Northwest Financial Advisors Incresed Positions in Q3 2024

Northwest Financial Advisors

  • $126 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BOND
Pimco Active Bond Exchange Tra

ETFs
9.28K
+ 928.4%
$90.01 - $95.32 $836K - $885K
10.3K $973M
VIG
Vanguard Dividend Appreciation

ETFs
1.49K
+ 7.63%
$182.15 - $182.15 $272K - $272K
21.1K $4.17B
J P Morgan Exchange Traded F
9.5K
+ 91.04%
N/A
19.9K $1.09B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
10.3K
+ 394.72%
$39.37 - $41.68 $407K - $430K
12.9K $536M
IBM
International Business Machines Corp

Technology
1.18K
+ 49.6%
$175.1 - $223.38 $206K - $263K
3.55K $785M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.04K
+ 25.56%
$162.83 - $179.16 $169K - $185K
5.09K $911M
CGDV
Capital Group Divid Value ETF

ETFs
4.06K
+ 18.65%
$32.96 - $36.48 $134K - $148K
25.8K $941M
GLD
Spdr Gold Trust

ETFs
557
+ 19.51%
$215.56 - $246.98 $120K - $138K
3.41K $829M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.07K
+ 3.17%
$61.47 - $67.36 $65.8K - $72.1K
34.8K $2.34B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
112
+ 0.69%
$95.1 - $106.76 $10.7K - $12K
16.4K $1.75B
VPU
Vanguard Utilities ETF

ETFs
148
+ 4.97%
$146.64 - $174.54 $21.7K - $25.8K
3.13K $544M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
6
+ 0.06%
$72.52 - $82.35 $435 - $494
10.8K $883M
MISL
First Tr Exchange Traded Fd In
8
+ 0.03%
N/A
23.1K $732M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
9
+ 0.08%
$61.04 - $71.27 $549 - $641
12K $832M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
165
+ 1.7%
$83.76 - $91.82 $13.8K - $15.2K
9.85K $899M
BAH
Booz Allen Hamilton Holding Corp

Industrials
27
+ 0.3%
$138.82 - $162.76 $3.75K - $4.39K
9.04K $1.47B
MET
Metlife Inc

Financial Services
1K
+ 12537.5%
$67.96 - $82.48 $68.2K - $82.7K
1.01K $83.4M
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
189
+ 0.38%
$11.37 - $13.03 $2.15K - $2.46K
50.1K $652M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.5K
+ 11.44%
$30.71 - $34.79 $46.1K - $52.2K
14.6K $508M
DVY
Ishares Tr

ETFs
290
+ 12.16%
$119.99 - $135.74 $34.8K - $39.4K
2.67K $361M
CGGO
Capital Group Global Growth Eq

ETFs
1.13K
+ 2.47%
$27.25 - $30.52 $30.7K - $34.4K
46.8K $1.41B
JHMD
John Hancock ETF Tr Multifacto

ETFs
632
+ 3.27%
$31.95 - $35.87 $20.2K - $22.7K
20K $706M
IWF
Ishares Russell 1000 Gr ETF

ETFs
140
+ 21.12%
$332.02 - $382.76 $46.5K - $53.6K
803 $301M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
400
+ 48.54%
$117.9 - $128.2 $47.2K - $51.3K
1.22K $157M
IDVO
Amplify ETF Tr Intl Enhanced D
1.37K
+ 4.71%
N/A
30.4K $937M
Natixis ETF Tr
948
+ 78.41%
N/A
2.16K $117M
Kenvue Inc
84
+ 0.94%
N/A
9.01K $208M
D
Dominion Energy, Inc

Utilities
5
+ 0.1%
$48.01 - $58.53 $240 - $293
4.95K $286M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
454
+ 257.95%
$74.85 - $82.2 $34K - $37.3K
630 $51.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
27
+ 3.76%
$517.38 - $573.86 $14K - $15.5K
745 $428M
CGUS
Capital Group Core Equity ETF
1K
+ 130.55%
$31.19 - $34.33 $31.2K - $34.3K
1.77K $60.5M
VZ
Verizon Communications Inc

Communication Services
175
+ 2.31%
$38.89 - $45.0 $6.81K - $7.88K
7.76K $348M
HNI
Hni Corp

Industrials
21
+ 0.64%
$44.15 - $54.95 $927 - $1.15K
3.28K $177M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
275
+ 7.23%
$38.22 - $43.47 $10.5K - $12K
4.08K $177M
VBK
Vanguard Small Cap Growth ETF

ETFs
4
+ 0.26%
$240.48 - $267.94 $962 - $1.07K
1.52K $407M
IWD
Ishares Russell 1000 Val ETF

ETFs
120
+ 66.3%
$173.36 - $189.8 $20.8K - $22.8K
301 $57.1M
VNQ
Vanguard Specialized Funds Van

ETFs
146
+ 20.59%
$82.97 - $98.97 $12.1K - $14.4K
855 $83.3M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
80
+ 3.3%
$94.31 - $103.26 $7.54K - $8.26K
2.51K $257M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2
+ 0.15%
$125.95 - $142.04 $252 - $284
1.38K $196M
T
At&T Inc.

Communication Services
426
+ 13.38%
$18.21 - $22.28 $7.76K - $9.49K
3.61K $79.4M
MAS
Masco Corp

Industrials
4
+ 0.38%
$64.7 - $83.94 $259 - $336
1.05K $88M
IWS
Ishares Russell Midcap Value E

ETFs
57
+ 6.44%
$119.52 - $132.25 $6.81K - $7.54K
942 $125M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
7
+ 0.35%
$80.13 - $88.89 $561 - $622
1.99K $175M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
16
+ 0.54%
$59.93 - $66.52 $959 - $1.06K
3.01K $200M
VGIT
Vanguard Intermediate Term Tre

ETFs
123
+ 7.11%
$57.8 - $60.8 $7.11K - $7.48K
1.85K $112M
CGMS
Capital Grp Core Plus Income E
325
+ 14.32%
N/A
2.59K $72.2M
FXO
First Tr Exchange Traded Fd Fi

ETFs
6
+ 0.34%
$45.78 - $51.72 $275 - $310
1.79K $91.5M
ITOT
Ishares Core S&P Total U.S. St

ETFs
25
+ 3.12%
$113.41 - $125.62 $2.84K - $3.14K
827 $104M
PHO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.07%
$63.82 - $70.54 $63.8 - $70.5
1.44K $101M
Activity Summary
Buys All Purchases 128 New Holdings 31 Increased Positions 97 Sells All Sells 240 Reductions 239 Sold out 1 Options Calls 0 Puts 0
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