Northwest Financial Advisors Incresed Positions in Q2 2024

Northwest Financial Advisors

  • $145 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
FYC
First Trust Small Cap Growth A

ETFs
1
+ 0.41%
$60.92 - $67.49 $60.9 - $67.5
242 $15.9M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1
+ 1.28%
$51.1 - $52.24 $51.1 - $52.2
79 $4.1M
HXL
Hexcel Corp

Industrials
4
+ 17.39%
$61.4 - $73.28 $246 - $293
27 $1.69M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
1
+ 4.55%
$6.8 - $7.52 $6.8 - $7.52
23 $171K
ONL
Orion Office Reit Inc.

Real Estate
1
+ 25.0%
$3.05 - $3.87 $3.05 - $3.87
5 $17K
HST
Host Hotels & Resorts, Inc.

Real Estate
59
+ 14.79%
$17.79 - $20.72 $1.05K - $1.22K
458 $8.23M
FDL
First Tr Morningstar Dividend

ETFs
7
+ 1.24%
$36.38 - $39.01 $255 - $273
571 $21.7M
Brookfield Infrastructure CO
1
+ 1.82%
N/A
56 $1.89M
VGIT
Vanguard Intermediate Term Tre

ETFs
7
+ 0.41%
$57.14 - $58.53 $400 - $410
1.73K $101M
RYAAY
Ryanair Holdings PLC

Industrials
7
+ 20.59%
$112.65 - $148.58 $789 - $1.04K
41 $4.77M
BFB
Brown Forman Corp Cl B
11
+ 14.1%
N/A
89 $3.84M
IYR
Ishares Tr

ETFs
1
+ 0.85%
$81.6 - $89.23 $81.6 - $89.2
119 $10.4M
FDIS
Fidelity Covington Tr Msci Con

ETFs
1
+ 0.49%
$75.8 - $81.9 $75.8 - $81.9
204 $16.5M
KMX
Carmax Inc

Consumer Cyclical
12
+ 13.95%
$67.21 - $85.94 $807 - $1.03K
98 $7.19M
RPRX
Royalty Pharma PLC

Healthcare
6
+ 5.0%
$26.26 - $29.9 $158 - $179
126 $3.32M
MMM
3 M CO

Industrials
40
+ 3.49%
$90.54 - $105.26 $3.62K - $4.21K
1.19K $121M
SIRI
Sirius Xm Holdings Inc.

Communication Services
1
+ 0.24%
$2.53 - $3.83 $2.53 - $3.83
414 $1.17M
OMFL
Invesco Exchange Traded Self I

ETFs
1
+ 0.57%
$51.23 - $54.89 $51.2 - $54.9
175 $9.17M
VMC
Vulcan Materials CO

Basic Materials
3
+ 6.0%
$244.64 - $272.07 $734 - $816
53 $13.2M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.75%
$109.44 - $118.4 $109 - $118
135 $15.3M
IYH
Ishares Tr

ETFs
3
+ 0.25%
$58.05 - $61.75 $174 - $185
1.2K $73.3M
STZ
Constellation Brands, Inc.

Consumer Defensive
2
+ 2.56%
$243.97 - $268.34 $488 - $537
80 $20.6M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
98
+ 0.46%
$27.5 - $28.16 $2.7K - $2.76K
21.4K $600M
BLK
Black Rock Inc.

Financial Services
2
+ 3.77%
$747.3 - $826.77 $1.49K - $1.65K
55 $43.6M
IWP
Ishares Russell Mid Cap Growth

ETFs
7
+ 1.75%
$105.7 - $113.43 $740 - $794
407 $44.9M
BDX
Becton Dickinson & CO

Healthcare
3
+ 2.75%
$225.07 - $246.17 $675 - $739
112 $26.2M
DLTR
Dollar Tree, Inc.

Consumer Defensive
10
+ 13.89%
$103.43 - $135.91 $1.03K - $1.36K
82 $8.76M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.33%
$26.6 - $28.84 $79.8 - $86.5
905 $25.2M
BX
Blackstone Inc.

Financial Services
7
+ 3.03%
$116.13 - $132.0 $813 - $924
238 $29.4M
COF
Capital One Financial Corp

Financial Services
20
+ 5.19%
$133.7 - $148.87 $2.67K - $2.98K
405 $56.1M
CODI
Compass Diversified Holdings

Industrials
7
+ 1.0%
$21.33 - $24.0 $149 - $168
705 $15.4M
ITT
Itt Inc.

Industrials
2
+ 0.8%
$124.49 - $139.66 $249 - $279
251 $32.4M
POOL
Pool Corp

Industrials
4
+ 14.29%
$307.33 - $401.3 $1.23K - $1.61K
32 $9.83M
RWK
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.34%
$106.43 - $115.19 $106 - $115
297 $32.6M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
10
+ 4.63%
$30.84 - $40.19 $308 - $402
226 $6.97M
AME
Ametek Inc

Industrials
3
+ 2.22%
$163.34 - $182.22 $490 - $547
138 $23M
EQIX
Equinix Inc

Real Estate
2
+ 4.26%
$692.71 - $809.68 $1.39K - $1.62K
49 $37.1M
FXO
First Tr Exchange Traded Fd Fi

ETFs
7
+ 0.39%
$43.95 - $47.69 $308 - $334
1.78K $82.5M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1
+ 0.07%
$39.75 - $43.15 $39.8 - $43.2
1.43K $59.4M
MA
Mastercard Inc

Financial Services
4
+ 4.04%
$441.1 - $479.43 $1.76K - $1.92K
103 $45.4M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
4
+ 3.48%
$77.8 - $104.98 $311 - $420
119 $10M
PHO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.07%
$63.04 - $68.93 $63 - $68.9
1.44K $93.4M
IWS
Ishares Russell Midcap Value E

ETFs
14
+ 1.61%
$117.31 - $125.13 $1.64K - $1.75K
885 $107M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6
+ 0.11%
$49.55 - $50.44 $297 - $303
5.7K $285M
CLX
Clorox CO

Consumer Defensive
8
+ 3.69%
$128.21 - $151.65 $1.03K - $1.21K
225 $30.7M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
1
+ 0.78%
$83.09 - $107.18 $83.1 - $107
129 $11.3M
MPC
Marathon Petroleum Corp

Energy
1
+ 0.96%
$168.76 - $219.13 $169 - $219
105 $18.1M
BRKR
Bruker Corp

Healthcare
8
+ 7.21%
$63.57 - $92.93 $509 - $743
119 $7.59M
AON
Aon PLC

Financial Services
3
+ 3.19%
$275.82 - $329.64 $827 - $989
97 $28.5M
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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