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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 $120,560,613
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 64,310 $14,285,164 11.85%
2.
Microsoft Corp
 MSFT 17,270 $6,482,910 5.38%
3.
Lpl Financial Holdings Inc.
 LPLA 15,505 $5,072,464 4.21%
4.
Invesco Qqq Tr
 10,567 $4,954,847 4.11%
5.
Amazon Com Inc
 AMZN 24,902 $4,737,855 3.93%
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)