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Heather Scully

Nwf Advisory Services Inc.

Assets Managed
$885.641M
Holdings
407
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
-2.12%(2Q avg: -1.41%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Nwf Advisory Services Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 407 positions.

Assets under management

The assets under management (AUM) of Nwf Advisory Services Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 885.641M in assets, with a quarterly growth rate of -2.12% and a 2-quarter average growth rate of -1.41%. The portfolio is managed by Heather Scully, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -2.06%
4.43%
$39.195M
65,595 shares@ $597.53 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.17%
4.21%
$37.221M
77,674 shares@ $479.2 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 0.4%
4.07%
$36.021M
271,041 shares@ $132.9 avg price
AAPL
Apple Inc
Recent Activity
Decreased -7.07%
3.49%
$30.878M
121,668 shares@ $253.8 avg price
SDY
Spdr S&p Dividend Etf
Recent Activity
Decreased -2.41%
2.94%
$25.981M
178,029 shares@ $145.94 avg price
MU
Micron Technology Inc
Recent Activity
Decreased -16.52%
2.77%
$24.53M
72,608 shares@ $337.85 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -2%
2.6%
$22.978M
80,103 shares@ $286.87 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -1.16%
2.4%
$21.192M
21,267 shares@ $996.49 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.9%
2.06%
$18.156M
27,797 shares@ $653.17 avg price
OXY
Occidental Petroleum Corp
Recent Activity
Increased 9.32%
1.82%
$16.045M
245,976 shares@ $65.23 avg price

1-10 of 407