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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 $1,063,781,853
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Micron Technology Inc
 MU 59,795 $69,020,809 6.49%
2.
Sector Spdr Trust
 XLE 267,452 $50,954,776 4.79%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 65,939 $45,286,210 4.26%
4.
Berkshire Hathaway Inc
 BRK-B 82,424 $41,243,719 3.88%
5.
Apple Inc.
 AAPL 120,412 $34,842,566 3.28%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.