Northwest Wealth Management, LLC Purchases in Q4 2024

Northwest Wealth Management, LLC

  • $465 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
79.1K
+ 36.86%
$124.26 - $134.12 $9.83M - $10.6M
294K $37.8M
VGIT
Vanguard Intermediate Term Tre

ETFs
189K
+ 44.08%
$57.78 - $60.4 $10.9M - $11.4M
619K $35.9M
DFSD
Dimensional ETF Tr Short Durat

ETFs
135K
+ 90.93%
$46.75 - $47.8 $6.33M - $6.47M
284K $13.3M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
102K
+ 40.13%
$48.33 - $49.08 $4.91M - $4.99M
355K $17.2M
AVSC
American Centy ETF Tr Avantis
84.9K
+ 2027.04%
$52.7 - $59.57 $4.47M - $5.05M
89K $4.84M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
112K
+ 114.87%
$26.16 - $28.82 $2.92M - $3.21M
209K $5.46M
AVDV
American Centy ETF Tr Avantis

ETFs
52K
+ 28.37%
$63.85 - $70.4 $3.32M - $3.66M
235K $15.3M
IDEV
Ishares Core Msci Intl Develop

ETFs
46.1K
+ 33.87%
$64.18 - $70.42 $2.96M - $3.25M
182K $11.8M
DFUS
Dimensional ETF Tr U S Equity

ETFs
29.7K
+ 23.09%
$61.52 - $66.5 $1.83M - $1.98M
158K $10.1M
DFIV
Dimensional ETF Tr

ETFs
56.5K
+ 32.61%
$34.86 - $37.97 $1.97M - $2.15M
230K $8.15M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
35K
+ 37.08%
$40.38 - $44.35 $1.41M - $1.55M
129K $5.29M
AVUV
American Centy ETF Tr Avantis

ETFs
12.1K
+ 9.2%
$94.37 - $106.41 $1.15M - $1.29M
144K $13.9M
AAPL
Apple Inc.

Technology
1.37K
+ 2.99%
$221.69 - $259.02 $303K - $354K
47.1K $11.8M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
16.7K
+ 1.33%
$33.92 - $36.6 $565K - $610K
1.27M $43.9M
DFAI
Dimensional ETF Tr

ETFs
47.5K
+ 25.79%
$29.0 - $31.6 $1.38M - $1.5M
232K $6.77M
NVDA
Nvidia Corp

Technology
3.14K
+ 9.63%
$117.0 - $148.88 $368K - $468K
35.8K $4.8M
DUHP
Dimensional ETF Tr Dimensional

ETFs
22.1K
+ 81.05%
$33.62 - $35.69 $742K - $787K
49.3K $1.67M
DIHP
Dimensional ETF Tr Dimensional

ETFs
35.2K
+ 36.63%
$25.15 - $27.57 $886K - $971K
131K $3.32M
CASY
Caseys General Stores Inc

Consumer Cyclical
1.49K
+ 91.4%
$366.65 - $427.88 $546K - $637K
3.12K $1.23M
IEMG
Ishares Inc

ETFs
10.6K
+ 18.25%
N/A
68.7K $3.69M
MSFT
Microsoft Corp

Technology
1.24K
+ 14.64%
$406.35 - $454.46 $505K - $564K
9.73K $4.1M
ET
Energy Transfer LP

Energy
21.6K
New
$16.05 - $19.86 $346K - $429K
21.6K $422K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
8.51K
+ 99.64%
$47.65 - $48.6 $406K - $414K
17.1K $814K
INTC
Intel Corp

Technology
15.4K
New
$19.07 - $26.23 $293K - $403K
15.4K $308K
WMT
Walmart Inc.

Consumer Defensive
777
+ 3.39%
$79.1 - $95.7 $61.5K - $74.4K
23.7K $2.14M
PII
Polaris Inc.

Consumer Cyclical
4.89K
New
$56.74 - $83.06 $277K - $406K
4.89K $281K
GOOG
Alphabet Inc.

Communication Services
614
+ 9.23%
$163.08 - $198.16 $100K - $122K
7.27K $1.38M
DUOL
Duolingo, Inc.

Technology
837
New
$278.75 - $373.03 $233K - $312K
837 $271K
CPRT
Copart Inc

Consumer Cyclical
4.18K
+ 81.06%
$51.36 - $63.8 $215K - $267K
9.34K $535K
JPM
Jpmorgan Chase & CO

Financial Services
156
+ 2.1%
$205.18 - $250.29 $32K - $39K
7.58K $1.82M
V
Visa Inc.

Financial Services
771
New
$273.87 - $320.91 $211K - $247K
771 $243K
GE
General Electric CO

Industrials
1.46K
New
$159.95 - $194.23 $233K - $283K
1.46K $242K
SNOW
Snowflake Inc.

Technology
1.56K
New
$109.65 - $186.51 $171K - $291K
1.56K $241K
PM
Philip Morris International Inc.

Consumer Defensive
1.98K
New
$118.38 - $133.06 $234K - $263K
1.98K $238K
WFC
Wells Fargo & Company

Financial Services
431
+ 2.99%
$54.98 - $77.35 $23.7K - $33.3K
14.8K $1.04M
PLTR
Palantir Technologies Inc.

Technology
2.9K
New
$36.46 - $82.38 $106K - $239K
2.9K $219K
FTNT
Fortinet, Inc.

Technology
2.17K
New
$76.49 - $99.21 $166K - $215K
2.17K $204K
COP
Conocophillips

Energy
2.06K
New
$95.12 - $114.72 $196K - $237K
2.06K $204K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.57K
New
$124.61 - $133.96 $196K - $211K
1.57K $202K
AVGO
Broadcom Inc.

Technology
337
+ 21.46%
$159.67 - $250.0 $53.8K - $84.3K
1.91K $442K
NU
Nu Holdings Ltd.

Financial Services
16.6K
New
$10.24 - $15.89 $170K - $264K
16.6K $172K
META
Meta Platforms, Inc.

Communication Services
220
+ 17.36%
$554.08 - $632.68 $122K - $139K
1.49K $877K
SOFI
So Fi Technologies, Inc.

Financial Services
293
+ 1.91%
$7.63 - $16.88 $2.24K - $4.95K
15.6K $240K
BAC
Bank Of America Corp

Financial Services
1.89K
+ 29.73%
$39.22 - $47.77 $74.2K - $90.4K
8.26K $363K
GOOGL
Alphabet Inc.

Communication Services
253
+ 9.53%
$161.86 - $196.66 $41K - $49.8K
2.91K $550K
PANW
Palo Alto Networks Inc

Technology
1.24K
+ 170.99%
$181.96 - $405.9 $225K - $503K
1.96K $357K
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.4K
+ 5.84%
$30.18 - $33.87 $103K - $115K
61.6K $1.89M
FPE
First Tr Pfd Secs & Income ETF

ETFs
5.55K
+ 12.2%
$17.65 - $18.18 $97.9K - $101K
51K $902K
VUG
Vanguard Growth ETF

ETFs
47
+ 2.22%
$378.79 - $428.11 $17.8K - $20.1K
2.17K $889K
Activity Summary
Buys All Purchases 89 New Holdings 13 Increased Positions 76 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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