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
COST
Costco Wholesale Corp

Consumer Defensive
65
+ 15.59%
$873.59 - $994.69 $56.8K - $64.7K
482 $441K
AOR
Ishares Tr Core Growth Allocat

ETFs
2.33K
+ 5.75%
$57.32 - $59.66 $134K - $139K
42.9K $2.46M
MRK
Merck & Co., Inc.

Healthcare
703
+ 35.38%
$96.31 - $114.76 $67.7K - $80.7K
2.69K $267K
DIS
Walt Disney CO

Communication Services
43
+ 1.72%
$92.39 - $117.6 $3.97K - $5.06K
2.54K $282K
EMLP
First Tr Exchange Traded Iv

ETFs
42
+ 0.21%
$33.69 - $38.24 $1.41K - $1.61K
19.6K $700K
SPY
Spdr S&P 500 ETF Trust

ETFs
59
+ 10.1%
$567.81 - $607.81 $33.5K - $35.9K
643 $376K
USB
Us Bancorp \De\

Financial Services
203
+ 1.44%
$43.98 - $53.66 $8.93K - $10.9K
14.3K $683K
VTWV
Vanguard Russell 2000 Value Et

ETFs
234
+ 15.18%
$143.69 - $159.92 $33.6K - $37.4K
1.78K $256K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
1.08K
+ 12.98%
$24.66 - $27.63 $26.7K - $29.9K
9.42K $238K
FTGC
First Trust Global Tactical CO

ETFs
765
+ 7.15%
$23.23 - $24.25 $17.8K - $18.6K
11.5K $274K
PH
Parker Hannifin Corp

Industrials
17
+ 3.03%
$621.74 - $709.46 $10.6K - $12.1K
578 $367K
ORCL
Oracle Corp

Technology
109
+ 4.54%
$165.41 - $192.43 $18K - $21K
2.51K $418K
MO
Altria Group, Inc.

Consumer Defensive
47
+ 0.98%
$49.06 - $57.74 $2.31K - $2.71K
4.85K $253K
XLE
Energy Sector Spdr

ETFs
152
+ 3.95%
$83.32 - $97.27 $12.7K - $14.8K
4K $342K
MARA
Marathon Digital Holdings, Inc.

Financial Services
148
+ 1.4%
N/A
10.7K $241K
SYK
Stryker Corp

Healthcare
4
+ 0.56%
$345.14 - $392.15 $1.38K - $1.57K
712 $256K
ROSC
Hartford Multifactor Small Cap
46
+ 0.83%
N/A
5.58K $0
Dimensional ETF Trust
15.2K
+ 25.84%
N/A
74K $0
Ea Series Trust
22.4K
+ 16.8%
N/A
156K $0
IBM
International Business Machines Corp

Technology
1
+ 0.09%
$204.9 - $238.04 $205 - $238
1.1K $241K
AOA
Ishares Tr Core Aggressive All

ETFs
1.68K
+ 2.91%
$76.61 - $79.88 $128K - $134K
59.2K $4.53M
AOM
Ishares Tr Core Moderate Alloc

ETFs
14
+ 0.29%
$43.44 - $45.05 $608 - $631
4.81K $208K
PG
Procter & Gamble CO

Consumer Defensive
15
+ 0.75%
$161.05 - $179.7 $2.42K - $2.7K
2.02K $338K
TSN
Tyson Foods, Inc.

Consumer Defensive
15
+ 0.21%
$57.14 - $64.54 $857 - $968
7.06K $405K
HL
Hecla Mining CO

Basic Materials
87
+ 0.84%
$4.86 - $7.53 $423 - $655
10.4K $51K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.39K
+ 100.0%
$18.41 - $40.87 $136K - $302K
14.8K $273K
PEP
Pepsico Inc

Consumer Defensive
104
+ 3.75%
$151.29 - $176.1 $15.7K - $18.3K
2.87K $437K
ABBV
Abb Vie Inc.

Healthcare
7
+ 0.41%
$164.99 - $203.87 $1.15K - $1.43K
1.71K $302K
LLY
Eli Lilly & CO

Healthcare
113
+ 10.55%
$727.2 - $932.06 $82.2K - $105K
1.18K $914K
MU
Micron Technology Inc

Technology
196
+ 7.45%
$84.16 - $113.41 $16.5K - $22.2K
2.83K $238K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
3.32K
+ 3.51%
$41.17 - $43.34 $137K - $144K
97.9K $4.05M
DFAR
Dimensional ETF Tr Dimensional

ETFs
30
+ 0.18%
$22.72 - $25.76 $682 - $773
17K $396K
UNP
Union Pacific Corp

Industrials
140
+ 3.27%
$223.15 - $249.32 $31.2K - $34.9K
4.42K $1.01M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
23
+ 0.2%
$442.29 - $483.08 $10.2K - $11.1K
11.3K $5.1M
AMD
Advanced Micro Devices Inc

Technology
73
+ 2.25%
$118.88 - $172.8 $8.68K - $12.6K
3.32K $401K
FNDF
Schwab Fundamental Intl Large

ETFs
63
+ 0.19%
$32.92 - $37.15 $2.07K - $2.34K
32.5K $1.08M
DFAE
Dimensional ETF Tr

ETFs
803
+ 0.7%
$25.36 - $28.15 $20.4K - $22.6K
115K $2.92M
VEA
Vanguard Ftse Developed Market

ETFs
1.15K
+ 1.43%
$47.57 - $52.44 $54.7K - $60.3K
81.6K $3.9M
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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