Northwest Financial Advisors New Holdings in Q2 2024

Northwest Financial Advisors

  • $145 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
J P Morgan Exchange Traded F
10.4K
New
N/A
10.4K $545M
PCQ
Pimco California Municipal Income Fund

Financial Services
10.8K
New
$9.04 - $9.48 $97.5K - $102K
10.8K $102M
BOND
Pimco Active Bond Exchange Tra

ETFs
1K
New
$89.04 - $91.74 $89K - $91.7K
1K $91.1M
Natixis ETF Tr
1.21K
New
N/A
1.21K $65M
Ge Vernova Inc
298
New
N/A
298 $51.1M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
5.02K
New
$8.39 - $8.71 $42.1K - $43.7K
5.02K $43.3M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
719
New
$47.58 - $48.41 $34.2K - $34.8K
719 $34.5M
FSIG
First Tr ETF Iv LTD Duration I
1.83K
New
$18.55 - $18.85 $34K - $34.5K
1.83K $34.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
489
New
$55.45 - $57.39 $27.1K - $28.1K
489 $27.7M
IR
Ingersoll Rand Inc.

Industrials
237
New
$86.72 - $96.28 $20.6K - $22.8K
237 $21.5M
JPEM
Jp Morgan Diversified Return

ETFs
310
New
$53.03 - $56.92 $16.4K - $17.6K
310 $16.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
178
New
$91.42 - $91.82 $16.3K - $16.3K
178 $16.3M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
1.25K
New
$11.67 - $12.43 $14.6K - $15.5K
1.25K $15.4M
Solventum Corp
288
New
N/A
288 $15.2M
TMC
Tmc The Metals CO Inc.

Basic Materials
10K
New
$1.35 - $1.87 $13.5K - $18.7K
10K $13.5M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
176
New
$73.79 - $77.66 $13K - $13.7K
176 $13.4M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
122
New
$99.32 - $106.72 $12.1K - $13K
122 $12.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
148
New
$75.81 - $80.15 $11.2K - $11.9K
148 $11.5M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
236
New
$47.74 - $48.54 $11.3K - $11.5K
236 $11.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
105
New
$87.04 - $101.61 $9.14K - $10.7K
105 $10.6M
HYLS
First Tr Tactical High Yield L

ETFs
240
New
$40.2 - $41.01 $9.65K - $9.84K
240 $9.75M
PAVE
Global X Fds Us Infrastructure

ETFs
261
New
$36.91 - $39.72 $9.63K - $10.4K
261 $9.66M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
210
New
$43.12 - $48.83 $9.06K - $10.3K
210 $9.15M
RYT
Invesco S&P 500 Equal Weight T

ETFs
240
New
N/A
240 $8.8M
INDS
Pacer Fds Tr Benchmark Indl

ETFs
220
New
$35.35 - $39.56 $7.78K - $8.7K
220 $8.32M
HPF
John Hancock Preferred Income Fund Ii

Financial Services
388
New
$15.53 - $17.62 $6.03K - $6.84K
388 $6.58M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
132
New
$45.15 - $46.21 $5.96K - $6.1K
132 $6.04M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
120
New
$45.98 - $55.51 $5.52K - $6.66K
120 $5.68M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
208
New
$25.69 - $26.82 $5.34K - $5.58K
208 $5.49M
JGRO
J P Morgan Exchange Traded Fd
70
New
N/A
70 $5.26M
FTSL
First Trust Senior Ln Fund

ETFs
106
New
$45.71 - $46.33 $4.85K - $4.91K
106 $4.85M
PEAK
Healthpeak Properties, Inc.

Real Estate
222
New
$17.82 - $19.34 $3.96K - $4.29K
222 $4.35M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
91
New
$46.84 - $47.32 $4.26K - $4.31K
91 $4.29M
EXPD
Expeditors International Of Washington Inc

Industrials
30
New
$111.31 - $127.26 $3.34K - $3.82K
30 $3.74M
MNST
Monster Beverage Corp

Consumer Defensive
66
New
$48.03 - $57.74 $3.17K - $3.81K
66 $3.3M
Labcorp Holdings Inc
15
New
N/A
15 $3.05M
FEMB
First Tr ETF Emerging Markets

ETFs
91
New
$26.98 - $28.5 $2.46K - $2.59K
91 $2.47M
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
AVTR
Avantor, Inc.

Basic Materials
103
New
$21.2 - $25.87 $2.18K - $2.66K
103 $2.18M
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
CAH
Cardinal Health Inc

Healthcare
17
New
$94.75 - $112.06 $1.61K - $1.91K
17 $1.67M
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
BABA
Alibaba Group Holding LTD

Consumer Cyclical
20
New
$68.82 - $88.54 $1.38K - $1.77K
20 $1.44M
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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