NWF Advisory Services »

Profesionally Managed Portfo shares owned by NWF Advisory Services

Quarter-by-quarter ownership of Profesionally Managed Portfo shares owned by NWF Advisory Services from 13F filings

Historical chart of NWF Advisory Services investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by NWF Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Profesionally Managed Portfo by NWF Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $310k 22k 14.11

More positions owned by NWF Advisory Services

Alibaba Group Hldg Sponsored Ads Call Option (BABA)
Chevron Corporation Call Option (CVX)
UnitedHealth Call Option (UNH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr State Street Tec (XLK)
Apple (AAPL)
Spdr Series Trust State Street Spd (SDY)
Micron Technology (MU)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p500 Etf (IVV)
Occidental Petroleum Corporation (OXY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Amazon (AMZN)

View all positions for NWF Advisory Services

Top funds holding Profesionally Managed Portfo

Belpointe Asset Management
Stifel Financial
Wealthcare Advisory Partners
Cambridge Investment Research Advisors
NWF Advisory Services
Resources Investment Advisors
Investment House
Glass Jacobson Investment Advisors
Harbor Investment Advisory

View all funds holding Profesionally Managed Portfo