Northwest Financial Advisors Purchases in Q1 2025

Northwest Financial Advisors

  • $121 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
1.46K
+ 196.11%
$551.42 - $612.93 $807K - $897K
2.21K $1.24B
J P Morgan Exchange Traded F
10.4K
+ 34.48%
N/A
40.5K $2.17B
GTO
Invesco Actively Managed ETF T

ETFs
11.1K
+ 19.41%
$45.9 - $47.37 $510K - $527K
68.4K $3.21B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
8.45K
+ 19.02%
$65.27 - $71.18 $551K - $601K
52.9K $3.51B
SPYG
Spdr Portfolio

ETFs
6.27K
New
$80.05 - $92.39 $502K - $579K
6.27K $504M
BOND
Pimco Active Bond Exchange Tra

ETFs
4.79K
+ 32.63%
$89.27 - $92.9 $428K - $445K
19.5K $1.8B
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
11K
New
$40.87 - $45.28 $450K - $499K
11K $456M
JMBS
Janus Detroit Str Tr Henderson

ETFs
9.05K
+ 21.12%
$43.53 - $45.42 $394K - $411K
51.9K $2.34B
IVE
Ishares S&P 500 Value ETF

ETFs
2.01K
New
$185.78 - $198.58 $374K - $400K
2.01K $384M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.96K
New
$92.45 - $106.69 $366K - $422K
3.96K $367M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
6.33K
New
$37.78 - $43.82 $239K - $277K
6.33K $250M
JHMD
John Hancock ETF Tr Multifacto

ETFs
4.66K
+ 16.43%
$31.74 - $36.18 $148K - $168K
33K $1.15B
OUNZ
Van Eck Merk Gold Trust

ETFs
7.9K
New
$25.41 - $29.72 $201K - $235K
7.9K $238M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.98K
New
$55.41 - $60.74 $220K - $242K
3.98K $225M
Kenvue Inc
9.17K
New
N/A
9.17K $220M
CGCP
Capital Group Core Plus Income

ETFs
9.36K
New
$21.94 - $22.64 $205K - $212K
9.36K $210M
GE
General Electric CO

Industrials
1.04K
New
$168.59 - $212.13 $175K - $221K
1.04K $208M
META
Meta Platforms, Inc.

Communication Services
393
+ 12.06%
$576.74 - $736.67 $227K - $290K
3.65K $2.1B
IBM
International Business Machines Corp

Technology
361
+ 10.12%
$217.4 - $264.74 $78.5K - $95.6K
3.93K $977M
CGDV
Capital Group Divid Value ETF

ETFs
4.44K
+ 12.67%
$34.95 - $37.36 $155K - $166K
39.5K $1.41B
ABBV
Abb Vie Inc.

Healthcare
18
+ 0.56%
$169.2 - $216.66 $3.05K - $3.9K
3.23K $677M
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
13.5K
New
$7.75 - $7.98 $105K - $108K
13.5K $105M
BND
Vanguard Bd Index Fd Inc Total

ETFs
675
+ 2.74%
$71.17 - $73.66 $48K - $49.7K
25.3K $1.86B
CGGO
Capital Group Global Growth Eq

ETFs
3.85K
+ 8.23%
$28.35 - $30.84 $109K - $119K
50.6K $1.43B
AVGO
Broadcom Inc.

Technology
837
+ 70.1%
$167.43 - $244.7 $140K - $205K
2.03K $340M
IDVO
Amplify ETF Tr Intl Enhanced D
62
+ 0.22%
N/A
28.9K $908M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
739
+ 20.54%
$89.18 - $104.04 $65.9K - $76.9K
4.34K $397M
MDT
Medtronic PLC

Healthcare
2
+ 0.05%
$79.84 - $94.5 $160 - $189
4.01K $360M
WMT
Walmart Inc.

Consumer Defensive
536
+ 8.18%
$84.5 - $105.05 $45.3K - $56.3K
7.09K $622M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
441
+ 1.13%
$39.61 - $42.65 $17.5K - $18.8K
39.4K $1.61B
VPU
Vanguard Utilities ETF

ETFs
1
+ 0.03%
$161.24 - $173.33 $161 - $173
3.13K $535M
CGMU
Capital Group Core Plus Income
720
+ 5.61%
N/A
13.6K $364M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
30
+ 0.35%
$76.77 - $82.22 $2.3K - $2.47K
8.63K $685M
LPLA
Lpl Financial Holdings Inc.

Financial Services
13
+ 0.08%
$308.87 - $383.33 $4.02K - $4.98K
15.5K $5.07B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
33
+ 0.25%
$38.99 - $40.37 $1.29K - $1.33K
13K $526M
D
Dominion Energy, Inc

Utilities
5
+ 0.1%
$52.85 - $57.43 $264 - $287
4.95K $278M
DVY
Ishares Tr

ETFs
7
+ 0.26%
$128.58 - $138.1 $900 - $967
2.69K $361M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
102
+ 2.15%
$49.22 - $51.73 $5.02K - $5.28K
4.84K $244M
QCOM
Qualcomm Inc

Technology
16
+ 0.22%
$151.94 - $175.86 $2.43K - $2.81K
7.37K $1.13B
MISL
First Tr Exchange Traded Fd In
10
+ 0.04%
N/A
23.1K $701M
VO
Vanguard Mid Cap ETF

ETFs
3
+ 0.34%
$251.87 - $277.95 $756 - $834
896 $232M
PFF
Ishares Trust Ishares Pfd And

ETFs
111
+ 0.95%
$30.85 - $32.26 $3.42K - $3.58K
11.8K $362M
MUB
Ishares National Muni Bond ETF

ETFs
10
+ 0.17%
$104.71 - $107.69 $1.05K - $1.08K
6.01K $633M
RSP
Invesco S&P 500 Equal Weight E

ETFs
14
+ 0.26%
$169.43 - $182.84 $2.37K - $2.56K
5.36K $929M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
12
+ 0.49%
$408.78 - $448.82 $4.91K - $5.39K
2.47K $1.04B
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.12%
$222.66 - $268.42 $223 - $268
863 $201M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2
+ 0.1%
$114.1 - $127.79 $228 - $256
2.06K $233M
CARR
Carrier Global Corp

Industrials
13
+ 0.3%
$62.07 - $70.55 $807 - $917
4.3K $272M
LMT
Lockheed Martin Corp

Industrials
107
+ 6.13%
$423.19 - $506.29 $45.3K - $54.2K
1.85K $828M
Activity Summary
Buys All Purchases 61 New Holdings 12 Increased Positions 49 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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