Northwest Financial Advisors Reduced Holdings in Q3 2024

Northwest Financial Advisors

  • $126 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HST
Host Hotels & Resorts, Inc.

Real Estate
-159
- 34.72%
$15.92 - $18.86 $2.53K - $3K
299 $5.26M
MOS
Mosaic CO

Basic Materials
-100
- 87.72%
$24.54 - $30.61 $2.45K - $3.06K
14 $375K
Ge Healthcare Technologies I
-59
- 33.15%
N/A
119 $11.2M
USB
Us Bancorp \De\

Financial Services
-72
- 54.55%
$39.04 - $47.23 $2.81K - $3.4K
60 $2.74M
HPE
Hewlett Packard Enterprise CO

Technology
-108
- 30.17%
$16.1 - $21.44 $1.74K - $2.32K
250 $5.12M
Gsk PLC
-59
- 98.33%
N/A
1 $41K
CI
Cigna Corp

Healthcare
-11
- 11.22%
$319.12 - $367.1 $3.51K - $4.04K
87 $30.1M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-21
- 30.43%
$150.01 - $182.29 $3.15K - $3.83K
48 $8.74M
OGN
Organon & Co.

Healthcare
-80
- 23.26%
$18.65 - $23.03 $1.49K - $1.84K
264 $5.05M
BDX
Becton Dickinson & CO

Healthcare
-12
- 10.71%
$221.47 - $242.41 $2.66K - $2.91K
100 $24.1M
TROW
Price T Rowe Group Inc

Financial Services
-12
- 11.54%
$101.71 - $120.75 $1.22K - $1.45K
92 $9.98M
AIG
American International Group, Inc.

Financial Services
-26
- 72.22%
$70.16 - $79.23 $1.82K - $2.06K
10 $732K
MMM
3 M CO

Industrials
-312
- 26.33%
$99.69 - $139.42 $31.1K - $43.5K
873 $119M
ITA
Ishares Tr

ETFs
-50
- 15.29%
$131.58 - $149.64 $6.58K - $7.48K
277 $41.5M
ECL
Ecolab Inc.

Basic Materials
-9
- 23.68%
$228.86 - $255.76 $2.06K - $2.3K
29 $7.32M
KR
Kroger CO

Consumer Defensive
-61
- 23.37%
$50.43 - $57.3 $3.08K - $3.5K
200 $11.5M
RELX
Relx PLC

Communication Services
-28
- 96.55%
$44.1 - $48.86 $1.23K - $1.37K
1 $47K
ZTS
Zoetis Inc.

Healthcare
-31
- 14.29%
$172.58 - $196.48 $5.35K - $6.09K
186 $36.4M
SQ
Block, Inc.

Technology
-15
- 53.57%
$57.21 - $72.07 $858 - $1.08K
13 $872K
EOG
Eog Resources Inc

Energy
-3
- 1.86%
$117.9 - $132.65 $354 - $398
158 $19.5M
ED
Consolidated Edison Inc

Utilities
-42
- 17.36%
$88.42 - $104.97 $3.71K - $4.41K
200 $20.8M
HSBC
Hsbc Holdings PLC

Financial Services
-17
- 94.44%
$40.42 - $45.91 $687 - $780
1 $46K
SPGI
S&P Global Inc.

Financial Services
-8
- 16.67%
$446.32 - $527.38 $3.57K - $4.22K
40 $20.6M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-24
- 19.05%
$39.47 - $49.4 $947 - $1.19K
102 $4.85M
Solventum Corp
-78
- 27.08%
N/A
210 $14.6M
SNOW
Snowflake Inc.

Technology
-1
- 6.25%
$108.56 - $143.02 $109 - $143
15 $1.72M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-7
- 15.56%
$72.22 - $81.88 $506 - $573
38 $2.99M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-15
- 33.33%
$57.22 - $80.08 $858 - $1.2K
30 $2.34M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-2
- 9.09%
$104.47 - $116.17 $209 - $232
20 $2.16M
C
Citigroup Inc

Financial Services
-3
- 4.92%
$56.11 - $67.61 $168 - $203
58 $3.63M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-18
- 6.14%
$523.84 - $572.02 $9.43K - $10.3K
275 $157M
RPRX
Royalty Pharma PLC

Healthcare
-6
- 4.76%
$25.63 - $29.27 $154 - $176
120 $3.4M
BX
Blackstone Inc.

Financial Services
-45
- 18.91%
$120.77 - $159.66 $5.43K - $7.18K
193 $29.6M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-38
- 5.26%
$6.71 - $8.78 $255 - $334
685 $5.65M
HII
Huntington Ingalls Industries, Inc.

Industrials
-8
- 5.76%
$241.93 - $282.86 $1.94K - $2.26K
131 $34.6M
WEC
Wec Energy Group, Inc.

Utilities
-15
- 13.16%
$77.68 - $96.19 $1.17K - $1.44K
99 $9.52M
NOC
Northrop Grumman Corp

Industrials
-31
- 16.85%
$423.73 - $533.14 $13.1K - $16.5K
153 $80.8M
O
Realty Income Corp

Real Estate
-56
- 13.63%
$52.36 - $63.42 $2.93K - $3.55K
355 $22.5M
TFC
Truist Financial Corp

Financial Services
-66
- 6.63%
$38.22 - $44.94 $2.52K - $2.97K
929 $39.7M
BLD
Top Build Corp

Industrials
-3
- 2.65%
$360.4 - $479.09 $1.08K - $1.44K
110 $44.7M
DOV
Dover Corp

Industrials
-4
- 2.14%
$172.5 - $193.03 $690 - $772
183 $35M
AMT
American Tower Corp

Real Estate
-6
- 7.89%
$192.27 - $242.73 $1.15K - $1.46K
70 $16.4M
CLX
Clorox CO

Consumer Defensive
-25
- 11.11%
$131.73 - $166.97 $3.29K - $4.17K
200 $32.6M
BNDX
Vanguard Total International B

ETFs
-74
- 2.06%
$48.42 - $50.35 $3.58K - $3.73K
3.51K $177M
ARKG
Ark Genomic Revolution ETF (De

ETFs
-33
- 2.26%
$22.89 - $27.41 $755 - $905
1.43K $36.5M
AEP
American Electric Power CO Inc

Utilities
-59
- 10.55%
$87.11 - $104.95 $5.14K - $6.19K
500 $51.3M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-10
- 4.42%
$29.24 - $45.37 $292 - $454
216 $9.72M
XEL
Xcel Energy Inc

Utilities
-35
- 7.78%
$52.11 - $65.3 $1.82K - $2.29K
415 $27.1M
SYK
Stryker Corp

Healthcare
-3
- 1.48%
$315.94 - $371.96 $948 - $1.12K
200 $72.3M
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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