Northwest Financial Advisors Portfolio Holdings

Northwest Financial Advisors

  • $121 Billion
  • Q4 2024

Northwest Financial Advisors has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $121 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16.2B, Microsoft Corp with a value of $7.25B, Invesco Qqq Trust, Series 1 with a value of $5.58B, Amazon Com Inc with a value of $5.29B, and Lpl Financial Holdings Inc. with a value of $5.06B.

Examining the 13F form we can see an decrease of $4.54B in the current position value, from $126B to 121B.

Northwest Financial Advisors is based out at Herndon, VA

Below you can find more details about Northwest Financial Advisors portfolio as well as his latest detailed transactions.

Portfolio value $121 Billion
ETFs: $53.9 Billion
Technology: $31.1 Billion
Financial Services: $8.68 Billion
Consumer Cyclical: $7.64 Billion
Industrials: $3.74 Billion
Communication Services: $3.53 Billion
Healthcare: $2.9 Billion
Consumer Defensive: $1.9 Billion
Other: $1.18 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$16.2 Billion 13.36% of portfolio
64,585
Q2 2024 Reduced 2.36%
$3.05T
$7.25 Billion 5.99% of portfolio
17,212
Q2 2024 Reduced 0.18%
$2.33T
$5.29 Billion 4.37% of portfolio
24,123
Q2 2024 Reduced 5.98%
$29.4B
$5.06 Billion 4.18% of portfolio
15,492
Q2 2024 Added 0.1%
$324B
$3.74 Billion 3.09% of portfolio
27,861
Q2 2024 Added 1,184.2%
$1.6T
$1.91 Billion 1.58% of portfolio
3,258
Q2 2024 Added 2.3%
$400B
$1.43 Billion 1.18% of portfolio
9,919
Q2 2024 Reduced 7.95%
$809B
$1.37 Billion 1.13% of portfolio
5,734
Q2 2024 Reduced 1.2%
$16.9B
$1.17 Billion 0.96% of portfolio
9,072
Q2 2024 Added 0.35%
$189B
$1.13 Billion 0.93% of portfolio
7,349
Q2 2024 Added 0.63%
$569B
$1.07 Billion 0.89% of portfolio
3,391
Q2 2024 Added 0.87%
$1.14T
$965 Million 0.8% of portfolio
2,389
Q2 2024 Reduced 3.28%
$398B
$868 Million 0.72% of portfolio
5,179
Q2 2024 Reduced 0.36%
-
$859 Million 0.71% of portfolio
-
Q2 2024 Added 41.96%
$116B
$848 Million 0.7% of portfolio
1,746
Q2 2024 Reduced 4.24%
$226B
$784 Million 0.65% of portfolio
3,566
Q2 2024 Added 3.5%
-
$704 Million 0.58% of portfolio
-
Q2 2024 Added 0.04%
$326B
$665 Million 0.55% of portfolio
1,988
Q2 2024 Reduced 7.4%
$454B
$652 Million 0.54% of portfolio
6,059
Q2 2024 Added 1.33%
$0
$637 Million 0.53% of portfolio
50,317
Q2 2024 Added 24.16%
$275B
$592 Million 0.49% of portfolio
6,553
Q2 2024 Added 0.45%
$337B
$571 Million 0.47% of portfolio
3,215
Q2 2024 Added 0.63%
$8.36B
$556 Million 0.46% of portfolio
6,945
Q2 2024 Added 0.31%
$470B
$557 Million 0.46% of portfolio
3,342
Q2 2024 Added 1.7%
$217B
$496 Million 0.41% of portfolio
1,713
Q2 2024 Added 0.71%
$614B
$443 Million 0.37% of portfolio
978
Q2 2024 Added 1.18%
$98.7B
$407 Million 0.34% of portfolio
1,458
Q2 2024 Added 0.29%
-
$346 Million 0.29% of portfolio
-
Q1 2024 Reduced 7.09%
$72.1B
$349 Million 0.29% of portfolio
744
Q4 2024 Added 386.27%
$221B
$354 Million 0.29% of portfolio
3,557
Q2 2024 Reduced 0.98%
$120B
$320 Million 0.26% of portfolio
4,008
Q2 2024 Added 0.42%
$167B
$315 Million 0.26% of portfolio
7,883
Q2 2024 Reduced 0.38%
$192B
$308 Million 0.25% of portfolio
850
Q2 2024 Added 2.94%
$202B
$297 Million 0.24% of portfolio
2,663
Q2 2024 Added 1.47%
$53.7B
$292 Million 0.24% of portfolio
4,283
Q2 2024 Added 0.28%
$91.1B
$277 Million 0.23% of portfolio
1,194
Q2 2024 Reduced 89.45%
$45.5B
$267 Million 0.22% of portfolio
4,949
Q2 2024 Reduced 11.96%
$145B
$268 Million 0.22% of portfolio
2,216
Q2 2024 Reduced 13.31%
$451B
$252 Million 0.21% of portfolio
283
Q3 2024 Reduced 57.12%
$256B
$255 Million 0.21% of portfolio
4,313
Q1 2024 Added 5.43%
$299B
$250 Million 0.21% of portfolio
1,729
Q2 2024 Reduced 3.34%
$53.1B
$236 Million 0.2% of portfolio
800
Q2 2024 Added 1.63%
$108B
$219 Million 0.18% of portfolio
1,235
Q2 2024 Reduced 13.41%
$156B
$213 Million 0.18% of portfolio
862
Q4 2024 Added 14.02%
$276B
$220 Million 0.18% of portfolio
3,527
Q2 2024 Added 0.12%
$199B
$218 Million 0.18% of portfolio
1,436
Q2 2024 Reduced 31.0%
$195B
$216 Million 0.18% of portfolio
2,510
Q2 2024 Added 6.65%
$0
$97.5 Million 0.08% of portfolio
10,787
Q2 2024 New
$494M
$11.2 Million 0.01% of portfolio
10,000
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $121 Billion
  • Prior Value $126 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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