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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.68B
$556 Million 0.46% of portfolio
6,945
Q2 2024 Added 0.31%

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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