Northwest Financial Advisors New Holdings in Q2 2024

Northwest Financial Advisors

  • $145 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
NVS
Novartis Ag

Healthcare
13
New
$92.57 - $107.37 $1.2K - $1.4K
13 $1.38M
FSLR
First Solar, Inc.

Technology
6
New
$166.73 - $300.71 $1K - $1.8K
6 $1.35M
RELX
Relx PLC

Communication Services
29
New
$41.07 - $46.15 $1.19K - $1.34K
29 $1.33M
EW
Edwards Lifesciences Corp

Healthcare
14
New
$84.3 - $94.31 $1.18K - $1.32K
14 $1.29M
SEIC
Sei Investments CO

Financial Services
19
New
$64.34 - $70.99 $1.22K - $1.35K
19 $1.23M
KHC
Kraft Heinz CO

Consumer Defensive
36
New
$32.22 - $38.65 $1.16K - $1.39K
36 $1.16M
RHI
Robert Half International Inc.

Industrials
18
New
$62.25 - $78.18 $1.12K - $1.41K
18 $1.15M
MAA
Mid America Apartment Communities Inc.

Real Estate
8
New
$123.79 - $143.32 $990 - $1.15K
8 $1.14M
CNC
Centene Corp

Healthcare
17
New
$66.3 - $78.43 $1.13K - $1.33K
17 $1.13M
WDAY
Workday, Inc.

Technology
5
New
$207.08 - $272.44 $1.04K - $1.36K
5 $1.12M
KKR
Kkr & Co. Inc.

Financial Services
10
New
$92.62 - $111.49 $926 - $1.11K
10 $1.05M
CAG
Conagra Brands Inc.

Consumer Defensive
35
New
$28.34 - $31.57 $992 - $1.1K
35 $995K
SU
Suncor Energy Inc

Energy
26
New
$36.37 - $41.05 $946 - $1.07K
26 $991K
SBAC
Sba Communications Corp

Real Estate
5
New
$186.12 - $218.6 $931 - $1.09K
5 $982K
SUI
Sun Communities Inc

Real Estate
8
New
$111.32 - $128.2 $891 - $1.03K
8 $963K
MRNA
Moderna, Inc.

Healthcare
8
New
$101.21 - $166.61 $810 - $1.33K
8 $951K
COLD
Americold Realty Trust

Real Estate
36
New
$21.97 - $27.41 $791 - $987
36 $919K
Nextracker Inc
19
New
N/A
19 $891K
JLL
Jones Lang Lasalle Inc

Real Estate
4
New
$173.39 - $211.6 $694 - $846
4 $821K
HSBC
Hsbc Holdings PLC

Financial Services
18
New
$39.31 - $45.4 $708 - $817
18 $783K
ILMN
Illumina, Inc.

Healthcare
7
New
$101.05 - $133.57 $707 - $935
7 $731K
Healthcare Rlty Tr
43
New
N/A
43 $709K
FTI
Technip Fmc PLC

Energy
25
New
$24.25 - $26.95 $606 - $674
25 $654K
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
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
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
VLUE
Ishares Msci Usa Value Factor

ETFs
4
New
$100.16 - $107.88 $401 - $432
4 $414K
AMH
American Homes 4 Rent

Real Estate
11
New
$34.66 - $37.16 $381 - $409
11 $409K
HUBB
Hubbell Inc

Industrials
1
New
$365.48 - $424.4 $365 - $424
1 $365K
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
IBKR
Interactive Brokers Group, Inc.

Financial Services
2
New
$107.39 - $128.6 $215 - $257
2 $246K
NDSN
Nordson Corp

Industrials
1
New
$225.28 - $278.89 $225 - $279
1 $232K
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
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
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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