Northwest Financial Advisors

13F Portfolio Filings

Most recent 13F
Q4 2024
Location
Herndon, VA
CIK
0002010635
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2024 113 121,099 AAPL, MSFT, QQQ, AMZN 13F-HR 1/22/2025 000201063525000001
Q3 2024 571 125,635 AAPL, MSFT, QQQ, AMZN 13F-HR 11/13/2024 000139834424020541
Q2 2024 873 144,632 AAPL, MSFT, QQQ, AMZN 13F-HR 8/12/2024 000139834424014421
Q1 2024 819 136,158 AAPL, MSFT, QQQ, AMZN 13F-HR 5/9/2024 000139834424009046
Q4 2023 570 117,717 GTO, AAPL, MSFT, QQQ 13F-HR 2/7/2024 000139834424002204