NORTHWEST FINANCIAL ADVISORS
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BN | 47K | $1.90M |
 | VZ | 6K | $312.49K |
 | BAM | 6K | $251.48K |
 | WMT | 4K | $538.58K |
 | CARR | 4K | $236.46K |
 | PG | 2K | $332.03K |
 | XOM | 2K | $364.03K |
 | JNJ | 2K | $426.75K |
 | AAPL | 2K | $395.35K |
 | GD | 1K | $386.81K |
 | MSFT | 1K | $411.38K |
 | GE | 958 | $271.90K |
 | IBM | 865 | $209.57K |
 | LMT | 784 | $473.80K |
 | CAT | 660 | $467.58K |
 | GEV | 233 | $203.38K |
Brookfield Corporation
BN
Shares Held
47K
Value
$1.90M
Verizon Communications Inc.
VZ
Shares Held
6K
Value
$312.49K
Brookfield Asset Management Ltd.
BAM
Shares Held
6K
Value
$251.48K
Walmart Inc.
WMT
Shares Held
4K
Value
$538.58K
Carrier Global Corporation
CARR
Shares Held
4K
Value
$236.46K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$332.03K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$364.03K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$426.75K
Apple Inc.
AAPL
Shares Held
2K
Value
$395.35K
General Dynamics Corporation
GD
Shares Held
1K
Value
$386.81K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$411.38K
GE Aerospace
GE
Shares Held
958
Value
$271.90K
International Business Machines Corporation
IBM
Shares Held
865
Value
$209.57K
Lockheed Martin Corporation
LMT
Shares Held
784
Value
$473.80K
Caterpillar Inc.
CAT
Shares Held
660
Value
$467.58K
GE Vernova Inc.
GEV
Shares Held
233
Value
$203.38K