Wealth Advisors Northwest LLC Portfolio Holdings by Sector
Wealth Advisors Northwest LLC
- $147 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC DFIC DFSV DUHP DFAU DISV DFEM DIHP 27 stocks |
$113 Million
83.61% of portfolio
|
  27  
|
- |
  27  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$9.68 Million
7.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$2.24 Million
1.66% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.14 Million
1.59% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$1.29 Million
0.96% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.29 Million
0.95% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$749,159
0.55% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$690,899
0.51% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Computer Hardware | Technology
HPQ 1 stocks |
$527,986
0.39% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$491,057
0.36% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$485,333
0.36% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Communication Equipment | Technology
HPE 1 stocks |
$474,333
0.35% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$469,586
0.35% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$349,472
0.26% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
AVGO 1 stocks |
$311,129
0.23% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$284,207
0.21% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$233,600
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$223,522
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
SYK 1 stocks |
$204,508
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|