Northwest Wealth Management, LLC Sells in Q2 2024

Northwest Wealth Management, LLC

  • $381 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AOA
Ishares Tr Core Aggressive All

ETFs
-11K
- 13.76%
$70.02 - $75.08 $773K - $828K
69.2K $5.17M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-963
- 1.08%
$76.01 - $82.53 $73.2K - $79.5K
88.1K $6.9M
VEA
Vanguard Ftse Developed Market

ETFs
-8.29K
- 9.65%
$47.83 - $51.21 $396K - $424K
77.5K $3.83M
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.45K
- 1.04%
$50.18 - $54.47 $72.9K - $79.1K
139K $7.2M
AOR
Ishares Tr Core Growth Allocat

ETFs
-8.27K
- 14.66%
$53.33 - $56.61 $441K - $468K
48.1K $2.71M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-10.7K
- 54.19%
$25.0 - $25.54 $267K - $272K
9.02K $229K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-11.7K
- 14.71%
$23.41 - $24.08 $273K - $281K
67.7K $1.62M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-3.43K
- 9.28%
$75.81 - $76.76 $260K - $263K
33.5K $2.57M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3.33K
- 21.82%
$76.35 - $77.35 $254K - $257K
11.9K $921K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-18.1K
- 1.51%
$30.09 - $32.37 $544K - $585K
1.18M $38.1M
VBR
Vanguard Small Cap Value ETF

ETFs
-309
- 1.81%
$177.65 - $191.11 $54.9K - $59.1K
16.8K $3.06M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.7K
- 3.81%
$34.2 - $36.64 $127K - $136K
93.3K $3.27M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.26K
- 1.38%
$38.53 - $40.76 $48.4K - $51.2K
89.5K $3.51M
IWN
Ishares Russell2000 Val ETF

ETFs
-265
- 1.23%
$146.03 - $158.93 $38.7K - $42.1K
21.3K $3.24M
UNH
Unitedhealth Group Inc

Healthcare
-375
- 33.19%
$439.2 - $524.63 $165K - $197K
755 $384K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1.37K
- 14.39%
$113.43 - $115.88 $156K - $159K
8.17K $942K
VTV
Vanguard Value ETF

ETFs
-533
- 2.71%
$154.57 - $163.65 $82.4K - $87.2K
19.1K $3.07M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.07K
- 7.58%
$105.01 - $107.23 $113K - $115K
13.1K $1.4M
UNP
Union Pacific Corp

Industrials
-158
- 3.57%
$221.38 - $247.4 $35K - $39.1K
4.27K $966K
XLE
Energy Sector Spdr

ETFs
-1.07K
- 21.55%
$88.04 - $98.08 $94.5K - $105K
3.91K $356K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-468
- 8.82%
$159.21 - $168.37 $74.5K - $78.8K
4.84K $794K
VNQ
Vanguard Specialized Funds Van

ETFs
-769
- 5.31%
$78.61 - $85.97 $60.5K - $66.1K
13.7K $1.15M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.04K
- 8.71%
$98.69 - $99.57 $103K - $104K
10.9K $1.09M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-4.01K
- 11.94%
$25.36 - $25.52 $102K - $102K
29.6K $754K
SUB
Ishares Short Term National Mu

ETFs
-863
- 11.44%
$104.04 - $104.8 $89.8K - $90.4K
6.68K $698K
VT
Vanguard Total World Stk Index

ETFs
-975
- 8.75%
$104.94 - $113.51 $102K - $111K
10.2K $1.15M
AVLV
American Centy ETF Tr Avantis
-769
- 2.88%
$60.74 - $64.14 $46.7K - $49.3K
25.9K $1.63M
IEFA
Ishares Tr

ETFs
-505
- 1.93%
$70.77 - $76.19 $35.7K - $38.5K
25.7K $1.87M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-763
- 20.04%
$95.11 - $97.92 $72.6K - $74.7K
3.04K $295K
DE
Deere & CO

Industrials
-11
- 0.61%
$364.98 - $414.02 $4.01K - $4.55K
1.8K $672K
DFIP
Dimensional ETF Tr Inflation P

ETFs
-1.43K
- 4.94%
$40.31 - $41.37 $57.6K - $59.2K
27.5K $1.12M
HD
Home Depot, Inc.

Consumer Cyclical
-65
- 5.38%
$325.1 - $368.03 $21.1K - $23.9K
1.14K $393K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-254
- 7.32%
$455.1 - $504.28 $116K - $128K
3.22K $1.61M
TGT
Target Corp

Consumer Defensive
-52
- 3.19%
$141.16 - $177.82 $7.34K - $9.25K
1.58K $233K
BA
Boeing CO

Industrials
-183
- 9.85%
$164.33 - $191.42 $30.1K - $35K
1.68K $304K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-1.92K
- 9.89%
$20.41 - $22.23 $39.3K - $42.8K
17.5K $387K
USB
Us Bancorp \De\

Financial Services
-108
- 1.23%
$38.45 - $43.95 $4.15K - $4.75K
8.68K $344K
IEF
Ishares Barclays

ETFs
-385
- 9.98%
$91.24 - $94.6 $35.1K - $36.4K
3.47K $325K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-806
- 15.92%
$47.58 - $48.41 $38.3K - $39K
4.26K $204K
FNDC
Schwab Fundamental Intl Small

ETFs
-347
- 0.92%
$33.97 - $36.16 $11.8K - $12.5K
37.4K $1.3M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-55
- 0.9%
$94.12 - $102.13 $5.18K - $5.62K
6.09K $592K
ETN
Eaton Corp PLC

Industrials
-179
- 0.89%
$303.02 - $340.89 $54.2K - $61K
20K $6.27M
VB
Vanguard Small Cap ETF

ETFs
-26
- 0.98%
$210.76 - $226.94 $5.48K - $5.9K
2.62K $571K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-34
- 0.25%
$85.39 - $90.42 $2.9K - $3.07K
13.6K $1.2M
PEP
Pepsico Inc

Consumer Defensive
-33
- 1.18%
$163.33 - $183.11 $5.39K - $6.04K
2.77K $456K
MARA
Marathon Digital Holdings, Inc.

Financial Services
-46
- 0.43%
$14.6 - $22.32 $672 - $1.03K
10.6K $210K
IWM
Ishares Russell 2000 ETF

ETFs
-1
- 0.02%
$192.84 - $209.44 $193 - $209
4.05K $822K
JNJ
Johnson & Johnson

Healthcare
-30
- 1.5%
$144.38 - $157.78 $4.33K - $4.73K
1.97K $287K
IVV
Ishares Core S&P 500 ETF

ETFs
-166
- 5.66%
$497.53 - $549.64 $82.6K - $91.2K
2.77K $1.51M
Activity Summary
Buys All Purchases 74 New Holdings 8 Increased Positions 66 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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