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Home > Institutional Investor > Nwf Advisory Services Inc. > Profile

Instuitional Investor - Nwf Advisory Services Inc.

Fund Profile
Filing Period:
Fund Name: Nwf Advisory Services Inc.
Portfolio Value $682,824,307
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 165,795 $41,518,413 6.08%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 67,812 $36,536,850 5.35%
3.
Berkshire Hathaway Inc
 BRK.A 80,161 $36,334,913 5.32%
4.
Sector Spdr Trust
 XLB 134,457 $31,263,885 4.58%
5.
Spdr Series Trust
 187,472 $24,764,967 3.63%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)