Northwest Financial Advisors Incresed Positions in Q2 2024

Northwest Financial Advisors

  • $145 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
LII
Lennox International Inc

Industrials
6
+ 30.0%
$455.15 - $550.42 $2.73K - $3.3K
26 $13.9M
FLEX
Flex Ltd.

Technology
136
+ 202.99%
$26.34 - $33.78 $3.58K - $4.59K
203 $5.99M
PANW
Palo Alto Networks Inc

Technology
7
+ 23.33%
$265.2 - $340.82 $1.86K - $2.39K
37 $12.5M
PULS
Pgim ETF Tr

ETFs
80
+ 0.63%
$49.47 - $49.75 $3.96K - $3.98K
12.8K $635M
WELL
Welltower Inc.

Real Estate
32
+ 58.18%
$88.31 - $105.01 $2.83K - $3.36K
87 $9.07M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
16
+ 0.34%
$68.68 - $73.31 $1.1K - $1.17K
4.66K $339M
TDG
Trans Digm Group Inc

Industrials
2
+ 7.69%
$1187.7 - $1362.3 $2.38K - $2.72K
28 $35.8M
MS
Morgan Stanley

Financial Services
8
+ 0.84%
$86.19 - $101.53 $690 - $812
964 $93.7M
XYL
Xylem Inc.

Industrials
26
+ 118.18%
$126.22 - $145.95 $3.28K - $3.79K
48 $6.51M
MFC
Manulife Financial Corp

Financial Services
18
+ 0.95%
$22.78 - $26.69 $410 - $480
1.92K $51.1M
EMB
Ishares Tr

ETFs
40
+ 88.89%
$86.66 - $89.88 $3.47K - $3.6K
85 $7.52M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
68
+ 194.29%
$50.64 - $51.3 $3.44K - $3.49K
103 $5.28M
FCX
Freeport Mcmoran Inc

Basic Materials
57
+ 12.78%
$47.26 - $54.86 $2.69K - $3.13K
503 $24.4M
APH
Amphenol Corp

Technology
117
+ 125.81%
$67.16 - $136.4 $7.86K - $16K
210 $14.1M
UBER
Uber Technologies, Inc

Technology
112
+ 10.18%
$63.52 - $77.16 $7.11K - $8.64K
1.21K $88.1M
AER
Aer Cap Holdings N.V.

Industrials
27
+ 19.71%
$82.5 - $96.91 $2.23K - $2.62K
164 $15.3M
KMB
Kimberly Clark Corp

Consumer Defensive
4
+ 1.21%
$123.89 - $141.67 $496 - $567
335 $46.2M
IRM
Iron Mountain Inc

Real Estate
9
+ 3.46%
$74.42 - $89.62 $670 - $807
269 $24.1M
BNDX
Vanguard Total International B

ETFs
103
+ 2.96%
$48.24 - $49.07 $4.97K - $5.05K
3.59K $174M
NXPI
Nxp Semiconductors N.V.

Technology
11
+ 137.5%
$215.12 - $282.99 $2.37K - $3.11K
19 $5.11M
ED
Consolidated Edison Inc

Utilities
38
+ 18.63%
$87.42 - $98.12 $3.32K - $3.73K
242 $21.6M
PLD
Prologis, Inc.

Real Estate
39
+ 48.75%
$101.88 - $127.92 $3.97K - $4.99K
119 $13.4M
SPG
Simon Property Group Inc

Real Estate
20
+ 58.82%
$140.18 - $153.78 $2.8K - $3.08K
54 $8.2M
MO
Altria Group, Inc.

Consumer Defensive
50
+ 17.73%
$40.75 - $46.83 $2.04K - $2.34K
332 $15.1M
JCI
Johnson Controls International PLC

Industrials
39
+ 125.81%
$60.47 - $73.9 $2.36K - $2.88K
70 $4.65M
INVH
Invitation Homes Inc.

Real Estate
73
+ 1460.0%
$33.04 - $35.89 $2.41K - $2.62K
78 $2.8M
CE
Celanese Corp

Basic Materials
21
+ 233.33%
$134.4 - $171.27 $2.82K - $3.6K
30 $4.05M
VHT
Vanguard Health Care ETF

ETFs
11
+ 11.7%
$252.83 - $269.37 $2.78K - $2.96K
105 $27.9M
GM
General Motors CO

Consumer Cyclical
48
+ 20.0%
$42.37 - $48.86 $2.03K - $2.35K
288 $13.4M
ENTG
Entegris Inc

Technology
22
+ 17.89%
$122.2 - $140.62 $2.69K - $3.09K
145 $19.6M
LRCX
Lam Research Corp

Technology
2
+ 200.0%
$868.07 - $1089.58 $1.74K - $2.18K
3 $3.2M
O
Realty Income Corp

Real Estate
51
+ 14.17%
$50.8 - $55.45 $2.59K - $2.83K
411 $21.7M
SCHW
Schwab Charles Corp

Financial Services
3
+ 0.23%
$70.03 - $78.9 $210 - $237
1.33K $97.9M
USB
Us Bancorp \De\

Financial Services
54
+ 69.23%
$38.45 - $43.95 $2.08K - $2.37K
132 $5.24M
BKR
Baker Hughes CO

Energy
47
+ 79.66%
$31.09 - $35.17 $1.46K - $1.65K
106 $3.73M
HPQ
Hp Inc

Technology
2
+ 0.6%
$27.62 - $38.36 $55.2 - $76.7
337 $11.8M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1
+ 0.35%
$194.47 - $218.2 $194 - $218
286 $62.4M
IBN
Icici Bank LTD

Financial Services
36
+ 15.32%
$25.43 - $29.01 $915 - $1.04K
271 $7.81M
MTB
M&T Bank Corp

Financial Services
8
+ 12.31%
$134.56 - $155.06 $1.08K - $1.24K
73 $11M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1
+ 0.22%
$102.41 - $112.98 $102 - $113
459 $51.6M
STE
Steris PLC

Healthcare
9
+ 11.69%
$199.01 - $236.0 $1.79K - $2.12K
86 $18.9M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
22
+ 1.24%
$81.05 - $81.66 $1.78K - $1.8K
1.79K $146M
TT
Trane Technologies PLC

Industrials
3
+ 15.0%
$288.27 - $345.38 $865 - $1.04K
23 $7.57M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
1
+ 1.06%
$203.59 - $256.17 $204 - $256
95 $23.4M
PCAR
Paccar Inc

Industrials
16
+ 177.78%
$102.94 - $123.1 $1.65K - $1.97K
25 $2.57M
TTE
Total Energies Se

Energy
26
+ 19.85%
$65.76 - $74.56 $1.71K - $1.94K
157 $10.5M
SHOP
Shopify Inc.

Technology
29
+ 67.44%
$56.97 - $78.19 $1.65K - $2.27K
72 $4.76M
SWKS
Skyworks Solutions, Inc.

Technology
16
+ 8.21%
$89.72 - $107.86 $1.44K - $1.73K
211 $22.5M
EQR
Equity Residential

Real Estate
2
+ 1.0%
$59.68 - $69.34 $119 - $139
203 $14.1M
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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