Northwest Financial Advisors Purchases in Q2 2024

Northwest Financial Advisors

  • $145 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
210
New
$43.12 - $48.83 $9.06K - $10.3K
210 $9.15M
RYT
Invesco S&P 500 Equal Weight T

ETFs
240
New
N/A
240 $8.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
82
+ 3.28%
$40.83 - $44.89 $3.35K - $3.68K
2.58K $113M
T
At&T Inc.

Communication Services
203
+ 6.81%
$16.09 - $19.11 $3.27K - $3.88K
3.18K $60.8M
INDS
Pacer Fds Tr Benchmark Indl

ETFs
220
New
$35.35 - $39.56 $7.78K - $8.7K
220 $8.32M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
3
+ 5.17%
$883.2 - $1071.19 $2.65K - $3.21K
61 $64.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
107
+ 428.0%
$75.81 - $76.76 $8.11K - $8.21K
132 $10.1M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
7
+ 7.78%
$392.81 - $485.53 $2.75K - $3.4K
97 $45.5M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.57K
+ 4900.0%
$62.41 - $3427.61 $97.9K - $5.37M
1.6K $100M
TMUS
T Mobile Us, Inc.

Communication Services
9
+ 2.06%
$159.79 - $180.69 $1.44K - $1.63K
445 $78.3M
HPF
John Hancock Preferred Income Fund Ii

Financial Services
388
New
$15.53 - $17.62 $6.03K - $6.84K
388 $6.58M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
346
+ 16.64%
$96.76 - $109.6 $33.5K - $37.9K
2.43K $235M
XOM
Exxon Mobil Corp

Energy
111
+ 1.93%
$108.36 - $122.2 $12K - $13.6K
5.87K $676M
KMI
Kinder Morgan, Inc.

Energy
87
+ 2.86%
$17.69 - $20.11 $1.54K - $1.75K
3.13K $62.3M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
132
New
$45.15 - $46.21 $5.96K - $6.1K
132 $6.04M
AJG
Arthur J. Gallagher & Co.

Financial Services
1
+ 0.17%
$230.52 - $265.19 $231 - $265
606 $157M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
120
New
$45.98 - $55.51 $5.52K - $6.66K
120 $5.68M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
208
New
$25.69 - $26.82 $5.34K - $5.58K
208 $5.49M
JGRO
J P Morgan Exchange Traded Fd
70
New
N/A
70 $5.26M
WFC
Wells Fargo & Company

Financial Services
55
+ 4.89%
$56.41 - $62.34 $3.1K - $3.43K
1.18K $70.1M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1
+ 0.1%
$196.29 - $215.75 $196 - $216
981 $207M
RTX
Raytheon Technologies Corp

Industrials
8
+ 0.54%
$97.55 - $108.44 $780 - $868
1.48K $148M
FTSL
First Trust Senior Ln Fund

ETFs
106
New
$45.71 - $46.33 $4.85K - $4.91K
106 $4.85M
FDX
Fedex Corp

Industrials
8
+ 3.42%
$245.11 - $299.84 $1.96K - $2.4K
242 $72.6M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 3.03%
$704.88 - $870.75 $705 - $871
34 $28.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
80
+ 2.25%
$95.11 - $97.92 $7.61K - $7.83K
3.63K $352M
SO
Southern CO

Utilities
50
+ 41.67%
$67.77 - $80.71 $3.39K - $4.04K
170 $13.2M
ISRG
Intuitive Surgical Inc

Healthcare
5
+ 10.2%
$366.34 - $445.11 $1.83K - $2.23K
54 $24M
PEAK
Healthpeak Properties, Inc.

Real Estate
222
New
$17.82 - $19.34 $3.96K - $4.29K
222 $4.35M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
91
New
$46.84 - $47.32 $4.26K - $4.31K
91 $4.29M
RYH
Invesco S&P 500 Equal Weight H

ETFs
170
+ 35.49%
N/A
649 $19.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
13
+ 12.38%
$541.52 - $599.02 $7.04K - $7.79K
118 $65.3M
CHDN
Churchill Downs Inc

Consumer Cyclical
22
+ 32.35%
$118.96 - $140.74 $2.62K - $3.1K
90 $12.6M
LII
Lennox International Inc

Industrials
6
+ 30.0%
$455.15 - $550.42 $2.73K - $3.3K
26 $13.9M
FLEX
Flex Ltd.

Technology
136
+ 202.99%
$26.34 - $33.78 $3.58K - $4.59K
203 $5.99M
PANW
Palo Alto Networks Inc

Technology
7
+ 23.33%
$265.2 - $340.82 $1.86K - $2.39K
37 $12.5M
PULS
Pgim ETF Tr

ETFs
80
+ 0.63%
$49.47 - $49.75 $3.96K - $3.98K
12.8K $635M
WELL
Welltower Inc.

Real Estate
32
+ 58.18%
$88.31 - $105.01 $2.83K - $3.36K
87 $9.07M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
16
+ 0.34%
$68.68 - $73.31 $1.1K - $1.17K
4.66K $339M
TDG
Trans Digm Group Inc

Industrials
2
+ 7.69%
$1187.7 - $1362.3 $2.38K - $2.72K
28 $35.8M
EXPD
Expeditors International Of Washington Inc

Industrials
30
New
$111.31 - $127.26 $3.34K - $3.82K
30 $3.74M
MS
Morgan Stanley

Financial Services
8
+ 0.84%
$86.19 - $101.53 $690 - $812
964 $93.7M
XYL
Xylem Inc.

Industrials
26
+ 118.18%
$126.22 - $145.95 $3.28K - $3.79K
48 $6.51M
MFC
Manulife Financial Corp

Financial Services
18
+ 0.95%
$22.78 - $26.69 $410 - $480
1.92K $51.1M
MU
Micron Technology Inc

Technology
3
+ 1.32%
$106.77 - $153.45 $320 - $460
230 $30.3M
EMB
Ishares Tr

ETFs
40
+ 88.89%
$86.66 - $89.88 $3.47K - $3.6K
85 $7.52M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
68
+ 194.29%
$50.64 - $51.3 $3.44K - $3.49K
103 $5.28M
FCX
Freeport Mcmoran Inc

Basic Materials
57
+ 12.78%
$47.26 - $54.86 $2.69K - $3.13K
503 $24.4M
APH
Amphenol Corp

Technology
117
+ 125.81%
$67.16 - $136.4 $7.86K - $16K
210 $14.1M
Activity Summary
Buys All Purchases 388 New Holdings 101 Increased Positions 287 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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