NORTHWEST FINANCIAL ADVISORS
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BN | 48K | $2.19M |
 | ASST | 13K | $9.37K |
 | VZ | 6K | $250.72K |
 | BAM | 6K | $308.78K |
 | WMT | 4K | $481.92K |
 | CARR | 4K | $221.12K |
 | AAPL | 3K | $696.95K |
 | PG | 2K | $353.23K |
 | XOM | 2K | $258.37K |
 | JNJ | 2K | $361.30K |
 | MCD | 2K | $497.09K |
 | TJX | 2K | $245.78K |
 | PLTR | 1K | $241.21K |
 | MSFT | 1K | $520.53K |
 | AMZN | 961 | $221.82K |
 | GE | 958 | $295.14K |
 | IBM | 864 | $256.01K |
 | CEG | 828 | $292.60K |
 | ADSK | 800 | $236.81K |
 | LMT | 783 | $378.77K |
Brookfield Corporation
BN
Shares Held
48K
Value
$2.19M
Strive, Inc.
ASST
Shares Held
13K
Value
$9.37K
Verizon Communications Inc.
VZ
Shares Held
6K
Value
$250.72K
Brookfield Asset Management Ltd.
BAM
Shares Held
6K
Value
$308.78K
Walmart Inc.
WMT
Shares Held
4K
Value
$481.92K
Carrier Global Corporation
CARR
Shares Held
4K
Value
$221.12K
Apple Inc.
AAPL
Shares Held
3K
Value
$696.95K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$353.23K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$258.37K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$361.30K
McDonald's Corporation
MCD
Shares Held
2K
Value
$497.09K
The TJX Companies, Inc.
TJX
Shares Held
2K
Value
$245.78K
Palantir Technologies Inc.
PLTR
Shares Held
1K
Value
$241.21K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$520.53K
Amazon.com, Inc.
AMZN
Shares Held
961
Value
$221.82K
GE Aerospace
GE
Shares Held
958
Value
$295.14K
International Business Machines Corporation
IBM
Shares Held
864
Value
$256.01K
Constellation Energy Corporation
CEG
Shares Held
828
Value
$292.60K
Autodesk, Inc.
ADSK
Shares Held
800
Value
$236.81K
Lockheed Martin Corporation
LMT
Shares Held
783
Value
$378.77K