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
$42.9B
$15.9 Million 0.01% of portfolio
197
Q1 2024 Reduced 39.94%
$35B
$10.9 Million 0.01% of portfolio
69
Q1 2024 Added 38.0%
$97.1B
$15.1 Million 0.01% of portfolio
332
Q2 2024 Added 17.73%
$14.2B
$8.84 Million 0.01% of portfolio
199
Q1 2024 New
$12.6B
$8.23 Million 0.01% of portfolio
458
Q2 2024 Added 14.79%
$218B
$13.7 Million 0.01% of portfolio
45
Q2 2024 Reduced 52.13%
$15.4B
$19.6 Million 0.01% of portfolio
145
Q2 2024 Added 17.89%
$83.9B
$11.7 Million 0.01% of portfolio
23
Q1 2024 Added 4.55%
$26.2B
$7.41 Million 0.01% of portfolio
53
Q2 2024 Reduced 3.64%
$276B
$8.88 Million 0.01% of portfolio
44
Q2 2024 Reduced 10.2%
$88.2B
$7.42 Million 0.01% of portfolio
54
Q1 2024 Added 440.0%
$96.6B
$13.2 Million 0.01% of portfolio
170
Q2 2024 Added 41.67%
$55B
$7.58 Million 0.01% of portfolio
50
Q1 2024 Added 400.0%
$110B
$12.5 Million 0.01% of portfolio
37
Q2 2024 Added 23.33%
$47.7B
$17.9 Million 0.01% of portfolio
119
Q2 2024 Added 0.85%
$77.1B
$20.1 Million 0.01% of portfolio
52
Q1 2024 New
$57.1B
$8.2 Million 0.01% of portfolio
54
Q2 2024 Added 58.82%
$10.6B
$12 Million 0.01% of portfolio
158
Q2 2024 Added 13.67%
$106B
$13.4 Million 0.01% of portfolio
119
Q2 2024 Added 48.75%
$41.5B
$14.1 Million 0.01% of portfolio
210
Q2 2024 Added 125.81%
$25.8B
$11.9 Million 0.01% of portfolio
104
Q2 2024 Added 15.56%
$11.1B
$9.72 Million 0.01% of portfolio
69
Q2 2024 Added 15.0%
$58.6B
$8.61 Million 0.01% of portfolio
61
Q1 2024 New
$41.1B
$13 Million 0.01% of portfolio
261
Q2 2024 Reduced 1.51%
$6.76B
$12.7 Million 0.01% of portfolio
112
Q2 2024 Added 15.46%
$94.6B
$14.5 Million 0.01% of portfolio
221
Q2 2024 Reduced 57.98%
$75.5B
$14.6 Million 0.01% of portfolio
25
Q1 2024 New
$23.5B
$15.3 Million 0.01% of portfolio
164
Q2 2024 Added 19.71%
$43.3B
$12.2 Million 0.01% of portfolio
137
Q2 2024 Added 11.38%
$5.13B
$12.6 Million 0.01% of portfolio
90
Q2 2024 Added 32.35%
$70.3B
$8.95 Million 0.01% of portfolio
38
Q1 2024 Added 35.71%
$144B
$11.1 Million 0.01% of portfolio
49
Q1 2024 Added 113.04%
$15B
$8.76 Million 0.01% of portfolio
82
Q2 2024 Added 13.89%
$57.5B
$9.06 Million 0.01% of portfolio
192
Q2 2024 Reduced 18.64%
$90.4B
$7.57 Million 0.01% of portfolio
23
Q2 2024 Added 15.0%
$41.9B
$10.6 Million 0.01% of portfolio
843
Q1 2024 Added 3,565.22%
$16.5B
$9.2 Million 0.01% of portfolio
62
Q1 2024 Added 121.43%
$76.3B
$13.4 Million 0.01% of portfolio
288
Q2 2024 Added 20.0%
$47.1B
$11.1 Million 0.01% of portfolio
114
Q2 2024 Reduced 1.72%
$12.6B
$13.7 Million 0.01% of portfolio
253
Q2 2024 Added 16.06%
$22.3B
$7.56 Million 0.01% of portfolio
64
Q2 2024 Added 12.28%
$9.09B
$7.59 Million 0.01% of portfolio
119
Q2 2024 Added 7.21%
$64.6B
$15.8 Million 0.01% of portfolio
372
Q1 2024 Added 42.53%
$25.3B
$20.1 Million 0.01% of portfolio
194
Q1 2024 New
$38.2B
$20.6 Million 0.01% of portfolio
80
Q2 2024 Added 2.56%
$14.6B
$9.83 Million 0.01% of portfolio
32
Q2 2024 Added 14.29%
$71.5B
$20.2 Million 0.01% of portfolio
605
Q2 2024 Reduced 11.29%
$6.62B
$12.1 Million 0.01% of portfolio
116
Q2 2024 Added 14.85%
$36.3B
$21.7 Million 0.01% of portfolio
411
Q2 2024 Added 14.17%

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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