Northwest Quadrant Wealth Management, LLC Purchases in Q4 2025

Northwest Quadrant Wealth Management, LLC

  • $478 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
23.9K
+ 3.97%
$86.09 - $89.88 $2.05M - $2.14M
625K $55.5M
SCHX
Schwab Strategic Tr Us Large C

ETFs
66.9K
+ 1.28%
$25.85 - $27.19 $1.73M - $1.82M
5.3M $141M
TFLO
Ishares Treasury Floating Rate

ETFs
40.8K
+ 3.86%
$50.42 - $50.61 $2.06M - $2.07M
1.1M $55.5M
LLY
Eli Lilly & CO

Healthcare
3
+ 0.1%
$799.57 - $1025.28 $2.4K - $3.08K
2.94K $3.01M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
22.9K
+ 1.44%
$26.44 - $27.53 $605K - $630K
1.61M $44M
CAT
Caterpillar Inc

Industrials
9
+ 0.24%
$480.82 - $585.49 $4.33K - $5.27K
3.78K $2.09M
GOOGL
Alphabet Inc.

Communication Services
55
+ 0.68%
$236.57 - $291.31 $13K - $16K
8.2K $2.27M
AMZN
Amazon Com Inc

Consumer Cyclical
114
+ 1.25%
$213.04 - $254.0 $24.3K - $29K
9.25K $2.17M
SPY
Spdr S&P 500 ETF Trust

ETFs
203
+ 18.0%
$653.02 - $687.39 $133K - $140K
1.33K $886K
CSCO
Cisco Systems, Inc.

Technology
341
+ 3.39%
$67.46 - $78.0 $23K - $26.6K
10.4K $808K
JNJ
Johnson & Johnson

Healthcare
18
+ 0.42%
$185.98 - $199.58 $3.35K - $3.59K
4.34K $865K
AMGN
Amgen Inc

Healthcare
5
+ 0.56%
$290.13 - $341.71 $1.45K - $1.71K
891 $304K
VTI
Vanguard Total Stock Market Et

ETFs
141
+ 3.22%
$321.8 - $337.95 $45.4K - $47.7K
4.51K $1.49M
VBR
Vanguard Small Cap Value ETF

ETFs
2.28K
+ 1.71%
$201.42 - $211.15 $458K - $480K
136K $27.9M
AVGO
Broadcom Inc.

Technology
3
+ 0.23%
$324.63 - $385.98 $974 - $1.16K
1.32K $453K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
296
+ 2.86%
$23.02 - $24.23 $6.81K - $7.17K
10.7K $255K
VEA
Vanguard Ftse Developed Market

ETFs
82
+ 1.67%
$59.18 - $62.09 $4.85K - $5.09K
5K $306K
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.14%
$157.0 - $179.44 $314 - $359
1.43K $251K
TRV
Travelers Companies, Inc.

Financial Services
2
+ 0.17%
$261.57 - $287.42 $523 - $575
1.17K $336K
AXP
American Express CO

Financial Services
2
+ 0.19%
$316.26 - $372.77 $633 - $746
1.05K $357K
ABBV
Abb Vie Inc.

Healthcare
11
+ 0.57%
$211.96 - $244.38 $2.33K - $2.69K
1.95K $455K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.09%
$459.47 - $491.71 $459 - $492
1.08K $510K
IWD
Ishares Russell 1000 Val ETF

ETFs
7
+ 0.5%
$199.44 - $208.01 $1.4K - $1.46K
1.4K $285K
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.49%
$293.81 - $310.11 $1.18K - $1.24K
818 $249K
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.1%
$268.43 - $288.26 $268 - $288
1.03K $283K
MS
Morgan Stanley

Financial Services
3
+ 0.19%
$151.86 - $169.92 $456 - $510
1.57K $249K
CVX
Chevron Corp

Energy
25
+ 0.36%
$148.9 - $157.72 $3.72K - $3.94K
7.02K $1.09M
BAC
Bank Of America Corp

Financial Services
19
+ 0.29%
$48.65 - $54.11 $924 - $1.03K
6.55K $337K
Blackrock Inc
1
+ 0.48%
N/A
209 $0
EMR
Emerson Electric CO

Industrials
7
+ 0.39%
$126.01 - $140.03 $882 - $980
1.82K $232K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.24%
$744.6 - $838.97 $745 - $839
418 $324K
ABT
Abbott Laboratories

Healthcare
7
+ 0.3%
$123.62 - $134.59 $865 - $942
2.36K $307K
PCAR
Paccar Inc

Industrials
12
+ 0.23%
$93.0 - $101.08 $1.12K - $1.21K
5.15K $491K
UNP
Union Pacific Corp

Industrials
4
+ 0.27%
$216.37 - $237.41 $865 - $950
1.48K $327K
NKE
Nike, Inc.

Consumer Cyclical
10
+ 0.31%
$60.8 - $74.57 $608 - $746
3.21K $201K
PM
Philip Morris International Inc.

Consumer Defensive
25
+ 0.84%
$144.33 - $160.86 $3.61K - $4.02K
3.01K $460K
MSFT
Microsoft Corp

Technology
5
+ 0.18%
$496.82 - $542.07 $2.48K - $2.71K
2.71K $1.38M
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.11%
$910.94 - $954.99 $2.73K - $2.86K
2.72K $2.48M
LMT
Lockheed Martin Corp

Industrials
4
+ 0.32%
$452.1 - $514.24 $1.81K - $2.06K
1.24K $583K
PG
Procter & Gamble CO

Consumer Defensive
27
+ 0.53%
$145.5 - $153.18 $3.93K - $4.14K
5.09K $741K
MA
Mastercard Inc

Financial Services
2
+ 0.11%
$536.85 - $580.45 $1.07K - $1.16K
1.79K $961K
ADP
Automatic Data Processing Inc

Industrials
14
+ 0.43%
$250.9 - $292.94 $3.51K - $4.1K
3.24K $811K
VO
Vanguard Mid Cap ETF

ETFs
1.64K
+ 0.94%
$286.27 - $296.23 $470K - $487K
176K $50.5M
Activity Summary
Buys All Purchases 44 New Holdings 0 Increased Positions 44 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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