Northwest Financial Advisors
Latest statistics and disclosures from Northwest Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, QQQ, AMZN, LPLA, and represent 24.56% of Northwest Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: IEFA, SPYG, BND, RDVY, QQQ, NVDA, IUSG, MUB, SPHQ, VB.
- Started 271 new stock positions in RYAAY, MTD, CE, COST, JNK, KLAC, EWQ, Pioneer Natural Resources, PFFD, EWA.
- Reduced shares in these 10 stocks: GTO (-$14M), JMUB, AAPL, , , TSLA, JMBS, SLYG, AROW, .
- Sold out of its positions in FUVV, AROW, BNGO, CHI, LNG, FTCS, FTSL, FPE, LMBS, FTV. EPP, XT, Rpt Realty, NANR, SLYV, SPMB, MDYG, MDYV, GAL, KOMP, BIL, BNO.
- Northwest Financial Advisors was a net buyer of stock by $13M.
- Northwest Financial Advisors has $136M in assets under management (AUM), dropping by 15.59%.
- Central Index Key (CIK): 0002010635
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Portfolio Holdings for Northwest Financial Advisors
Northwest Financial Advisors holds 819 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Northwest Financial Advisors has 819 total positions. Only the first 250 positions are shown.
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- Download the Northwest Financial Advisors March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.6 | $12M | -8% | 68k | 171.48 |
|
| Microsoft Corporation (MSFT) | 5.8 | $7.9M | +4% | 19k | 420.72 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.7 | $5.0M | +20% | 11k | 444.01 |
|
| Amazon (AMZN) | 3.5 | $4.7M | +6% | 26k | 180.38 |
|
| Lpl Financial Holdings (LPLA) | 3.0 | $4.1M | 15k | 264.20 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 2.6 | $3.6M | +13% | 20k | 182.61 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 2.3 | $3.2M | +41% | 57k | 56.16 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.8 | $2.4M | +38% | 4.6k | 525.74 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $2.2M | +63% | 2.4k | 903.67 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $1.8M | +53% | 7.1k | 259.89 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.3 | $1.7M | 17k | 101.41 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 1.3 | $1.7M | +70% | 28k | 60.42 |
|
| Johnson & Johnson (JNJ) | 1.2 | $1.7M | 11k | 158.20 |
|
|
| Meta Platforms Cl A (META) | 1.2 | $1.6M | +15% | 3.4k | 485.57 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 1.2 | $1.6M | +15% | 41k | 38.87 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.1 | $1.6M | 37k | 41.87 |
|
|
| Invesco Actively Managed Etf Total Return (GTO) | 1.1 | $1.6M | -89% | 33k | 46.81 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.1 | $1.5M | +12026% | 20k | 74.25 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.0 | $1.4M | +200% | 19k | 72.63 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 1.0 | $1.3M | 9.0k | 148.43 |
|
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 1.0 | $1.3M | +19% | 46k | 28.80 |
|
| Qualcomm (QCOM) | 0.9 | $1.2M | 7.3k | 169.29 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.9 | $1.2M | +160% | 11k | 107.60 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.8 | $1.1M | +8079% | 15k | 73.20 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $1.1M | 5.3k | 200.30 |
|
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.8 | $1.1M | -21% | 23k | 45.10 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.7 | $1.0M | +73% | 20k | 50.14 |
|
| Visa Com Cl A (V) | 0.7 | $988k | +18% | 3.5k | 279.08 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.7 | $977k | 2.5k | 397.72 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.7 | $909k | +2% | 11k | 83.58 |
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.7 | $906k | 12k | 78.56 |
|
|
| Proshares Tr Russ 2000 Divd (SMDV) | 0.6 | $847k | 13k | 64.01 |
|
|
| Procter & Gamble Company (PG) | 0.6 | $842k | +2% | 5.2k | 162.25 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.6 | $837k | 15k | 56.39 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $832k | +73% | 4.0k | 210.30 |
|
| Lockheed Martin Corporation (LMT) | 0.6 | $831k | 1.8k | 454.90 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.6 | $793k | +9% | 8.4k | 94.42 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $788k | +648% | 3.4k | 229.00 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.6 | $768k | NEW | 6.6k | 117.21 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $759k | +322% | 3.0k | 250.00 |
|
| salesforce (CRM) | 0.5 | $720k | +10% | 2.4k | 301.18 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $696k | +22% | 4.6k | 152.26 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $683k | +18% | 4.0k | 169.37 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $679k | +726% | 11k | 60.74 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $670k | +5% | 5.8k | 116.24 |
|
| Abbvie (ABBV) | 0.5 | $643k | +12% | 3.5k | 182.10 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.5 | $631k | 13k | 49.71 |
|
|
| T Rowe Price Etf Cap Appreciation (TCAF) | 0.5 | $629k | +12% | 21k | 30.23 |
|
| First Tr Exchange-traded Indxx Aerospace (MISL) | 0.5 | $627k | NEW | 23k | 27.19 |
|
| Amplify Etf Tr Internatinl Enhc (IDVO) | 0.5 | $625k | +128% | 21k | 30.52 |
|
| Toro Company (TTC) | 0.5 | $620k | 6.8k | 91.60 |
|
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.4 | $601k | NEW | 21k | 28.18 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $601k | +2% | 2.9k | 205.72 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.4 | $591k | +141% | 18k | 32.50 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $554k | +52% | 5.0k | 110.52 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.4 | $528k | NEW | 5.8k | 90.44 |
|
| Ishares Core Msci Emkt (IEMG) | 0.4 | $523k | NEW | 10k | 51.67 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.4 | $522k | NEW | 4.5k | 114.96 |
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| McDonald's Corporation (MCD) | 0.4 | $521k | +8% | 1.8k | 281.94 |
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| John Hancock Exchange Traded Multi Intl Etf (JHMD) | 0.4 | $517k | +72% | 15k | 34.53 |
|
| Tesla Motors (TSLA) | 0.4 | $516k | -40% | 2.9k | 175.79 |
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| Merck & Co (MRK) | 0.4 | $502k | +4% | 3.8k | 131.95 |
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| Ishares Tr Mbs Etf (MBB) | 0.4 | $494k | NEW | 5.3k | 92.42 |
|
| Oracle Corporation (ORCL) | 0.4 | $485k | +4% | 3.9k | 125.61 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.3 | $448k | 7.5k | 59.62 |
|
|
| Nuveen Va Premium Income Municipal Fund (NPV) | 0.3 | $445k | +39% | 40k | 11.07 |
|
| International Business Machines (IBM) | 0.3 | $439k | 2.3k | 190.96 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $437k | +208% | 7.3k | 60.17 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $412k | +4378% | 2.5k | 164.38 |
|
| Novo-nordisk A S Adr (NVO) | 0.3 | $411k | +30% | 3.2k | 128.40 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.3 | $405k | 6.2k | 65.60 |
|
|
| Boeing Company (BA) | 0.3 | $403k | -22% | 2.1k | 193.00 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $401k | 6.7k | 60.30 |
|
|
| Caterpillar (CAT) | 0.3 | $401k | +28% | 1.1k | 366.50 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $397k | +11% | 945.00 | 420.52 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $396k | +510% | 7.9k | 50.17 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $395k | +63% | 1.5k | 260.25 |
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| Netflix (NFLX) | 0.3 | $395k | +1610% | 650.00 | 607.25 |
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| Ishares Tr Select Divid Etf (DVY) | 0.3 | $394k | -5% | 3.2k | 123.01 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $388k | +178% | 2.4k | 162.86 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $383k | +24% | 732.00 | 523.07 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.3 | $369k | +98% | 12k | 31.99 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $369k | +91% | 1.1k | 344.21 |
|
| Marriott Intl Cl A (MAR) | 0.3 | $355k | 1.4k | 252.25 |
|
|
| Medtronic SHS (MDT) | 0.3 | $351k | 4.0k | 87.15 |
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|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $348k | +229% | 3.6k | 97.94 |
|
| Pepsi (PEP) | 0.3 | $347k | +5% | 2.0k | 175.00 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $336k | +19% | 1.8k | 183.43 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.2 | $335k | 4.6k | 72.17 |
|
|
| Walt Disney Company (DIS) | 0.2 | $322k | +4% | 2.6k | 122.36 |
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| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.2 | $322k | 12k | 27.01 |
|
|
| Verizon Communications (VZ) | 0.2 | $317k | -3% | 7.6k | 41.95 |
|
| Chevron Corporation (CVX) | 0.2 | $306k | +14% | 1.9k | 157.75 |
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| Vanguard World Utilities Etf (VPU) | 0.2 | $304k | +1871% | 2.1k | 142.58 |
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| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.2 | $301k | NEW | 9.2k | 32.69 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $296k | NEW | 3.7k | 80.50 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.2 | $294k | 7.0k | 42.02 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $293k | NEW | 5.4k | 54.40 |
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| Carrier Global Corporation (CARR) | 0.2 | $289k | +17% | 5.0k | 58.13 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $288k | +512% | 5.7k | 50.60 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $282k | NEW | 12k | 22.77 |
|
| Dominion Resources (D) | 0.2 | $276k | +16% | 5.6k | 49.14 |
|
| Broadcom (AVGO) | 0.2 | $264k | +1890% | 199.00 | 1325.40 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $262k | +259% | 1.8k | 147.73 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $255k | NEW | 2.5k | 103.79 |
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| Cisco Systems (CSCO) | 0.2 | $249k | +8% | 5.0k | 49.91 |
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| UnitedHealth (UNH) | 0.2 | $247k | +50% | 499.00 | 494.70 |
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| Ishares Msci Emrg Chn (EMXC) | 0.2 | $247k | NEW | 4.3k | 57.57 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $246k | +157% | 469.00 | 524.33 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $241k | +197% | 1.8k | 135.04 |
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| Select Sector Spdr Tr Indl (XLI) | 0.2 | $237k | +58% | 1.9k | 125.96 |
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| General Electric Com New (GE) | 0.2 | $236k | +29% | 1.3k | 175.53 |
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| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.2 | $233k | 5.5k | 42.57 |
|
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| Constellation Energy (CEG) | 0.2 | $233k | +29% | 1.3k | 184.85 |
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| Coca-Cola Company (KO) | 0.2 | $232k | +7% | 3.8k | 61.18 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.2 | $229k | +63% | 2.1k | 110.07 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $228k | +82% | 1.1k | 208.26 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $225k | +110% | 5.3k | 42.12 |
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| Intel Corporation (INTC) | 0.2 | $224k | -6% | 5.1k | 44.17 |
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| Invesco Exchange Traded Fd T Building & Const (PKB) | 0.2 | $214k | 2.9k | 74.86 |
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| Abbott Laboratories (ABT) | 0.2 | $213k | +58% | 1.9k | 113.66 |
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| Autodesk (ADSK) | 0.2 | $212k | 815.00 | 260.40 |
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| TJX Companies (TJX) | 0.2 | $212k | +9% | 2.1k | 101.42 |
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| Lowe's Companies (LOW) | 0.2 | $210k | +36% | 826.00 | 254.74 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $208k | 617.00 | 337.06 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $206k | +30% | 4.8k | 43.35 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $202k | +98% | 980.00 | 205.98 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $201k | NEW | 2.3k | 86.67 |
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| Applied Materials (AMAT) | 0.1 | $198k | +17% | 958.00 | 206.22 |
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| Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) | 0.1 | $195k | 2.3k | 83.08 |
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| Pfizer (PFE) | 0.1 | $194k | 7.0k | 27.76 |
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| Kenvue (KVUE) | 0.1 | $191k | 8.9k | 21.47 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $188k | -4% | 2.7k | 70.88 |
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| Deere & Company (DE) | 0.1 | $188k | +9% | 457.00 | 410.75 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $188k | +34% | 390.00 | 480.70 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $187k | +1221% | 4.4k | 42.01 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $183k | 3.0k | 61.05 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $181k | +320% | 2.1k | 84.44 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $180k | -26% | 1.4k | 131.18 |
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| Vaneck Merk Gold Tr Gold Trust (OUNZ) | 0.1 | $174k | 8.1k | 21.48 |
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| Starbucks Corporation (SBUX) | 0.1 | $172k | +12% | 1.9k | 91.40 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $171k | 3.5k | 49.19 |
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| Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) | 0.1 | $171k | 5.2k | 32.93 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.1 | $164k | NEW | 4.1k | 40.05 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $163k | 293.00 | 556.40 |
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| Ishares Tr Us Trsprtion (IYT) | 0.1 | $162k | +300% | 2.3k | 70.40 |
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| Anthem (ELV) | 0.1 | $162k | +28% | 312.00 | 518.53 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $160k | NEW | 2.0k | 81.20 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $156k | +28% | 1.0k | 150.93 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.1 | $155k | NEW | 4.4k | 34.81 |
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| Arm Holdings Sponsored Adr (ARM) | 0.1 | $152k | +97% | 1.2k | 124.99 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $151k | +23% | 605.00 | 250.03 |
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| Vaneck Etf Trust Oil Services Etf (OIH) | 0.1 | $150k | 446.00 | 336.33 |
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| Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM) | 0.1 | $148k | 4.1k | 36.33 |
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| Vanguard World Consum Stp Etf (VDC) | 0.1 | $148k | 724.00 | 204.13 |
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| HNI Corporation (HNI) | 0.1 | $146k | 3.2k | 45.14 |
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| Eli Lilly & Co. (LLY) | 0.1 | $146k | +484% | 187.00 | 777.93 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $145k | NEW | 1.8k | 81.78 |
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| Colgate-Palmolive Company (CL) | 0.1 | $144k | +3% | 1.6k | 90.00 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $144k | +28% | 1.5k | 97.53 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $141k | 2.4k | 58.59 |
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| American Express Company (AXP) | 0.1 | $135k | +62% | 591.00 | 227.69 |
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| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.1 | $134k | 2.3k | 57.23 |
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| Prudential Financial (PRU) | 0.1 | $128k | 1.1k | 117.41 |
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| Wisdomtree Tr Cloud Computng (WCLD) | 0.1 | $125k | +24% | 3.6k | 34.82 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.1 | $124k | 4.8k | 25.78 |
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| 3M Company (MMM) | 0.1 | $122k | +15% | 1.1k | 106.07 |
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| Advanced Micro Devices (AMD) | 0.1 | $119k | +15% | 657.00 | 180.50 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $117k | NEW | 471.00 | 247.40 |
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| PNC Financial Services (PNC) | 0.1 | $116k | +88% | 720.00 | 161.60 |
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| Exelon Corporation (EXC) | 0.1 | $115k | +4% | 3.1k | 37.57 |
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| Wp Carey (WPC) | 0.1 | $115k | 2.0k | 56.44 |
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| Rockwell Automation (ROK) | 0.1 | $114k | 391.00 | 291.25 |
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| Spdr Ser Tr Aerospace Def (XAR) | 0.1 | $110k | +1460% | 780.00 | 140.51 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $109k | 871.00 | 125.33 |
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| Toll Brothers (TOL) | 0.1 | $106k | 821.00 | 129.37 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $105k | NEW | 2.5k | 41.77 |
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| Leidos Holdings (LDOS) | 0.1 | $104k | -7% | 793.00 | 131.09 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $104k | 362.00 | 286.61 |
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| Invesco Exchange Traded Fd T Large Cap Growth (PWB) | 0.1 | $103k | 1.2k | 89.29 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $102k | 887.00 | 115.30 |
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| Home Depot (HD) | 0.1 | $101k | +63% | 263.00 | 383.50 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $101k | 1.7k | 58.55 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $100k | +52% | 209.00 | 478.68 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $99k | +17% | 570.00 | 174.20 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ) | 0.1 | $98k | +57% | 2.4k | 41.14 |
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| General Dynamics Corporation (GD) | 0.1 | $97k | 343.00 | 282.49 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $96k | +2% | 1.3k | 72.33 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.1 | $96k | 1.4k | 66.57 |
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| Analog Devices (ADI) | 0.1 | $94k | +26% | 473.00 | 197.78 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $93k | +220% | 32.00 | 2906.71 |
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| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.1 | $93k | 8.4k | 11.02 |
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| Linde SHS (LIN) | 0.1 | $92k | NEW | 197.00 | 464.33 |
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| Bank of America Corporation (BAC) | 0.1 | $91k | +7% | 2.4k | 37.91 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $90k | NEW | 1.7k | 52.88 |
|
| Morgan Stanley Com New (MS) | 0.1 | $90k | +3440% | 956.00 | 94.16 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $90k | 481.00 | 186.78 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $89k | -96% | 1.8k | 50.74 |
|
| Nextera Energy (NEE) | 0.1 | $88k | -3% | 1.4k | 63.92 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $87k | NEW | 1.0k | 87.42 |
|
| Uber Technologies (UBER) | 0.1 | $85k | 1.1k | 76.99 |
|
|
| First Tr Exchange Traded Finls Alphadex (FXO) | 0.1 | $84k | 1.8k | 47.52 |
|
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| ConocoPhillips (COP) | 0.1 | $84k | +765% | 658.00 | 127.28 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $84k | NEW | 1.6k | 50.69 |
|
| Dell Technologies CL C (DELL) | 0.1 | $83k | 731.00 | 114.11 |
|
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $83k | +14% | 688.00 | 120.99 |
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| PPG Industries (PPG) | 0.1 | $83k | 571.00 | 144.90 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $82k | 304.00 | 270.80 |
|
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| Masco Corporation (MAS) | 0.1 | $82k | 1.0k | 78.89 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $79k | 500.00 | 158.81 |
|
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $79k | -14% | 915.00 | 86.48 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $79k | NEW | 793.00 | 99.43 |
|
| Global X Fds Us Pfd Etf (PFFD) | 0.1 | $79k | NEW | 3.9k | 20.16 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $78k | 333.00 | 235.30 |
|
|
| Invesco Exchange Traded Fd T Intl Divi Achi (PID) | 0.1 | $78k | 4.2k | 18.54 |
|
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| Select Sector Spdr Tr Communication (XLC) | 0.1 | $77k | NEW | 946.00 | 81.65 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $77k | +124% | 1.1k | 67.75 |
|
| General Mills (GIS) | 0.1 | $77k | +57% | 1.1k | 69.97 |
|
| Philip Morris International (PM) | 0.1 | $77k | +141% | 837.00 | 91.62 |
|
| Target Corporation (TGT) | 0.1 | $76k | -31% | 430.00 | 177.38 |
|
| Spdr Ser Tr Glb Dow Etf (DGT) | 0.1 | $75k | 584.00 | 128.49 |
|
|
| Waste Connections (WCN) | 0.1 | $75k | +283% | 433.00 | 172.01 |
|
| Canadian Natl Ry (CNI) | 0.1 | $74k | 563.00 | 131.71 |
|
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $74k | NEW | 706.00 | 105.03 |
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.1 | $74k | +52% | 1.3k | 57.70 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $74k | NEW | 1.2k | 61.91 |
|
| Amgen (AMGN) | 0.1 | $73k | -7% | 258.00 | 284.29 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $73k | 679.00 | 107.41 |
|
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| Stryker Corporation (SYK) | 0.1 | $73k | 203.00 | 358.00 |
|
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| Metropcs Communications (TMUS) | 0.1 | $71k | +21% | 436.00 | 163.22 |
|
| FedEx Corporation (FDX) | 0.0 | $68k | +80% | 234.00 | 289.72 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $67k | 380.00 | 175.29 |
|
|
| Honeywell International (HON) | 0.0 | $67k | -31% | 324.00 | 205.25 |
|
| Danaher Corporation (DHR) | 0.0 | $65k | +25% | 262.00 | 249.72 |
|
| Wells Fargo & Company (WFC) | 0.0 | $65k | +248% | 1.1k | 57.96 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $65k | 1.7k | 38.18 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $63k | NEW | 90.00 | 698.57 |
|
| Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) | 0.0 | $63k | 2.6k | 24.39 |
|
|
| Axon Enterprise (AXON) | 0.0 | $63k | 200.00 | 312.88 |
|
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $62k | +498% | 1.4k | 43.00 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $61k | NEW | 564.00 | 108.50 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $61k | +94% | 105.00 | 581.33 |
|
| Cigna Corp (CI) | 0.0 | $61k | +3% | 168.00 | 363.20 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $61k | NEW | 285.00 | 213.31 |
|
| Norfolk Southern (NSC) | 0.0 | $61k | 237.00 | 255.12 |
|
|
| Servicenow (NOW) | 0.0 | $60k | NEW | 79.00 | 762.39 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $60k | -3% | 621.00 | 96.75 |
|
| Illinois Tool Works (ITW) | 0.0 | $60k | +21% | 223.00 | 268.36 |
|
| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.0 | $58k | 590.00 | 98.78 |
|
|
| Brookfield Renewable Partner Partnership Unit (BEP) | 0.0 | $58k | 2.5k | 23.23 |
|
Past Filings by Northwest Financial Advisors
SEC 13F filings are viewable for Northwest Financial Advisors going back to 2023
- Northwest Financial Advisors 2024 Q1 filed May 9, 2024
- Northwest Financial Advisors 2023 Q4 filed Feb. 7, 2024