Northwest Financial Advisors Purchases in Q2 2024

Northwest Financial Advisors

  • $145 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
38
+ 3.69%
$150.53 - $185.41 $5.72K - $7.05K
1.07K $194M
EFG
Msci Eafe Growth ETF

ETFs
411
+ 16.75%
$97.17 - $106.25 $39.9K - $43.7K
2.87K $293M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
1.01K
+ 100.6%
$36.18 - $39.61 $36.5K - $39.9K
2.01K $76.7M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
719
New
$47.58 - $48.41 $34.2K - $34.8K
719 $34.5M
FSIG
First Tr ETF Iv LTD Duration I
1.83K
New
$18.55 - $18.85 $34K - $34.5K
1.83K $34.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
46
+ 7.46%
$316.15 - $367.33 $14.5K - $16.9K
663 $242M
TFLO
Ishares Treasury Floating Rate

ETFs
653
+ 39.65%
$50.44 - $50.7 $32.9K - $33.1K
2.3K $117M
CGMS
Capital Grp Core Plus Income E
1.11K
+ 95.6%
N/A
2.27K $61.1M
LLY
Eli Lilly & CO

Healthcare
6
+ 3.21%
$724.87 - $909.04 $4.35K - $5.45K
193 $175M
CNP
Centerpoint Energy Inc

Utilities
936
+ 1586.44%
$27.22 - $31.31 $25.5K - $29.3K
995 $30.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
489
New
$55.45 - $57.39 $27.1K - $28.1K
489 $27.7M
OEF
Ishares S&P 100 ETF

ETFs
69
+ 14.65%
$234.68 - $265.99 $16.2K - $18.4K
540 $143M
CARR
Carrier Global Corp

Industrials
13
+ 0.26%
$53.38 - $66.22 $694 - $861
4.98K $314M
GDV
Gabelli Dividend & Income Trust

Financial Services
1.11K
+ 15828.57%
$21.48 - $22.91 $23.8K - $25.4K
1.12K $25.3M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
197
+ 34.93%
$105.42 - $112.82 $20.8K - $22.2K
761 $85.9M
IR
Ingersoll Rand Inc.

Industrials
237
New
$86.72 - $96.28 $20.6K - $22.8K
237 $21.5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
983
+ 4.87%
$47.37 - $50.09 $46.6K - $49.2K
21.2K $1.03B
TJX
Tjx Companies Inc

Consumer Cyclical
8
+ 0.38%
$92.66 - $111.05 $741 - $888
2.1K $231M
MISL
First Tr Exchange Traded Fd In
11
+ 0.05%
N/A
23.1K $646M
VIG
Vanguard Dividend Appreciation

ETFs
102
+ 0.52%
$173.33 - $185.29 $17.7K - $18.9K
19.6K $3.57B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
185
+ 26.2%
$98.66 - $105.11 $18.3K - $19.4K
891 $91.5M
PID
Invesco Exchange Traded Fd Tr

ETFs
1.11K
+ 26.25%
$17.33 - $18.86 $19.2K - $20.9K
5.33K $95.5M
VST
Vistra Corp.

Utilities
197
New
$65.66 - $106.2 $12.9K - $20.9K
197 $16.9M
JPEM
Jp Morgan Diversified Return

ETFs
310
New
$53.03 - $56.92 $16.4K - $17.6K
310 $16.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
178
New
$91.42 - $91.82 $16.3K - $16.3K
178 $16.3M
DLR
Digital Realty Trust, Inc.

Real Estate
103
+ 1030.0%
$135.75 - $152.05 $14K - $15.7K
113 $17.2M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
1.25K
New
$11.67 - $12.43 $14.6K - $15.5K
1.25K $15.4M
TOST
Toast, Inc.

Technology
593
+ 859.42%
$21.62 - $27.71 $12.8K - $16.4K
662 $17.1M
Solventum Corp
288
New
N/A
288 $15.2M
TTC
Toro CO

Industrials
21
+ 0.31%
$78.46 - $97.61 $1.65K - $2.05K
6.78K $634M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
136
+ 19.77%
$114.71 - $121.51 $15.6K - $16.5K
824 $97.7M
TMC
Tmc The Metals CO Inc.

Basic Materials
10K
New
$1.35 - $1.87 $13.5K - $18.7K
10K $13.5M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
176
New
$73.79 - $77.66 $13K - $13.7K
176 $13.4M
GS
Goldman Sachs Group Inc

Financial Services
25
+ 49.02%
$389.49 - $470.41 $9.74K - $11.8K
76 $34.4M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
122
New
$99.32 - $106.72 $12.1K - $13K
122 $12.5M
TXN
Texas Instruments Inc

Technology
3
+ 0.53%
$159.68 - $202.54 $479 - $608
573 $111M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
148
New
$75.81 - $80.15 $11.2K - $11.9K
148 $11.5M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
236
New
$47.74 - $48.54 $11.3K - $11.5K
236 $11.5M
CL
Colgate Palmolive CO

Consumer Defensive
1
+ 0.06%
$85.85 - $98.99 $85.9 - $99
1.6K $156M
TTD
Trade Desk, Inc.

Technology
5
+ 0.5%
$77.3 - $99.25 $387 - $496
1.01K $98.2M
IWD
Ishares Russell 1000 Val ETF

ETFs
64
+ 54.7%
$169.4 - $179.05 $10.8K - $11.5K
181 $31.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
105
New
$87.04 - $101.61 $9.14K - $10.7K
105 $10.6M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
259
+ 32.17%
$45.6 - $48.78 $11.8K - $12.6K
1.06K $49.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
26
+ 18.71%
$127.7 - $179.69 $3.32K - $4.67K
165 $28.7M
HYLS
First Tr Tactical High Yield L

ETFs
240
New
$40.2 - $41.01 $9.65K - $9.84K
240 $9.75M
KO
Coca Cola CO

Consumer Defensive
4
+ 0.11%
$58.06 - $64.15 $232 - $257
3.8K $242M
PAVE
Global X Fds Us Infrastructure

ETFs
261
New
$36.91 - $39.72 $9.63K - $10.4K
261 $9.66M
IXC
Ishares Tr Global Energy ETF

ETFs
256
+ 33.07%
$39.86 - $44.76 $10.2K - $11.5K
1.03K $42.8M
ELV
Elevance Health, Inc.

Healthcare
3
+ 0.96%
$497.49 - $547.8 $1.49K - $1.64K
315 $171M
Activity Summary
Buys All Purchases 388 New Holdings 101 Increased Positions 287 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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