Northwest Financial Advisors Portfolio Holdings

Northwest Financial Advisors

  • $145 Billion
  • Q2 2024

Northwest Financial Advisors has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $145 Billion distributed in 6065 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.1B, Microsoft Corp with a value of $8.43B, Invesco Qqq Trust, Series 1 with a value of $5.36B, Amazon Com Inc with a value of $4.78B, and Lpl Financial Holdings Inc. with a value of $4.3B.

Examining the 13F form we can see an increase of $8.47B in the current position value, from $136B to 145B.

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 $145 Billion
ETFs: $68.3 Billion
Technology: $32.2 Billion
Financial Services: $9.38 Billion
Consumer Cyclical: $7.52 Billion
Industrials: $6.31 Billion
Healthcare: $5.14 Billion
Communication Services: $4.26 Billion
Consumer Defensive: $2.54 Billion
Other: $3.25 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.59T
$14.1 Billion 9.73% of portfolio
66,818
Q2 2024 Reduced 2.18%
$3.07T
$8.43 Billion 5.83% of portfolio
18,858
Q2 2024 Added 0.07%
$2.03T
$4.78 Billion 3.3% of portfolio
24,717
Q2 2024 Reduced 5.72%
$22B
$4.3 Billion 2.98% of portfolio
15,413
Q2 2024 Added 0.1%
$349B
$3.78 Billion 2.61% of portfolio
30,591
Q2 2024 Added 1,170.39%
$1.28T
$1.74 Billion 1.2% of portfolio
3,445
Q2 2024 Added 1.92%
$186B
$1.47 Billion 1.02% of portfolio
7,374
Q2 2024 Added 1.15%
$414B
$1.41 Billion 0.98% of portfolio
9,670
Q2 2024 Reduced 8.58%
$24.5B
$1.39 Billion 0.96% of portfolio
9,013
Q2 2024 Added 0.35%
$650B
$1.07 Billion 0.74% of portfolio
5,279
Q2 2024 Reduced 0.62%
$480B
$936 Million 0.65% of portfolio
3,565
Q2 2024 Added 0.73%
-
$883 Million 0.61% of portfolio
-
Q2 2024 Added 41.97%
$393B
$852 Million 0.59% of portfolio
5,167
Q2 2024 Reduced 0.39%
$1.04T
$846 Million 0.58% of portfolio
4,610
Q2 2024 Added 0.85%
$143B
$818 Million 0.57% of portfolio
1,750
Q2 2024 Reduced 4.21%
$496B
$676 Million 0.47% of portfolio
5,874
Q2 2024 Added 1.93%
$8.67B
$634 Million 0.44% of portfolio
6,784
Q2 2024 Added 0.31%
$357B
$610 Million 0.42% of portfolio
3,558
Q2 2024 Added 0.79%
$0
$574 Million 0.4% of portfolio
49,871
Q2 2024 Added 24.16%
$297B
$572 Million 0.4% of portfolio
2,225
Q2 2024 Reduced 6.98%
$794B
$568 Million 0.39% of portfolio
2,870
Q2 2024 Reduced 2.18%
$463B
$554 Million 0.38% of portfolio
3,926
Q2 2024 Added 1.63%
$227B
$494 Million 0.34% of portfolio
7,296
Q2 2024 Added 0.44%
$219B
$474 Million 0.33% of portfolio
1,859
Q2 2024 Added 0.7%
$249B
$476 Million 0.33% of portfolio
3,334
Q2 2024 Added 4.25%
$258B
$466 Million 0.32% of portfolio
3,764
Q2 2024 Reduced 0.97%
$340B
$445 Million 0.31% of portfolio
660
Q2 2024 Added 1.54%
$70.4B
$424 Million 0.29% of portfolio
264
Q2 2024 Added 32.66%
$186B
$411 Million 0.28% of portfolio
2,373
Q2 2024 Added 3.31%
$579B
$388 Million 0.27% of portfolio
955
Q2 2024 Added 1.06%
$202B
$374 Million 0.26% of portfolio
1,122
Q2 2024 Added 2.65%
$84.3B
$341 Million 0.24% of portfolio
1,411
Q2 2024 Added 0.28%
$90B
$330 Million 0.23% of portfolio
1,811
Q2 2024 Reduced 13.31%
$61.8B
$314 Million 0.22% of portfolio
4,979
Q2 2024 Added 0.26%
$119B
$317 Million 0.22% of portfolio
4,031
Q2 2024 Added 0.15%
-
$320 Million 0.22% of portfolio
-
Q4 2023 New
$173B
$313 Million 0.22% of portfolio
7,585
Q2 2024 Added 0.28%
$300B
$296 Million 0.2% of portfolio
1,891
Q2 2024 Reduced 2.48%
$176B
$264 Million 0.18% of portfolio
2,656
Q2 2024 Added 0.87%
$283B
$242 Million 0.17% of portfolio
3,800
Q2 2024 Added 0.11%
$48.8B
$242 Million 0.17% of portfolio
4,940
Q2 2024 Reduced 11.96%
$530B
$246 Million 0.17% of portfolio
483
Q2 2024 Reduced 3.21%
$160B
$239 Million 0.16% of portfolio
1,011
Q2 2024 Added 5.53%
$132B
$231 Million 0.16% of portfolio
2,098
Q2 2024 Added 0.38%
$75.9B
$229 Million 0.16% of portfolio
1,142
Q2 2024 Reduced 9.22%
$231B
$230 Million 0.16% of portfolio
1,392
Q2 2024 Reduced 29.7%
$231B
$212 Million 0.15% of portfolio
4,457
Q2 2024 Reduced 10.56%
$192B
$216 Million 0.15% of portfolio
1,358
Q2 2024 Added 0.89%
$110B
$207 Million 0.14% of portfolio
981
Q2 2024 Added 0.1%

Summary

  • Portfolio
  • No. of Stocks 6,065
  • Current Value $145 Billion
  • Prior Value $136 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 101 stocks
  • Additional Purchases 287 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 141 stocks
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