NWF Advisory Services Inc.
Top Portfolio Positions
231 positions ·
$426,125,292 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
121,668 | $30,878,121 | 7.25% |
| MU |
Micron Technology Inc
Technology
|
72,608 | $24,529,886 | 5.76% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
21,267 | $21,191,076 | 4.97% |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
245,976 | $15,988,440 | 3.75% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
75,806 | $15,788,115 | 3.71% |
| NVDA |
Nvidia Corp
Technology
|
86,782 | $15,134,780 | 3.55% |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
111,221 | $13,953,785 | 3.27% |
| V |
Visa Inc.
Financial Services
|
37,635 | $11,374,802 | 2.67% |
| AXP |
American Express Co
Financial Services
|
37,336 | $11,293,393 | 2.65% |
| UNH |
Unitedhealth Group Inc
Healthcare
|
38,054 | $10,297,031 | 2.42% |
Portfolio Trend
Holdings in MDLZ
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $273,847 | 4,751 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $294,719 | 5,475 | Shares | Sole | 2026-03-03 | |
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