Wealth Advisors Northwest LLC Reduced Holdings in Q1 2025

Wealth Advisors Northwest LLC

  • $158 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-260
- 4.7%
$222.15 - $428.22 $57.8K - $111K
5.28K $1.37B
DFAR
Dimensional ETF Tr Dimensional

ETFs
-31.4K
- 42.9%
$22.35 - $24.52 $703K - $771K
41.8K $995M
AAPL
Apple Inc.

Technology
-786
- 9.19%
$209.68 - $247.1 $165K - $194K
7.77K $1.73B
SPYG
Spdr Portfolio

ETFs
-1.25K
- 4.7%
$80.05 - $92.39 $99.8K - $115K
25.3K $2.03B
MSFT
Microsoft Corp

Technology
-392
- 12.85%
$375.39 - $447.2 $147K - $175K
2.66K $998M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-886
- 4.37%
$58.81 - $68.2 $52.1K - $60.4K
19.4K $1.16B
VGT
Vanguard Information Technolog

ETFs
-48
- 5.63%
$542.38 - $646.34 $26K - $31K
804 $436M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-934
- 2.11%
$49.78 - $53.19 $46.5K - $49.7K
43.3K $2.21B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-26
- 0.57%
$77.33 - $90.16 $2.01K - $2.34K
4.57K $358M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-74
- 1.93%
$80.73 - $94.96 $5.97K - $7.03K
3.75K $311M
DFAE
Dimensional ETF Tr

ETFs
-1.44K
- 3.71%
$24.64 - $26.86 $35.4K - $38.6K
37.3K $966M
JPM
Jpmorgan Chase & CO

Financial Services
-77
- 3.8%
$225.19 - $279.95 $17.3K - $21.6K
1.95K $478M
COST
Costco Wholesale Corp

Consumer Defensive
-18
- 3.52%
$890.62 - $1076.86 $16K - $19.4K
494 $468M
SYK
Stryker Corp

Healthcare
-21
- 3.7%
$355.18 - $399.9 $7.46K - $8.4K
547 $204M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-615
- 0.73%
$39.96 - $43.3 $24.6K - $26.6K
83.9K $3.46B
DFAI
Dimensional ETF Tr

ETFs
-3.6K
- 6.33%
$28.88 - $32.4 $104K - $117K
53.2K $1.66B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-20
- 0.26%
$37.07 - $40.63 $741 - $813
7.65K $301M
SBUX
Starbucks Corp

Consumer Cyclical
-76
- 2.97%
$91.75 - $115.81 $6.97K - $8.8K
2.48K $244M
V
Visa Inc.

Financial Services
-47
- 4.25%
$306.92 - $362.71 $14.4K - $17K
1.06K $371M
XOM
Exxon Mobil Corp

Energy
-167
- 3.66%
$105.44 - $118.93 $17.6K - $19.9K
4.4K $523M
NFLX
Netflix Inc

Communication Services
-26
- 1.79%
$828.4 - $1058.6 $21.5K - $27.5K
1.42K $1.33B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-48
- 0.19%
$33.84 - $37.77 $1.62K - $1.81K
24.7K $900M
Activity Summary
Buys All Purchases 25 New Holdings 4 Increased Positions 21 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealth Advisors Northwest LLC Portfolio

Follow Wealth Advisors Northwest LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Advisors Northwest LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Advisors Northwest LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email