NWF Advisory Services Inc.

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
475
Quarter
2025 Q4
Top Holding
VOO (4.6%)
Top 10 Concentration
31.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 475
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VOO
VANGUARD INDEX ...
ETF 4.64% 5.38% #1 1
Prev: #2
3.9 10,054 17.7%
P
S
66,978 $42,002,091 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 4.32% 5.09% #2 1
Prev: #3
3.8 13,422 20.8%
P
S
77,810 $39,110,763 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
XLK
SELECT SECTOR S...
Unknown 4.30% 4.45% #3 2
Prev: #5
4.0 159,652 144.7%
P
S
269,988 $38,870,022 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 3.93% 5.95% #4 3
Prev: #1
1.6 -1,337 -1.0%
P
S
130,927 $35,594,252 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 2.83% 1.96% #5 6
Prev: #11
3.2 11,736 16.8%
P
S
81,742 $25,650,616 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SDY
SPDR SERIES TRU...
Unknown 2.81% 4.96% #6 2
Prev: #4
3.1 8,112 4.7%
P
S
182,430 $25,386,705 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MU
MICRON TECHNOLO...
Technology 2.74% 1.96% #7 5
Prev: #12
1.2 -46,900 -35.0%
P
S
86,983 $24,825,855 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 2.06% 2.44% #8 2
Prev: #6
2.9 3,654 15.5%
P
S
27,280 $18,684,790 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
COST
COSTCO WHSL COR...
Consumer Defensive 2.05% 2.34% #9 2
Prev: #7
2.9 2,808 15.0%
P
S
21,517 $18,556,002 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 1.93% 1.98% #10
Prev: #10
2.8 10,115 15.4%
P
S
75,639 $17,459,031 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 1.88% 0.28% #11 58
Prev: #69
3.1 88,238 3040.6%
P
S
91,140 $16,997,633 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BABA
ALIBABA GROUP H...
Consumer Cyclical 1.80% 1.05% #12 10
Prev: #22
3.0 56,806 104.7%
P
S
111,078 $16,281,847 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ITOT
ISHARES TR
ETF 1.80% 1.65% #13 1
Prev: #14
2.9 36,702 50.5%
P
S
109,403 $16,267,135 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MGK
VANGUARD WORLD ...
Warrant 1.77% #14
Prev: #—
2.7 38,868 no change
NEW
38,868 $16,043,379 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VIG
VANGUARD SPECIA...
ETF 1.66% 0.76% #15 16
Prev: #31
3.0 48,070 237.9%
P
S
68,274 $15,005,320 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AXP
AMERICAN EXPRES...
Financial Services 1.51% 1.33% #16 3
Prev: #19
2.6 4,117 12.5%
P
S
36,952 $13,670,444 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VUG
VANGUARD INDEX ...
Warrant 1.49% 1.48% #17 1
Prev: #16
2.7 5,142 22.8%
P
S
27,699 $13,513,268 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
V
VISA INC
Financial Services 1.42% 1.82% #18 5
Prev: #13
2.6 3,549 10.7%
P
S
36,625 $12,844,668 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BAC
BANK AMERICA CO...
Financial Services 1.25% 2.09% #19 11
Prev: #8
0.6 -107,302 -34.2%
P
S
206,297 $11,346,326 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VGT
VANGUARD WORLD ...
ETF 1.22% 1.18% #20
Prev: #20
2.6 3,142 27.3%
P
S
14,663 $11,053,045 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
C
CITIGROUP INC
Financial Services 1.21% 1.46% #21 4
Prev: #17
0.6 -43,450 -31.7%
P
S
93,642 $10,927,126 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
ETF 1.19% 1.33% #22 4
Prev: #18
2.5 2,032 13.1%
P
S
17,590 $10,806,277 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GM
GENERAL MTRS CO
Consumer Cyclical 1.16% 1.55% #23 8
Prev: #15
0.5 -43,734 -25.2%
P
S
129,505 $10,531,347 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 1.09% 0.73% #24 11
Prev: #35
2.7 11,145 120.5%
P
S
20,394 $9,863,119 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OXY
OCCIDENTAL PETE...
Energy 1.02% 0.79% #25 5
Prev: #30
2.7 167,062 288.4%
P
S
224,990 $9,251,594 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PARA
PARAMOUNT GLOBA...
Unknown 0.00% 0.97%
Sold All 😨
(Was: #23)
0.3 -262,258 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TIP
ISHARES TR
ETF 0.00% 0.74%
Sold All 😨
(Was: #34)
0.3 -29,623 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SJNK
SPDR SER TR
ETF 0.00% 0.40%
Sold All 😨
(Was: #50)
0.3 -69,698 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AWP
ABRDN GLOBAL PR...
Bond/Debt 0.00% 0.39%
Sold All 😨
(Was: #51)
0.3 -423,908 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
STLA
STELLANTIS N.V
Consumer Cyclical 0.00% 0.25%
Sold All 😨
(Was: #79)
0.3 -60,309 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GCOW
PACER FDS TR
ETF 0.00% 0.24%
Sold All 😨
(Was: #82)
0.3 -30,578 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VTR
VENTAS INC
Real Estate 0.00% 0.23%
Sold All 😨
(Was: #86)
0.3 -20,573 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GDX
VANECK ETF TRUS...
ETF 0.00% 0.22%
Sold All 😨
(Was: #87)
0.3 -32,209 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHV
SCHWAB STRATEGI...
ETF 0.00% 0.19%
Sold All 😨
(Was: #99)
0.3 -12,356 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KWEB
KRANESHARES TR
Bond/Debt 0.00% 0.18%
Sold All 😨
(Was: #105)
0.3 -28,214 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHG
SCHWAB STRATEGI...
ETF 0.00% 0.17%
Sold All 😨
(Was: #107)
0.3 -9,624 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PEJ
INVESCO EXCHANG...
Unknown 0.00% 0.13%
Sold All 😨
(Was: #124)
0.3 -13,830 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TEAF
ECOFIN SUSTAINA...
Bond/Debt 0.00% 0.13%
Sold All 😨
(Was: #131)
0.3 -43,300 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
FIRST TR ENERGY...
Unknown 0.00% 0.11%
Sold All 😨
(Was: #143)
0.3 -32,200 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
GBAB
GUGGENHEIM TAXA...
Financial Services 0.00% 0.10%
Sold All 😨
(Was: #149)
0.3 -26,800 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AEHR
AEHR TEST SYS
Technology 0.00% 0.09%
Sold All 😨
(Was: #162)
0.3 -8,945 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CL
COLGATE PALMOLI...
Consumer Defensive 0.00% 0.08%
Sold All 😨
(Was: #167)
0.3 -4,654 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CRWD
CROWDSTRIKE HLD...
Technology 0.00% 0.08%
Sold All 😨
(Was: #173)
0.3 -2,266 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TLH
ISHARES TR
ETF 0.00% 0.07%
Sold All 😨
(Was: #178)
0.3 -2,857 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PDI
PIMCO DYNAMIC I...
Financial Services 0.00% 0.07%
Sold All 😨
(Was: #186)
0.3 -15,339 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NXDT
NEXPOINT DIVERS...
Real Estate 0.00% 0.06%
Sold All 😨
(Was: #191)
0.3 -22,133 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MUB
ISHARES TR
ETF 0.00% 0.06%
Sold All 😨
(Was: #195)
0.3 -2,519 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PFFD
GLOBAL X FDS
Preferred 0.00% 0.06%
Sold All 😨
(Was: #206)
0.3 -12,800 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TXG
10X GENOMICS IN...
Healthcare 0.00% 0.06%
Sold All 😨
(Was: #212)
0.3 -4,299 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XSEP
FIRST TR EXCHNG...
Unknown 0.00% 0.06%
Sold All 😨
(Was: #214)
0.3 -7,010 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NOBL
PROSHARES TR
ETF 0.00% 0.06%
Sold All 😨
(Was: #215)
0.3 -2,515 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
XHITX
INVESCO HIG INC...
Unknown 0.00% 0.05%
Sold All 😨
(Was: #220)
0.3 -30,800 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KMB
KIMBERLY-CLARK ...
Consumer Defensive 0.00% 0.05%
Sold All 😨
(Was: #225)
0.3 -1,596 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AGG
ISHARES TR
ETF 0.00% 0.05%
Sold All 😨
(Was: #228)
0.3 -2,181 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
FIRST TR HIGH I...
Unknown 0.00% 0.05%
Sold All 😨
(Was: #230)
0.3 -18,226 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
BAX
BAXTER INTL INC
Healthcare 0.00% 0.05%
Sold All 😨
(Was: #232)
0.3 -4,532 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MFD
MACQUARIE / FIR...
Unknown 0.00% 0.05%
Sold All 😨
(Was: #233)
0.3 -26,400 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DBC
INVESCO DB COMM...
Unknown 0.00% 0.05%
Sold All 😨
(Was: #234)
0.3 -9,053 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BHP
BHP GROUP LTD
Basic Materials 0.00% 0.05%
Sold All 😨
(Was: #237)
0.3 -3,363 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CERS
CERUS CORP
Healthcare 0.00% 0.04%
Sold All 😨
(Was: #239)
0.3 -78,539 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ERC
ALLSPRING MULTI...
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #242)
0.3 -19,500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ECC
EAGLE POINT CRE...
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #243)
0.3 -17,745 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NAD
NUVEEN QUALITY ...
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #244)
0.3 -15,575 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
HANCOCK JOHN IN...
Unknown 0.00% 0.04%
Sold All 😨
(Was: #245)
0.3 -37,300 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
TORTOISE PWR & ...
Unknown 0.00% 0.04%
Sold All 😨
(Was: #246)
0.3 -12,900 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
SOFI
SOFI TECHNOLOGI...
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #249)
0.3 -18,678 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
NEW AMER HIGH I...
Unknown 0.00% 0.03%
Sold All 😨
(Was: #252)
0.3 -21,800 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
GHY
PGIM GLOBAL HIG...
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #254)
0.3 -12,800 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVG
NUVEEN AMT FREE...
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #255)
0.3 -11,464 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GEO
GEO GROUP INC N...
Industrials 0.00% 0.03%
Sold All 😨
(Was: #257)
0.3 -17,375 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HNW
PIONEER DIVERSI...
Unknown 0.00% 0.03%
Sold All 😨
(Was: #260)
0.3 -11,200 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DPG
DUFF & PHELPS U...
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #261)
0.3 -11,509 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
FIRST TR ABRDN ...
Unknown 0.00% 0.03%
Sold All 😨
(Was: #262)
0.3 -17,500 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
BCX
BLACKROCK RES &...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #263)
0.3 -11,854 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
FIRST TR MLP & ...
Unknown 0.00% 0.02%
Sold All 😨
(Was: #264)
0.3 -13,800 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
FGB
FIRST TR SPECIA...
Bond/Debt 0.00% 0.02%
Sold All 😨
(Was: #265)
0.3 -30,750 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
NUVEEN PFD & IN...
Unknown 0.00% 0.02%
Sold All 😨
(Was: #266)
0.3 -14,326 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
FST TR NEW OPPO...
Unknown 0.00% 0.02%
Sold All 😨
(Was: #268)
0.3 -13,800 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
ASG
LIBERTY ALL-STA...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #269)
0.3 -14,870 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ZTR
VIRTUS TOTAL RE...
Unknown 0.00% 0.02%
Sold All 😨
(Was: #270)
0.3 -10,956 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IAUX
I-80 GOLD CORP
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #273)
0.3 -10,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #274)
0.3 -300 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PARA
PARAMOUNT GLOBA...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #275)
0.3 -2,500 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPPI
SPECTRUM PHARMA...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #276)
0.3 -10,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GM
GENERAL MTRS CO
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #278)
0.3 -1,500 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KWEB
KRANESHARES TR
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #279)
0.3 -800 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #280)
0.3 -100 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CTSO
CYTOSORBENTS CO...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #281)
0.3 -5,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MU
MICRON TECHNOLO...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #282)
0.3 -400 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
C
CITIGROUP INC
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #283)
0.3 -800 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
XOM
EXXON MOBIL COR...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #284)
0.3 -100 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 475 holdings

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