NWF Advisory Services Inc.

Q3 2024 13F Holdings Report, Stock Holdings

Signature - Title
Heather Scully - CCO
Location
Los Angeles, CA
Holdings as of
30 Sep 2024
Value $
$687,662,853
Num holdings
338
Filing time
06 Oct 2025, 16:14:43 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VOO, BRKB, AAPL, XLK, and SDY.
Previous filing
Q2 2024 - 06 Oct 2025
Next filing
Q4 2024 - 14 May 2025
SEC
View on sec.gov
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q3 compared to 2024 Q2 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Heather Scully CCO Los Angeles, California 06 Oct 2025