Nordwand Advisors, LLC
Nordwand Advisors, LLC is a SEC-registered investment adviser headquartered in Radnor, Pennsylvania, United States. The firm manages approximately $3.8 billion in client assets (AUM as of March 2025) and employs around 8 professionals, primarily serving high net worth individuals and charitable organizations. Nordwand Advisors offers tailored portfolio management and investment advisory services, and is incorporated in Delaware.
Investment Strategy
Nordwand Advisors emphasizes discretionary asset management for high net worth individuals and charitable organizations, constructing diversified portfolios across equities and other securities. The firm's investment philosophy focuses on long-term value creation through fundamental research and risk management, seeking to identify attractive opportunities in public markets while maintaining prudent diversification.
Top Holdings
Equity Positions (173)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-A | BERKSHIRE HATHAWAY INC DEL | 13.72% | $87.5M | 120 | $526246.07 | $728800.00 | -$40.3M |
J JNJ | JOHNSON &JOHNSON | 8.05% | $51.3M | 335,846 | $168.41 | $152.75 | -$46.8M |
A AVGO | BROADCOM INC | 5.18% | $33.0M | 119,732 | $275.65 | $275.65 | +$33.0M |
V VV | VANGUARD INDEX FDS | 3.89% | $24.8M | 87,000 | $285.30 | $285.30 | +$24.8M |
M MSFT | MICROSOFT CORP | 3.65% | $23.2M | 46,729 | $387.07 | $497.41 | +$15.5M |