Northwest Financial Advisors Sells in Q2 2024

Northwest Financial Advisors

  • $145 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
-154
- 78.17%
$104.54 - $108.46 $16.1K - $16.7K
43 $4.55M
ADI
Analog Devices Inc

Technology
-130
- 27.48%
$183.36 - $240.16 $23.8K - $31.2K
343 $78.3M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-17
- 0.29%
$85.39 - $90.42 $1.45K - $1.54K
5.82K $513M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-350
- 49.93%
$39.68 - $42.17 $13.9K - $14.8K
351 $14.5M
LMT
Lockheed Martin Corp

Industrials
-77
- 4.21%
$447.57 - $471.51 $34.5K - $36.3K
1.75K $818M
XLK
Technology Sector Spdr

ETFs
-141
- 12.88%
$192.53 - $231.41 $27.1K - $32.6K
954 $216M
XLI
Industrial Sector Spdr

ETFs
-38
- 2.02%
$120.47 - $125.94 $4.58K - $4.79K
1.85K $225M
IQV
Iqvia Holdings Inc.

Healthcare
-47
- 92.16%
$211.18 - $248.87 $9.93K - $11.7K
4 $845K
DOW
Dow Inc.

Basic Materials
-179
- 36.68%
$52.96 - $59.99 $9.48K - $10.7K
309 $16.4M
XLC
Select Sector Spdr Tr Communic

ETFs
-181
- 19.13%
$77.86 - $86.45 $14.1K - $15.6K
765 $65.5M
KEYS
Keysight Technologies, Inc.

Technology
-58
- 44.62%
$135.22 - $160.14 $7.84K - $9.29K
72 $9.85M
PFE
Pfizer Inc

Healthcare
-431
- 6.16%
$25.26 - $29.6 $10.9K - $12.8K
6.57K $184M
TRMB
Trimble Inc.

Technology
-114
- 24.05%
$54.0 - $63.17 $6.16K - $7.2K
360 $20.1M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-108
- 92.31%
$92.57 - $94.69 $10K - $10.2K
9 $848K
CVX
Chevron Corp

Energy
-48
- 2.48%
$152.57 - $166.33 $7.32K - $7.98K
1.89K $296M
VTV
Vanguard Value ETF

ETFs
-21
- 0.88%
$154.57 - $163.65 $3.25K - $3.44K
2.36K $379M
DOV
Dover Corp

Industrials
-54
- 22.41%
$168.61 - $187.55 $9.1K - $10.1K
187 $33.8M
ADBE
Adobe Inc.

Technology
-21
- 31.82%
$439.02 - $555.54 $9.22K - $11.7K
45 $25M
IRBO
Ishares Robotics & Artificial

ETFs
-180
- 15.65%
$31.2 - $34.68 $5.62K - $6.24K
970 $32.2M
BLD
Top Build Corp

Industrials
-2
- 1.74%
$379.45 - $446.91 $759 - $894
113 $43.5M
ADP
Automatic Data Processing Inc

Industrials
-23
- 15.86%
$237.3 - $254.02 $5.46K - $5.84K
122 $29.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-85
- 9.58%
$108.78 - $119.23 $9.25K - $10.1K
802 $95.2M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-58
- 57.43%
$113.43 - $115.88 $6.58K - $6.72K
43 $4.97M
C
Citigroup Inc

Financial Services
-91
- 59.87%
$57.02 - $64.74 $5.19K - $5.89K
61 $3.86M
CDNS
Cadence Design Systems Inc

Technology
-17
- 15.45%
$274.55 - $326.5 $4.67K - $5.55K
93 $28.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-54
- 53.47%
$87.78 - $94.67 $4.74K - $5.11K
47 $4.31M
XLU
Utilities Sector Spdr

ETFs
-85
- 34.69%
$62.77 - $72.87 $5.34K - $6.19K
160 $10.9M
CSX
Csx Corp

Industrials
-77
- 11.29%
$32.18 - $36.78 $2.48K - $2.83K
605 $20.2M
MSCI
Msci Inc.

Financial Services
-2
- 4.08%
$446.0 - $554.83 $892 - $1.11K
47 $22.6M
EMR
Emerson Electric CO

Industrials
-37
- 18.23%
$105.97 - $115.59 $3.92K - $4.28K
166 $18.3M
DG
Dollar General Corp

Consumer Defensive
-15
- 13.89%
$124.12 - $159.55 $1.86K - $2.39K
93 $12.3M
EA
Electronic Arts Inc.

Communication Services
-38
- 30.16%
$125.24 - $141.23 $4.76K - $5.37K
88 $12.3M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-115
- 2.95%
$19.15 - $20.2 $2.2K - $2.32K
3.79K $74.5M
XLP
Consumer Staples Sector Spdr

ETFs
-53
- 46.9%
$73.08 - $78.4 $3.87K - $4.16K
60 $4.6M
MOH
Molina Healthcare, Inc.

Healthcare
-6
- 31.58%
$297.3 - $404.2 $1.78K - $2.43K
13 $3.87M
SLB
Schlumberger Limited

Energy
-44
- 18.64%
$43.0 - $55.22 $1.89K - $2.43K
192 $9.06M
TRV
Travelers Companies, Inc.

Financial Services
-4
- 3.51%
$203.34 - $230.89 $813 - $924
110 $22.4M
UPS
United Parcel Service Inc

Industrials
-16
- 10.96%
$134.2 - $152.27 $2.15K - $2.44K
130 $17.8M
CEG
Constellation Energy Corp

Utilities
-116
- 9.22%
$180.9 - $231.27 $21K - $26.8K
1.14K $229M
SHW
Sherwin Williams CO

Basic Materials
-1
- 1.43%
$291.95 - $338.16 $292 - $338
69 $20.6M
PM
Philip Morris International Inc.

Consumer Defensive
-117
- 13.98%
$88.6 - $104.24 $10.4K - $12.2K
720 $73M
Ge Healthcare Technologies I
-7
- 3.78%
N/A
178 $13.9M
VDC
Vanguard Consumer Staples ETF

ETFs
-10
- 1.38%
$194.57 - $209.07 $1.95K - $2.09K
714 $145M
CSGP
Costar Group, Inc.

Real Estate
-17
- 28.81%
$72.73 - $95.69 $1.24K - $1.63K
42 $3.11M
EFX
Equifax Inc

Industrials
-2
- 2.53%
$216.2 - $262.74 $432 - $525
77 $18.7M
OTIS
Otis Worldwide Corp

Industrials
-12
- 3.63%
$91.2 - $100.78 $1.09K - $1.21K
319 $30.8M
KR
Kroger CO

Consumer Defensive
-4
- 1.51%
$49.37 - $57.82 $197 - $231
261 $13M
ON
On Semiconductor Corp

Technology
-19
- 15.32%
$60.65 - $76.29 $1.15K - $1.45K
105 $7.2M
WY
Weyerhaeuser CO

Real Estate
-52
- 88.14%
$27.96 - $35.56 $1.45K - $1.85K
7 $199K
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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