Fund HoldingsNorthwest Bancshares, Inc.

Total Portfolio Value
$573.65M
Total Bought
$33.95M
Total Sold
$38.88M
Net Transaction
-$4.93M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
LAM RESEARCH CORP(LRCX)070,862+70,86206,8981.20%+6,898
SCHWAB STRATEGIC TR05,841,416+5,841,4160143,34824.99%+143,348
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
16,28177,338+61,0571,3316,4131.12%+5,082
MICROSOFT CORP(MSFT)033,771+33,771016,7982.93%+16,798
PAYPAL HLDGS INC(PYPL)046,916+46,91603,4870.61%+3,487
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
058,074+58,07402,4550.43%+2,455
TAIWAN SEMICONDUCTOR MFG LTD(TSM)030,495+30,49506,9071.20%+6,907
INTERACTIVE BROKERS GROUP IN(IBKR)022,275+22,27501,2340.22%+1,234
APPLIED MATLS INC032,685+32,68505,9841.04%+5,984
JPMORGAN CHASE & CO.(JPM)030,131+30,13108,7351.52%+8,735
HALLIBURTON CO(HAL)055,387+55,38701,1290.20%+1,129
ISHARES TR024,036+24,036014,9242.60%+14,924
NVIDIA CORPORATION(NVDA)020,305+20,30503,2080.56%+3,208
PEPSICO INC(PEP)6,41714,655+8,2389621,9350.34%+973
ATLANTIC UN BANKSHARES CORP(AUB)028,533+28,53308930.16%+893
MORGAN STANLEY(MS)35,07635,323+2474,0924,9760.87%+883
ALPHABET INC(GOOG)032,406+32,40605,7111.00%+5,711
BANK MONTREAL QUE054,810+54,81006,0641.06%+6,064
INCYTE CORP(INCY)067,612+67,61204,6040.80%+4,604
CISCO SYS INC(CSCO)112,061109,244-2,8176,9157,5791.32%+664
BROADCOM INC(AVGO)05,105+5,10501,4070.25%+1,407
INVESCO QQQ TR04,074+4,07402,2470.39%+2,247
ISHARES TR025,249+25,24902,7800.48%+2,780
KLA CORP(KLAC)1,7571,75701,1941,5740.27%+379
EATON CORP PLC(ETN)04,524+4,52401,6150.28%+1,615
WALMART INC(WMT)084,830+84,83008,2951.45%+8,295
INTERNATIONAL BUSINESS MACHS(IBM)5,7455,885+1401,4291,7350.30%+306
MICRON TECHNOLOGY INC(MU)8,2938,230-637211,0140.18%+294
EMERSON ELEC CO(EMR)09,864+9,86401,3150.23%+1,315
GE AEROSPACE(GE)01,082+1,08202780.05%+278
CAPITAL ONE FINL CORP(COF)01,293+1,29302750.05%+275
ALPHABET INC(GOOG)016,713+16,71302,9650.52%+2,965
SPDR S&P MIDCAP 400 ETF TR(MDY)03,255+3,25501,8440.32%+1,844
HONEYWELL INTL INC(HON)03,447+3,44708030.14%+803
VALERO ENERGY CORP(VLO)32,95434,170+1,2164,3524,5930.80%+241
ISHARES TR02,174+2,17402380.04%+238
VANGUARD TAX-MANAGED FDS04,174+4,17402380.04%+238
ISHARES TR019,809+19,80902,6750.47%+2,675
ZSCALER INC(ZS)0690+69002170.04%+217
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
01,450+1,45002090.04%+209
EXTRA SPACE STORAGE INC(EXR)01,386+1,38602040.04%+204
SAP SE(SAP)0667+66702030.04%+203
NETFLIX INC(NFLX)49749704636660.12%+202
VANGUARD INDEX FDS03,413+3,41301,4960.26%+1,496
AUTODESK INC0647+64702000.03%+200
SPDR S&P 500 ETF TR(SPY)06,058+6,05803,7430.65%+3,743
TESLA INC(TSLA)03,696+3,69601,1740.20%+1,174
GOLDMAN SACHS GROUP INC(GS)0884+88406260.11%+626
AMAZON COM INC(AMZN)05,620+5,62001,2330.21%+1,233
CUMMINS INC(CMI)015,557+15,55705,0950.89%+5,095
CENCORA INC20,57019,658-9125,7205,8941.03%+174
PIMCO EQUITY SER
RAFI ESG US
164,459160,941-3,5185,9756,1381.07%+163
TEXAS INSTRS INC(TXN)03,269+3,26906790.12%+679
GLOBAL X FDS
S&P 500 CATHOLIC
037,974+37,97402,8650.50%+2,865
ORACLE CORP(ORCL)01,819+1,81903980.07%+398
ISHARES TR
CORE MSCI EAFE
18,78818,612-1761,4211,5540.27%+132
LOCKHEED MARTIN CORP(LMT)012,613+12,61305,8421.02%+5,842
ADVANCED MICRO DEVICES INC(AMD)02,430+2,43003450.06%+345
HOME DEPOT INC(HD)017,863+17,86306,5491.14%+6,549
DISNEY WALT CO(DIS)03,616+3,61604480.08%+448
AMERICAN EXPRESS CO(AXP)01,509+1,50904810.08%+481
HCA HEALTHCARE INC(HCA)1,9691,96906807540.13%+74
CATERPILLAR INC(CAT)01,260+1,26004890.09%+489
ISHARES INC
CORE MSCI EMKT
17,41616,873-5439401,0130.18%+73
VANGUARD INDEX FDS2,4832,48306827550.13%+72
PARKER-HANNIFIN CORP(PH)0675+67504710.08%+471
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2027
37,10239,291+2,1898318920.16%+61
VANGUARD SPECIALIZED FUNDS05,493+5,49301,1240.20%+1,124
VANGUARD INDEX FDS02,482+2,48206870.12%+687
ISHARES TR01,025+1,02504350.08%+435
CSX CORP(CSX)012,569+12,56904100.07%+410
BOOZ ALLEN HAMILTON HLDG COR043,290+43,29004,5080.79%+4,508
ISHARES TR
IBONDS 27 ETF
25,02426,686+1,6626056480.11%+43
KKR & CO INC(KKR)02,425+2,42503230.06%+323
ISHARES TR
IBONDS DEC2026
61,25062,756+1,5061,4831,5220.27%+39
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 26
92,84493,928+1,0842,1532,1910.38%+38
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0981+98102480.04%+248
SUN LIFE FINANCIAL INC.(SLF)3,8983,89802232590.05%+36
BANK NEW YORK MELLON CORP4,7804,78004014360.08%+35
VANGUARD INDEX FDS01,027+1,02702920.05%+292
AMERIPRISE FINL INC(AMP)0667+66703560.06%+356
ISHARES TR6,4886,470-183824110.07%+28
WELLS FARGO CO NEW(WFC)3,1393,13902252510.04%+26
STRYKER CORPORATION(SYK)96696603603820.07%+23
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
2,5502,55004424630.08%+22
ISHARES TR59,92660,694+7681,5071,5280.27%+21
S&P GLOBAL INC(SPGI)709723+143603810.07%+21
NORDSON CORP(NDSN)01,567+1,56703360.06%+336
INVESCO EXCH TRD SLF IDX FD101,999102,710+7112,3512,3700.41%+18
VANGUARD INDEX FDS4,7424,737-58198370.15%+18
ISHARES TR2,8822,790-922362490.04%+14
CARRIER GLOBAL CORPORATION(CARR)04,341+4,34103180.06%+318
CITIGROUP INC(C)4,1443,554-5902943030.05%+8
VANGUARD INDEX FDS2,5862,573-134154230.07%+8
HARTFORD INSURANCE GROUP INC(HIG)1,9051,90502362420.04%+6
ADOBE INC(ADBE)01,352+1,35205230.09%+523
DOMINION ENERGY INC(D)5,8295,82903273290.06%+3
PRUDENTIAL FINL INC(PFH)02,574+2,57402770.05%+277
PFIZER INC(PFE)027,925+27,92506770.12%+677
METLIFE INC(MET)07,350+7,35005910.10%+591
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