Northwest Financial Advisors Purchases and Sells in Q1 2025

Northwest Financial Advisors

$121 Billion
Q1 2025

Top Buys

Incresed Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	1.46K + 196.11%	$551.42 - $612.93 $807K - $897K	2.21K $1.24B
J P MORGAN EXCHANGE TRADED F	10.4K + 34.48%	N/A	40.5K $2.17B
GTO	11.1K + 19.41%	$45.9 - $47.37 $510K - $527K	68.4K $3.21B
SPHQ	8.45K + 19.02%	$65.27 - $71.18 $551K - $601K	52.9K $3.51B
BOND	4.79K + 32.63%	$89.27 - $92.9 $428K - $445K	19.5K $1.8B
JMBS	9.05K + 21.12%	$43.53 - $45.42 $394K - $411K	51.9K $2.34B

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYG	6.27K New	$80.05 - $92.39 $502K - $579K	6.27K $504M
JVAL	11K New	$40.87 - $45.28 $450K - $499K	11K $456M
IVE	2.01K New	$185.78 - $198.58 $374K - $400K	2.01K $384M
IVW	3.96K New	$92.45 - $106.69 $366K - $422K	3.96K $367M
ARM HOLDINGS PLC	2.42K New	N/A	2.42K $258M
XSHQ	6.33K New	$37.78 - $43.82 $239K - $277K	6.33K $250M

Top Sells

Reduced Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-275 - 0.43%	$209.68 - $247.1 $57.7K - $68K	64.3K $14.3B
QQQ	-341 - 3.13%	$468.34 - $539.52 $160K - $184K	10.6K $4.95B
RDVY	-9.93K - 18.31%	$57.22 - $63.39 $568K - $629K	44.3K $2.59B
BAH	-871 - 9.6%	$102.72 - $143.06 $89.5K - $125K	8.2K $858M
BROOKFIELD CORP	-1.2K - 3.33%	N/A	34.8K $1.82B
AGG	-2.4K - 40.81%	$95.85 - $99.25 $230K - $238K	3.47K $344M

Activity Summary All Purchases 61 New Holdings 12 Increased Positions 49 All Sells 38 Reductions 38 Sold out 0 Calls 0 Puts 0

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