Northwest Financial Advisors Reduced Holdings in Q3 2024

Northwest Financial Advisors

  • $126 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EIX
Edison International

Utilities
-71
- 11.29%
$71.19 - $87.72 $5.05K - $6.23K
558 $48.6M
KO
Coca Cola CO

Consumer Defensive
-385
- 10.13%
$62.69 - $73.01 $24.1K - $28.1K
3.42K $245M
DUK
Duke Energy Corp

Utilities
-44
- 7.09%
$99.35 - $117.71 $4.37K - $5.18K
577 $66.6M
MAR
Marriott International Inc

Consumer Cyclical
-21
- 1.49%
$211.35 - $255.11 $4.44K - $5.36K
1.39K $346M
ETR
Entergy Corp

Utilities
-3
- 1.48%
$104.75 - $131.61 $314 - $395
200 $26.3M
KMI
Kinder Morgan, Inc.

Energy
-87
- 2.78%
$19.72 - $22.22 $1.72K - $1.93K
3.05K $67.3M
FICO
Fair Isaac Corp

Technology
-1
- 6.25%
$1496.51 - $1947.38 $1.5K - $1.95K
15 $29.2M
IVE
Ishares S&P 500 Value ETF

ETFs
-9
- 1.87%
$181.06 - $197.17 $1.63K - $1.77K
472 $93.1M
CL
Colgate Palmolive CO

Consumer Defensive
-50
- 3.12%
$95.54 - $108.77 $4.78K - $5.44K
1.55K $161M
EVRG
Evergy, Inc.

Utilities
-5
- 0.62%
$52.46 - $62.01 $262 - $310
800 $49.6M
SBUX
Starbucks Corp

Consumer Cyclical
-282
- 14.79%
$72.51 - $98.6 $20.4K - $27.8K
1.63K $158M
XLI
Industrial Sector Spdr

ETFs
-96
- 5.2%
$120.56 - $135.44 $11.6K - $13K
1.75K $237M
NEE
Nextera Energy Inc

Utilities
-177
- 9.01%
$69.9 - $84.97 $12.4K - $15K
1.79K $151M
Ge Vernova Inc
-44
- 14.77%
N/A
254 $64.8M
PFF
Ishares Trust Ishares Pfd And

ETFs
-163
- 1.4%
$31.18 - $33.5 $5.08K - $5.46K
11.5K $381M
ADSK
Autodesk, Inc.

Technology
-28
- 3.38%
$245.83 - $245.83 $6.88K - $6.88K
800 $220M
OUNZ
Van Eck Merk Gold Trust

ETFs
-200
- 2.47%
$22.51 - $25.83 $4.5K - $5.17K
7.9K $200M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-85
- 1.82%
$71.86 - $78.56 $6.11K - $6.68K
4.58K $360M
ABBV
Abb Vie Inc.

Healthcare
-363
- 10.2%
$163.84 - $199.33 $59.5K - $72.4K
3.2K $631M
PG
Procter & Gamble CO

Consumer Defensive
-126
- 2.44%
$160.76 - $177.82 $20.3K - $22.4K
5.04K $873M
LOW
Lowes Companies Inc

Consumer Cyclical
-72
- 8.7%
$213.3 - $270.78 $15.4K - $19.5K
756 $205M
T Rowe Price ETF Inc
-284
- 1.5%
N/A
18.6K $619M
CARR
Carrier Global Corp

Industrials
-706
- 14.18%
$61.9 - $80.88 $43.7K - $57.1K
4.27K $344M
JPM
Jpmorgan Chase & CO

Financial Services
-26
- 0.49%
$194.9 - $224.8 $5.07K - $5.84K
5.25K $1.11B
MDT
Medtronic PLC

Healthcare
-25
- 0.62%
$76.84 - $91.03 $1.92K - $2.28K
4.01K $361M
GTO
Invesco Actively Managed ETF T

ETFs
-919
- 2.01%
$46.22 - $48.77 $42.5K - $44.8K
44.9K $2.17B
MCD
Mcdonalds Corp

Consumer Cyclical
-147
- 7.91%
$245.82 - $304.51 $36.1K - $44.8K
1.71K $521M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-416
- 1.24%
$44.13 - $47.01 $18.4K - $19.6K
33.2K $1.55B
Brookfield Asset Managmt LTD
-204
- 2.97%
N/A
6.66K $315M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-877
- 2.2%
$37.98 - $41.19 $33.3K - $36.1K
39K $1.61B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-17
- 0.69%
$386.81 - $423.12 $6.58K - $7.19K
2.45K $1.04B
ORCL
Oracle Corp

Technology
-210
- 5.35%
$125.9 - $170.35 $26.4K - $35.8K
3.72K $633M
JNJ
Johnson & Johnson

Healthcare
-220
- 2.28%
$145.48 - $167.38 $32K - $36.8K
9.45K $1.53B
META
Meta Platforms, Inc.

Communication Services
-174
- 5.05%
$453.41 - $572.44 $78.9K - $99.6K
3.27K $1.87B
TSLA
Tesla, Inc.

Consumer Cyclical
-121
- 4.22%
$191.76 - $263.26 $23.2K - $31.9K
2.75K $719M
LMT
Lockheed Martin Corp

Industrials
-6
- 0.34%
$460.3 - $584.56 $2.76K - $3.51K
1.74K $1.02B
Brookfield Corp
-16
- 0.04%
N/A
36.1K $1.92B
AAPL
Apple Inc.

Technology
-696
- 1.04%
$207.23 - $234.82 $144K - $163K
66.1K $15.4B
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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