Northwest Financial Advisors Incresed Positions in Q2 2024

Northwest Financial Advisors

  • $145 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
Linde PLC
3
+ 1.52%
N/A
200 $87.8M
HII
Huntington Ingalls Industries, Inc.

Industrials
8
+ 6.11%
$238.46 - $287.6 $1.91K - $2.3K
139 $34.2M
RPM
Rpm International Inc

Basic Materials
2
+ 0.53%
$106.57 - $118.52 $213 - $237
380 $40.9M
VZ
Verizon Communications Inc

Communication Services
21
+ 0.28%
$38.6 - $42.84 $811 - $900
7.59K $313M
ROK
Rockwell Automation, Inc

Industrials
6
+ 1.53%
$254.39 - $288.52 $1.53K - $1.73K
397 $109M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3
+ 0.22%
$124.6 - $132.46 $374 - $397
1.38K $175M
ARKG
Ark Genomic Revolution ETF (De

ETFs
33
+ 2.32%
$23.01 - $28.35 $759 - $936
1.46K $34.2M
ADSK
Autodesk, Inc.

Technology
13
+ 1.6%
$199.93 - $259.44 $2.6K - $3.37K
828 $205M
HD
Home Depot, Inc.

Consumer Cyclical
8
+ 3.04%
$325.1 - $368.03 $2.6K - $2.94K
271 $93.4M
GGG
Graco Inc

Industrials
2
+ 0.34%
$78.11 - $92.86 $156 - $186
583 $46.2M
COP
Conocophillips

Energy
1
+ 0.15%
$109.39 - $133.52 $109 - $134
659 $75.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 1.06%
$396.73 - $420.24 $3.97K - $4.2K
955 $388M
NSC
Norfolk Southern Corp

Industrials
2
+ 0.84%
$209.9 - $253.39 $420 - $507
239 $51.2M
PPG
Ppg Industries Inc

Basic Materials
1
+ 0.18%
$124.9 - $143.38 $125 - $143
572 $72M
AMD
Advanced Micro Devices Inc

Technology
1
+ 0.15%
$144.27 - $183.34 $144 - $183
658 $107M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
11
+ 0.45%
$377.31 - $399.95 $4.15K - $4.4K
2.47K $965M
MAS
Masco Corp

Industrials
5
+ 0.48%
$65.48 - $77.9 $327 - $390
1.05K $69.7M
TGT
Target Corp

Consumer Defensive
1
+ 0.23%
$141.16 - $177.82 $141 - $178
431 $63.8M
MAR
Marriott International Inc

Consumer Cyclical
4
+ 0.28%
$228.38 - $258.55 $914 - $1.03K
1.41K $341M
ABT
Abbott Laboratories

Healthcare
41
+ 2.19%
$100.73 - $112.44 $4.13K - $4.61K
1.92K $199M
DE
Deere & CO

Industrials
3
+ 0.66%
$364.98 - $414.02 $1.09K - $1.24K
460 $172M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
23
+ 0.46%
$102.13 - $110.88 $2.35K - $2.55K
5.04K $537M
RSP
Invesco S&P 500 Equal Weight E

ETFs
15
+ 0.37%
$159.21 - $168.37 $2.39K - $2.53K
4.05K $665M
CMCSA
Comcast Corp

Communication Services
12
+ 0.25%
$36.9 - $42.28 $443 - $507
4.77K $187M
GE
General Electric CO

Industrials
12
+ 0.89%
$136.47 - $175.36 $1.64K - $2.1K
1.36K $216M
SBUX
Starbucks Corp

Consumer Cyclical
31
+ 1.65%
$72.5 - $91.53 $2.25K - $2.84K
1.91K $148M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
14
+ 0.13%
$56.43 - $60.79 $790 - $851
11.2K $655M
CAT
Caterpillar Inc

Industrials
29
+ 2.65%
$321.47 - $379.3 $9.32K - $11K
1.12K $374M
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.24%
$214.27 - $249.28 $429 - $499
828 $183M
IBM
International Business Machines Corp

Technology
76
+ 3.31%
$164.43 - $190.9 $12.5K - $14.5K
2.37K $411M
Kenvue Inc
29
+ 0.33%
N/A
8.93K $162M
ABBV
Abb Vie Inc.

Healthcare
28
+ 0.79%
$154.79 - $180.76 $4.33K - $5.06K
3.56K $610M
MDT
Medtronic PLC

Healthcare
6
+ 0.15%
$78.71 - $87.02 $472 - $522
4.03K $317M
MCD
Mcdonalds Corp

Consumer Cyclical
13
+ 0.7%
$249.37 - $280.22 $3.24K - $3.64K
1.86K $474M
V
Visa Inc.

Financial Services
26
+ 0.73%
$262.47 - $281.5 $6.82K - $7.32K
3.57K $936M
DIS
Walt Disney CO

Communication Services
23
+ 0.87%
$99.29 - $122.82 $2.28K - $2.82K
2.66K $264M
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
Track This Portfolio

Track Northwest Financial Advisors Portfolio

Follow Northwest Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northwest Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Northwest Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email