Northwest Financial Advisors Incresed Positions in Q2 2024

Northwest Financial Advisors

  • $145 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
UL
Unilever PLC

Consumer Defensive
22
+ 61.11%
$46.47 - $56.38 $1.02K - $1.24K
58 $3.19M
MC
Moelis & CO

Financial Services
24
+ 16.9%
$49.08 - $57.92 $1.18K - $1.39K
166 $9.44M
BP
Bp PLC

Energy
94
+ 7.33%
$34.89 - $39.65 $3.28K - $3.73K
1.38K $49.7M
POST
Post Holdings, Inc.

Consumer Defensive
15
+ 14.85%
$99.95 - $107.17 $1.5K - $1.61K
116 $12.1M
OGN
Organon & Co.

Healthcare
33
+ 10.61%
$17.45 - $21.96 $576 - $725
344 $7.12M
STX
Seagate Technology Holdings PLC

Technology
1
+ 0.9%
$82.46 - $105.99 $82.5 - $106
112 $11.5M
LEN
Lennar Corp

Consumer Cyclical
13
+ 39.39%
$148.72 - $170.85 $1.93K - $2.22K
46 $6.89M
UDR
Udr, Inc.

Real Estate
26
+ 100.0%
$35.27 - $41.16 $917 - $1.07K
52 $2.14M
HAS
Hasbro, Inc.

Consumer Cyclical
16
+ 14.04%
$54.82 - $65.03 $877 - $1.04K
130 $7.61M
PSA
Public Storage

Real Estate
4
+ 28.57%
$257.73 - $293.34 $1.03K - $1.17K
18 $5.18M
CPRT
Copart Inc

Consumer Cyclical
35
+ 16.06%
$52.14 - $58.07 $1.82K - $2.03K
253 $13.7M
AMT
American Tower Corp

Real Estate
7
+ 10.14%
$171.0 - $200.41 $1.2K - $1.4K
76 $14.7M
PAAS
Pan American Silver Corp

Basic Materials
1
+ 0.46%
$15.25 - $22.64 $15.3 - $22.6
219 $4.35M
TROW
Price T Rowe Group Inc

Financial Services
14
+ 15.56%
$108.72 - $120.3 $1.52K - $1.68K
104 $11.9M
CRWD
Crowd Strike Holdings, Inc.

Technology
1
+ 10.0%
$282.64 - $390.43 $283 - $390
11 $4.22M
HOLX
Hologic Inc

Healthcare
14
+ 107.69%
$71.43 - $78.41 $1K - $1.1K
27 $2.01M
CBOE
Cboe Global Markets, Inc.

Financial Services
6
+ 200.0%
$167.6 - $185.5 $1.01K - $1.11K
9 $1.53M
UNF
Unifirst Corp

Industrials
6
+ 16.67%
$151.12 - $176.04 $907 - $1.06K
42 $7.2M
BRBR
Bellring Brands, Inc.

Consumer Defensive
19
+ 27.94%
$53.98 - $61.03 $1.03K - $1.16K
87 $4.97M
ICLR
Icon PLC

Healthcare
3
+ 42.86%
$288.23 - $331.73 $865 - $995
10 $3.13M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1
+ 0.31%
$60.69 - $66.83 $60.7 - $66.8
319 $21.2M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
17
+ 80.95%
$44.15 - $45.75 $751 - $778
38 $1.73M
PHG
Koninklijke Philips Nv

Healthcare
4
+ 3.13%
$19.83 - $27.98 $79.3 - $112
132 $3.33M
TEL
Te Connectivity Ltd.

Technology
1
+ 0.85%
$139.45 - $152.0 $139 - $152
119 $17.9M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
10
+ 76.92%
$73.13 - $75.43 $731 - $754
23 $1.72M
PGR
Progressive Corp

Financial Services
3
+ 2.75%
$202.26 - $215.9 $607 - $648
112 $23.3M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
19
+ 13.67%
$72.44 - $82.58 $1.38K - $1.57K
158 $12M
SQ
Block, Inc.

Technology
15
+ 115.38%
$61.9 - $81.46 $929 - $1.22K
28 $1.81M
HNI
Hni Corp

Industrials
24
+ 0.74%
$41.08 - $47.24 $986 - $1.13K
3.26K $147M
KIM
Kimco Realty Corp

Real Estate
37
+ 19.07%
$17.6 - $19.53 $651 - $723
231 $4.5M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5
+ 0.03%
$52.5 - $56.42 $263 - $282
14.8K $838M
AWI
Armstrong World Industries Inc

Industrials
15
+ 15.46%
$112.03 - $123.24 $1.68K - $1.85K
112 $12.7M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
7
+ 18.42%
$66.35 - $75.97 $464 - $532
45 $3.28M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
9
+ 81.82%
$67.85 - $72.06 $611 - $649
20 $1.41M
MCO
Moodys Corp

Financial Services
1
+ 16.67%
$370.33 - $427.53 $370 - $428
7 $2.95M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
12
+ 0.61%
$77.44 - $82.55 $929 - $991
1.98K $161M
CINF
Cincinnati Financial Corp

Financial Services
7
+ 12.28%
$110.88 - $122.17 $776 - $855
64 $7.56M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
5
+ 0.29%
$49.78 - $53.44 $249 - $267
1.71K $90.5M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
24
+ 23.53%
$42.0 - $49.24 $1.01K - $1.18K
126 $5.54M
PWR
Quanta Services, Inc.

Industrials
2
+ 12.5%
$243.26 - $283.43 $487 - $567
18 $4.57M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
22
+ 1.62%
$7.15 - $7.76 $157 - $171
1.38K $10.6M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
12
+ 1.36%
$10.85 - $11.81 $130 - $142
897 $10.5M
EOG
Eog Resources Inc

Energy
5
+ 3.21%
$118.24 - $137.95 $591 - $690
161 $20.3M
CBRE
Cbre Group, Inc.

Real Estate
14
+ 11.38%
$84.9 - $96.51 $1.19K - $1.35K
137 $12.2M
ETN
Eaton Corp PLC

Industrials
1
+ 0.95%
$303.02 - $340.89 $303 - $341
106 $33.2M
APTV
Aptiv PLC

Consumer Cyclical
6
+ 28.57%
$67.54 - $84.65 $405 - $508
27 $1.9M
TFC
Truist Financial Corp

Financial Services
7
+ 0.71%
$35.41 - $40.18 $248 - $281
995 $38.6M
BALL
Ball Corp

Consumer Cyclical
14
+ 14.0%
$60.02 - $70.72 $840 - $990
114 $6.84M
ALL
Allstate Corp

Financial Services
3
+ 9.68%
$157.07 - $175.41 $471 - $526
34 $5.43M
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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