Top 50 Nordwand Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 4.55% | 87.0K | $26.0M | +0.00%(+0) | $270.13(+26.96%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 4.36% | 80.5K | $24.9M | -7.16%(-6.20K) | $220.42(+63.53%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.26% | 50.3K | $18.6M | +1.19%(+591) | $361.19(+8.11%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.84% | 24.9K | $16.2M | +5.07%(+1.20K) | $616.62(+21.38%) | 2026-03-31 | |
| ETN | EATON CORP PLC | 2.52% | 40.2K | $14.4M | +1.37%(+545) | $319.09(+24.89%) | 2026-03-31 | |
| VRT | VERTIV HOLDINGS CO | 2.5% | 57.0K | $14.3M | -24.76%(-18.76K) | $103.72(+189.75%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.17% | 42.3K | $12.4M | +0.51%(+215) | $268.92(+24.38%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 2.14% | 59.0K | $12.2M | +0.66%(+385) | $154.38(+9.60%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.06% | 46.4K | $11.8M | -3.97%(-1.92K) | $202.75(+52.22%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 2.02% | 60.0K | $11.6M | -16.48%(-11.84K) | $139.70(+42.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.25% | +30.38% |
| Top 20 Holdings Unweighted | +11.68% | +39.31% |
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