Northwest Financial Advisors Incresed Positions in Q2 2024

Northwest Financial Advisors

  • $145 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
28.2K
+ 1170.39%
$118.11 - $1224.4 $3.33M - $34.5M
30.6K $3.78B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
28.3K
+ 227.77%
$22.12 - $22.75 $625K - $643K
40.7K $918M
GTO
Invesco Actively Managed ETF T

ETFs
12.6K
+ 37.97%
$45.43 - $46.93 $573K - $592K
45.8K $2.12B
MSFT
Microsoft Corp

Technology
14
+ 0.07%
$389.33 - $452.85 $5.45K - $6.34K
18.9K $8.43B
JMBS
Janus Detroit Str Tr Henderson

ETFs
10.2K
+ 43.39%
$43.55 - $45.05 $443K - $458K
33.6K $1.5B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
5.36K
+ 18.87%
$57.33 - $65.34 $307K - $350K
33.7K $2.14B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
8.96K
+ 16898.11%
$42.0 - $47.28 $376K - $423K
9.01K $423M
SPIB
Spdr Portfolio Intermediate Te

ETFs
10.2K
+ 111.17%
$32.02 - $32.68 $328K - $334K
19.4K $633M
PFF
Ishares Trust Ishares Pfd And

ETFs
10.1K
+ 650.94%
$30.65 - $32.13 $309K - $324K
11.6K $366M
IVV
Ishares Core S&P 500 ETF

ETFs
312
+ 6.79%
$497.53 - $549.64 $155K - $171K
4.9K $2.68B
LPLA
Lpl Financial Holdings Inc.

Financial Services
16
+ 0.1%
$256.41 - $288.82 $4.1K - $4.62K
15.4K $4.3B
MBB
Ishares Tr

ETFs
2.6K
+ 48.62%
$89.41 - $92.64 $232K - $241K
7.94K $729M
QCOM
Qualcomm Inc

Technology
84
+ 1.15%
$157.63 - $227.09 $13.2K - $19.1K
7.37K $1.47B
IVW
Ishares S&P 500 Growth ETF

ETFs
1.97K
+ 91.96%
$79.31 - $93.31 $156K - $183K
4.1K $380M
MUB
Ishares National Muni Bond ETF

ETFs
1.97K
+ 17.73%
$105.37 - $107.16 $207K - $211K
13.1K $1.39B
SPYG
Spdr Portfolio

ETFs
836
+ 5.71%
$68.71 - $80.95 $57.4K - $67.7K
15.5K $1.24B
AVGO
Broadcom Inc.

Technology
65
+ 32.66%
$1204.71 - $1828.87 $78.3K - $119K
264 $424M
GOOG
Alphabet Inc.

Communication Services
39
+ 0.85%
$151.94 - $186.86 $5.93K - $7.29K
4.61K $846M
VPU
Vanguard Utilities ETF

ETFs
851
+ 39.97%
$136.04 - $157.94 $116K - $134K
2.98K $441M
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
9.71K
+ 24.16%
$10.48 - $11.5 $102K - $112K
49.9K $574M
JHMD
John Hancock ETF Tr Multifacto

ETFs
4.35K
+ 29.08%
$32.89 - $35.14 $143K - $153K
19.3K $645M
CGDV
Capital Group Divid Value ETF

ETFs
3.58K
+ 19.7%
$31.1 - $33.37 $111K - $119K
21.8K $718M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.6K
+ 37.42%
$55.18 - $59.2 $88.5K - $94.9K
5.89K $349M
META
Meta Platforms, Inc.

Communication Services
65
+ 1.92%
$430.17 - $527.34 $28K - $34.3K
3.45K $1.74B
VO
Vanguard Mid Cap ETF

ETFs
406
+ 13.38%
$234.99 - $248.98 $95.4K - $101K
3.44K $833M
VB
Vanguard Small Cap ETF

ETFs
499
+ 14.5%
$210.76 - $226.94 $105K - $113K
3.94K $859M
ORCL
Oracle Corp

Technology
63
+ 1.63%
$113.75 - $144.64 $7.17K - $9.11K
3.93K $554M
HEFA
Ishares Currency Hedged Msci E

ETFs
1.9K
+ 9052.38%
$33.83 - $35.94 $64.3K - $68.3K
1.92K $68.3M
NVO
Novo Nordisk A S

Healthcare
136
+ 4.25%
$122.71 - $146.91 $16.7K - $20K
3.33K $476M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.57K
+ 13.56%
$30.03 - $33.13 $47K - $51.9K
13.1K $431M
WMT
Walmart Inc.

Consumer Defensive
32
+ 0.44%
$58.85 - $68.9 $1.88K - $2.2K
7.3K $494M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.01%
$245.23 - $269.4 $245 - $269
7.1K $1.9B
BAH
Booz Allen Hamilton Holding Corp

Industrials
31
+ 0.35%
$139.51 - $158.51 $4.32K - $4.91K
9.01K $1.39B
NEE
Nextera Energy Inc

Utilities
583
+ 42.22%
$61.7 - $80.02 $36K - $46.7K
1.96K $139M
NFLX
Netflix Inc

Communication Services
10
+ 1.54%
$550.64 - $686.12 $5.51K - $6.86K
660 $445M
CGCP
Capital Group Core Plus Income

ETFs
2.3K
+ 94.85%
$21.83 - $22.48 $50.2K - $51.7K
4.73K $105M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
1.42K
+ 59.76%
$38.4 - $40.81 $54.6K - $58.1K
3.8K $148M
IEMG
Ishares Inc

ETFs
548
+ 5.42%
$50.02 - $54.95 $27.4K - $30.1K
10.7K $571M
IEFA
Ishares Tr

ETFs
1.04K
+ 5.11%
$70.77 - $76.19 $73.7K - $79.3K
21.4K $1.56B
QUAL
Ishares Msci Usa Quality Facto

ETFs
158
+ 6.3%
$154.56 - $173.19 $24.4K - $27.4K
2.67K $455M
IYW
Ishares Dj Us Tech ETF

ETFs
93
+ 5.2%
$124.75 - $153.46 $11.6K - $14.3K
1.88K $283M
AMAT
Applied Materials Inc

Technology
53
+ 5.53%
$189.46 - $247.83 $10K - $13.1K
1.01K $239M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.42K
+ 31.92%
$32.33 - $34.91 $45.8K - $49.5K
5.86K $196M
GOOGL
Alphabet Inc.

Communication Services
38
+ 3.69%
$150.53 - $185.41 $5.72K - $7.05K
1.07K $194M
EFG
Msci Eafe Growth ETF

ETFs
411
+ 16.75%
$97.17 - $106.25 $39.9K - $43.7K
2.87K $293M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
1.01K
+ 100.6%
$36.18 - $39.61 $36.5K - $39.9K
2.01K $76.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
46
+ 7.46%
$316.15 - $367.33 $14.5K - $16.9K
663 $242M
TFLO
Ishares Treasury Floating Rate

ETFs
653
+ 39.65%
$50.44 - $50.7 $32.9K - $33.1K
2.3K $117M
CGMS
Capital Grp Core Plus Income E
1.11K
+ 95.6%
N/A
2.27K $61.1M
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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