Instuitional Investor - Northwest Financial Advisors
Fund Profile
Filing Period:
| Fund Name: | Northwest Financial Advisors |
| Portfolio Value | $77,844,456 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Specialized Funds - DIV APP ETF | 21,140 | $4,561,792 | 5.86% | |
| 2. | AAPL | 17,159 | $4,369,180 | 5.61% | |
| 3. | Invesco Qqq Tr | 5,757 | $3,456,522 | 4.44% | |
| 4. | Pimco Etf Trust | 32,856 | $3,067,126 | 3.94% | |
| 5. | Invesco Actively Managed Exc | 58,146 | $2,762,539 | 3.55% |