Northwest Financial Advisors Purchases in Q4 2024

Northwest Financial Advisors

  • $121 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
134
+ 8.4%
$141.15 - $162.53 $18.9K - $21.8K
1.73K $250M
XOM
Exxon Mobil Corp

Energy
626
+ 11.52%
$105.51 - $125.37 $66K - $78.5K
6.06K $652M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
10
+ 0.41%
$417.69 - $450.94 $4.18K - $4.51K
2.46K $1.05B
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.13%
$567.81 - $607.81 $568 - $608
746 $437M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
276
+ 4.47%
$69.58 - $74.87 $19.2K - $20.7K
6.45K $452M
LOW
Lowes Companies Inc

Consumer Cyclical
106
+ 14.02%
$244.52 - $284.07 $25.9K - $30.1K
862 $213M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.86K
+ 194.84%
$22.01 - $66.82 $129K - $391K
8.86K $201M
VO
Vanguard Mid Cap ETF

ETFs
3
+ 0.34%
$261.5 - $284.63 $785 - $854
893 $236M
T Rowe Price ETF Inc
20
+ 0.11%
N/A
18.6K $620M
IBM
International Business Machines Corp

Technology
16
+ 0.45%
$204.9 - $238.04 $3.28K - $3.81K
3.57K $784M
PG
Procter & Gamble CO

Consumer Defensive
138
+ 2.74%
$161.05 - $179.7 $22.2K - $24.8K
5.18K $868M
PEP
Pepsico Inc

Consumer Defensive
120
+ 9.12%
$151.29 - $176.1 $18.2K - $21.1K
1.44K $218M
DVY
Ishares Tr

ETFs
9
+ 0.34%
$129.55 - $143.41 $1.17K - $1.29K
2.68K $352M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
14
+ 0.13%
$80.18 - $88.79 $1.12K - $1.24K
10.8K $872M
PFF
Ishares Trust Ishares Pfd And

ETFs
203
+ 1.77%
$31.23 - $33.51 $6.34K - $6.8K
11.7K $367M
XLE
Energy Sector Spdr

ETFs
13
+ 0.18%
$83.32 - $97.27 $1.08K - $1.26K
7.17K $614M
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
257
+ 0.51%
$12.65 - $13.62 $3.25K - $3.5K
50.3K $637M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
22
+ 0.18%
$67.38 - $75.88 $1.48K - $1.67K
12K $814M
D
Dominion Energy, Inc

Utilities
4
+ 0.08%
$52.63 - $60.92 $211 - $244
4.95K $267M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
73
+ 0.56%
$39.3 - $41.34 $2.87K - $3.02K
13K $513M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1
+ 0.01%
$88.59 - $94.57 $88.6 - $94.6
9.85K $874M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.06%
$288.47 - $316.54 $288 - $317
1.71K $496M
KO
Coca Cola CO

Consumer Defensive
112
+ 3.28%
$61.74 - $71.71 $6.91K - $8.03K
3.53K $220M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
10
+ 0.03%
$40.26 - $42.88 $403 - $429
39K $1.58B
MISL
First Tr Exchange Traded Fd In
47
+ 0.2%
N/A
23.1K $704M
VZ
Verizon Communications Inc

Communication Services
123
+ 1.59%
$39.6 - $45.21 $4.87K - $5.56K
7.88K $315M
TTC
Toro CO

Industrials
139
+ 2.04%
$80.1 - $88.44 $11.1K - $12.3K
6.95K $556M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
798
+ 4.87%
$99.2 - $108.47 $79.2K - $86.6K
17.2K $1.71B
MDT
Medtronic PLC

Healthcare
2
+ 0.05%
$79.61 - $92.24 $159 - $184
4.01K $320M
CGGO
Capital Group Global Growth Eq

ETFs
15
+ 0.03%
$29.21 - $30.67 $438 - $460
46.8K $1.37B
VIG
Vanguard Dividend Appreciation

ETFs
11
+ 0.05%
N/A
21.1K $4.13B
MRK
Merck & Co., Inc.

Healthcare
13
+ 0.37%
$96.31 - $114.76 $1.25K - $1.49K
3.56K $354M
CARR
Carrier Global Corp

Industrials
10
+ 0.23%
$66.69 - $82.65 $667 - $827
4.28K $292M
ABBV
Abb Vie Inc.

Healthcare
20
+ 0.63%
$164.99 - $203.87 $3.3K - $4.08K
3.22K $571M
JNJ
Johnson & Johnson

Healthcare
469
+ 4.96%
$143.34 - $165.86 $67.2K - $77.8K
9.92K $1.43B
QCOM
Qualcomm Inc

Technology
8
+ 0.11%
$150.4 - $178.04 $1.2K - $1.42K
7.35K $1.13B
LMT
Lockheed Martin Corp

Industrials
2
+ 0.11%
$479.66 - $614.62 $959 - $1.23K
1.75K $848M
BAH
Booz Allen Hamilton Holding Corp

Industrials
32
+ 0.35%
$128.36 - $186.0 $4.11K - $5.95K
9.07K $1.17B
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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