| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 3 | Q2 2024 | 12.2% |
| MICROSOFT CORP | 3 | Q2 2024 | 5.8% |
| POWERSHARES ACTIVELY MANAGED | 3 | Q2 2024 | 13.1% |
| INVESCO QQQ TR | 3 | Q2 2024 | 3.7% |
| AMAZON COM INC | 3 | Q2 2024 | 3.5% |
| LPL FINL HLDGS INC | 3 | Q2 2024 | 3.0% |
| VANGUARD SPECIALIZED FUNDS | 3 | Q2 2024 | 2.6% |
| FIRST TR EXCHANGE-TRADED FD | 3 | Q2 2024 | 2.3% |
| ISHARES TR | 3 | Q2 2024 | 1.9% |
| NVIDIA CORPORATION | 3 | Q2 2024 | 2.6% |
View Northwest Financial Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-07 |
View Northwest Financial Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.