Northwest Wealth Management, LLC Incresed Positions 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
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
8.51K
+ 99.64%
$47.65 - $48.6 $406K - $414K
17.1K $814K
WMT
Walmart Inc.

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

Communication Services
614
+ 9.23%
$163.08 - $198.16 $100K - $122K
7.27K $1.38M
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
WFC
Wells Fargo & Company

Financial Services
431
+ 2.99%
$54.98 - $77.35 $23.7K - $33.3K
14.8K $1.04M
AVGO
Broadcom Inc.

Technology
337
+ 21.46%
$159.67 - $250.0 $53.8K - $84.3K
1.91K $442K
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
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
EMLP
First Tr Exchange Traded Iv

ETFs
42
+ 0.21%
$33.69 - $38.24 $1.41K - $1.61K
19.6K $700K
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
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
JNJ
Johnson & Johnson

Healthcare
382
+ 19.29%
$143.34 - $165.86 $54.8K - $63.4K
2.36K $341K
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
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
Track This Portfolio

Track Northwest Wealth Management, LLC Portfolio

Follow Northwest Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northwest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Northwest Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email