Northwest Financial Advisors Portfolio Holdings

Northwest Financial Advisors

  • $121 Billion
  • Q1 2025

Northwest Financial Advisors has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $121 Billion distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.3B, Microsoft Corp with a value of $6.48B, Lpl Financial Holdings Inc. with a value of $5.07B, Invesco Qqq Trust, Series 1 with a value of $4.95B, and Amazon Com Inc with a value of $4.74B.

Examining the 13F form we can see an decrease of $539M in the current position value, from $121B to 121B.

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 $121 Billion
ETFs: $57.4 Billion
Technology: $27.8 Billion
Financial Services: $8.85 Billion
Consumer Cyclical: $6.7 Billion
Communication Services: $3.58 Billion
Industrials: $2.95 Billion
Healthcare: $2.94 Billion
Consumer Defensive: $1.73 Billion
Other: $1.29 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.95 Billion 4.11% of portfolio
10,567
Q1 2025 Reduced 3.13%
$0
$4.1 Billion 3.4% of portfolio
21,131
Q1 2025 Added 0.21%
$0
$3.51 Billion 2.91% of portfolio
52,857
Q1 2025 Added 19.02%
$0
$3.21 Billion 2.66% of portfolio
68,390
Q1 2025 Added 19.41%
$0
$2.59 Billion 2.15% of portfolio
44,294
Q1 2025 Reduced 18.31%
$0
$2.34 Billion 1.94% of portfolio
51,872
Q1 2025 Added 21.12%
$0
$1.86 Billion 1.54% of portfolio
25,317
Q1 2025 Added 2.74%
$0
$1.8 Billion 1.49% of portfolio
19,487
Q1 2025 Added 32.63%
$0
$1.7 Billion 1.41% of portfolio
16,659
Q1 2025 Reduced 3.14%
$0
$1.61 Billion 1.33% of portfolio
39,427
Q1 2025 Added 1.13%
$0
$1.43 Billion 1.19% of portfolio
50,645
Q1 2025 Added 8.23%
$0
$1.41 Billion 1.17% of portfolio
39,475
Q1 2025 Added 12.67%
$102B
$1.38 Billion 1.14% of portfolio
4,790
Q2 2024 Reduced 2.33%
$0
$1.24 Billion 1.02% of portfolio
2,209
Q1 2025 Added 196.11%
$0
$1.15 Billion 0.96% of portfolio
32,998
Q1 2025 Added 16.43%
$0
$1.13 Billion 0.94% of portfolio
2,011
Q1 2025 Reduced 1.81%
$0
$1.04 Billion 0.86% of portfolio
2,473
Q1 2025 Added 0.49%
$0
$947 Million 0.79% of portfolio
15,028
Q1 2025 Reduced 2.75%
$0
$929 Million 0.77% of portfolio
5,361
Q1 2025 Added 0.26%
$0
$907 Million 0.75% of portfolio
9,681
Q1 2025 Reduced 1.69%
$0
$872 Million 0.72% of portfolio
10,809
Q2 2024 Reduced 6.44%
$0
$789 Million 0.65% of portfolio
12,030
Q2 2024 Reduced 9.26%
$0
$744 Million 0.62% of portfolio
2,061
Q1 2025 Reduced 2.18%
$0
$685 Million 0.57% of portfolio
8,633
Q1 2025 Added 0.35%
$0
$633 Million 0.53% of portfolio
6,008
Q1 2025 Added 0.17%
$0
$550 Million 0.46% of portfolio
11,058
Q1 2025 Reduced 0.55%
$0
$535 Million 0.44% of portfolio
3,129
Q1 2025 Added 0.03%
$0
$526 Million 0.44% of portfolio
13,048
Q1 2025 Added 0.25%
$0
$513 Million 0.43% of portfolio
5,493
Q1 2025 Reduced 23.34%
$0
$504 Million 0.42% of portfolio
6,268
Q1 2025 New
$0
$510 Million 0.42% of portfolio
14,892
Q2 2024 Added 13.56%
$0
$496 Million 0.41% of portfolio
2,635
Q1 2025 Reduced 3.05%
$0
$482 Million 0.4% of portfolio
6,451
Q1 2024 Reduced 4.28%
$0
$456 Million 0.38% of portfolio
11,017
Q1 2025 New
$0
$430 Million 0.36% of portfolio
2,154
Q1 2025 Reduced 0.51%
$0
$413 Million 0.34% of portfolio
6,652
Q4 2023 New
$0
$397 Million 0.33% of portfolio
4,337
Q1 2025 Added 20.54%
$0
$384 Million 0.32% of portfolio
1,527
Q1 2025 Added 0.2%
$0
$384 Million 0.32% of portfolio
2,014
Q1 2025 New
$0
$362 Million 0.3% of portfolio
11,768
Q1 2025 Added 0.95%
$0
$367 Million 0.3% of portfolio
3,958
Q1 2025 New
$0
$361 Million 0.3% of portfolio
2,690
Q1 2025 Added 0.26%
$0
$349 Million 0.29% of portfolio
3,857
Q4 2024 Added 351.11%
$0
$354 Million 0.29% of portfolio
1,832
Q1 2025 Added 0.05%
$0
$344 Million 0.29% of portfolio
3,474
Q1 2025 Reduced 40.81%
$0
$300 Million 0.25% of portfolio
12,230
Q1 2025 Reduced 23.32%
$0
$274 Million 0.23% of portfolio
8,170
Q1 2025 Reduced 16.6%
$0
$260 Million 0.22% of portfolio
3,185
Q4 2024 New
$0
$267 Million 0.22% of portfolio
2,119
Q1 2025 Reduced 0.66%

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $121 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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