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
$97.1B
$32.4 Million 0.02% of portfolio
98
Q2 2024 Reduced 41.67%
$36.5B
$24.1 Million 0.02% of portfolio
269
Q2 2024 Added 3.46%
$76.3B
$28.5 Million 0.02% of portfolio
97
Q2 2024 Added 3.19%
$88.6B
$22 Million 0.02% of portfolio
103
Q1 2024 Added 56.06%
$67.2B
$24.4 Million 0.02% of portfolio
503
Q2 2024 Added 12.78%
$18.7B
$35.5 Million 0.02% of portfolio
474
Q1 2024 Added 16.18%
$120B
$29.4 Million 0.02% of portfolio
238
Q2 2024 Added 3.03%
$57.4B
$22.4 Million 0.02% of portfolio
110
Q2 2024 Reduced 3.51%
$79.8B
$28.6 Million 0.02% of portfolio
48
Q1 2024 New
$41.8B
$23 Million 0.02% of portfolio
138
Q2 2024 Added 2.22%
$72.7B
$27.3 Million 0.02% of portfolio
462
Q1 2024 Reduced 13.97%
$10.9B
$33.9 Million 0.02% of portfolio
197
Q2 2024 Reduced 2.48%
$182B
$24 Million 0.02% of portfolio
54
Q2 2024 Added 10.2%
$0
$29.6 Million 0.02% of portfolio
1,690
Q4 2023 New
$394B
$28.9 Million 0.02% of portfolio
34
Q2 2024 Added 3.03%
$79.9B
$28.6 Million 0.02% of portfolio
93
Q2 2024 Reduced 15.45%
$20B
$30.7 Million 0.02% of portfolio
225
Q2 2024 Added 3.69%
$0
$31.1 Million 0.02% of portfolio
2,660
Q4 2023 New
$36.3B
$24 Million 0.02% of portfolio
450
Q1 2024 Reduced 51.46%
$134B
$33.2 Million 0.02% of portfolio
106
Q2 2024 Added 0.95%
$47B
$22.6 Million 0.02% of portfolio
47
Q2 2024 Reduced 4.08%
$115B
$30.3 Million 0.02% of portfolio
230
Q2 2024 Added 1.32%
$27.9B
$26 Million 0.02% of portfolio
700
Q2 2024 Reduced 58.82%
$33.9B
$27.7 Million 0.02% of portfolio
566
Q4 2023 New
$122B
$32.2 Million 0.02% of portfolio
418
Q2 2024 Reduced 2.34%
$145B
$23.3 Million 0.02% of portfolio
112
Q2 2024 Added 2.75%
$53.8B
$22.8 Million 0.02% of portfolio
143
Q1 2024 New
$180B
$34.4 Million 0.02% of portfolio
76
Q2 2024 Added 49.02%
$68B
$25.5 Million 0.02% of portfolio
99
Q2 2024 Reduced 8.33%
$26.2B
$26.9 Million 0.02% of portfolio
553
Q1 2024 Added 268.67%
$72.5B
$35.8 Million 0.02% of portfolio
28
Q2 2024 Added 7.69%
$79.5B
$24.3 Million 0.02% of portfolio
163
Q1 2024 Added 85.23%
$18.6B
$30.8 Million 0.02% of portfolio
995
Q2 2024 Added 1,586.44%
$27.3B
$21.8 Million 0.02% of portfolio
140
Q2 2024 Reduced 5.41%
$61.4B
$32.6 Million 0.02% of portfolio
109
Q1 2024 Added 172.5%
$25.9B
$26 Million 0.02% of portfolio
342
Q1 2024 New
$12B
$32.4 Million 0.02% of portfolio
251
Q2 2024 Added 0.8%
$745M
$28.2 Million 0.02% of portfolio
2,675
Q4 2023 New
$10.6B
$35.7 Million 0.02% of portfolio
900
Q4 2023 New
$226B
$25 Million 0.02% of portfolio
45
Q2 2024 Reduced 31.82%
$15.2B
$31.8 Million 0.02% of portfolio
299
Q2 2024 Reduced 18.31%
$14.2B
$22.5 Million 0.02% of portfolio
211
Q2 2024 Added 8.21%
$50.8B
$23.8 Million 0.02% of portfolio
16
Q1 2024 Added 6.67%
$0
$25.3 Million 0.02% of portfolio
1,115
Q2 2024 Added 15,828.57%
$63.9B
$22.5 Million 0.02% of portfolio
116
Q1 2024 Added 36.47%
$67.7B
$26.2 Million 0.02% of portfolio
112
Q2 2024 Added 2.75%
$83.1B
$31.3 Million 0.02% of portfolio
879
Q1 2024 Reduced 10.03%
$121B
$29.1 Million 0.02% of portfolio
122
Q2 2024 Reduced 15.86%
$29.7B
$21.7 Million 0.02% of portfolio
203
Q1 2024 Added 1.5%

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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