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
PCG
Pg&E Corp

Utilities
12.6K
+ 64.3%
$15.63 - $16.81 $197K - $212K
32.3K $532K
CAT
Caterpillar Inc

Industrials
416
New
$480.82 - $585.49 $200K - $244K
416 $229K
MA
Mastercard Inc

Financial Services
421
New
$536.85 - $580.45 $226K - $244K
421 $226K
NEE
Nextera Energy Inc

Utilities
2.58K
New
$78.18 - $86.03 $201K - $222K
2.58K $220K
XLK
Technology Sector Spdr

ETFs
738
+ 100.0%
$278.39 - $304.13 $205K - $224K
1.48K $425K
COF
Capital One Financial Corp

Financial Services
1.14K
+ 78.92%
$201.01 - $225.01 $230K - $257K
2.59K $520K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
3.88K
New
$51.46 - $55.61 $200K - $216K
3.88K $212K
AVIG
American Centy ETF Tr Avantis

ETFs
4.95K
New
$41.84 - $42.48 $207K - $210K
4.95K $207K
NEM
Newmont Corp

Basic Materials
2.18K
+ 42.38%
$78.63 - $98.27 $172K - $215K
7.33K $638K
MEDP
Medpace Holdings, Inc.

Healthcare
292
+ 71.05%
$501.22 - $605.2 $146K - $177K
703 $414K
TGT
Target Corp

Consumer Defensive
2.18K
New
$85.53 - $97.77 $187K - $213K
2.18K $196K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.2K
New
$29.81 - $42.36 $185K - $263K
6.2K $195K
PEP
Pepsico Inc

Consumer Defensive
1.04K
+ 18.48%
$138.84 - $153.71 $144K - $159K
6.64K $981K
THC
Tenet Healthcare Corp

Healthcare
1.01K
New
$189.58 - $216.17 $191K - $218K
1.01K $194K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
1.89K
New
$87.56 - $111.7 $166K - $212K
1.89K $184K
WDC
Western Digital Corp

Technology
748
+ 43.14%
$113.13 - $174.22 $84.6K - $130K
2.48K $391K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
4.37K
+ 4.27%
$42.71 - $43.27 $187K - $189K
107K $4.56M
SNOW
Snowflake Inc.

Technology
432
+ 19.54%
$230.55 - $277.14 $99.6K - $120K
2.64K $679K
FDX
Fedex Corp

Industrials
535
+ 42.23%
$224.63 - $268.67 $120K - $144K
1.8K $477K
PSX
Phillips 66

Energy
1.16K
+ 64.02%
$126.76 - $142.32 $147K - $165K
2.98K $423K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.54K
+ 74.08%
$117.6 - $129.07 $181K - $199K
3.61K $425K
EXAS
Exact Sciences Corp

Healthcare
2.44K
New
$56.19 - $69.63 $137K - $170K
2.44K $163K
BKNG
Booking Holdings Inc.

Consumer Cyclical
37
+ 78.72%
$4804.01 - $5424.55 $178K - $201K
84 $403K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.97K
+ 1.46%
$43.57 - $45.71 $86K - $90.2K
137K $6.18M
XLE
Energy Sector Spdr

ETFs
1.35K
+ 39.56%
$85.22 - $92.02 $115K - $124K
4.77K $438K
PANW
Palo Alto Networks Inc

Technology
614
+ 38.89%
$204.77 - $221.38 $126K - $136K
2.19K $450K
EXPE
Expedia Group, Inc.

Consumer Cyclical
235
+ 18.17%
$210.33 - $273.65 $49.4K - $64.3K
1.53K $404K
FTI
Technip Fmc PLC

Energy
2.4K
+ 46.57%
$35.57 - $43.74 $85.4K - $105K
7.56K $330K
LMT
Lockheed Martin Corp

Industrials
298
+ 65.35%
$452.1 - $514.24 $135K - $153K
754 $354K
TSLA
Tesla, Inc.

Consumer Cyclical
1.23K
+ 11.52%
$401.99 - $468.37 $494K - $576K
11.9K $4.87M
IQV
Iqvia Holdings Inc.

Healthcare
350
+ 26.24%
$198.17 - $223.55 $69.4K - $78.2K
1.68K $371K
VRSN
Verisign Inc

Technology
529
+ 46.04%
$232.82 - $275.44 $123K - $146K
1.68K $424K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
33
+ 0.29%
$475.68 - $513.11 $15.7K - $16.9K
11.4K $5.83M
ACN
Accenture PLC

Technology
375
+ 42.86%
$234.02 - $253.35 $87.8K - $95K
1.25K $301K
C
Citigroup Inc

Financial Services
951
+ 42.99%
$93.93 - $102.87 $89.3K - $97.8K
3.16K $310K
BBY
Best Buy CO Inc

Consumer Cyclical
1.13K
+ 40.82%
$70.43 - $84.0 $79.7K - $95.1K
3.91K $295K
RL
Ralph Lauren Corp

Consumer Cyclical
216
+ 31.3%
$309.29 - $340.21 $66.8K - $73.5K
906 $300K
DAL
Delta Air Lines, Inc.

Industrials
1.31K
+ 32.87%
$55.65 - $62.32 $72.9K - $81.6K
5.3K $309K
PNC
Pnc Financial Services Group, Inc.

Financial Services
532
+ 38.47%
$178.37 - $198.46 $94.9K - $106K
1.92K $352K
APH
Amphenol Corp

Technology
295
+ 9.1%
$121.7 - $143.85 $35.9K - $42.4K
3.54K $472K
USB
Us Bancorp \De\

Financial Services
2.3K
+ 17.94%
$45.28 - $48.26 $104K - $111K
15.1K $688K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
77
+ 2.5%
$600.51 - $631.95 $46.2K - $48.7K
3.16K $1.95M
IEFA
Ishares Tr

ETFs
373
+ 1.68%
$86.09 - $89.88 $32.1K - $33.5K
22.5K $2M
FNDF
Schwab Fundamental Intl Large

ETFs
23
+ 0.07%
$42.35 - $45.18 $974 - $1.04K
32.6K $1.46M
INTC
Intel Corp

Technology
1.09K
+ 5.34%
$34.71 - $41.53 $37.7K - $45.1K
21.4K $743K
GE
General Electric CO

Industrials
189
+ 9.99%
$291.49 - $314.28 $55.1K - $59.4K
2.08K $624K
PLTR
Palantir Technologies Inc.

Technology
528
+ 11.36%
$172.14 - $207.18 $90.9K - $109K
5.18K $900K
IBM
International Business Machines Corp

Technology
95
+ 8.28%
$275.97 - $314.98 $26.2K - $29.9K
1.24K $369K
PH
Parker Hannifin Corp

Industrials
1
+ 0.18%
$716.66 - $857.93 $717 - $858
564 $469K
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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