Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2022 |
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.