Northwest Financial Advisors Portfolio Holdings

Northwest Financial Advisors

  • $121 Billion
  • Q1 2025

Northwest Financial Advisors has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $121 Billion distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.3B, Microsoft Corp with a value of $6.48B, Lpl Financial Holdings Inc. with a value of $5.07B, Invesco Qqq Trust, Series 1 with a value of $4.95B, and Amazon Com Inc with a value of $4.74B.

Examining the 13F form we can see an decrease of $539M in the current position value, from $121B to 121B.

Northwest Financial Advisors is based out at Herndon, VA

Below you can find more details about Northwest Financial Advisors portfolio as well as his latest detailed transactions.

Portfolio value $121 Billion
ETFs: $57.4 Billion
Technology: $27.8 Billion
Financial Services: $8.85 Billion
Consumer Cyclical: $6.7 Billion
Communication Services: $3.58 Billion
Industrials: $2.95 Billion
Healthcare: $2.94 Billion
Consumer Defensive: $1.73 Billion
Other: $1.29 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.57T
$14.3 Billion 11.85% of portfolio
64,310
Q1 2025 Reduced 0.43%
$2.8T
$6.48 Billion 5.38% of portfolio
17,270
Q1 2025 Added 0.34%
$26.1B
$5.07 Billion 4.21% of portfolio
15,505
Q1 2025 Added 0.08%
$0
$4.95 Billion 4.11% of portfolio
10,567
Q1 2025 Reduced 3.13%
$1.94T
$4.74 Billion 3.93% of portfolio
24,902
Q1 2025 Added 3.23%
$0
$4.1 Billion 3.4% of portfolio
21,131
Q1 2025 Added 0.21%
$0
$3.51 Billion 2.91% of portfolio
52,857
Q1 2025 Added 19.02%
$0
$3.21 Billion 2.66% of portfolio
68,390
Q1 2025 Added 19.41%
$270B
$3.09 Billion 2.56% of portfolio
28,522
Q1 2025 Added 2.37%
$0
$2.59 Billion 2.15% of portfolio
44,294
Q1 2025 Reduced 18.31%
$0
$2.34 Billion 1.94% of portfolio
51,872
Q1 2025 Added 21.12%
J P Morgan Exchange Traded F
-
$2.17 Billion 1.8% of portfolio
-
Q1 2025 Added 34.48%
$1.3T
$2.1 Billion 1.75% of portfolio
3,651
Q1 2025 Added 12.06%
$0
$1.86 Billion 1.54% of portfolio
25,317
Q1 2025 Added 2.74%
Brookfield Corp
-
$1.82 Billion 1.51% of portfolio
-
Q1 2025 Reduced 3.33%
$0
$1.8 Billion 1.49% of portfolio
19,487
Q1 2025 Added 32.63%
$0
$1.61 Billion 1.33% of portfolio
39,427
Q1 2025 Added 1.13%
$434B
$1.58 Billion 1.31% of portfolio
9,522
Q1 2025 Reduced 4.0%
$0
$1.43 Billion 1.19% of portfolio
50,645
Q1 2025 Added 8.23%
$0
$1.41 Billion 1.17% of portfolio
39,475
Q1 2025 Added 12.67%
$99.4B
$1.38 Billion 1.14% of portfolio
4,790
Q2 2024 Reduced 2.33%
$720B
$1.37 Billion 1.13% of portfolio
5,576
Q1 2025 Reduced 2.76%
$0
$1.24 Billion 1.02% of portfolio
2,209
Q1 2025 Added 196.11%
$573B
$1.19 Billion 0.99% of portfolio
3,391
Q2 2024 Added 0.87%
$0
$1.15 Billion 0.96% of portfolio
32,998
Q1 2025 Added 16.43%
$0
$1.13 Billion 0.94% of portfolio
2,011
Q1 2025 Reduced 1.81%
$0
$1.14 Billion 0.94% of portfolio
4,136
Q1 2025 Reduced 8.27%
$173B
$1.13 Billion 0.94% of portfolio
7,365
Q1 2025 Added 0.22%
$0
$1.04 Billion 0.86% of portfolio
2,473
Q1 2025 Added 0.49%
$223B
$977 Million 0.81% of portfolio
3,927
Q1 2025 Added 10.12%
$0
$947 Million 0.79% of portfolio
15,028
Q1 2025 Reduced 2.75%
$0
$929 Million 0.77% of portfolio
5,361
Q1 2025 Added 0.26%
-
$908 Million 0.75% of portfolio
-
Q1 2025 Added 0.22%
$0
$907 Million 0.75% of portfolio
9,681
Q1 2025 Reduced 1.69%
$404B
$873 Million 0.72% of portfolio
5,125
Q1 2025 Reduced 1.04%
$0
$872 Million 0.72% of portfolio
10,809
Q2 2024 Reduced 6.44%
$13.8B
$858 Million 0.71% of portfolio
8,201
Q1 2025 Reduced 9.6%
$117B
$828 Million 0.69% of portfolio
1,853
Q1 2025 Added 6.13%
$0
$789 Million 0.65% of portfolio
12,030
Q2 2024 Reduced 9.26%
$0
$744 Million 0.62% of portfolio
2,061
Q1 2025 Reduced 2.18%
-
$701 Million 0.58% of portfolio
-
Q1 2025 Added 0.04%
$496B
$703 Million 0.58% of portfolio
5,911
Q1 2025 Reduced 2.44%
$0
$685 Million 0.57% of portfolio
8,633
Q1 2025 Added 0.35%
$370B
$677 Million 0.56% of portfolio
3,233
Q1 2025 Added 0.56%
$0
$633 Million 0.53% of portfolio
6,008
Q1 2025 Added 0.17%
$238B
$622 Million 0.52% of portfolio
7,089
Q1 2025 Added 8.18%
$818B
$627 Million 0.52% of portfolio
2,419
Q1 2025 Added 1.26%
$268B
$609 Million 0.51% of portfolio
2,270
Q1 2025 Added 14.19%
$951B
$605 Million 0.5% of portfolio
3,873
Q1 2025 Reduced 3.18%

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $121 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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