Northwest Capital Management Inc Reduced Holdings in Q4 2024

Northwest Capital Management Inc

  • $225 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GTO
Invesco Actively Managed ETF T

ETFs
-832
- 38.47%
$46.33 - $48.41 $38.5K - $40.3K
1.33K $61K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-456
- 13.08%
$52.1 - $57.26 $23.8K - $26.1K
3.03K $158K
ABBV
Abb Vie Inc.

Healthcare
-75
- 5.26%
$164.99 - $203.87 $12.4K - $15.3K
1.35K $240K
HEFA
Ishares Currency Hedged Msci E

ETFs
-1.06K
- 30.4%
$34.42 - $35.88 $36.5K - $38.1K
2.43K $84K
CMCSA
Comcast Corp

Communication Services
-220
- 4.09%
$37.39 - $45.14 $8.23K - $9.93K
5.16K $193K
PM
Philip Morris International Inc.

Consumer Defensive
-243
- 76.42%
$118.38 - $133.06 $28.8K - $32.3K
75 $9K
IXG
Ishares Global Fin'L ETF

ETFs
-315
- 26.45%
$93.25 - $101.72 $29.4K - $32K
876 $84K
V
Visa Inc.

Financial Services
-150
- 32.12%
$273.87 - $320.91 $41.1K - $48.1K
317 $100K
NOW
Service Now, Inc.

Technology
-35
- 53.85%
$867.18 - $1148.42 $30.4K - $40.2K
30 $31K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-157
- 8.33%
$75.1 - $82.99 $11.8K - $13K
1.73K $130K
NEE
Nextera Energy Inc

Utilities
-240
- 40.54%
$69.77 - $85.43 $16.7K - $20.5K
352 $25K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-1.51K
- 61.03%
$12.74 - $14.23 $19.2K - $21.5K
964 $12K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-697
- 28.64%
$22.21 - $24.22 $15.5K - $16.9K
1.74K $38K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-143
- 26.29%
$115.08 - $119.55 $16.5K - $17.1K
401 $46K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-417
- 44.03%
$40.34 - $40.62 $16.8K - $16.9K
530 $21K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-183
- 11.89%
$81.68 - $82.93 $14.9K - $15.2K
1.36K $111K
JPM
Jpmorgan Chase & CO

Financial Services
-120
- 20.73%
$205.18 - $250.29 $24.6K - $30K
459 $110K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-126
- 25.3%
$58.88 - $64.8 $7.42K - $8.16K
372 $21K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-176
- 27.12%
$44.04 - $49.49 $7.75K - $8.71K
473 $20K
IXN
Ishares Global Information Tec

ETFs
-150
- 20.0%
$80.67 - $87.84 $12.1K - $13.2K
600 $50K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-174
- 6.14%
$42.33 - $43.3 $7.37K - $7.53K
2.66K $113K
TSLA
Tesla, Inc.

Consumer Cyclical
-1.08K
- 35.83%
$213.65 - $479.86 $231K - $519K
1.94K $782K
WEC
Wec Energy Group, Inc.

Utilities
-68
- 71.58%
$92.94 - $101.82 $6.32K - $6.92K
27 $2K
ABT
Abbott Laboratories

Healthcare
-21
- 0.48%
$111.93 - $119.39 $2.35K - $2.51K
4.32K $488K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-42
- 11.97%
$113.92 - $127.38 $4.78K - $5.35K
309 $35K
DHR
Danaher Corp

Healthcare
-5
- 8.93%
$226.16 - $274.52 $1.13K - $1.37K
51 $11K
ARKW
Ark Next Generation Internet E

ETFs
-84
- 44.92%
$82.66 - $120.04 $6.94K - $10.1K
103 $11K
ZTS
Zoetis Inc.

Healthcare
-7
- 30.43%
$162.24 - $194.42 $1.14K - $1.36K
16 $2K
Atlassian Corporation
-113
- 35.42%
N/A
206 $0
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-6
- 1.05%
$46.53 - $49.91 $279 - $299
568 $27K
T Rowe Price ETF Inc
-7.57K
- 71.45%
N/A
3.03K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-119
- 12.98%
N/A
798 $0
GOOGL
Alphabet Inc.

Communication Services
-180
- 11.54%
$161.86 - $196.66 $29.1K - $35.4K
1.38K $261K
VXF
Vanguard Extended Market ETF

ETFs
-114
- 3.25%
$179.17 - $207.15 $20.4K - $23.6K
3.39K $644K
SCHW
Schwab Charles Corp

Financial Services
-18
- 1.43%
$63.31 - $82.85 $1.14K - $1.49K
1.24K $91K
DIS
Walt Disney CO

Communication Services
-75
- 4.1%
$92.39 - $117.6 $6.93K - $8.82K
1.76K $195K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-4
- 0.03%
$124.26 - $134.12 $497 - $536
14.3K $1.84M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2
- 0.05%
$567.81 - $607.81 $1.14K - $1.22K
4.41K $2.59M
AXON
Axon Enterprise, Inc.

Industrials
-110
- 11.32%
$399.22 - $689.78 $43.9K - $75.9K
862 $512K
AMZN
Amazon Com Inc

Consumer Cyclical
-280
- 1.19%
$180.88 - $232.93 $50.6K - $65.2K
23.2K $5.09M
Activity Summary
Buys All Purchases 69 New Holdings 15 Increased Positions 54 Sells All Sells 92 Reductions 91 Sold out 1 Options Calls 0 Puts 0
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