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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 $712,085,588
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 76,015 $40,483,596 5.69%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 68,354 $35,126,531 4.93%
3.
Apple Inc.
 AAPL 130,950 $29,087,653 4.08%
4.
Sector Spdr Trust
 XLB 135,040 $27,882,837 3.92%
5.
Spdr Series Trust
 182,039 $24,698,939 3.47%
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)