Northwest Wealth Management, LLC Purchases in Q4 2025

Northwest Wealth Management, LLC

  • $614 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
119K
+ 14.57%
$59.84 - $60.54 $7.12M - $7.2M
935K $56.1M
DFSD
Dimensional ETF Tr Short Durat

ETFs
74.7K
+ 18.45%
$48.17 - $48.5 $3.6M - $3.62M
479K $23.1M
IDEV
Ishares Core Msci Intl Develop

ETFs
36.4K
+ 18.72%
$79.1 - $82.39 $2.88M - $3M
231K $18.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
16.7K
+ 5.11%
$142.79 - $150.05 $2.39M - $2.51M
344K $50.3M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
51.2K
+ 11.46%
$49.98 - $50.22 $2.56M - $2.57M
498K $24.9M
NOW
Service Now, Inc.

Technology
2.09K
New
$835.79 - $946.29 $1.75M - $1.98M
2.09K $1.75M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
34K
+ 12.33%
$31.28 - $33.46 $1.06M - $1.14M
310K $10.2M
DFAI
Dimensional ETF Tr

ETFs
14.5K
+ 5.78%
$35.82 - $37.52 $519K - $544K
265K $9.84M
IEMG
Ishares Inc

ETFs
11.9K
+ 16.0%
N/A
86.2K $4.62M
DFUS
Dimensional ETF Tr U S Equity

ETFs
7.09K
+ 3.99%
$71.0 - $74.64 $503K - $529K
185K $13.5M
DIHP
Dimensional ETF Tr Dimensional

ETFs
15.4K
+ 9.62%
$30.11 - $31.43 $464K - $485K
176K $5.47M
CNC
Centene Corp

Healthcare
16.4K
New
$33.15 - $38.7 $543K - $634K
16.4K $595K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
22.1K
New
$25.17 - $25.38 $557K - $562K
22.1K $558K
AVSC
American Centy ETF Tr Avantis
11.2K
+ 9.61%
$55.24 - $58.86 $616K - $657K
127K $7.17M
DFIC
Dimensional ETF Tr Dimensional

ETFs
12.8K
+ 12.31%
$32.24 - $33.72 $411K - $430K
116K $3.88M
DISV
Dimensional ETF Tr Dimensional

ETFs
11.5K
+ 9.9%
$35.06 - $36.3 $402K - $417K
127K $4.58M
AVUV
American Centy ETF Tr Avantis

ETFs
7.86K
+ 4.57%
$95.19 - $100.66 $748K - $791K
180K $17.6M
ZM
Zoom Video Communications, Inc.

Technology
4.98K
New
$79.17 - $87.23 $394K - $434K
4.98K $419K
DUHP
Dimensional ETF Tr Dimensional

ETFs
10.5K
+ 13.28%
$37.18 - $38.47 $392K - $405K
89.9K $3.38M
GOOG
Alphabet Inc.

Communication Services
261
+ 3.55%
$237.49 - $291.74 $62K - $76.1K
7.61K $2.17M
LVS
Las Vegas Sands Corp

Consumer Cyclical
5.22K
New
$46.47 - $66.99 $242K - $349K
5.22K $341K
AMZN
Amazon Com Inc

Consumer Cyclical
83
+ 0.4%
$213.04 - $254.0 $17.7K - $21.1K
20.9K $4.9M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
474
New
$557.73 - $694.99 $264K - $329K
474 $328K
NTRA
Natera, Inc.

Healthcare
1.59K
New
$160.21 - $209.5 $255K - $334K
1.59K $325K
ROP
Roper Technologies Inc

Industrials
713
New
$443.27 - $520.0 $316K - $371K
713 $320K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
6.51K
+ 25.87%
$47.98 - $48.33 $312K - $315K
31.7K $1.53M
DKNG
Draft Kings Inc.

Consumer Cyclical
10.8K
New
$27.92 - $35.5 $302K - $384K
10.8K $320K
ILMN
Illumina, Inc.

Healthcare
2.65K
New
$91.0 - $123.54 $241K - $327K
2.65K $319K
FCX
Freeport Mcmoran Inc

Basic Materials
7.46K
New
$38.65 - $43.31 $288K - $323K
7.46K $299K
MU
Micron Technology Inc

Technology
436
+ 19.6%
$181.6 - $253.3 $79.2K - $110K
2.66K $656K
GD
General Dynamics Corp

Industrials
822
New
$330.59 - $353.77 $272K - $291K
822 $282K
JBHT
Hunt J B Transport Services Inc

Industrials
1.73K
New
$132.68 - $172.64 $229K - $298K
1.73K $281K
DG
Dollar General Corp

Consumer Defensive
2.68K
New
$95.94 - $106.44 $257K - $285K
2.68K $279K
UPS
United Parcel Service Inc

Industrials
2.95K
New
$82.87 - $97.4 $245K - $288K
2.95K $278K
ESTC
Elastic N.V.

Technology
3.02K
New
$80.19 - $94.47 $242K - $285K
3.02K $274K
EIX
Edison International

Utilities
4.41K
+ 114.44%
$52.12 - $59.08 $230K - $260K
8.26K $484K
TJX
Tjx Companies Inc

Consumer Cyclical
1.85K
New
$138.56 - $147.63 $256K - $273K
1.85K $270K
COP
Conocophillips

Energy
3.04K
New
$85.66 - $95.46 $260K - $290K
3.04K $269K
WMT
Walmart Inc.

Consumer Defensive
2.56K
+ 11.64%
$101.18 - $109.03 $259K - $279K
24.5K $2.52M
NBIX
Neurocrine Biosciences Inc

Healthcare
1.78K
New
$136.63 - $154.8 $243K - $275K
1.78K $257K
MRK
Merck & Co., Inc.

Healthcare
2.23K
+ 39.93%
$82.49 - $92.93 $184K - $207K
7.82K $725K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
565
New
$423.47 - $491.22 $239K - $278K
565 $253K
BDX
Becton Dickinson & CO

Healthcare
1.33K
New
$176.39 - $193.93 $234K - $257K
1.33K $253K
CB
Chubb LTD

Financial Services
784
+ 63.69%
$268.2 - $296.22 $210K - $232K
2.02K $595K
FTNT
Fortinet, Inc.

Technology
3.02K
New
$80.54 - $87.52 $243K - $264K
3.02K $248K
EME
Emcor Group, Inc.

Industrials
394
New
$618.96 - $777.0 $244K - $306K
394 $244K
EXEL
Exelixis, Inc.

Healthcare
5.77K
New
$34.54 - $43.59 $199K - $252K
5.77K $240K
UTHR
United Therapeutics Corp

Healthcare
512
New
$415.34 - $466.4 $213K - $239K
512 $238K
MKTX
Marketaxess Holdings Inc

Financial Services
1.35K
New
$158.85 - $177.4 $214K - $239K
1.35K $236K
Activity Summary
Buys All Purchases 125 New Holdings 39 Increased Positions 86 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 3 Puts 0
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