.13 $84.4 - $90.4
12.9K $381M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
1.2K
+ 2.8%
$8.7 - $9.11 $10.4K - $10.9K
44.1K $402M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
2.35K
+ 9.72%
$9.91 - $10.26 $23.3K - $24.1K
26.5K $265M
QJUN
First Tr ETF
20
+ 0.17%
$29.51 - $31.11 $590 - $622
11.7K $365M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
1.17K
+ 8.06%
$10.9 - $11.58 $12.8K - $13.5K
15.7K $180M
PDI
Pimco Dynamic Income Fund

Financial Services
332
+ 2.92%
$18.85 - $20.07 $6.26K - $6.66K
11.7K $232M
MLPX
Global X Mlp & Energy Infrastr

ETFs
250
+ 6.91%
$59.5 - $62.99 $14.9K - $15.7K
3.87K $243M
DGRO
Ishares Core Dividend Growth E

ETFs
5
+ 0.15%
$64.12 - $68.08 $321 - $340
3.26K $222M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
383
+ 2.18%
$10.02 - $10.85 $3.84K - $4.16K
17.9K $194M
LLY
Eli Lilly & CO

Healthcare
59
+ 2.99%
$625.65 - $812.69 $36.9K - $47.9K
2.03K $1.55B
IEFA
Ishares Tr

ETFs
7
+ 0.28%
$81.7 - $87.53 $572 - $613
2.49K $217M
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
1K
+ 4.36%
$9.52 - $10.0 $9.52K - $10K
24K $238M
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
1.95K
+ 3.65%
$5.61 - $5.84 $11K - $11.4K
55.4K $319M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
49
+ 0.72%
$50.9 - $52.37 $2.49K - $2.57K
6.88K $360M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
1K
+ 6.54%
$8.88 - $9.09 $8.88K - $9.09K
16.3K $147M
EAD
Allspring Income Opportunities Fund

Financial Services
1K
+ 6.13%
$6.91 - $7.16 $6.91K - $7.16K
17.3K $121M
DBND
Doubleline ETF Tr Opportunisti

ETFs
68
+ 1.22%
$45.57 - $46.76 $3.1K - $3.18K
5.65K $263M
COIN
Coinbase Global, Inc.

Technology
20
+ 3.45%
$297.99 - $419.78 $5.96K - $8.4K
600 $202M
Super Micro Computer Inc
73
+ 1.3%
N/A
5.69K $273M
JFR
Nuveen Floating Rate Income Fund

Financial Services
963
+ 2.18%
$8.07 - $8.58 $7.77K - $8.26K
45.1K $369M
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
800
+ 1.42%
$11.93 - $12.5 $9.54K - $10K
57K $684M
Activity Summary
Buys All Purchases 202 New Holdings 42 Increased Positions 160 Sells All Sells 146 Reductions 146 Sold out 0 Options Calls 5 Puts 0
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