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CIK: 0001962713
Total reported value
$652.2M
$652.2M
174 檔
33.7%
The Q2 2025 SEC filing reveals that Nordwand Advisors, LLC held a total portfolio value of $652.2M, covering 174 public equity positions.
During Q2 2025, Nordwand Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BRK-A, JNJ, AVGO) accounted for 33.7% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 13.72% | — | -25.00% | |
| 2 | JNJ | Johnson & Johnson | Stock-Healthcare | 8.05% | — | -43.24% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 5.18% | +0.34% | — | |
| 4 | VV | Vanguard Large-cap ETF | ETF-Other | 3.89% | +0.03% | — | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.65% | -0.33% | +125.79% | |
| 6 | ORCL | Oracle CORP | Stock-Tech | 2.61% | -0.22% | — | |
| 7 | ETN | Eaton Corporation plc | Stock-Industrials | 2.07% | +0.13% | — | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.05% | — | — | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.72% | -0.02% | +8521.87% | |
| 10 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.59% | -0.13% | — | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 1.57% | -0.25% | +27286.00% | |
| 12 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.44% | +0.43% | — | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.42% | — | +442.31% | |
| 14 | WM | Waste Management Inc | Stock-Industrials | 1.39% | -0.27% | — | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.34% | +0.06% | +9478.01% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.34% | +0.25% | — | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.31% | +0.09% | +1556.39% | |
| 18 | URI | United Rentals Inc | Stock-Industrials | 1.25% | +0.52% | — | |
| 19 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.23% | -0.16% | +61428.89% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.22% | +0.54% | +14457.79% | |
| 21 | MS | Morgan Stanley | Stock-Financials | 1.21% | +0.19% | +48328.32% | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 1.18% | — | — | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.16% | -0.62% | +7911.20% | |
| 24 | TEL | TE Connectivity plc | Stock-Tech | 1.13% | -0.13% | — | |
| 25 | CAN | Canaan Inc | Stock-Other | 1.13% | — | — | |
| 26 | AMGN | Amgen Inc | Stock-Healthcare | 1.08% | -0.13% | — | |
| 27 | CDW | Cdw Corp/de | Stock-Tech | 1.08% | -0.11% | — | |
| 28 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.02% | -0.42% | — | |
| 29 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.01% | +0.69% | — | |
| 30 | PSX | Phillips 66 | Stock-Energy | 1.00% | -0.32% | — | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.98% | -0.16% | — | |
| 32 | CMI | Cummins Inc | Stock-Industrials | 0.97% | +0.31% | — | |
| 33 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.96% | -0.11% | +0.17% | |
| 34 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.93% | -0.36% | — | |
| 35 | SCI | Service CORP International | Stock-Consumer Disc | 0.91% | -0.20% | — | |
| 36 | CTVA | Corteva Inc | Stock-Materials | 0.83% | -0.12% | — | |
| 37 | AXP | American Express Co | Stock-Financials | 0.82% | -0.02% | +12110.37% | |
| 38 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.82% | -0.12% | — | |
| 39 | FISV | Fiserv Inc | Stock-Other | 0.80% | — | — | |
| 40 | HUBB | Hubbell Inc | Stock-Industrials | 0.77% | -0.07% | — | |
| 41 | NVCR | NovoCure Limited | Stock-Healthcare | 0.72% | — | — | |
| 42 | OSEA | Harbor Intl Compounders ETF | ETF-Other | 0.68% | -0.12% | — | |
| 43 | SYY | Sysco CORP | Stock-Consumer Staples | 0.68% | -0.14% | — | |
| 44 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.68% | -0.02% | — | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.66% | +0.27% | +2471.43% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | +0.20% | +56143.90% | |
| 47 | AWK 3.625 06-15-26Bond | American Water Capital C | Bond | 0.62% | — | — | |
| 48 | BR | Broadridge Financial Solutio | Stock-Tech | 0.62% | -0.11% | EXIT | |
| 49 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.60% | -0.11% | — | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.56% | -0.05% | +4772.10% |
According to official SEC Form 13F filings, Nordwand Advisors, LLC reported a total U.S. public equity portfolio value of $652.2M across 174 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q2 2025, Nordwand Advisors, LLC's top holdings by market value included BRK-A (13.7%)、JNJ (8.1%)、AVGO (5.2%). The largest single position, BRK-A, represented 13.7% of total portfolio value.
In Q2 2025, Nordwand Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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