Northwest Financial Advisors Portfolio Holdings
Northwest Financial Advisors
- $71.7 Billion
- Q2 2025
Northwest Financial Advisors has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $71.7 Billion distributed in 95 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $4.33B, Apple Inc. with a value of $3.82B, Invesco Qqq Trust, Series 1 with a value of $3.52B, Invesco Exchange Traded Fd Tr with a value of $2.51B, and Invesco Actively Managed ETF T with a value of $2.45B.
Examining the 13F form we can see an decrease of $48.9B in the current position value, from $121B to 71.7B.
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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