Northwest Financial Advisors Portfolio Holdings

Northwest Financial Advisors

  • $121 Billion
  • Q4 2024

Northwest Financial Advisors has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $121 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16.2B, Microsoft Corp with a value of $7.25B, Invesco Qqq Trust, Series 1 with a value of $5.58B, Amazon Com Inc with a value of $5.29B, and Lpl Financial Holdings Inc. with a value of $5.06B.

Examining the 13F form we can see an decrease of $4.54B in the current position value, from $126B to 121B.

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 $121 Billion
ETFs: $53.9 Billion
Technology: $31.1 Billion
Financial Services: $8.68 Billion
Consumer Cyclical: $7.64 Billion
Industrials: $3.74 Billion
Communication Services: $3.53 Billion
Healthcare: $2.9 Billion
Consumer Defensive: $1.9 Billion
Other: $1.18 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.58 Billion 4.6% of portfolio
10,908
Q2 2024 Reduced 0.22%
$0
$4.13 Billion 3.41% of portfolio
21,087
Q2 2024 Added 0.52%
$0
$3.21 Billion 2.65% of portfolio
54,223
Q2 2024 Reduced 2.81%
$0
$2.98 Billion 2.46% of portfolio
44,409
Q2 2024 Added 18.87%
$0
$2.66 Billion 2.19% of portfolio
57,271
Q2 2024 Added 37.97%
$0
$1.89 Billion 1.56% of portfolio
42,826
Q2 2024 Added 43.4%
$0
$1.77 Billion 1.46% of portfolio
24,642
Q2 2024 Added 8.12%
$0
$1.71 Billion 1.41% of portfolio
17,199
Q2 2024 Reduced 5.58%
$0
$1.58 Billion 1.3% of portfolio
38,986
Q2 2024 Reduced 2.04%
$0
$1.37 Billion 1.13% of portfolio
46,795
Q2 2024 Reduced 1.14%
$0
$1.33 Billion 1.1% of portfolio
14,693
Q4 2024 Added 42.87%
$0
$1.31 Billion 1.08% of portfolio
4,509
Q2 2024 Added 1.02%
$0
$1.24 Billion 1.02% of portfolio
35,037
Q2 2024 Added 19.7%
$0
$1.21 Billion 1.0% of portfolio
2,048
Q2 2024 Reduced 1.09%
$89.2B
$1.16 Billion 0.96% of portfolio
4,790
Q2 2024 Reduced 2.33%
$0
$1.05 Billion 0.86% of portfolio
2,461
Q2 2024 Added 0.45%
$0
$937 Million 0.77% of portfolio
5,347
Q2 2024 Added 0.35%
$0
$909 Million 0.75% of portfolio
28,342
Q2 2024 Added 29.07%
$0
$872 Million 0.72% of portfolio
10,809
Q2 2024 Reduced 6.44%
$0
$874 Million 0.72% of portfolio
9,847
Q2 2024 Reduced 1.08%
$0
$846 Million 0.7% of portfolio
2,107
Q2 2024 Added 7.46%
$0
$814 Million 0.67% of portfolio
12,030
Q2 2024 Reduced 9.26%
$0
$669 Million 0.55% of portfolio
8,603
Q2 2024 Added 0.37%
$0
$639 Million 0.53% of portfolio
5,998
Q2 2024 Added 28.79%
$0
$614 Million 0.51% of portfolio
7,165
Q2 2024 Added 0.33%
$0
$569 Million 0.47% of portfolio
5,869
Q4 2024 Added 218.28%
$0
$554 Million 0.46% of portfolio
14,892
Q2 2024 Added 13.56%
$0
$551 Million 0.45% of portfolio
11,119
Q2 2024 Added 0.63%
$0
$511 Million 0.42% of portfolio
3,128
Q2 2024 Added 39.97%
$0
$513 Million 0.42% of portfolio
13,015
Q4 2024 Added 0.56%
$0
$503 Million 0.42% of portfolio
2,718
Q4 2024 Added 802.99%
$0
$478 Million 0.4% of portfolio
2,165
Q2 2024 Added 0.09%
$0
$452 Million 0.37% of portfolio
6,451
Q1 2024 Reduced 4.28%
$0
$434 Million 0.36% of portfolio
15,950
Q4 2024 New
$0
$437 Million 0.36% of portfolio
746
Q2 2024 Reduced 2.05%
$0
$427 Million 0.35% of portfolio
1,524
Q1 2024 Reduced 0.33%
$0
$392 Million 0.32% of portfolio
6,652
Q4 2023 New
$0
$385 Million 0.32% of portfolio
1,831
Q1 2024 Reduced 0.05%
$0
$367 Million 0.3% of portfolio
11,657
Q2 2024 Reduced 0.35%
$0
$354 Million 0.29% of portfolio
3,598
Q2 2024 Added 16.59%
$0
$351 Million 0.29% of portfolio
9,796
Q4 2024 Added 17.71%
$0
$352 Million 0.29% of portfolio
2,683
Q2 2024 Reduced 25.48%
$0
$344 Million 0.28% of portfolio
3,857
Q4 2024 Added 351.11%
$0
$273 Million 0.23% of portfolio
507
Q4 2024 Added 37.77%
$0
$276 Million 0.23% of portfolio
2,133
Q4 2024 Added 126.43%
$0
$262 Million 0.22% of portfolio
1,126
Q2 2024 Reduced 15.36%
$0
$271 Million 0.22% of portfolio
2,055
Q4 2024 Added 17.36%
$0
$251 Million 0.21% of portfolio
5,471
Q4 2023 New
$0
$252 Million 0.21% of portfolio
1,974
Q4 2024 Added 61.27%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $121 Billion
  • Prior Value $126 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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