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Home > Institutional Investor > Northwest Financial Advisors > Profile

Instuitional Investor - Northwest Financial Advisors

Fund Profile
Filing Period:
Fund Name: Northwest Financial Advisors
Portfolio Value $121,099,975
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 64,585 $16,173,478 13.35%
2.
Microsoft Corp
 MSFT 17,212 $7,254,997 5.99%
3.
Invesco Qqq Tr
 10,908 $5,576,288 4.6%
4.
Amazon Com Inc
 AMZN 24,123 $5,292,343 4.37%
5.
Lpl Financial Holdings Inc.
 LPLA 15,492 $5,058,294 4.17%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)