Northwest Financial Advisors Purchases and Sells in Q3 2025

Northwest Financial Advisors

$77.8 Billion
Q3 2025

Top Buys

Incresed Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BOND	7.36K + 28.88%	$90.83 - $93.81 $669K - $691K	32.9K $3.07B
TOTL	8.55K + 60.61%	$39.58 - $40.74 $338K - $348K	22.6K $919M
CGDV	5.24K + 13.12%	$39.59 - $42.21 $208K - $221K	45.2K $1.9B
GTO	5.8K + 11.09%	$46.43 - $47.91 $269K - $278K	58.1K $2.76B
RDVY	2.61K + 13.76%	$62.38 - $67.29 $163K - $176K	21.6K $1.45B
QQQM	828 + 45.2%	$225.11 - $247.9 $186K - $205K	2.66K $657M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGT	633 New	$656.44 - $753.15 $416K - $477K	633 $473M
NATIXIS ETF TR	5.53K New	N/A	5.53K $310M
AVLV	3.98K New	$68.33 - $72.69 $272K - $289K	3.98K $287M
QUAL	1.42K New	$182.33 - $194.5 $259K - $276K	1.42K $276M
XLK	941 New	$250.97 - $282.66 $236K - $266K	941 $265M
TJX	1.6K New	$121.35 - $144.54 $194K - $231K	1.6K $231M

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWF	-1.23K - 66.97%	$420.11 - $472.68 $517K - $582K	607 $284M
AGG	-1.27K - 37.05%	$97.75 - $100.75 $124K - $127K	2.15K $215M
NVDA	-830 - 36.23%	$153.3 - $186.58 $127K - $155K	1.46K $273M
QQQ	-628 - 9.84%	$546.99 - $602.2 $344K - $378K	5.76K $3.46B
SPY	-121 - 22.87%	$617.65 - $666.84 $74.7K - $80.7K	408 $271M
AMZN	-80 - 3.99%	$211.65 - $238.24 $16.9K - $19.1K	1.92K $422M

Activity Summary All Purchases 56 New Holdings 11 Increased Positions 45 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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