Northwest Financial Advisors has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $126 Billion distributed in 571 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.4B, Microsoft Corp with a value of $7.51B, Invesco Qqq Trust, Series 1 with a value of $5.27B, Amazon Com Inc with a value of $4.46B, and Vanguard Dividend Appreciation with a value of $4.17B.
Examining the 13F form we can see an decrease of $19B in the current position value, from $145B to 126B.
Also it can be appreciated an additional of 31 stocks purchases and 1 closed positions.
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
$126 Billion
ETFs: $52.9 Billion
Technology: $31.3 Billion
Financial Services: $8.31 Billion
Consumer Cyclical: $7.06 Billion
Industrials: $5.93 Billion
Healthcare: $4.43 Billion
Communication Services: $3.77 Billion
Consumer Defensive: $2.3 Billion
Other: $2.7 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
