Northwest Financial Advisors Portfolio Holdings

Northwest Financial Advisors

  • $126 Billion
  • Q3 2024

Northwest Financial Advisors has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $126 Billion distributed in 571 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.4B, Microsoft Corp with a value of $7.51B, Invesco Qqq Trust, Series 1 with a value of $5.27B, Amazon Com Inc with a value of $4.46B, and Vanguard Dividend Appreciation with a value of $4.17B.

Examining the 13F form we can see an decrease of $19B in the current position value, from $145B to 126B. Also it can be appreciated an additional of 31 stocks purchases and 1 closed positions.

Northwest Financial Advisors is based out at Herndon, VA

Below you can find more details about Northwest Financial Advisors portfolio as well as his latest detailed transactions.

Portfolio value $126 Billion
ETFs: $52.9 Billion
Technology: $31.3 Billion
Financial Services: $8.31 Billion
Consumer Cyclical: $7.06 Billion
Industrials: $5.93 Billion
Healthcare: $4.43 Billion
Communication Services: $3.77 Billion
Consumer Defensive: $2.3 Billion
Other: $2.7 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.27 Billion 4.2% of portfolio
10,799
Q3 2024 Reduced 3.5%
$0
$4.17 Billion 3.32% of portfolio
21,076
Q3 2024 Added 7.63%
$0
$2.98 Billion 2.37% of portfolio
50,283
Q3 2024 Reduced 8.66%
$0
$2.34 Billion 1.86% of portfolio
34,818
Q3 2024 Added 3.17%
$0
$2.17 Billion 1.73% of portfolio
44,885
Q3 2024 Reduced 2.01%
$0
$1.75 Billion 1.39% of portfolio
16,401
Q3 2024 Added 0.69%
$0
$1.61 Billion 1.28% of portfolio
38,976
Q3 2024 Reduced 2.2%
$0
$1.55 Billion 1.23% of portfolio
33,182
Q3 2024 Reduced 1.24%
$0
$1.41 Billion 1.12% of portfolio
46,780
Q3 2024 Added 2.47%
$0
$1.32 Billion 1.05% of portfolio
4,673
Q3 2024 Reduced 34.22%
$0
$1.04 Billion 0.83% of portfolio
2,451
Q3 2024 Reduced 0.69%
$0
$1 Billion 0.8% of portfolio
1,741
Q3 2024 Reduced 64.5%
$0
$973 Million 0.77% of portfolio
10,284
Q3 2024 Added 928.4%
$0
$941 Million 0.75% of portfolio
25,810
Q3 2024 Added 18.65%
$0
$911 Million 0.73% of portfolio
5,085
Q3 2024 Added 25.56%
$0
$899 Million 0.72% of portfolio
9,846
Q3 2024 Added 1.7%
$0
$879 Million 0.7% of portfolio
14,849
Q2 2024 Added 0.03%
$0
$832 Million 0.66% of portfolio
12,008
Q3 2024 Added 0.08%
$83.2B
$829 Million 0.66% of portfolio
3,412
Q3 2024 Added 19.51%
$0
$706 Million 0.56% of portfolio
19,960
Q3 2024 Added 3.27%
$0
$660 Million 0.53% of portfolio
8,792
Q3 2024 Reduced 4.72%
$0
$659 Million 0.52% of portfolio
6,066
Q3 2024 Reduced 53.54%
$0
$628 Million 0.5% of portfolio
7,152
Q3 2024 Reduced 14.18%
$0
$564 Million 0.45% of portfolio
11,337
Q3 2024 Reduced 11.26%
$0
$544 Million 0.43% of portfolio
3,128
Q3 2024 Added 4.97%
$0
$536 Million 0.43% of portfolio
12,942
Q3 2024 Added 394.72%
$0
$508 Million 0.4% of portfolio
14,612
Q3 2024 Added 11.44%
$0
$487 Million 0.39% of portfolio
2,207
Q3 2024 Reduced 43.84%
$0
$443 Million 0.35% of portfolio
6,175
Q1 2024 Added 0.02%
$0
$428 Million 0.34% of portfolio
745
Q3 2024 Added 3.76%
$0
$431 Million 0.34% of portfolio
6,652
Q4 2023 New
$0
$407 Million 0.32% of portfolio
1,523
Q3 2024 Added 0.26%
$0
$381 Million 0.3% of portfolio
11,454
Q3 2024 Reduced 1.4%
$0
$361 Million 0.29% of portfolio
2,674
Q3 2024 Added 12.16%
$0
$360 Million 0.29% of portfolio
4,579
Q3 2024 Reduced 1.82%
$0
$368 Million 0.29% of portfolio
1,831
Q3 2024 Added 0.05%
$0
$301 Million 0.24% of portfolio
803
Q3 2024 Added 21.12%
$0
$303 Million 0.24% of portfolio
8,322
Q3 2024 Added 42.01%
$0
$247 Million 0.2% of portfolio
1,414
Q3 2024 Reduced 40.16%
$0
$257 Million 0.2% of portfolio
2,505
Q3 2024 Added 3.3%
$0
$255 Million 0.2% of portfolio
5,471
Q4 2023 New
$0
$235 Million 0.19% of portfolio
890
Q3 2024 Reduced 74.14%
$0
$237 Million 0.19% of portfolio
1,751
Q3 2024 Reduced 5.2%
$0
$227 Million 0.18% of portfolio
2,854
Q4 2023 New
$0
$215 Million 0.17% of portfolio
954
Q2 2024 Reduced 12.88%
$0
$196 Million 0.16% of portfolio
1,377
Q3 2024 Added 0.15%
$0
$200 Million 0.16% of portfolio
3,005
Q3 2024 Added 0.54%
$924M
$200 Million 0.16% of portfolio
7,896
Q3 2024 Reduced 2.47%
$0
$187 Million 0.15% of portfolio
1,844
Q3 2024 Reduced 49.2%

Summary

  • Portfolio
  • No. of Stocks 571
  • Current Value $126 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 31 stocks
  • Additional Purchases 97 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 239 stocks
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