Northwest Financial Advisors Reduced Holdings in Q1 2025

Northwest Financial Advisors

  • $121 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-275
- 0.43%
$209.68 - $247.1 $57.7K - $68K
64.3K $14.3B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-341
- 3.13%
$468.34 - $539.52 $160K - $184K
10.6K $4.95B
RDVY
First Trust Rising Dividend Ac

ETFs
-9.93K
- 18.31%
$57.22 - $63.39 $568K - $629K
44.3K $2.59B
BAH
Booz Allen Hamilton Holding Corp

Industrials
-871
- 9.6%
$102.72 - $143.06 $89.5K - $125K
8.2K $858M
Brookfield Corp
-1.2K
- 3.33%
N/A
34.8K $1.82B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.4K
- 40.81%
$95.85 - $99.25 $230K - $238K
3.47K $344M
VTI
Vanguard Total Stock Market Et

ETFs
-373
- 8.27%
$271.18 - $303.12 $101K - $113K
4.14K $1.14B
GOOG
Alphabet Inc.

Communication Services
-127
- 3.18%
$156.06 - $207.71 $19.8K - $26.4K
3.87K $605M
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
-8.86K
- 17.61%
$12.01 - $12.73 $106K - $113K
41.5K $495M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
-3.72K
- 23.32%
N/A
12.2K $300M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-46
- 2.18%
$360.07 - $417.26 $16.6K - $19.2K
2.06K $744M
XLE
Energy Sector Spdr

ETFs
-1.67K
- 23.34%
$85.7 - $93.96 $143K - $157K
5.49K $513M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-1.63K
- 16.6%
$32.49 - $37.99 $52.8K - $61.8K
8.17K $274M
T Rowe Price ETF Inc
-1.83K
- 9.79%
N/A
16.8K $543M
IVV
Ishares Core S&P 500 ETF

ETFs
-37
- 1.81%
$554.06 - $615.85 $20.5K - $22.8K
2.01K $1.13B
MAR
Marriott International Inc

Consumer Cyclical
-63
- 4.32%
$237.01 - $304.45 $14.9K - $19.2K
1.4K $332M
XLI
Industrial Sector Spdr

ETFs
-482
- 23.45%
$128.78 - $141.67 $62.1K - $68.3K
1.57K $206M
TTC
Toro CO

Industrials
-90
- 1.3%
$71.86 - $87.28 $6.47K - $7.86K
6.86K $499M
IWM
Ishares Russell 2000 ETF

ETFs
-11
- 0.51%
$198.1 - $229.79 $2.18K - $2.53K
2.15K $430M
DIS
Walt Disney CO

Communication Services
-141
- 5.29%
$96.87 - $114.0 $13.7K - $16.1K
2.52K $249M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-47
- 9.27%
$507.05 - $563.67 $23.8K - $26.5K
460 $236M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-425
- 2.75%
$62.72 - $71.92 $26.7K - $30.6K
15K $947M
IWP
Ishares Russell Mid Cap Growth

ETFs
-7
- 0.39%
$114.9 - $139.6 $804 - $977
1.78K $209M
VTV
Vanguard Value ETF

ETFs
-120
- 8.37%
$167.73 - $179.21 $20.1K - $21.5K
1.31K $227M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-540
- 3.14%
$97.38 - $104.52 $52.6K - $56.4K
16.7K $1.7B
IWS
Ishares Russell Midcap Value E

ETFs
-14
- 0.66%
$122.59 - $135.24 $1.72K - $1.89K
2.12K $267M
IWD
Ishares Russell 1000 Val ETF

ETFs
-83
- 3.05%
$182.82 - $196.21 $15.2K - $16.3K
2.64K $496M
JPM
Jpmorgan Chase & CO

Financial Services
-158
- 2.76%
$225.19 - $279.95 $35.6K - $44.2K
5.58K $1.37B
PULS
Pgim ETF Tr

ETFs
-61
- 0.55%
$49.56 - $49.78 $3.02K - $3.04K
11.1K $550M
PG
Procter & Gamble CO

Consumer Defensive
-54
- 1.04%
$158.56 - $176.26 $8.56K - $9.52K
5.13K $873M
CSCO
Cisco Systems, Inc.

Technology
-54
- 1.25%
$58.74 - $64.87 $3.17K - $3.5K
4.26K $263M
KO
Coca Cola CO

Consumer Defensive
-251
- 7.12%
$60.81 - $72.32 $15.3K - $18.2K
3.28K $235M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-166
- 1.69%
$87.68 - $94.52 $14.6K - $15.7K
9.68K $907M
CVX
Chevron Corp

Energy
-11
- 0.64%
$146.71 - $167.97 $1.61K - $1.85K
1.72K $287M
VZ
Verizon Communications Inc

Communication Services
-20
- 0.25%
$37.81 - $46.49 $756 - $930
7.86K $357M
XOM
Exxon Mobil Corp

Energy
-148
- 2.44%
$105.44 - $118.93 $15.6K - $17.6K
5.91K $703M
JNJ
Johnson & Johnson

Healthcare
-397
- 4.0%
$142.06 - $167.7 $56.4K - $66.6K
9.52K $1.58B
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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