Northwest Financial Advisors Portfolio Holdings

Northwest Financial Advisors

  • $145 Billion
  • Q2 2024

Northwest Financial Advisors has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $145 Billion distributed in 6065 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.1B, Microsoft Corp with a value of $8.43B, Invesco Qqq Trust, Series 1 with a value of $5.36B, Amazon Com Inc with a value of $4.78B, and Lpl Financial Holdings Inc. with a value of $4.3B.

Examining the 13F form we can see an increase of $8.47B in the current position value, from $136B to 145B.

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 $145 Billion
ETFs: $68.3 Billion
Technology: $32.2 Billion
Financial Services: $9.38 Billion
Consumer Cyclical: $7.52 Billion
Industrials: $6.31 Billion
Healthcare: $5.14 Billion
Communication Services: $4.26 Billion
Consumer Defensive: $2.54 Billion
Other: $3.25 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$232M
$20 Million 0.01% of portfolio
300
Q4 2023 New
$263M
$13.5 Million 0.01% of portfolio
10,000
Q2 2024 New
$52.4M
$2.04 Million 0.0% of portfolio
1,685
Q4 2023 New
$75.4M
$1.06 Million 0.0% of portfolio
400
Q4 2023 New
$216M
$17,000 0.0% of portfolio
5
Q2 2024 Added 25.0%
$212M
$2.04 Million 0.0% of portfolio
100
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 6,065
  • Current Value $145 Billion
  • Prior Value $136 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 101 stocks
  • Additional Purchases 287 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 141 stocks
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