Northwest Financial Advisors Incresed Positions in Q3 2025

Northwest Financial Advisors

  • $77.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BOND
Pimco Active Bond Exchange Tra

ETFs
7.36K
+ 28.88%
$90.83 - $93.81 $669K - $691K
32.9K $3.07B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
8.55K
+ 60.61%
$39.58 - $40.74 $338K - $348K
22.6K $919M
CGDV
Capital Group Divid Value ETF

ETFs
5.24K
+ 13.12%
$39.59 - $42.21 $208K - $221K
45.2K $1.9B
GTO
Invesco Actively Managed ETF T

ETFs
5.8K
+ 11.09%
$46.43 - $47.91 $269K - $278K
58.1K $2.76B
RDVY
First Trust Rising Dividend Ac

ETFs
2.61K
+ 13.76%
$62.38 - $67.29 $163K - $176K
21.6K $1.45B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
828
+ 45.2%
$225.11 - $247.9 $186K - $205K
2.66K $657M
CGMU
Capital Group Core Plus Income
6.12K
+ 17.87%
N/A
40.3K $1.1B
JMBS
Janus Detroit Str Tr Henderson

ETFs
3.17K
+ 8.12%
$44.34 - $45.94 $141K - $146K
42.2K $1.93B
CGGR
Capital Group Growth ETF Shs C

ETFs
2.09K
+ 14.06%
$40.2 - $44.58 $84.2K - $93.4K
17K $746M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.05K
+ 38.92%
$98.53 - $107.1 $103K - $112K
3.73K $391M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.35K
+ 5.26%
$72.57 - $74.72 $98.1K - $101K
27K $2.01B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
4.24K
+ 49.77%
N/A
12.8K $330M
MUB
Ishares National Muni Bond ETF

ETFs
937
+ 40.67%
$103.24 - $106.68 $96.7K - $100K
3.24K $345M
JHMD
John Hancock ETF Tr Multifacto

ETFs
1.47K
+ 6.89%
$37.65 - $40.3 $55.3K - $59.2K
22.8K $910M
IDVO
Amplify ETF Tr Intl Enhanced D
29
+ 0.09%
N/A
31.8K $1.19B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
69
+ 0.16%
$42.39 - $44.63 $2.92K - $3.08K
44.1K $1.97B
IVV
Ishares Core S&P 500 ETF

ETFs
16
+ 0.97%
$620.67 - $670.08 $9.93K - $10.7K
1.67K $1.12B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.01K
+ 25.29%
$59.61 - $63.09 $60K - $63.5K
4.99K $314M
RSP
Invesco S&P 500 Equal Weight E

ETFs
122
+ 2.39%
$181.56 - $190.33 $22.2K - $23.2K
5.23K $993M
VPU
Vanguard Utilities ETF

ETFs
54
+ 1.72%
$175.25 - $189.41 $9.46K - $10.2K
3.19K $603M
J P Morgan Exchange Traded F
475
+ 1.13%
N/A
42.4K $2.3B
MISL
First Tr Exchange Traded Fd In
13
+ 0.11%
N/A
11.5K $476M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
34
+ 0.39%
$82.42 - $87.03 $2.8K - $2.96K
8.71K $758M
IVW
Ishares S&P 500 Growth ETF

ETFs
17
+ 0.43%
$108.97 - $121.65 $1.85K - $2.07K
3.99K $481M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
140
+ 2.1%
$68.24 - $73.73 $9.55K - $10.3K
6.79K $499M
MDT
Medtronic PLC

Healthcare
2
+ 0.05%
$87.67 - $95.74 $175 - $191
4.02K $382M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
320
+ 2.22%
$70.85 - $76.96 $22.7K - $24.6K
14.8K $1.12B
VBK
Vanguard Small Cap Growth ETF

ETFs
22
+ 1.94%
$276.51 - $305.12 $6.08K - $6.71K
1.16K $344M
DVY
Ishares Tr

ETFs
8
+ 0.3%
$133.88 - $142.57 $1.07K - $1.14K
2.71K $385M
WMT
Walmart Inc.

Consumer Defensive
10
+ 0.22%
$94.4 - $104.27 $944 - $1.04K
4.54K $467M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
3
+ 0.17%
$138.08 - $151.2 $414 - $454
1.72K $260M
OMEX
Odyssey Marine Exploration Inc

Industrials
5K
+ 49.63%
$1.11 - $2.2 $5.55K - $11K
15.1K $29.4M
Capital Group Core Balanced
7
+ 0.05%
N/A
13.2K $458M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3
+ 0.16%
$132.9 - $142.03 $399 - $426
1.89K $266M
VTV
Vanguard Value ETF

ETFs
1
+ 0.08%
$175.51 - $186.57 $176 - $187
1.29K $240M
XLE
Energy Sector Spdr

ETFs
1
+ 0.04%
$84.25 - $91.99 $84.3 - $92
2.62K $234M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
122
+ 1.41%
$48.72 - $50.73 $5.94K - $6.19K
8.78K $433M
VZ
Verizon Communications Inc

Communication Services
37
+ 0.49%
$40.84 - $45.06 $1.51K - $1.67K
7.55K $332M
CGCP
Capital Group Core Plus Income

ETFs
55
+ 0.6%
$22.27 - $22.95 $1.22K - $1.26K
9.25K $210M
MAR
Marriott International Inc

Consumer Cyclical
2
+ 0.2%
$255.35 - $282.87 $511 - $566
996 $259M
PG
Procter & Gamble CO

Consumer Defensive
6
+ 0.15%
$150.47 - $161.22 $903 - $967
4.06K $624M
IBM
International Business Machines Corp

Technology
5
+ 0.25%
$234.77 - $292.47 $1.17K - $1.46K
2.03K $573M
BAH
Booz Allen Hamilton Holding Corp

Industrials
42
+ 0.51%
$97.53 - $115.95 $4.1K - $4.87K
8.29K $828M
CARR
Carrier Global Corp

Industrials
13
+ 0.3%
$58.75 - $80.73 $764 - $1.05K
4.32K $258M
Activity Summary
Buys All Purchases 56 New Holdings 11 Increased Positions 45 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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