Northwest Financial Advisors Incresed Positions in Q2 2024

Northwest Financial Advisors

  • $145 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
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
DELL
Dell Technologies Inc.

Technology
75
+ 10.26%
$114.87 - $179.21 $8.62K - $13.4K
806 $111M
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
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
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
DLR
Digital Realty Trust, Inc.

Real Estate
103
+ 1030.0%
$135.75 - $152.05 $14K - $15.7K
113 $17.2M
TOST
Toast, Inc.

Technology
593
+ 859.42%
$21.62 - $27.71 $12.8K - $16.4K
662 $17.1M
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
GS
Goldman Sachs Group Inc

Financial Services
25
+ 49.02%
$389.49 - $470.41 $9.74K - $11.8K
76 $34.4M
TXN
Texas Instruments Inc

Technology
3
+ 0.53%
$159.68 - $202.54 $479 - $608
573 $111M
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
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
KO
Coca Cola CO

Consumer Defensive
4
+ 0.11%
$58.06 - $64.15 $232 - $257
3.8K $242M
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
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
82
+ 3.28%
$40.83 - $44.89 $3.35K - $3.68K
2.58K $113M
T
At&T Inc.

Communication Services
203
+ 6.81%
$16.09 - $19.11 $3.27K - $3.88K
3.18K $60.8M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
3
+ 5.17%
$883.2 - $1071.19 $2.65K - $3.21K
61 $64.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
107
+ 428.0%
$75.81 - $76.76 $8.11K - $8.21K
132 $10.1M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
7
+ 7.78%
$392.81 - $485.53 $2.75K - $3.4K
97 $45.5M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.57K
+ 4900.0%
$62.41 - $3427.61 $97.9K - $5.37M
1.6K $100M
TMUS
T Mobile Us, Inc.

Communication Services
9
+ 2.06%
$159.79 - $180.69 $1.44K - $1.63K
445 $78.3M
ANET
Arista Networks, Inc.

Technology
6
+ 7.32%
$245.47 - $350.48 $1.47K - $2.1K
88 $30.8M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
346
+ 16.64%
$96.76 - $109.6 $33.5K - $37.9K
2.43K $235M
XOM
Exxon Mobil Corp

Energy
111
+ 1.93%
$108.36 - $122.2 $12K - $13.6K
5.87K $676M
KMI
Kinder Morgan, Inc.

Energy
87
+ 2.86%
$17.69 - $20.11 $1.54K - $1.75K
3.13K $62.3M
AJG
Arthur J. Gallagher & Co.

Financial Services
1
+ 0.17%
$230.52 - $265.19 $231 - $265
606 $157M
WFC
Wells Fargo & Company

Financial Services
55
+ 4.89%
$56.41 - $62.34 $3.1K - $3.43K
1.18K $70.1M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1
+ 0.1%
$196.29 - $215.75 $196 - $216
981 $207M
RTX
Raytheon Technologies Corp

Industrials
8
+ 0.54%
$97.55 - $108.44 $780 - $868
1.48K $148M
FDX
Fedex Corp

Industrials
8
+ 3.42%
$245.11 - $299.84 $1.96K - $2.4K
242 $72.6M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 3.03%
$704.88 - $870.75 $705 - $871
34 $28.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
80
+ 2.25%
$95.11 - $97.92 $7.61K - $7.83K
3.63K $352M
SO
Southern CO

Utilities
50
+ 41.67%
$67.77 - $80.71 $3.39K - $4.04K
170 $13.2M
ISRG
Intuitive Surgical Inc

Healthcare
5
+ 10.2%
$366.34 - $445.11 $1.83K - $2.23K
54 $24M
RYH
Invesco S&P 500 Equal Weight H

ETFs
170
+ 35.49%
N/A
649 $19.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
13
+ 12.38%
$541.52 - $599.02 $7.04K - $7.79K
118 $65.3M
CHDN
Churchill Downs Inc

Consumer Cyclical
22
+ 32.35%
$118.96 - $140.74 $2.62K - $3.1K
90 $12.6M
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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