Northwest Financial Advisors Purchases in Q2 2024

Northwest Financial Advisors

  • $145 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
Healthcare Rlty Tr
43
New
N/A
43 $709K
SQ
Block, Inc.

Technology
15
+ 115.38%
$61.9 - $81.46 $929 - $1.22K
28 $1.81M
HNI
Hni Corp

Industrials
24
+ 0.74%
$41.08 - $47.24 $986 - $1.13K
3.26K $147M
KIM
Kimco Realty Corp

Real Estate
37
+ 19.07%
$17.6 - $19.53 $651 - $723
231 $4.5M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5
+ 0.03%
$52.5 - $56.42 $263 - $282
14.8K $838M
FTI
Technip Fmc PLC

Energy
25
New
$24.25 - $26.95 $606 - $674
25 $654K
AWI
Armstrong World Industries Inc

Industrials
15
+ 15.46%
$112.03 - $123.24 $1.68K - $1.85K
112 $12.7M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
7
+ 18.42%
$66.35 - $75.97 $464 - $532
45 $3.28M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
9
+ 81.82%
$67.85 - $72.06 $611 - $649
20 $1.41M
MCO
Moodys Corp

Financial Services
1
+ 16.67%
$370.33 - $427.53 $370 - $428
7 $2.95M
MET
Metlife Inc

Financial Services
8
New
$68.55 - $74.22 $548 - $594
8 $562K
HIW
Highwoods Properties, Inc.

Real Estate
21
New
$23.68 - $27.73 $497 - $582
21 $552K
NTRA
Natera, Inc.

Healthcare
5
New
$85.28 - $112.6 $426 - $563
5 $542K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
28
New
$16.75 - $23.34 $469 - $654
28 $495K
CINF
Cincinnati Financial Corp

Financial Services
7
+ 12.28%
$110.88 - $122.17 $776 - $855
64 $7.56M
EXR
Extra Space Storage Inc.

Real Estate
3
New
$132.46 - $159.33 $397 - $478
3 $466K
ITUB
Itau Unibanco Holding S.A.

Financial Services
77
New
$5.8 - $6.74 $447 - $519
77 $450K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
5
+ 0.29%
$49.78 - $53.44 $249 - $267
1.71K $90.5M
PRGO
Perrigo CO PLC

Healthcare
17
New
$25.43 - $33.43 $432 - $568
17 $437K
DASH
Door Dash, Inc.

Communication Services
4
New
$108.78 - $140.95 $435 - $564
4 $436K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
24
+ 23.53%
$42.0 - $49.24 $1.01K - $1.18K
126 $5.54M
PWR
Quanta Services, Inc.

Industrials
2
+ 12.5%
$243.26 - $283.43 $487 - $567
18 $4.57M
VLUE
Ishares Msci Usa Value Factor

ETFs
4
New
$100.16 - $107.88 $401 - $432
4 $414K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
22
+ 1.62%
$7.15 - $7.76 $157 - $171
1.38K $10.6M
AMH
American Homes 4 Rent

Real Estate
11
New
$34.66 - $37.16 $381 - $409
11 $409K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
12
+ 1.36%
$10.85 - $11.81 $130 - $142
897 $10.5M
HUBB
Hubbell Inc

Industrials
1
New
$365.48 - $424.4 $365 - $424
1 $365K
EOG
Eog Resources Inc

Energy
5
+ 3.21%
$118.24 - $137.95 $591 - $690
161 $20.3M
GRMN
Garmin LTD

Technology
2
New
$139.52 - $170.94 $279 - $342
2 $326K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
6
New
$48.39 - $52.81 $290 - $317
6 $293K
ATHM
Autohome Inc.

Communication Services
10
New
$24.25 - $29.94 $243 - $299
10 $275K
ESS
Essex Property Trust, Inc.

Real Estate
1
New
$232.65 - $284.59 $233 - $285
1 $272K
CFLT
Confluent, Inc.

Technology
9
New
$25.7 - $32.23 $231 - $290
9 $266K
Cooper Cos Inc
3
New
N/A
3 $262K
EXAS
Exact Sciences Corp

Healthcare
6
New
$41.33 - $74.26 $248 - $446
6 $254K
CBRE
Cbre Group, Inc.

Real Estate
14
+ 11.38%
$84.9 - $96.51 $1.19K - $1.35K
137 $12.2M
IBKR
Interactive Brokers Group, Inc.

Financial Services
2
New
$107.39 - $128.6 $215 - $257
2 $246K
ETN
Eaton Corp PLC

Industrials
1
+ 0.95%
$303.02 - $340.89 $303 - $341
106 $33.2M
NDSN
Nordson Corp

Industrials
1
New
$225.28 - $278.89 $225 - $279
1 $232K
APTV
Aptiv PLC

Consumer Cyclical
6
+ 28.57%
$67.54 - $84.65 $405 - $508
27 $1.9M
CF
Cf Industries Holdings, Inc.

Basic Materials
3
New
$72.95 - $86.18 $219 - $259
3 $222K
BYD
Boyd Gaming Corp

Consumer Cyclical
4
New
$50.36 - $67.67 $201 - $271
4 $220K
JBL
Jabil Inc

Technology
2
New
$107.92 - $140.47 $216 - $281
2 $218K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
11
New
$16.84 - $21.89 $185 - $241
11 $206K
TFC
Truist Financial Corp

Financial Services
7
+ 0.71%
$35.41 - $40.18 $248 - $281
995 $38.6M
BALL
Ball Corp

Consumer Cyclical
14
+ 14.0%
$60.02 - $70.72 $840 - $990
114 $6.84M
AL
Air Lease Corp

Industrials
2
New
$44.72 - $52.02 $89.4 - $104
2 $95K
Saba Capital Income & Opport
10
New
N/A
10 $80K
ALL
Allstate Corp

Financial Services
3
+ 9.68%
$157.07 - $175.41 $471 - $526
34 $5.43M
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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