Northwest Capital Management Inc Incresed Positions in Q4 2024

Northwest Capital Management Inc

  • $225 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
7.51K
+ 24.89%
$161.05 - $179.7 $1.21M - $1.35M
37.7K $6.32M
BND
Vanguard Bd Index Fd Inc Total

ETFs
15.2K
+ 417.12%
$71.75 - $75.11 $1.09M - $1.14M
18.8K $1.35M
IEMG
Ishares Inc

ETFs
19.1K
+ 61541.94%
N/A
19.1K $1.03M
XCEM
Columbia ETF Tr Ii

ETFs
33.8K
+ 41.56%
$29.6 - $32.67 $1M - $1.1M
115K $3.41M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
904
+ 16.87%
$198.04 - $221.51 $179K - $200K
6.26K $1.32M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.02%
$163.08 - $198.16 $163 - $198
5.83K $1.11M
SPMD
Spdr Portfolio

ETFs
1.8K
+ 67.8%
$54.13 - $59.56 $97.5K - $107K
4.46K $243K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.73K
+ 76.34%
$44.33 - $49.55 $76.6K - $85.7K
3.99K $179K
SCHG
Schwab Strategic Tr Us Large C

ETFs
19.9K
+ 300.17%
$25.93 - $105.3 $517K - $2.1M
26.6K $740K
CSCO
Cisco Systems, Inc.

Technology
1
+ 0.01%
$52.45 - $60.02 $52.5 - $60
7.53K $446K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
838
+ 138.28%
$38.96 - $43.28 $32.6K - $36.3K
1.44K $56K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.07%
$554.08 - $632.68 $554 - $633
1.41K $829K
IEFA
Ishares Tr

ETFs
787
+ 16.72%
$70.06 - $77.43 $55.1K - $60.9K
5.49K $386K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
86
+ 277.42%
$81.6 - $90.89 $7.02K - $7.82K
117 $10K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.18%
$311.11 - $335.64 $311 - $336
548 $176K
EEM
Ishares Msci Emerging Markets

ETFs
556
+ 12.13%
$41.82 - $47.36 $23.3K - $26.3K
5.14K $214K
HEQT
Simplify Exchange Traded Fds H
28
+ 0.51%
$28.73 - $30.22 $804 - $846
5.48K $161K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
61
+ 1.98%
$33.92 - $36.6 $2.07K - $2.23K
3.14K $108K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
78
+ 33.91%
$26.01 - $28.19 $2.03K - $2.2K
308 $8K
DBND
Doubleline ETF Tr Opportunisti

ETFs
28
+ 17.5%
$45.15 - $47.26 $1.26K - $1.32K
188 $8K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
19
+ 0.91%
$39.5 - $41.38 $751 - $786
2.11K $84K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
32
+ 13.91%
$39.3 - $41.34 $1.26K - $1.32K
262 $10K
SPTL
Spdr Portfolio Long Term Treas

ETFs
38
+ 14.07%
$26.05 - $29.17 $990 - $1.11K
308 $8K
ROMO
Strategy Shs Newfound/Resolve

ETFs
23
+ 0.88%
$31.04 - $32.88 $714 - $756
2.64K $83K
TSCO
Tractor Supply CO

Consumer Cyclical
80
+ 400.0%
$52.59 - $303.74 $4.21K - $24.3K
100 $5K
CORP
Pimco Investment Grade Corp Bd

ETFs
19
+ 3.33%
$95.1 - $99.41 $1.81K - $1.89K
589 $56K
Blackrock ETF Trust Ii
37
+ 0.15%
N/A
24.3K $0
COLM
Columbia Sportswear CO

Consumer Cyclical
1
+ 0.95%
$75.7 - $90.71 $75.7 - $90.7
106 $8K
EWW
Ishares Inc Msci Mexico ETF

ETFs
7
+ 3.0%
N/A
240 $13K
JGRO
J P Morgan Exchange Traded Fd
48
+ 1.61%
N/A
3.04K $0
EWJ
Ishares Msci Japan ETF

ETFs
3
+ 1.63%
$66.18 - $71.84 $199 - $216
187 $12K
UPS
United Parcel Service Inc

Industrials
1
+ 0.3%
$122.65 - $138.35 $123 - $138
329 $41K
OGN
Organon & Co.

Healthcare
74
+ 5.18%
$14.44 - $18.83 $1.07K - $1.39K
1.5K $22K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
39
+ 1.07%
$80.93 - $85.66 $3.16K - $3.34K
3.67K $297K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
18
+ 0.42%
$51.09 - $55.27 $920 - $995
4.34K $222K
CCOR
Listed Fds Tr Core Alternative

ETFs
25
+ 0.51%
$25.48 - $27.57 $637 - $689
4.92K $126K
AVEM
American Centy ETF Tr Avantis

ETFs
44
+ 2.49%
$58.59 - $66.14 $2.58K - $2.91K
1.81K $106K
CTVA
Corteva, Inc.

Basic Materials
1
+ 0.03%
$55.21 - $64.13 $55.2 - $64.1
3.95K $225K
SCHO
Schwab Short Term Us Treasury

ETFs
9.02K
+ 100.0%
$24.06 - $48.88 $217K - $441K
18K $433K
LLY
Eli Lilly & CO

Healthcare
19
+ 9.5%
$727.2 - $932.06 $13.8K - $17.7K
219 $169K
IXUS
Ishares Tr

ETFs
53
+ 1.73%
$65.95 - $72.56 $3.5K - $3.85K
3.12K $206K
IDEV
Ishares Core Msci Intl Develop

ETFs
53
+ 1.55%
$64.18 - $70.42 $3.4K - $3.73K
3.48K $224K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
43
+ 1.28%
$58.46 - $65.6 $2.51K - $2.82K
3.41K $199K
SCHV
Schwab Strategic Tr Us Large C

ETFs
22.6K
+ 189.69%
$25.79 - $80.4 $583K - $1.82M
34.5K $899K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
96.7K
+ 198.82%
$26.93 - $84.95 $2.6M - $8.22M
145K $3.97M
MRK
Merck & Co., Inc.

Healthcare
670
+ 4.56%
$96.31 - $114.76 $64.5K - $76.9K
15.4K $1.53M
MSFT
Microsoft Corp

Technology
278
+ 0.79%
$406.35 - $454.46 $113K - $126K
35.7K $15M
SCHA
Schwab Strategic Tr Us Small C

ETFs
22.8K
+ 69.25%
$25.33 - $51.16 $578K - $1.17M
55.7K $1.44M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
127K
+ 184.6%
$27.54 - $83.04 $3.51M - $10.6M
196K $5.44M
Activity Summary
Buys All Purchases 69 New Holdings 15 Increased Positions 54 Sells All Sells 92 Reductions 91 Sold out 1 Options Calls 0 Puts 0
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