• 13F History

Northwest Financial Advisors

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 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 119 stock holdings with total value $121M as of Q1 2025. Top holdings included AAPL, MSFT, LPLA, QQQ, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 119 $121M +$8.24M -$3.68M +$4.57M AAPL, MSFT, LPLA, QQQ, AMZN 13F-HR 4/11/2025, 09:49 AM
Q4 2024 113 $121M +$10.5M -$18M -$7.5M AAPL, MSFT, QQQ, AMZN, LPLA 13F-HR 1/22/2025, 01:43 PM
Q3 2024 570 $126M +$24M -$1.27M +$22.7M AAPL, MSFT, QQQ, AMZN, VIG 13F-HR 11/13/2024, 09:22 AM
Q2 2024 90 $98.4M +$7.78M -$2.79M +$4.98M AAPL, MSFT, QQQ, AMZN, LPLA Restatement 1/27/2025, 12:56 PM
Q1 2024 86 $91.1M +$8M -$38.9M -$30.9M AAPL, MSFT, QQQ, AMZN, LPLA Restatement 1/27/2025, 12:32 PM
Q4 2023 563 $118M GTO, AAPL, MSFT, QQQ, AMZN 13F-HR 2/7/2024, 09:10 AM