Northwest Financial Advisors

13F Filings History

Latest 13F report: Q3 2024 - Nov 13, 2024
Value $: $126M
Signature - Title: Nicole Davis - CCO/SVP
Location: Herndon, VA
Summary: This page shows a list of all the recent 13F filings made by Northwest Financial Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Northwest Financial Advisors reported 570 stock holdings with total value $126M as of Q3 2024. Top holdings included AAPL, MSFT, QQQ, AMZN, and VIG.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	570	$126M	+$4.33M	-$30.1M	-$25.8M	AAPL, MSFT, QQQ, AMZN, VIG	13F-HR	11/13/2024, 09:22 AM
Q2 2024	873	$145M	+$11.5M	-$5.11M	+$6.37M	AAPL, MSFT, QQQ, AMZN, LPLA	13F-HR	8/12/2024, 08:05 PM
Q1 2024	815	$136M	+$33.8M	-$20.3M	+$13.5M	AAPL, MSFT, QQQ, AMZN, LPLA	13F-HR	5/9/2024, 09:09 AM
Q4 2023	563	$118M	$0	$0		GTO, AAPL, MSFT, QQQ, AMZN	13F-HR	2/7/2024, 09:10 AM