Northwest Wealth Management, LLC Sells in Q4 2025

Northwest Wealth Management, LLC

  • $614 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
-119
- 16.6%
$353.81 - $388.35 $42.1K - $46.2K
598 $215K
VB
Vanguard Small Cap ETF

ETFs
-153
- 6.59%
$248.1 - $260.08 $38K - $39.8K
2.17K $541K
IWM
Ishares Russell 2000 ETF

ETFs
-133
- 3.37%
$236.79 - $250.33 $31.5K - $33.3K
3.82K $906K
FNDC
Schwab Fundamental Intl Small

ETFs
-1.1K
- 3.05%
$43.41 - $45.12 $47.7K - $49.5K
34.9K $1.56M
FTSL
First Trust Senior Ln Fund

ETFs
-954
- 7.09%
$45.62 - $45.98 $43.5K - $43.9K
12.5K $574K
COST
Costco Wholesale Corp

Consumer Defensive
-39
- 8.35%
$910.94 - $954.99 $35.5K - $37.2K
428 $390K
VNQ
Vanguard Specialized Funds Van

ETFs
-226
- 2.03%
$88.13 - $92.69 $19.9K - $20.9K
10.9K $977K
VZ
Verizon Communications Inc

Communication Services
-411
- 5.27%
$38.4 - $43.83 $15.8K - $18K
7.38K $302K
DIS
Walt Disney CO

Communication Services
-174
- 7.11%
$105.69 - $116.65 $18.4K - $20.3K
2.27K $240K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-475
- 9.84%
$79.55 - $80.13 $37.8K - $38.1K
4.35K $346K
DFAU
Dimensional ETF Tr

ETFs
-843
- 3.41%
$44.77 - $47.01 $37.7K - $39.6K
23.9K $1.1M
T
At&T Inc.

Communication Services
-290
- 3.23%
$24.44 - $27.55 $7.09K - $7.99K
8.69K $221K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-263
- 3.48%
$82.69 - $83.12 $21.7K - $21.9K
7.3K $604K
MCD
Mcdonalds Corp

Consumer Cyclical
-80
- 7.78%
$293.81 - $310.11 $23.5K - $24.8K
948 $289K
ZS
Zscaler, Inc.

Technology
-69
- 6.58%
$292.75 - $336.27 $20.2K - $23.2K
980 $293K
BAC
Bank Of America Corp

Financial Services
-374
- 5.42%
$48.65 - $54.11 $18.2K - $20.2K
6.52K $335K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-143
- 2.1%
$102.72 - $103.6 $14.7K - $14.8K
6.67K $685K
ABBV
Abb Vie Inc.

Healthcare
-97
- 5.52%
$211.96 - $244.38 $20.6K - $23.7K
1.66K $388K
WFC
Wells Fargo & Company

Financial Services
-131
- 1.07%
$77.62 - $87.3 $10.2K - $11.4K
12.1K $1.01M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.05K
- 7.08%
$23.02 - $24.23 $24.1K - $25.4K
13.7K $328K
EMLP
First Tr Exchange Traded Iv

ETFs
-509
- 2.6%
$37.38 - $38.54 $19K - $19.6K
19.1K $734K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-4
- 0.24%
$127.26 - $142.72 $509 - $571
1.69K $220K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-54
- 2.76%
$151.74 - $159.89 $8.19K - $8.63K
1.91K $292K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-325
- 1.18%
$78.97 - $83.03 $25.7K - $27K
27.3K $2.21M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-282
- 1.57%
$25.44 - $25.56 $7.17K - $7.21K
17.6K $450K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-35
- 0.66%
$105.91 - $113.18 $3.71K - $3.96K
5.31K $584K
VEU
Vanguard Ftse All World Ex Us

ETFs
-599
- 2.58%
$70.2 - $73.89 $42K - $44.3K
22.6K $1.65M
XOM
Exxon Mobil Corp

Energy
-526
- 4.5%
$110.64 - $119.78 $58.2K - $63K
11.2K $1.31M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-104
- 1.19%
$44.68 - $47.47 $4.65K - $4.94K
8.63K $405K
AVGO
Broadcom Inc.

Technology
-93
- 4.13%
$324.63 - $385.98 $30.2K - $35.9K
2.16K $740K
LNT
Alliant Energy Corp

Utilities
-36
- 0.55%
$66.31 - $68.97 $2.39K - $2.48K
6.53K $439K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-130
- 2.6%
$72.17 - $75.74 $9.38K - $9.85K
4.87K $364K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-9
- 0.12%
$68.28 - $84.44 $615 - $760
7.55K $575K
AVGE
American Centy ETF Tr Avantis
-15
- 0.55%
N/A
2.7K $0
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
-3.83K
- 26.56%
N/A
10.6K $0
AXP
American Express CO

Financial Services
-30
- 2.55%
$316.26 - $372.77 $9.49K - $11.2K
1.15K $391K
FTA
First Tr Large Cap Value

ETFs
-1
- 0.04%
$81.12 - $84.51 $81.1 - $84.5
2.84K $237K
JNJ
Johnson & Johnson

Healthcare
-265
- 6.97%
$185.98 - $199.58 $49.3K - $52.9K
3.54K $705K
CEG
Constellation Energy Corp

Utilities
-3
- 0.22%
$335.74 - $401.43 $1.01K - $1.2K
1.34K $454K
PSLV
Sprott Physical Silver Trust

Financial Services
-28
- 0.14%
$15.32 - $18.07 $429 - $506
20.6K $345K
DE
Deere & CO

Industrials
-31
- 1.55%
$439.11 - $480.78 $13.6K - $14.9K
1.96K $934K
CSCO
Cisco Systems, Inc.

Technology
-128
- 3.28%
$67.46 - $78.0 $8.63K - $9.98K
3.78K $293K
GM
General Motors CO

Consumer Cyclical
-559
- 7.96%
$55.35 - $71.89 $30.9K - $40.2K
6.47K $456K
PII
Polaris Inc.

Consumer Cyclical
-75
- 1.28%
$56.3 - $71.19 $4.22K - $5.34K
5.77K $371K
EEM
Ishares Msci Emerging Markets

ETFs
-98
- 0.38%
$51.94 - $56.01 $5.09K - $5.49K
25.5K $1.4M
ISRG
Intuitive Surgical Inc

Healthcare
-8
- 1.46%
$429.59 - $576.2 $3.44K - $4.61K
541 $295K
DFAX
Dimensional ETF Tr
-130
- 0.15%
$30.71 - $32.34 $3.99K - $4.2K
86K $2.75M
DFAE
Dimensional ETF Tr

ETFs
-1.88K
- 1.58%
$30.74 - $33.05 $57.9K - $62.3K
117K $3.81M
GOOGL
Alphabet Inc.

Communication Services
-198
- 5.48%
$236.57 - $291.31 $46.8K - $57.7K
3.42K $944K
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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