Northwest Financial Advisors Reduced Holdings in Q3 2025

Northwest Financial Advisors

  • $77.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.23K
- 66.97%
$420.11 - $472.68 $517K - $582K
607 $284M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.27K
- 37.05%
$97.75 - $100.75 $124K - $127K
2.15K $215M
NVDA
Nvidia Corp

Technology
-830
- 36.23%
$153.3 - $186.58 $127K - $155K
1.46K $273M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-628
- 9.84%
$546.99 - $602.2 $344K - $378K
5.76K $3.46B
SPY
Spdr S&P 500 ETF Trust

ETFs
-121
- 22.87%
$617.65 - $666.84 $74.7K - $80.7K
408 $271M
AMZN
Amazon Com Inc

Consumer Cyclical
-80
- 3.99%
$211.65 - $238.24 $16.9K - $19.1K
1.92K $422M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-640
- 6.05%
$81.61 - $86.58 $52.2K - $55.4K
9.94K $848M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-194
- 2.0%
$92.18 - $95.14 $17.9K - $18.5K
9.49K $903M
PFM
Invesco Exchange Traded Fd Tr

ETFs
-381
- 6.96%
$48.04 - $50.89 $18.3K - $19.4K
5.09K $258M
PULS
Pgim ETF Tr

ETFs
-111
- 0.89%
$49.58 - $49.83 $5.5K - $5.53K
12.3K $613M
T Rowe Price ETF Inc
-1.06K
- 6.78%
N/A
14.5K $548M
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
-1.51K
- 3.3%
$10.91 - $11.68 $16.5K - $17.6K
44.3K $514M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-201
- 1.88%
$63.98 - $69.04 $12.9K - $13.9K
10.5K $699M
XOM
Exxon Mobil Corp

Energy
-86
- 2.97%
$105.83 - $117.22 $9.1K - $10.1K
2.81K $316M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-874
- 2.48%
$70.77 - $73.59 $61.9K - $64.3K
34.4K $2.52B
IWM
Ishares Russell 2000 ETF

ETFs
-112
- 6.04%
$214.92 - $244.84 $24.1K - $27.4K
1.74K $422M
JPM
Jpmorgan Chase & CO

Financial Services
-50
- 3.34%
$282.78 - $316.06 $14.1K - $15.8K
1.45K $456M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-131
- 0.78%
$101.12 - $106.18 $13.2K - $13.9K
16.6K $1.72B
LMT
Lockheed Martin Corp

Industrials
-2
- 0.24%
$410.74 - $499.21 $821 - $998
827 $413M
MSFT
Microsoft Corp

Technology
-5
- 0.21%
$491.09 - $535.64 $2.46K - $2.68K
2.34K $1.21B
JNJ
Johnson & Johnson

Healthcare
-337
- 9.15%
$155.17 - $185.42 $52.3K - $62.5K
3.35K $621M
GLD
Spdr Gold Trust

ETFs
-217
- 6.37%
$300.96 - $355.47 $65.3K - $77.1K
3.19K $1.13B
CGGO
Capital Group Global Growth Eq

ETFs
-247
- 0.41%
$31.71 - $34.17 $7.83K - $8.44K
60K $2.05B
Brookfield Corp
-880
- 2.55%
N/A
33.6K $2.3B
VIG
Vanguard Dividend Appreciation

ETFs
-32
- 0.15%
N/A
21.1K $4.56B
AAPL
Apple Inc.

Technology
-1.48K
- 7.94%
$202.38 - $256.87 $299K - $380K
17.2K $4.37B
Activity Summary
Buys All Purchases 56 New Holdings 11 Increased Positions 45 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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