Northwest Financial Advisors Purchases in Q4 2024

Northwest Financial Advisors

  • $121 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LPLA
Lpl Financial Holdings Inc.

Financial Services
14
+ 0.09%
$229.85 - $335.91 $3.22K - $4.7K
15.5K $5.06B
BND
Vanguard Bd Index Fd Inc Total

ETFs
15.9K
+ 180.28%
$71.75 - $75.11 $1.14M - $1.19M
24.6K $1.77B
AMZN
Amazon Com Inc

Consumer Cyclical
180
+ 0.75%
$180.88 - $232.93 $32.6K - $41.9K
24.1K $5.29B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
9.59K
+ 27.55%
$65.67 - $69.79 $630K - $669K
44.4K $2.98B
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.3K
+ 162.39%
$370.24 - $418.94 $483K - $546K
2.11K $846M
GTO
Invesco Actively Managed ETF T

ETFs
12.4K
+ 27.59%
$46.33 - $48.41 $574K - $600K
57.3K $2.66B
J P Morgan Exchange Traded F
10.2K
+ 51.25%
N/A
30.1K $1.57B
IWD
Ishares Russell 1000 Val ETF

ETFs
2.42K
+ 802.99%
$183.23 - $199.79 $443K - $483K
2.72K $503M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
16K
New
N/A
16K $434M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.03K
+ 218.28%
$96.64 - $101.23 $389K - $407K
5.87K $569M
BOND
Pimco Active Bond Exchange Tra

ETFs
4.41K
+ 42.87%
$90.42 - $94.5 $399K - $417K
14.7K $1.33B
JMBS
Janus Detroit Str Tr Henderson

ETFs
9.64K
+ 29.06%
$44.03 - $46.65 $425K - $450K
42.8K $1.89B
GLD
Spdr Gold Trust

ETFs
1.38K
+ 40.39%
$236.59 - $257.5 $326K - $355K
4.79K $1.16B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
4.02K
+ 87.88%
$77.23 - $82.11 $311K - $330K
8.6K $669M
QQQ
Invesco Qqq Trust, Series 1

ETFs
109
+ 1.01%
$481.22 - $538.17 $52.5K - $58.7K
10.9K $5.58B
CGDV
Capital Group Divid Value ETF

ETFs
9.23K
+ 35.75%
$35.16 - $37.12 $324K - $343K
35K $1.24B
NOC
Northrop Grumman Corp

Industrials
591
+ 386.27%
$466.52 - $543.88 $276K - $321K
744 $349M
JPM
Jpmorgan Chase & CO

Financial Services
481
+ 9.16%
$205.18 - $250.29 $98.7K - $120K
5.73K $1.37B
VNQ
Vanguard Specialized Funds Van

ETFs
3K
+ 351.11%
$87.85 - $98.6 $264K - $296K
3.86K $344M
V
Visa Inc.

Financial Services
400
+ 13.37%
$273.87 - $320.91 $110K - $128K
3.39K $1.07B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.06K
New
$119.34 - $127.78 $245K - $263K
2.06K $245M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.19K
New
$75.1 - $82.99 $239K - $264K
3.19K $241M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
4.73K
New
$50.06 - $55.0 $237K - $260K
4.73K $238M
RDVY
First Trust Rising Dividend Ac

ETFs
3.94K
+ 7.84%
$58.65 - $64.37 $231K - $254K
54.2K $3.21B
JHMD
John Hancock ETF Tr Multifacto

ETFs
8.38K
+ 41.99%
$32.06 - $35.14 $269K - $295K
28.3K $909M
IVV
Ishares Core S&P 500 ETF

ETFs
307
+ 17.63%
$570.51 - $610.59 $175K - $187K
2.05K $1.21B
IWP
Ishares Russell Mid Cap Growth

ETFs
1.38K
+ 339.31%
$116.4 - $138.52 $161K - $191K
1.79K $227M
IWS
Ishares Russell Midcap Value E

ETFs
1.19K
+ 126.43%
$128.08 - $140.32 $153K - $167K
2.13K $276M
GOOG
Alphabet Inc.

Communication Services
263
+ 7.04%
$163.08 - $198.16 $42.9K - $52.1K
4K $762M
CRM
Salesforce, Inc.

Technology
2
+ 0.1%
$270.87 - $367.87 $542 - $736
1.99K $665M
WMT
Walmart Inc.

Consumer Defensive
633
+ 10.69%
$79.1 - $95.7 $50.1K - $60.6K
6.55K $592M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
604
+ 4.07%
$58.39 - $67.04 $35.3K - $40.5K
15.5K $981M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.09K
+ 43.63%
$98.47 - $109.35 $108K - $120K
3.6K $354M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
750
+ 61.27%
$126.68 - $134.74 $95K - $101K
1.97K $252M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.66K
+ 68.77%
$57.38 - $61.11 $95.1K - $101K
4.07K $237M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
139
+ 37.77%
$521.84 - $558.82 $72.5K - $77.7K
507 $273M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
183
+ 23.02%
$442.29 - $483.08 $80.9K - $88.4K
978 $443M
AVGO
Broadcom Inc.

Technology
2
+ 0.17%
$159.67 - $250.0 $319 - $500
1.19K $277M
MAR
Marriott International Inc

Consumer Cyclical
68
+ 4.89%
$246.06 - $292.59 $16.7K - $19.9K
1.46K $407M
DIS
Walt Disney CO

Communication Services
144
+ 5.72%
$92.39 - $117.6 $13.3K - $16.9K
2.66K $297M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.47K
+ 17.71%
$35.45 - $40.33 $52.3K - $59.4K
9.8K $351M
CSCO
Cisco Systems, Inc.

Technology
409
+ 10.48%
$52.45 - $60.02 $21.5K - $24.5K
4.31K $255M
XLK
Technology Sector Spdr

ETFs
172
+ 18.03%
$220.26 - $241.44 $37.9K - $41.5K
1.13K $262M
CGGR
Capital Group Growth ETF Shs C

ETFs
280
+ 1.92%
$34.49 - $39.24 $9.66K - $11K
14.9K $554M
TJX
Tjx Companies Inc

Consumer Cyclical
301
+ 15.72%
$112.15 - $127.2 $33.8K - $38.3K
2.22K $268M
XLI
Industrial Sector Spdr

ETFs
304
+ 17.36%
$131.76 - $143.99 $40.1K - $43.8K
2.06K $271M
RSP
Invesco S&P 500 Equal Weight E

ETFs
262
+ 5.15%
$174.22 - $187.62 $45.6K - $49.2K
5.35K $937M
VBK
Vanguard Small Cap Growth ETF

ETFs
1
+ 0.07%
$264.18 - $304.19 $264 - $304
1.52K $427M
CGMU
Capital Group Core Plus Income
910
+ 7.63%
N/A
12.8K $346M
Activity Summary
Buys All Purchases 89 New Holdings 4 Increased Positions 85 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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