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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.25T
$14.3 Billion 11.85% of portfolio
64,310
Q1 2025 Reduced 0.43%
$2.89T
$6.48 Billion 5.38% of portfolio
17,270
Q1 2025 Added 0.34%
$1.86T
$4.74 Billion 3.93% of portfolio
24,902
Q1 2025 Added 3.23%
$276B
$3.09 Billion 2.56% of portfolio
28,522
Q1 2025 Added 2.37%
$1.17T
$2.1 Billion 1.75% of portfolio
3,651
Q1 2025 Added 12.06%
$404B
$1.58 Billion 1.31% of portfolio
9,522
Q1 2025 Reduced 4.0%
$688B
$1.37 Billion 1.13% of portfolio
5,576
Q1 2025 Reduced 2.76%
$548B
$1.19 Billion 0.99% of portfolio
3,391
Q2 2024 Added 0.87%
$214B
$977 Million 0.81% of portfolio
3,927
Q1 2025 Added 10.12%
$401B
$873 Million 0.72% of portfolio
5,125
Q1 2025 Reduced 1.04%
$431B
$703 Million 0.58% of portfolio
5,911
Q1 2025 Reduced 2.44%
$317B
$677 Million 0.56% of portfolio
3,233
Q1 2025 Added 0.56%
$257B
$622 Million 0.52% of portfolio
7,089
Q1 2025 Added 8.18%
$797B
$627 Million 0.52% of portfolio
2,419
Q1 2025 Added 1.26%
$255B
$609 Million 0.51% of portfolio
2,270
Q1 2025 Added 14.19%
$983B
$605 Million 0.5% of portfolio
3,873
Q1 2025 Reduced 3.18%
$687B
$521 Million 0.43% of portfolio
978
Q2 2024 Added 1.18%
$363B
$449 Million 0.37% of portfolio
3,210
Q1 2025 Reduced 3.95%
$201B
$321 Million 0.27% of portfolio
3,574
Q1 2025 Added 0.48%
$265B
$287 Million 0.24% of portfolio
1,718
Q1 2025 Reduced 0.64%
$236B
$263 Million 0.22% of portfolio
4,259
Q1 2025 Reduced 1.25%
$414B
$264 Million 0.22% of portfolio
283
Q3 2024 Reduced 57.12%
$313B
$235 Million 0.19% of portfolio
3,276
Q1 2025 Reduced 7.12%
$203B
$208 Million 0.17% of portfolio
1,040
Q1 2025 New

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
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