NWF Advisory Services Inc.
CIK
2045735
City
Los Angeles
State / Country
CA
Top Portfolio Positions
233 positions ·
$463,406,056 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
77,674 | $37,221,380 | 8.03% | |
| AAPL |
Apple Inc.
Technology
|
121,668 | $30,878,121 | 6.66% | |
| MU |
Micron Technology Inc
Technology
|
72,608 | $24,529,886 | 5.29% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
21,267 | $21,191,076 | 4.57% | |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
245,976 | $15,988,440 | 3.45% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
75,806 | $15,788,115 | 3.41% | |
| NVDA |
Nvidia Corp
Technology
|
86,782 | $15,134,780 | 3.27% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
111,221 | $13,953,785 | 3.01% | |
| V |
Visa Inc.
Financial Services
|
37,635 | $11,374,802 | 2.45% | |
| AXP |
American Express Co
Financial Services
|
37,336 | $11,293,393 | 2.44% |
Portfolio Trend
13 quarters · across all stocks
Holdings in IAE
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $839,811 | 113,950 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $824,460 | 113,250 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $804,375 | 107,250 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $721,248 | 102,450 | Shares | Sole | 2025-09-09 | |
| 2025-03-31 | $661,732 | 107,250 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $690,822 | 100,850 | Shares | Sole | 2025-10-06 | |
| 2024-06-30 | $639,389 | 100,850 | Shares | Sole | 2025-10-06 | |
| 2024-03-31 | $606,730 | 95,850 | Shares | Sole | 2025-10-06 | |
| 2023-12-31 | $555,023 | 92,350 | Shares | Sole | 2025-12-08 | |
| 2023-09-30 | $534,706 | 92,350 | Shares | Sole | 2025-12-08 | |
| 2023-06-30 | $571,941 | 93,150 | Shares | Sole | 2025-12-08 | |
| 2023-03-31 | $597,091 | 93,150 | Shares | Sole | 2025-12-08 | |
| No 13F history on record for this holder in this stock. | ||||||