Northwest Financial Advisors Purchases in Q2 2025

Northwest Financial Advisors

  • $71.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CGMU
Capital Group Core Plus Income
20.7K
+ 152.47%
N/A
34.2K $913M
BOND
Pimco Active Bond Exchange Tra

ETFs
6.01K
+ 30.83%
$89.87 - $92.93 $540K - $558K
25.5K $2.35B
CGGO
Capital Group Global Growth Eq

ETFs
9.63K
+ 19.02%
$25.31 - $32.17 $244K - $310K
60.3K $1.93B
Capital Group Core Balanced
13.2K
New
N/A
13.2K $441M
CEG
Constellation Energy Corp

Utilities
828
New
$170.96 - $322.76 $142K - $267K
828 $267M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
4.62K
+ 11.71%
$37.18 - $42.55 $172K - $196K
44K $1.87B
VIG
Vanguard Dividend Appreciation

ETFs
41
+ 0.19%
N/A
21.2K $4.33B
PKB
Invesco Exchange Traded Fd Tr

ETFs
2.85K
New
$62.05 - $80.65 $177K - $230K
2.85K $229M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
8.52K
New
N/A
8.52K $210M
VUG
Vanguard Growth ETF

ETFs
462
New
$329.49 - $438.4 $152K - $203K
462 $203M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
3.82K
+ 78.95%
$45.3 - $50.64 $173K - $193K
8.65K $425M
CGDV
Capital Group Divid Value ETF

ETFs
475
+ 1.2%
$31.93 - $39.49 $15.2K - $18.8K
40K $1.58B
IWD
Ishares Russell 1000 Val ETF

ETFs
340
+ 12.9%
$166.82 - $194.23 $56.7K - $66K
2.98K $578M
J P Morgan Exchange Traded F
1.38K
+ 3.41%
N/A
41.9K $2.25B
IVW
Ishares S&P 500 Growth ETF

ETFs
11
+ 0.28%
$82.96 - $110.1 $913 - $1.21K
3.97K $437M
PULS
Pgim ETF Tr

ETFs
1.36K
+ 12.27%
$49.39 - $49.76 $67K - $67.5K
12.4K $618M
Brookfield Asset Managmt LTD
4
+ 0.06%
N/A
6.28K $347M
CARR
Carrier Global Corp

Industrials
13
+ 0.3%
$55.55 - $75.83 $722 - $986
4.31K $315M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1.05K
+ 8.05%
$39.34 - $40.41 $41.3K - $42.4K
14.1K $565M
BND
Vanguard Bd Index Fd Inc Total

ETFs
369
+ 1.46%
$72.02 - $73.82 $26.6K - $27.2K
25.7K $1.89B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
39
+ 0.45%
$70.7 - $82.14 $2.76K - $3.2K
8.67K $712M
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
4.35K
+ 10.48%
$10.82 - $11.98 $47K - $52.1K
45.8K $516M
VPU
Vanguard Utilities ETF

ETFs
2
+ 0.06%
$158.36 - $178.82 $317 - $358
3.13K $553M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
5
+ 0.13%
$50.39 - $60.05 $252 - $300
3.98K $239M
OMEX
Odyssey Marine Exploration Inc

Industrials
10.1K
New
$0.3 - $1.53 $3.02K - $15.4K
10.1K $11.9M
BAH
Booz Allen Hamilton Holding Corp

Industrials
44
+ 0.54%
$99.97 - $129.69 $4.4K - $5.71K
8.25K $859M
DVY
Ishares Tr

ETFs
8
+ 0.3%
$118.37 - $134.86 $947 - $1.08K
2.7K $358M
MDT
Medtronic PLC

Healthcare
3
+ 0.07%
$80.68 - $88.86 $242 - $267
4.01K $350M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
119
+ 0.71%
$90.85 - $102.31 $10.8K - $12.2K
16.8K $1.69B
Activity Summary
Buys All Purchases 30 New Holdings 6 Increased Positions 24 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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