Wealth Advisors Northwest LLC Portfolio Holdings

Wealth Advisors Northwest LLC

  • $147 Billion
  • Q4 2024

Wealth Advisors Northwest LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $147 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $38.8B, Dimensional ETF Tr Dimensional with a value of $11.2B, Dimensional ETF Tr Dimensional with a value of $11B, Amazon Com Inc with a value of $9.68B, and Dimensional ETF Tr Dimensional with a value of $9.68B.

Examining the 13F form we can see an increase of $147B in the current position value.

Wealth Advisors Northwest LLC is based out at Portland, OR

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

Portfolio value $147 Billion
ETFs: $114 Billion
Consumer Cyclical: $12.4 Billion
Technology: $4.74 Billion
Communication Services: $1.98 Billion
Financial Services: $1.12 Billion
Energy: $491 Million
Consumer Defensive: $470 Million
Healthcare: $205 Million
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.42T
$9.68 Billion 6.59% of portfolio
44,100
Q4 2024 New
$1.23T
$2.24 Billion 1.52% of portfolio
5,537
Q4 2024 New
$3.85T
$2.14 Billion 1.46% of portfolio
8,555
Q4 2024 New
$3.3T
$1.29 Billion 0.88% of portfolio
3,050
Q4 2024 New
$435B
$1.29 Billion 0.88% of portfolio
1,449
Q4 2024 New
$782B
$485 Million 0.33% of portfolio
2,025
Q4 2024 New
$453B
$491 Million 0.33% of portfolio
4,565
Q4 2024 New
$427B
$470 Million 0.32% of portfolio
512
Q4 2024 New
$549B
$349 Million 0.24% of portfolio
1,106
Q4 2024 New
$611B
$284 Million 0.19% of portfolio
627
Q4 2024 New
$1.16T
$261 Million 0.18% of portfolio
1,376
Q4 2024 New
$1.53T
$223 Million 0.15% of portfolio
381
Q4 2024 New
$423B
$224 Million 0.15% of portfolio
575
Q4 2024 New
$1.2T
$207 Million 0.14% of portfolio
1,088
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $147 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 55 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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