Northwest Financial Advisors Purchases in Q2 2024

Northwest Financial Advisors

  • $145 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
112
+ 10.18%
$63.52 - $77.16 $7.11K - $8.64K
1.21K $88.1M
AER
Aer Cap Holdings N.V.

Industrials
27
+ 19.71%
$82.5 - $96.91 $2.23K - $2.62K
164 $15.3M
KMB
Kimberly Clark Corp

Consumer Defensive
4
+ 1.21%
$123.89 - $141.67 $496 - $567
335 $46.2M
MNST
Monster Beverage Corp

Consumer Defensive
66
New
$48.03 - $57.74 $3.17K - $3.81K
66 $3.3M
IRM
Iron Mountain Inc

Real Estate
9
+ 3.46%
$74.42 - $89.62 $670 - $807
269 $24.1M
BNDX
Vanguard Total International B

ETFs
103
+ 2.96%
$48.24 - $49.07 $4.97K - $5.05K
3.59K $174M
NXPI
Nxp Semiconductors N.V.

Technology
11
+ 137.5%
$215.12 - $282.99 $2.37K - $3.11K
19 $5.11M
ED
Consolidated Edison Inc

Utilities
38
+ 18.63%
$87.42 - $98.12 $3.32K - $3.73K
242 $21.6M
Labcorp Holdings Inc
15
New
N/A
15 $3.05M
PLD
Prologis, Inc.

Real Estate
39
+ 48.75%
$101.88 - $127.92 $3.97K - $4.99K
119 $13.4M
MO
Altria Group, Inc.

Consumer Defensive
50
+ 17.73%
$40.75 - $46.83 $2.04K - $2.34K
332 $15.1M
JCI
Johnson Controls International PLC

Industrials
39
+ 125.81%
$60.47 - $73.9 $2.36K - $2.88K
70 $4.65M
INVH
Invitation Homes Inc.

Real Estate
73
+ 1460.0%
$33.04 - $35.89 $2.41K - $2.62K
78 $2.8M
CE
Celanese Corp

Basic Materials
21
+ 233.33%
$134.4 - $171.27 $2.82K - $3.6K
30 $4.05M
VHT
Vanguard Health Care ETF

ETFs
11
+ 11.7%
$252.83 - $269.37 $2.78K - $2.96K
105 $27.9M
GM
General Motors CO

Consumer Cyclical
48
+ 20.0%
$42.37 - $48.86 $2.03K - $2.35K
288 $13.4M
FEMB
First Tr ETF Emerging Markets

ETFs
91
New
$26.98 - $28.5 $2.46K - $2.59K
91 $2.47M
ENTG
Entegris Inc

Technology
22
+ 17.89%
$122.2 - $140.62 $2.69K - $3.09K
145 $19.6M
PVH
Pvh Corp.

Consumer Cyclical
22
New
$105.49 - $139.73 $2.32K - $3.07K
22 $2.33M
ROST
Ross Stores, Inc.

Consumer Cyclical
16
New
$127.68 - $150.38 $2.04K - $2.41K
16 $2.33M
Gsk PLC
60
New
N/A
60 $2.31M
HYD
Vaneck High Yield Muni ETF

ETFs
44
New
$51.05 - $52.32 $2.25K - $2.3K
44 $2.27M
LRCX
Lam Research Corp

Technology
2
+ 200.0%
$868.07 - $1089.58 $1.74K - $2.18K
3 $3.2M
O
Realty Income Corp

Real Estate
51
+ 14.17%
$50.8 - $55.45 $2.59K - $2.83K
411 $21.7M
AVTR
Avantor, Inc.

Basic Materials
103
New
$21.2 - $25.87 $2.18K - $2.66K
103 $2.18M
SCHW
Schwab Charles Corp

Financial Services
3
+ 0.23%
$70.03 - $78.9 $210 - $237
1.33K $97.9M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
165
New
$11.3 - $11.9 $1.86K - $1.96K
165 $1.91M
NTAP
Net App, Inc.

Technology
14
New
$97.91 - $129.03 $1.37K - $1.81K
14 $1.8M
SJNK
Spdr Bloomberg Short Term High

ETFs
71
New
$24.69 - $25.06 $1.75K - $1.78K
71 $1.77M
USB
Us Bancorp \De\

Financial Services
54
+ 69.23%
$38.45 - $43.95 $2.08K - $2.37K
132 $5.24M
BKR
Baker Hughes CO

Energy
47
+ 79.66%
$31.09 - $35.17 $1.46K - $1.65K
106 $3.73M
CAH
Cardinal Health Inc

Healthcare
17
New
$94.75 - $112.06 $1.61K - $1.91K
17 $1.67M
HPQ
Hp Inc

Technology
2
+ 0.6%
$27.62 - $38.36 $55.2 - $76.7
337 $11.8M
CLF
Cleveland Cliffs Inc.

Basic Materials
107
New
$14.45 - $22.83 $1.55K - $2.44K
107 $1.65M
FDS
Factset Research Systems Inc

Financial Services
4
New
$394.89 - $452.48 $1.58K - $1.81K
4 $1.63M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1
+ 0.35%
$194.47 - $218.2 $194 - $218
286 $62.4M
IBN
Icici Bank LTD

Financial Services
36
+ 15.32%
$25.43 - $29.01 $915 - $1.04K
271 $7.81M
MTB
M&T Bank Corp

Financial Services
8
+ 12.31%
$134.56 - $155.06 $1.08K - $1.24K
73 $11M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1
+ 0.22%
$102.41 - $112.98 $102 - $113
459 $51.6M
STE
Steris PLC

Healthcare
9
+ 11.69%
$199.01 - $236.0 $1.79K - $2.12K
86 $18.9M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
22
+ 1.24%
$81.05 - $81.66 $1.78K - $1.8K
1.79K $146M
TT
Trane Technologies PLC

Industrials
3
+ 15.0%
$288.27 - $345.38 $865 - $1.04K
23 $7.57M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
1
+ 1.06%
$203.59 - $256.17 $204 - $256
95 $23.4M
PCAR
Paccar Inc

Industrials
16
+ 177.78%
$102.94 - $123.1 $1.65K - $1.97K
25 $2.57M
TTE
Total Energies Se

Energy
26
+ 19.85%
$65.76 - $74.56 $1.71K - $1.94K
157 $10.5M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
20
New
$68.82 - $88.54 $1.38K - $1.77K
20 $1.44M
SHOP
Shopify Inc.

Technology
29
+ 67.44%
$56.97 - $78.19 $1.65K - $2.27K
72 $4.76M
SWKS
Skyworks Solutions, Inc.

Technology
16
+ 8.21%
$89.72 - $107.86 $1.44K - $1.73K
211 $22.5M
EQR
Equity Residential

Real Estate
2
+ 1.0%
$59.68 - $69.34 $119 - $139
203 $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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