Northwest Financial Advisors Reduced Holdings in Q2 2025

Northwest Financial Advisors

  • $71.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-45.7K
- 71.02%
$172.42 - $223.89 $7.87M - $10.2M
18.6K $3.82B
MSFT
Microsoft Corp

Technology
-14.9K
- 86.45%
$354.56 - $497.45 $5.29M - $7.43M
2.34K $1.16B
AMZN
Amazon Com Inc

Consumer Cyclical
-22.9K
- 91.95%
$167.32 - $223.3 $3.83M - $5.11M
2K $440M
NVDA
Nvidia Corp

Technology
-26.2K
- 91.97%
$94.31 - $157.99 $2.47M - $4.14M
2.29K $362M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4.18K
- 39.58%
$416.06 - $551.64 $1.74M - $2.31M
6.39K $3.52B
RDVY
First Trust Rising Dividend Ac

ETFs
-25.3K
- 57.11%
$51.6 - $62.74 $1.31M - $1.59M
19K $1.19B
JNJ
Johnson & Johnson

Healthcare
-5.84K
- 61.3%
$146.36 - $159.82 $854K - $933K
3.69K $563M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-17.6K
- 33.32%
$59.24 - $71.39 $1.04M - $1.26M
35.2K $2.51B
JPM
Jpmorgan Chase & CO

Financial Services
-4.08K
- 73.17%
$210.28 - $289.91 $858K - $1.18M
1.5K $434M
QCOM
Qualcomm Inc

Technology
-6.06K
- 82.21%
$124.66 - $159.48 $755K - $966K
1.31K $209M
VTI
Vanguard Total Stock Market Et

ETFs
-2.97K
- 71.81%
$243.75 - $303.93 $724K - $903K
1.17K $354M
GTO
Invesco Actively Managed ETF T

ETFs
-16K
- 23.47%
$45.73 - $47.2 $734K - $757K
52.3K $2.45B
JMBS
Janus Detroit Str Tr Henderson

ETFs
-12.8K
- 24.68%
$43.89 - $45.45 $562K - $582K
39.1K $1.76B
V
Visa Inc.

Financial Services
-1.3K
- 38.43%
$308.27 - $373.31 $402K - $486K
2.09K $741M
LMT
Lockheed Martin Corp

Industrials
-1.02K
- 55.26%
$430.82 - $486.45 $441K - $498K
829 $384M
MUB
Ishares National Muni Bond ETF

ETFs
-3.7K
- 61.65%
$102.31 - $105.8 $379K - $392K
2.3K $241M
XOM
Exxon Mobil Corp

Energy
-3.02K
- 51.07%
$99.93 - $119.04 $302K - $359K
2.89K $312M
IBM
International Business Machines Corp

Technology
-1.9K
- 48.41%
$221.03 - $294.78 $420K - $560K
2.03K $597M
GLD
Spdr Gold Trust

ETFs
-1.38K
- 28.87%
$273.71 - $316.29 $379K - $437K
3.41K $1.04B
JHMD
John Hancock ETF Tr Multifacto

ETFs
-11.7K
- 35.46%
$31.34 - $38.59 $367K - $452K
21.3K $815M
XLE
Energy Sector Spdr

ETFs
-2.87K
- 52.32%
$76.44 - $94.13 $220K - $271K
2.62K $222M
MISL
First Tr Exchange Traded Fd In
-11.7K
- 50.4%
N/A
11.5K $429M
PG
Procter & Gamble CO

Consumer Defensive
-1.07K
- 20.84%
$157.66 - $172.39 $168K - $184K
4.06K $646M
WMT
Walmart Inc.

Consumer Defensive
-2.56K
- 36.15%
$81.79 - $99.98 $210K - $256K
4.53K $443M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.65K
- 38.09%
$82.17 - $99.96 $136K - $165K
2.69K $264M
IVV
Ishares Core S&P 500 ETF

ETFs
-357
- 17.75%
$498.8 - $620.9 $178K - $222K
1.65K $1.03B
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-3.03K
- 27.48%
$36.14 - $44.23 $109K - $134K
7.99K $353M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-1.34K
- 11.1%
$58.95 - $66.19 $78.7K - $88.4K
10.7K $696M
VBK
Vanguard Small Cap Growth ETF

ETFs
-392
- 25.67%
$219.76 - $276.94 $86.1K - $109K
1.14K $314M
MAR
Marriott International Inc

Consumer Cyclical
-401
- 28.75%
$211.12 - $274.14 $84.7K - $110K
994 $272M
MCD
Mcdonalds Corp

Consumer Cyclical
-87
- 5.08%
$285.55 - $321.23 $24.8K - $27.9K
1.63K $475M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-830
- 20.4%
$54.27 - $63.01 $45K - $52.3K
3.24K $203M
VZ
Verizon Communications Inc

Communication Services
-348
- 4.43%
$41.67 - $45.62 $14.5K - $15.9K
7.52K $325M
IWM
Ishares Russell 2000 ETF

ETFs
-300
- 13.93%
$174.82 - $215.79 $52.4K - $64.7K
1.85K $400M
KO
Coca Cola CO

Consumer Defensive
-220
- 6.72%
$68.37 - $73.9 $15K - $16.3K
3.06K $216M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-71
- 1.1%
$68.13 - $74.77 $4.84K - $5.31K
6.38K $465M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-231
- 2.14%
$72.71 - $82.56 $16.8K - $19.1K
10.6K $862M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-60
- 1.73%
$96.84 - $99.46 $5.81K - $5.97K
3.41K $339M
CGCP
Capital Group Core Plus Income

ETFs
-164
- 1.75%
$21.92 - $22.56 $3.59K - $3.7K
9.19K $207M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-88
- 4.46%
$114.78 - $133.31 $10.1K - $11.7K
1.89K $251M
VTV
Vanguard Value ETF

ETFs
-28
- 2.13%
$153.67 - $176.74 $4.3K - $4.95K
1.29K $227M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-249
- 4.64%
$152.93 - $181.74 $38.1K - $45.3K
5.11K $929M
IWS
Ishares Russell Midcap Value E

ETFs
-67
- 3.16%
$110.58 - $132.14 $7.41K - $8.85K
2.05K $271M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-336
- 16.33%
$101.69 - $139.02 $34.2K - $46.7K
1.72K $239M
T Rowe Price ETF Inc
-1.21K
- 7.17%
N/A
15.6K $551M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-182
- 5.71%
$72.96 - $90.39 $13.3K - $16.5K
3K $268M
IWP
Ishares Russell Mid Cap Growth

ETFs
-77
- 4.32%
$104.34 - $138.68 $8.03K - $10.7K
1.7K $236M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-223
- 10.82%
$320.42 - $424.58 $71.5K - $94.7K
1.84K $780M
CAT
Caterpillar Inc

Industrials
-10
- 1.18%
$273.94 - $388.21 $2.74K - $3.88K
840 $326M
Activity Summary
Buys All Purchases 30 New Holdings 6 Increased Positions 24 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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