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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$652 Million 0.52% of portfolio
50,060
Q3 2024 Added 0.38%
$0
$107 Million 0.09% of portfolio
10,787
Q2 2024 New
$0
$57.8 Million 0.05% of portfolio
4,000
Q4 2023 New
$0
$45.7 Million 0.04% of portfolio
5,067
Q3 2024 Added 1.0%
$0
$32.7 Million 0.03% of portfolio
2,660
Q4 2023 New
$0
$30 Million 0.02% of portfolio
1,690
Q4 2023 New
$0
$23.5 Million 0.02% of portfolio
1,700
Q4 2023 New
$0
$11.1 Million 0.01% of portfolio
1,107
Q4 2023 New
$0
$8.12 Million 0.01% of portfolio
1,247
Q4 2023 New
$0
$17.7 Million 0.01% of portfolio
2,332
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%
$0
$16.7 Million 0.01% of portfolio
1,274
Q3 2024 Added 1.92%
$0
$15.5 Million 0.01% of portfolio
1,157
Q4 2023 New
$38.8M
$2.43 Million 0.0% of portfolio
1,685
Q4 2023 New
$0
$1.03 Million 0.0% of portfolio
330
Q4 2023 New
$0
$190,000 0.0% of portfolio
24
Q3 2024 Added 4.35%
$0
$171,000 0.0% of portfolio
7
Q3 2024 Reduced 99.37%

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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