Northwest Wealth Management, LLC Purchases in Q2 2024

Northwest Wealth Management, LLC

  • $381 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
48K
+ 29.58%
$108.78 - $119.23 $5.22M - $5.72M
210K $25M
VGIT
Vanguard Intermediate Term Tre

ETFs
72.1K
+ 26.85%
$57.14 - $58.53 $4.12M - $4.22M
341K $19.8M
DFUS
Dimensional ETF Tr U S Equity

ETFs
45.3K
+ 132.5%
$53.83 - $59.14 $2.44M - $2.68M
79.5K $4.68M
IDEV
Ishares Core Msci Intl Develop

ETFs
27.5K
+ 25.75%
$64.09 - $68.74 $1.76M - $1.89M
134K $8.82M
NVDA
Nvidia Corp

Technology
29.5K
+ 1039.11%
$118.11 - $1224.4 $3.49M - $36.2M
32.4K $4M
DFSD
Dimensional ETF Tr Short Durat

ETFs
29.1K
+ 52.39%
$46.64 - $47.15 $1.36M - $1.37M
84.5K $3.97M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
20.3K
+ 10.41%
$47.74 - $48.54 $971K - $988K
216K $10.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.04K
+ 27.4%
$396.73 - $420.24 $1.21M - $1.28M
14.1K $5.75M
DFAI
Dimensional ETF Tr

ETFs
30.3K
+ 25.31%
$28.93 - $30.91 $877K - $937K
150K $4.45M
AVDV
American Centy ETF Tr Avantis

ETFs
14K
+ 8.94%
$63.81 - $68.36 $895K - $958K
171K $11.1M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
22.6K
+ 56.7%
$24.84 - $27.2 $562K - $616K
62.6K $1.67M
IEMG
Ishares Inc

ETFs
8.51K
+ 17.0%
$50.02 - $54.95 $426K - $468K
58.6K $3.14M
MSFT
Microsoft Corp

Technology
738
+ 9.29%
$389.33 - $452.85 $287K - $334K
8.69K $3.88M
DUHP
Dimensional ETF Tr Dimensional

ETFs
13.2K
New
$29.72 - $32.4 $391K - $426K
13.2K $420K
MRO
Marathon Oil Corp

Energy
13.3K
New
$25.56 - $29.69 $341K - $396K
13.3K $381K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.02K
New
$57.86 - $62.21 $348K - $374K
6.02K $362K
SMCI
Super Micro Computer, Inc.

Technology
340
New
$713.65 - $1037.15 $243K - $353K
340 $278K
DFSV
Dimensional ETF Tr Dimensional

ETFs
11K
+ 35.28%
$27.81 - $30.13 $305K - $330K
42K $1.21M
DIHP
Dimensional ETF Tr Dimensional

ETFs
11.6K
+ 20.31%
$25.66 - $27.34 $299K - $318K
69K $1.82M
BNDX
Vanguard Total International B

ETFs
5.54K
New
$48.24 - $49.07 $267K - $272K
5.54K $269K
AVUV
American Centy ETF Tr Avantis

ETFs
7.98K
+ 6.64%
$86.93 - $93.77 $693K - $748K
128K $11.5M
AVUS
American Centy ETF Tr Avantis

ETFs
1.94K
+ 2.25%
$84.59 - $90.63 $164K - $176K
87.9K $7.93M
TSLA
Tesla, Inc.

Consumer Cyclical
4
+ 0.04%
$142.05 - $197.88 $568 - $792
10K $1.98M
MU
Micron Technology Inc

Technology
1.63K
New
$106.77 - $153.45 $174K - $250K
1.63K $214K
NEE
Nextera Energy Inc

Utilities
3K
New
$61.7 - $80.02 $185K - $240K
3K $212K
DISV
Dimensional ETF Tr Dimensional

ETFs
8.07K
+ 9.04%
$26.23 - $28.56 $212K - $230K
97.4K $2.62M
GOOG
Alphabet Inc.

Communication Services
100
+ 1.8%
$151.94 - $186.86 $15.2K - $18.7K
5.64K $1.03M
LLY
Eli Lilly & CO

Healthcare
16
+ 1.49%
$724.87 - $909.04 $11.6K - $14.5K
1.09K $985K
CASY
Caseys General Stores Inc

Consumer Cyclical
158
+ 13.5%
$309.17 - $382.87 $48.8K - $60.5K
1.33K $506K
VGSH
Vanguard

ETFs
2.38K
+ 0.91%
$57.55 - $58.0 $137K - $138K
263K $15.2M
GOOGL
Alphabet Inc.

Communication Services
117
+ 4.59%
$150.53 - $185.41 $17.6K - $21.7K
2.67K $485K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
3.14K
+ 3.47%
$40.79 - $41.97 $128K - $132K
93.7K $3.89M
DFIV
Dimensional ETF Tr

ETFs
6.12K
+ 3.83%
$35.5 - $38.02 $217K - $232K
166K $5.95M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
3.22K
+ 37.67%
$23.85 - $23.98 $76.8K - $77.3K
11.8K $282K
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 5.53%
$704.88 - $870.75 $15.5K - $19.2K
420 $356K
AVGO
Broadcom Inc.

Technology
4
+ 2.58%
$1204.71 - $1828.87 $4.82K - $7.32K
159 $255K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
262
+ 1.2%
$35.3 - $38.79 $9.25K - $10.2K
22.1K $833K
PANW
Palo Alto Networks Inc

Technology
3
+ 0.42%
$265.2 - $340.82 $796 - $1.02K
724 $245K
ORCL
Oracle Corp

Technology
12
+ 0.51%
$113.75 - $144.64 $1.37K - $1.74K
2.39K $336K
META
Meta Platforms, Inc.

Communication Services
22
+ 1.76%
$430.17 - $527.34 $9.46K - $11.6K
1.27K $640K
XOM
Exxon Mobil Corp

Energy
394
+ 2.85%
$108.36 - $122.2 $42.7K - $48.1K
14.2K $1.63M
ISRG
Intuitive Surgical Inc

Healthcare
4
+ 0.74%
$366.34 - $445.11 $1.47K - $1.78K
545 $242K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
332
+ 1.8%
$81.05 - $81.66 $26.9K - $27.1K
18.8K $1.54M
JPM
Jpmorgan Chase & CO

Financial Services
37
+ 0.49%
$180.08 - $204.79 $6.66K - $7.58K
7.55K $1.53M
EMLP
First Tr Exchange Traded Iv

ETFs
56
+ 0.29%
$28.25 - $31.1 $1.58K - $1.74K
19.6K $595K
BAC
Bank Of America Corp

Financial Services
108
+ 1.73%
$34.68 - $40.02 $3.75K - $4.32K
6.35K $252K
XLF
Financial Sector Spdr

ETFs
595
+ 5.75%
$39.59 - $42.49 $23.6K - $25.3K
10.9K $449K
LMT
Lockheed Martin Corp

Industrials
3
+ 0.32%
$447.57 - $471.51 $1.34K - $1.41K
948 $442K
CVX
Chevron Corp

Energy
102
+ 5.72%
$152.57 - $166.33 $15.6K - $17K
1.88K $294K
Activity Summary
Buys All Purchases 74 New Holdings 8 Increased Positions 66 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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