NWF Advisory Services Inc.

Q1 2023 13F Holdings Report, Stock Holdings

Signature - Title
Heather Scully - CCO
Location
Los Angeles, CA
Holdings as of
31 Mar 2023
Value $
$429,742,614
Num holdings
274
Filing time
08 Dec 2025, 15:08:54 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, VOO, BRKB, SDY, and XLK.
Next filing
Q2 2023 - 08 Dec 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
* 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 08 Dec 2025