Holdings
Northwest Financial Advisors
As of Jun 30, 2026, Northwest Financial Advisors reported 20 positions worth US$7.96M. Largest: Brookfield Corporation, Johnson & Johnson and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Brookfield Corporation | 46,152 | US$1.97M | −764 | Jun 30, 2026 |
| Johnson & Johnson | 1,964 | US$499K | +218 | Jun 30, 2026 |
| Apple Inc | 1,546 | US$447K | −12 | Jun 30, 2026 |
| Microsoft Corp. | 1,139 | US$425K | +28 | Jun 30, 2026 |
| General Dynamics Corporation | 1,134 | US$402K | +7 | Jun 30, 2026 |
| Lockheed Martin Corporation | 785 | US$400K | +1 | Jun 30, 2026 |
| Ge Aerospace | 968 | US$362K | +10 | Jun 30, 2026 |
| Procter & Gamble Company (the) | 2,336 | US$343K | +37 | Jun 30, 2026 |
| Carrier Global Corporation | 4,214 | US$309K | +15 | Jun 30, 2026 |
| Ge Vernova Inc. | 238 | US$280K | +5 | Jun 30, 2026 |