Northwest Financial Advisors

13F Filings History

Latest 13F report
Q4 2024 - Jan 22, 2025
Value $
$121M
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 113 stock holdings with total value $121M as of Q4 2024. Top holdings included AAPL, MSFT, QQQ, AMZN, and LPLA.
Holdings Value