Northwest Quadrant Wealth Management, LLC Incresed Positions in Q3 2025

Northwest Quadrant Wealth Management, LLC

  • $473 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
466K
+ 9.78%
$24.46 - $26.5 $11.4M - $12.4M
5.23M $138M
IEFA
Ishares Tr

ETFs
109K
+ 22.16%
$81.7 - $87.53 $8.91M - $9.55M
602K $52.5M
TFLO
Ishares Treasury Floating Rate

ETFs
71.3K
+ 7.22%
$50.45 - $50.65 $3.6M - $3.61M
1.06M $53.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
66.1K
+ 4.34%
$26.38 - $27.95 $1.74M - $1.85M
1.59M $43.4M
SHV
Ishares Tr

ETFs
13.3K
+ 5.46%
$110.06 - $110.49 $1.47M - $1.47M
257K $28.4M
VNQ
Vanguard Specialized Funds Van

ETFs
3.67K
+ 5.5%
$88.47 - $93.24 $325K - $342K
70.5K $6.44M
NVDA
Nvidia Corp

Technology
1.15K
+ 71.88%
$153.3 - $186.58 $176K - $215K
2.75K $513K
CMI
Cummins Inc

Industrials
7
+ 0.42%
$327.85 - $426.39 $2.29K - $2.98K
1.67K $704K
GOOG
Alphabet Inc.

Communication Services
2
+ 0.1%
$175.16 - $255.24 $350 - $510
2.01K $489K
ORCL
Oracle Corp

Technology
2
+ 0.11%
$218.96 - $328.33 $438 - $657
1.77K $498K
MSFT
Microsoft Corp

Technology
79
+ 3.01%
$491.09 - $535.64 $38.8K - $42.3K
2.71K $1.4M
CVX
Chevron Corp

Energy
56
+ 0.81%
$145.57 - $161.83 $8.15K - $9.06K
6.99K $1.09M
AVGO
Broadcom Inc.

Technology
2
+ 0.15%
$264.74 - $369.57 $529 - $739
1.32K $435K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.09%
$420.11 - $472.68 $420 - $473
1.08K $507K
LMT
Lockheed Martin Corp

Industrials
4
+ 0.32%
$410.74 - $499.21 $1.64K - $2K
1.24K $617K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.24%
$696.56 - $806.32 $697 - $806
417 $332K
PEP
Pepsico Inc

Consumer Defensive
27
+ 0.79%
$133.81 - $152.16 $3.61K - $4.11K
3.43K $481K
PSX
Phillips 66

Energy
14
+ 0.78%
$118.37 - $139.46 $1.66K - $1.95K
1.81K $246K
RTX
Raytheon Technologies Corp

Industrials
4
+ 0.28%
$144.19 - $167.33 $577 - $669
1.43K $239K
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.1%
$243.93 - $275.62 $244 - $276
1.03K $281K
XOM
Exxon Mobil Corp

Energy
11
+ 0.23%
$105.83 - $117.22 $1.16K - $1.29K
4.8K $541K
AMZN
Amazon Com Inc

Consumer Cyclical
90
+ 1.0%
$211.65 - $238.24 $19K - $21.4K
9.13K $2.01M
BDX
Becton Dickinson & CO

Healthcare
5
+ 0.41%
$172.41 - $199.66 $862 - $998
1.22K $229K
PCAR
Paccar Inc

Industrials
13
+ 0.25%
$92.91 - $102.86 $1.21K - $1.34K
5.13K $504K
MRK
Merck & Co., Inc.

Healthcare
12
+ 0.36%
$77.6 - $87.37 $931 - $1.05K
3.36K $282K
TRV
Travelers Companies, Inc.

Financial Services
3
+ 0.26%
$250.62 - $279.43 $752 - $838
1.17K $326K
VEA
Vanguard Ftse Developed Market

ETFs
23
+ 0.47%
$56.02 - $60.3 $1.29K - $1.39K
4.92K $294K
WMT
Walmart Inc.

Consumer Defensive
6
+ 0.22%
$94.4 - $104.27 $566 - $626
2.72K $280K
AXP
American Express CO

Financial Services
3
+ 0.29%
$294.27 - $342.31 $883 - $1.03K
1.05K $347K
IWD
Ishares Russell 1000 Val ETF

ETFs
6
+ 0.43%
$192.76 - $203.86 $1.16K - $1.22K
1.39K $282K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
9
+ 0.58%
$132.9 - $142.03 $1.2K - $1.28K
1.57K $220K
MA
Mastercard Inc

Financial Services
2
+ 0.11%
$550.18 - $598.96 $1.1K - $1.2K
1.79K $1.02M
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.62%
$291.67 - $316.99 $1.46K - $1.58K
814 $247K
UNP
Union Pacific Corp

Industrials
4
+ 0.27%
$214.91 - $237.16 $860 - $949
1.48K $349K
AMGN
Amgen Inc

Healthcare
6
+ 0.68%
$271.18 - $309.22 $1.63K - $1.86K
886 $250K
Blackrock Inc
1
+ 0.48%
N/A
208 $0
EMR
Emerson Electric CO

Industrials
7
+ 0.39%
$128.6 - $149.63 $900 - $1.05K
1.81K $237K
ABT
Abbott Laboratories

Healthcare
6
+ 0.26%
$120.51 - $136.62 $723 - $820
2.35K $315K
CSCO
Cisco Systems, Inc.

Technology
41
+ 0.41%
$66.2 - $71.79 $2.71K - $2.94K
10.1K $688K
MDLZ
Mondelez International, Inc.

Consumer Defensive
26
+ 0.63%
$60.9 - $70.75 $1.58K - $1.84K
4.15K $259K
IBM
International Business Machines Corp

Technology
6
+ 0.26%
$234.77 - $292.47 $1.41K - $1.75K
2.32K $654K
SBUX
Starbucks Corp

Consumer Cyclical
29
+ 0.68%
$81.9 - $96.86 $2.38K - $2.81K
4.28K $361K
ADP
Automatic Data Processing Inc

Industrials
13
+ 0.41%
$288.69 - $310.94 $3.75K - $4.04K
3.22K $945K
LLY
Eli Lilly & CO

Healthcare
3
+ 0.1%
$625.65 - $812.69 $1.88K - $2.44K
2.94K $2.24M
PAYX
Paychex Inc

Industrials
18
+ 0.64%
$126.69 - $147.99 $2.28K - $2.66K
2.82K $357K
PM
Philip Morris International Inc.

Consumer Defensive
21
+ 0.71%
$157.77 - $183.27 $3.31K - $3.85K
2.99K $484K
DE
Deere & CO

Industrials
2
+ 0.08%
$457.26 - $524.37 $915 - $1.05K
2.52K $1.15M
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.07%
$915.95 - $994.57 $1.83K - $1.99K
2.72K $2.51M
Activity Summary
Buys All Purchases 53 New Holdings 4 Increased Positions 49 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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