Northwest Financial Advisors Incresed Positions in Q3 2024

Northwest Financial Advisors

  • $126 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 0.2%
$150.05 - $171.34 $150 - $171
501 $83.5M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
7
+ 0.35%
$37.68 - $42.0 $264 - $294
2.02K $83.8M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.05%
$178.94 - $207.0 $179 - $207
1.83K $368M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
6
+ 0.35%
$51.29 - $56.57 $308 - $339
1.72K $97M
MFC
Manulife Financial Corp

Financial Services
17
+ 0.89%
$24.13 - $29.63 $410 - $504
1.94K $57.2M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1
+ 0.07%
$41.02 - $46.01 $41 - $46
1.43K $65.2M
VOE
Vanguard Mid Cap Value Index F

ETFs
3
+ 1.03%
$149.02 - $167.67 $447 - $503
294 $49.3M
RPM
Rpm International Inc

Basic Materials
2
+ 0.53%
$103.91 - $125.03 $208 - $250
382 $46.2M
VXF
Vanguard Extended Market ETF

ETFs
1
+ 0.26%
$163.98 - $182.92 $164 - $183
381 $69.3M
PRU
Prudential Financial Inc

Financial Services
6
+ 0.55%
$105.53 - $127.32 $633 - $764
1.1K $133M
IYH
Ishares Tr

ETFs
4
+ 0.33%
$60.29 - $66.38 $241 - $266
1.2K $78M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2
+ 0.44%
$108.44 - $120.37 $217 - $241
461 $55.5M
TGT
Target Corp

Consumer Defensive
1
+ 0.23%
$133.47 - $159.25 $133 - $159
432 $67.3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4
+ 0.62%
$61.11 - $67.85 $244 - $271
652 $44.3M
FDL
First Tr Morningstar Dividend

ETFs
5
+ 0.88%
$37.66 - $42.06 $188 - $210
576 $24.2M
MRNA
Moderna, Inc.

Healthcare
43
+ 537.5%
$63.64 - $125.14 $2.74K - $5.38K
51 $3.41M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
50
+ 1.0%
$8.59 - $9.07 $430 - $454
5.07K $45.7M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.11%
$26.74 - $30.37 $26.7 - $30.4
906 $27.5M
FYC
First Trust Small Cap Growth A

ETFs
1
+ 0.41%
$65.44 - $74.98 $65.4 - $75
243 $18.1M
RWK
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.34%
$107.13 - $116.56 $107 - $117
298 $34.6M
KMB
Kimberly Clark Corp

Consumer Defensive
2
+ 0.6%
$135.05 - $148.35 $270 - $297
337 $48M
RYH
Invesco S&P 500 Equal Weight H

ETFs
1
+ 0.15%
N/A
650 $21M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1
+ 0.78%
$95.81 - $109.03 $95.8 - $109
130 $14M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1
+ 0.55%
$85.03 - $94.56 $85 - $94.6
183 $17M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1
+ 0.31%
$63.28 - $70.06 $63.3 - $70.1
320 $22.4M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
24
+ 1.92%
$12.25 - $13.1 $294 - $314
1.27K $16.7M
EQR
Equity Residential

Real Estate
2
+ 0.99%
$67.19 - $78.09 $134 - $156
205 $15.3M
SCI
Service Corp International

Consumer Cyclical
1
+ 1.03%
$69.55 - $80.63 $69.6 - $80.6
98 $7.7M
STX
Seagate Technology Holdings PLC

Technology
1
+ 0.89%
$92.1 - $110.76 $92.1 - $111
113 $12.3M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
16
+ 1.78%
$11.72 - $12.38 $188 - $198
913 $11.3M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
1
+ 0.29%
$31.67 - $39.16 $31.7 - $39.2
346 $12.4M
LUV
Southwest Airlines CO

Industrials
19
+ 31.15%
$23.7 - $29.93 $450 - $569
80 $2.37M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1
+ 0.88%
$75.88 - $83.21 $75.9 - $83.2
114 $9.45M
Brookfield Infrastructure CO
1
+ 1.79%
N/A
57 $2.47M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
100
+ 37.04%
$11.03 - $18.11 $1.1K - $1.81K
370 $4.15M
HPQ
Hp Inc

Technology
1
+ 0.3%
$32.02 - $38.11 $32 - $38.1
338 $12.1M
CODI
Compass Diversified Holdings

Industrials
8
+ 1.13%
$20.23 - $24.06 $162 - $192
713 $15.8M
VTRS
Viatris Inc

Healthcare
1
+ 0.33%
$10.32 - $12.13 $10.3 - $12.1
302 $3.51M
CPB
Campbell Soup CO

Consumer Defensive
1
+ 1.56%
$45.01 - $51.89 $45 - $51.9
65 $3.16M
PAAS
Pan American Silver Corp

Basic Materials
1
+ 0.46%
$18.58 - $24.18 $18.6 - $24.2
220 $4.59M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1
+ 1.27%
$51.58 - $53.79 $51.6 - $53.8
80 $4.27M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
1
+ 4.35%
$7.45 - $8.23 $7.45 - $8.23
24 $190K
SHEL
Shell PLC

Energy
2
+ 3.13%
$65.65 - $73.28 $131 - $147
66 $4.33M
TTC
Toro CO

Industrials
22
+ 0.32%
$81.82 - $99.44 $1.8K - $2.19K
6.81K $590M
AVGO
Broadcom Inc.

Technology
928
+ 351.52%
$136.27 - $1745.86 $126K - $1.62M
1.19K $206M
LPLA
Lpl Financial Holdings Inc.

Financial Services
65
+ 0.42%
$193.0 - $282.1 $12.5K - $18.3K
15.5K $3.6B
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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