Top 50 NWF Advisory Services Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 4.43% | 65.6K | $39.2M | -2.06%(-1.38K) | $384.93(+77.28%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.2% | 77.7K | $37.2M | -0.17%(-136) | $340.05(+42.78%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 4.07% | 271.0K | $36.0M | +0.39%(+1.05K) | $78.21(+126.12%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.49% | 121.7K | $30.9M | -7.07%(-9.26K) | $163.70(+82.57%) | 2026-03-31 | |
| SDY | SPDR SERIES TRUST | 2.93% | 178.0K | $26.0M | -2.41%(-4.40K) | $127.66(+15.20%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 2.77% | 72.6K | $24.5M | -16.53%(-14.38K) | $60.17(+1335.88%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.6% | 80.1K | $23.0M | -2.01%(-1.64K) | $114.82(+247.54%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.39% | 21.3K | $21.2M | -1.16%(-250) | $533.00(+93.82%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.05% | 27.8K | $18.2M | +1.90%(+517) | $439.00(+69.87%) | 2026-03-31 | |
| OXY | OCCIDENTAL PETE CORP | 1.81% | 246.0K | $16.0M | +9.32%(+20.96K) | $56.20(-0.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.72% | +67.33% |
| Top 20 Holdings Unweighted | +20.59% | +75.34% |
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