Northwest Wealth Management, LLC Sells in Q4 2024

Northwest Wealth Management, LLC

  • $465 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ETN
Eaton Corp PLC

Industrials
-11.9K
- 60.13%
$326.96 - $377.52 $3.9M - $4.51M
7.92K $2.63M
AVEM
American Centy ETF Tr Avantis

ETFs
-5.45K
- 3.63%
$58.59 - $66.14 $319K - $361K
145K $8.51M
AVDE
American Centy ETF Tr Avantis

ETFs
-4.49K
- 3.52%
$60.9 - $66.69 $274K - $300K
123K $7.56M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-10.5K
- 12.32%
$84.34 - $95.14 $887K - $1M
74.9K $6.53M
EFV
Msci Eafe Value ETF

ETFs
-7.11K
- 7.95%
$51.78 - $57.15 $368K - $407K
82.4K $4.32M
VGSH
Vanguard

ETFs
-10.3K
- 3.94%
$58.02 - $58.88 $596K - $605K
250K $14.6M
DFAT
Dimensional ETF Tr U S Target

ETFs
-12K
- 9.33%
$54.54 - $61.04 $652K - $730K
116K $6.47M
VTV
Vanguard Value ETF

ETFs
-2.37K
- 12.54%
$168.32 - $181.87 $398K - $430K
16.5K $2.79M
XOM
Exxon Mobil Corp

Energy
-3.23K
- 22.76%
$105.51 - $125.37 $341K - $405K
11K $1.18M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-5.46K
- 31.98%
$81.68 - $82.93 $446K - $453K
11.6K $952K
DFIP
Dimensional ETF Tr Inflation P

ETFs
-8.98K
- 32.58%
$40.31 - $42.43 $362K - $381K
18.6K $752K
DFAX
Dimensional ETF Tr
-5.67K
- 5.74%
$24.76 - $27.04 $140K - $153K
93.2K $2.32M
DISV
Dimensional ETF Tr Dimensional

ETFs
-2.21K
- 1.99%
$26.18 - $28.77 $57.8K - $63.6K
109K $2.89M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-2.36K
- 32.76%
$115.08 - $119.55 $272K - $282K
4.85K $559K
AVLV
American Centy ETF Tr Avantis
-4.81K
- 18.74%
$65.51 - $71.22 $315K - $343K
20.9K $1.39M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.18K
- 7.08%
$197.36 - $217.3 $233K - $256K
15.5K $3.07M
VTI
Vanguard Total Stock Market Et

ETFs
-2.81K
- 3.42%
$280.04 - $302.45 $786K - $849K
79.2K $23M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.95K
- 4.11%
$44.04 - $49.49 $86K - $96.7K
45.6K $2.01M
IEFA
Ishares Tr

ETFs
-947
- 3.7%
$70.06 - $77.43 $66.3K - $73.3K
24.6K $1.73M
TIP
Ishares Tr Tips Bd ETF

ETFs
-2.01K
- 16.58%
$106.33 - $110.69 $214K - $222K
10.1K $1.08M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-660
- 0.67%
$25.61 - $28.0 $16.9K - $18.5K
97.7K $2.52M
VT
Vanguard Total World Stk Index

ETFs
-1.64K
- 20.61%
$117.09 - $123.07 $192K - $202K
6.32K $741K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.11K
- 6.51%
$77.02 - $78.58 $162K - $166K
30.3K $2.34M
VNQ
Vanguard Specialized Funds Van

ETFs
-991
- 7.1%
$87.85 - $98.6 $87.1K - $97.7K
13K $1.16M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.01K
- 3.93%
$57.29 - $63.1 $57.7K - $63.5K
24.6K $1.41M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.03K
- 21.93%
$174.22 - $187.62 $179K - $192K
3.65K $639K
FNDC
Schwab Fundamental Intl Small

ETFs
-161
- 0.44%
$33.92 - $38.03 $5.46K - $6.12K
36.8K $1.25M
UNH
Unitedhealth Group Inc

Healthcare
-164
- 21.72%
$485.52 - $625.25 $79.6K - $103K
591 $298K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.27K
- 13.96%
$100.24 - $101.35 $128K - $129K
7.84K $788K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1K
- 8.51%
$91.94 - $100.02 $92.3K - $100K
10.8K $999K
IEF
Ishares Barclays

ETFs
-1.11K
- 32.25%
$92.08 - $98.18 $102K - $109K
2.33K $215K
MUB
Ishares National Muni Bond ETF

ETFs
-1.03K
- 25.18%
$105.78 - $108.7 $109K - $112K
3.07K $327K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-982
- 4.27%
$38.37 - $42.82 $37.7K - $42K
22K $844K
IWN
Ishares Russell2000 Val ETF

ETFs
-252
- 1.2%
$162.69 - $181.35 $41K - $45.7K
20.8K $3.41M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-998
- 14.26%
$77.86 - $79.27 $77.7K - $79.1K
6K $468K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-840
- 13.9%
$58.88 - $64.8 $49.5K - $54.4K
5.2K $306K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-189
- 5.36%
$114.08 - $125.68 $21.6K - $23.8K
3.34K $382K
NEE
Nextera Energy Inc

Utilities
-180
- 5.97%
$69.77 - $85.43 $12.6K - $15.4K
2.83K $203K
WM
Waste Management Inc

Industrials
-175
- 11.08%
$201.79 - $228.46 $35.3K - $40K
1.41K $283K
LNT
Alliant Energy Corp

Utilities
-519
- 6.6%
$56.24 - $63.63 $29.2K - $33K
7.35K $434K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-202
- 2.68%
$74.5 - $78.37 $15K - $15.8K
7.33K $548K
CEG
Constellation Energy Corp

Utilities
-35
- 3.69%
$224.28 - $285.52 $7.85K - $9.99K
914 $205K
ACWI
Ishares Msci Acwi ETF

ETFs
-295
- 11.51%
$117.05 - $123.03 $34.5K - $36.3K
2.27K $266K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-1.53K
- 5.82%
$25.35 - $25.53 $38.7K - $39K
24.7K $629K
VZ
Verizon Communications Inc

Communication Services
-162
- 2.43%
$39.6 - $45.21 $6.42K - $7.32K
6.5K $260K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-739
- 1.24%
$24.19 - $24.63 $17.9K - $18.2K
59K $1.43M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-288
- 5.13%
$104.59 - $118.05 $30.1K - $34K
5.33K $578K
VB
Vanguard Small Cap ETF

ETFs
-130
- 5.37%
$233.76 - $261.58 $30.4K - $34K
2.29K $550K
HD
Home Depot, Inc.

Consumer Cyclical
-3
- 0.26%
$385.02 - $431.37 $1.16K - $1.29K
1.14K $445K
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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