Long-term investor
Nwf Advisory Services Inc. @nwfadvisoryservicesinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002045735).
Record
- Tracked since 2023-06-30 (1302 days), 208 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +43.4% · 1 year +76.8% · all +252.6%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MU · 5.9% · long · since 2025-09-30
- 81369Y803 · 4.8% · long · since 2025-09-30
- 922908363 · 4.4% · long · since 2025-09-30
- BRK-B · 3.8% · long · since 2025-09-30
- AAPL · 3.5% · long · since 2025-09-30
- 02079K107 · 2.5% · long · since 2025-09-30
- 78464A763 · 2.5% · long · since 2025-09-30
- 464287200 · 2.0% · long · since 2025-09-30
- COST · 1.8% · long · since 2025-09-30
- 921910816 · 1.8% · long · since 2025-09-30
- 464287150 · 1.8% · long · since 2025-09-30
- AMZN · 1.7% · long · since 2025-09-30