Northwest Financial Advisors Portfolio Holdings

Northwest Financial Advisors

  • $126 Billion
  • Q3 2024

Northwest Financial Advisors has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $126 Billion distributed in 571 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.4B, Microsoft Corp with a value of $7.51B, Invesco Qqq Trust, Series 1 with a value of $5.27B, Amazon Com Inc with a value of $4.46B, and Vanguard Dividend Appreciation with a value of $4.17B.

Examining the 13F form we can see an decrease of $19B in the current position value, from $145B to 126B. Also it can be appreciated an additional of 31 stocks purchases and 1 closed positions.

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 $126 Billion
ETFs: $52.9 Billion
Technology: $31.3 Billion
Financial Services: $8.31 Billion
Consumer Cyclical: $7.06 Billion
Industrials: $5.93 Billion
Healthcare: $4.43 Billion
Communication Services: $3.77 Billion
Consumer Defensive: $2.3 Billion
Other: $2.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$129B
$14.6 Million 0.01% of portfolio
174
Q3 2024 Reduced 58.37%
$41.9B
$13.4 Million 0.01% of portfolio
228
Q3 2024 Reduced 28.3%
$40B
$8.13 Million 0.01% of portfolio
180
Q4 2023 New
$144B
$8.14 Million 0.01% of portfolio
77
Q3 2024 Reduced 88.32%
$1.65B
$15.8 Million 0.01% of portfolio
713
Q3 2024 Added 1.13%
$61.8B
$13 Million 0.01% of portfolio
40
Q3 2024 Reduced 63.3%
$255M
$10.6 Million 0.01% of portfolio
10,000
Q2 2024 New
$82.2B
$13.3 Million 0.01% of portfolio
49
Q3 2024 Reduced 47.31%
$1.77B
$17.8 Million 0.01% of portfolio
2,000
Q4 2023 New
$1.99B
$16.8 Million 0.01% of portfolio
2,014
Q4 2023 New
$30.8B
$8.56 Million 0.01% of portfolio
150
Q3 2024 Reduced 72.88%
$97.2B
$17.8 Million 0.01% of portfolio
130
Q2 2024 Reduced 10.96%
$54.7B
$8.64 Million 0.01% of portfolio
64
Q3 2024 Reduced 30.43%
$41.6B
$11.5 Million 0.01% of portfolio
200
Q3 2024 Reduced 23.37%
$198B
$9.41 Million 0.01% of portfolio
19
Q3 2024 Reduced 75.0%
$36.9B
$8.41 Million 0.01% of portfolio
31
Q4 2023 New
$79.2B
$17.1 Million 0.01% of portfolio
105
Q2 2024 Added 0.96%
$3.52B
$9.47 Million 0.01% of portfolio
129
Q2 2024 Added 0.78%
$495B
$8.89 Million 0.01% of portfolio
18
Q3 2024 Reduced 82.52%
$63.1B
$15.9 Million 0.01% of portfolio
318
Q3 2024 Reduced 36.78%
$79.5B
$15.8 Million 0.01% of portfolio
88
Q3 2024 Reduced 46.01%
$56.3B
$6.55 Million 0.01% of portfolio
70
Q4 2023 New
$34.3B
$13 Million 0.01% of portfolio
243
Q4 2023 New
$93.1B
$15.6 Million 0.01% of portfolio
176
Q3 2024 Reduced 67.29%
$38.1B
$12.1 Million 0.01% of portfolio
338
Q3 2024 Added 0.3%
$182B
$15.5 Million 0.01% of portfolio
25
Q3 2024 Reduced 58.33%
$33.9B
$16.8 Million 0.01% of portfolio
141
Q3 2024 Reduced 47.58%
$41.8B
$18.8 Million 0.01% of portfolio
181
Q3 2024 Reduced 43.26%
$124B
$12.4 Million 0.01% of portfolio
333
Q4 2023 New
$0
$6.71 Million 0.01% of portfolio
489
Q4 2023 New
$0
$11.3 Million 0.01% of portfolio
913
Q3 2024 Added 1.78%
$116B
$8.55 Million 0.01% of portfolio
25
Q3 2024 Reduced 32.43%
$0
$16.7 Million 0.01% of portfolio
1,274
Q3 2024 Added 1.92%
$201B
$17.4 Million 0.01% of portfolio
143
Q3 2024 Reduced 80.14%
$0
$15.5 Million 0.01% of portfolio
1,157
Q4 2023 New
$86.8B
$47,000 0.0% of portfolio
1
Q3 2024 Reduced 96.55%
$3.12B
$75,000 0.0% of portfolio
2
Q4 2023 New
$47B
$4.43 Million 0.0% of portfolio
86
Q4 2023 New
$88.2B
$1.64 Million 0.0% of portfolio
10
Q3 2024 Reduced 81.48%
$4.24B
$2.98 Million 0.0% of portfolio
32
Q4 2023 New
$221M
$19,000 0.0% of portfolio
5
Q2 2024 Added 25.0%
$23.2B
$5.65 Million 0.0% of portfolio
685
Q3 2024 Reduced 5.26%
$51.8B
$25,000 0.0% of portfolio
2
Q3 2024 New
$895M
$303,000 0.0% of portfolio
100
Q4 2023 New
$827M
$144,000 0.0% of portfolio
6
Q4 2023 New
$7.68B
$2.15 Million 0.0% of portfolio
14
Q4 2023 New
$59.5B
$11,000 0.0% of portfolio
1
Q3 2024 New
$23B
$4.32 Million 0.0% of portfolio
132
Q2 2024 Added 3.13%
$27.7B
$5.12 Million 0.0% of portfolio
250
Q3 2024 Reduced 30.17%

Summary

  • Portfolio
  • No. of Stocks 571
  • Current Value $126 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 31 stocks
  • Additional Purchases 97 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 239 stocks
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