Northwest Capital Management Inc Reduced Holdings in Q4 2024

Northwest Capital Management Inc

  • $225 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHR
Schwab Intermediate Term Us Tr

ETFs
-63K
- 5.77%
$24.19 - $50.58 $1.52M - $3.19M
1.03M $25M
EFV
Msci Eafe Value ETF

ETFs
-17.9K
- 7.85%
$51.78 - $57.15 $924K - $1.02M
209K $11M
SCHQ
Schwab Strategic Tr Long Term

ETFs
-49.2K
- 50.14%
$31.33 - $35.13 $1.54M - $1.73M
48.9K $1.54M
AAPL
Apple Inc.

Technology
-8.31K
- 16.16%
$221.69 - $259.02 $1.84M - $2.15M
43.1K $10.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-8.27K
- 17.95%
$96.64 - $101.23 $799K - $837K
37.8K $3.66M
EEMV
Ishares Msci Emerging Markets

ETFs
-10.8K
- 25.6%
$57.85 - $63.11 $625K - $682K
31.4K $1.82M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-7.5K
- 8.87%
$124.61 - $133.96 $935K - $1M
77.1K $9.93M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3.69K
- 8.47%
$176.42 - $186.91 $651K - $690K
39.9K $7.1M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-23.4K
- 25.56%
$24.94 - $26.14 $584K - $612K
68.2K $1.71M
MBB
Ishares Tr

ETFs
-1.82K
- 3.19%
$91.26 - $95.82 $166K - $174K
55.2K $5.06M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-3.44K
- 7.58%
$69.58 - $74.87 $239K - $257K
41.9K $2.93M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-2.97K
- 6.18%
$33.93 - $38.37 $101K - $114K
45.2K $1.55M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-4.57K
- 25.83%
$66.77 - $71.52 $305K - $326K
13.1K $903K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-590
- 22.6%
$442.29 - $483.08 $261K - $285K
2.02K $916K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-3.87K
- 69.03%
$69.3 - $74.3 $268K - $287K
1.74K $123K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-9.3K
- 29.92%
$25.25 - $26.34 $235K - $245K
21.8K $551K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-3.29K
- 4.97%
$26.63 - $30.23 $87.6K - $99.4K
62.8K $1.67M
IFRA
Ishares Tr

ETFs
-3.69K
- 5.76%
$45.94 - $51.71 $169K - $191K
60.4K $2.8M
AMGN
Amgen Inc

Healthcare
-66
- 2.2%
$258.78 - $328.31 $17.1K - $21.7K
2.94K $765K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-6.75K
- 12.05%
$24.55 - $25.16 $166K - $170K
49.2K $1.21M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-376
- 20.99%
$521.84 - $558.82 $196K - $210K
1.42K $762K
INTC
Intel Corp

Technology
-2.06K
- 6.13%
$19.07 - $26.23 $39.4K - $54.1K
31.6K $633K
COST
Costco Wholesale Corp

Consumer Defensive
-201
- 15.94%
$873.59 - $994.69 $176K - $200K
1.06K $971K
XLE
Energy Sector Spdr

ETFs
-1.37K
- 12.12%
$83.32 - $97.27 $114K - $134K
9.96K $852K
NKE
Nike, Inc.

Consumer Cyclical
-1.18K
- 28.28%
$73.36 - $89.13 $86.4K - $105K
2.99K $226K
IYW
Ishares Dj Us Tech ETF

ETFs
-1.66K
- 10.43%
$148.14 - $166.23 $246K - $276K
14.2K $2.27M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-1.45K
- 92.83%
$93.52 - $95.37 $136K - $138K
112 $10K
IVV
Ishares Core S&P 500 ETF

ETFs
-343
- 6.41%
$570.51 - $610.59 $196K - $209K
5.01K $2.95M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.07K
- 3.04%
$44.87 - $46.86 $47.9K - $50K
34K $1.53M
BOND
Pimco Active Bond Exchange Tra

ETFs
-1.09K
- 38.82%
$90.42 - $94.5 $98.1K - $103K
1.71K $154K
PANW
Palo Alto Networks Inc

Technology
-245
- 69.01%
$181.96 - $405.9 $44.6K - $99.4K
110 $20K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-982
- 22.26%
$99.0 - $99.5 $97.2K - $97.7K
3.43K $340K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-1.53K
- 5.43%
N/A
26.6K $1.66M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-1.18K
- 18.23%
$83.09 - $89.28 $98.4K - $106K
5.31K $451K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-3.42K
- 97.19%
$24.66 - $27.63 $84.3K - $94.5K
99 $2K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.51K
- 7.94%
$50.37 - $50.6 $76.2K - $76.6K
17.5K $883K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.41K
- 15.3%
$34.13 - $37.35 $48K - $52.5K
7.78K $265K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-5.15K
- 4.8%
$49.03 - $53.35 $253K - $275K
102K $5.24M
HD
Home Depot, Inc.

Consumer Cyclical
-130
- 13.14%
$385.02 - $431.37 $50.1K - $56.1K
859 $334K
MA
Mastercard Inc

Financial Services
-130
- 94.89%
$491.3 - $536.15 $63.9K - $69.7K
7 $3K
DOW
Dow Inc.

Basic Materials
-66
- 1.69%
$39.1 - $55.34 $2.58K - $3.65K
3.83K $153K
VT
Vanguard Total World Stk Index

ETFs
-493
- 90.13%
$117.09 - $123.07 $57.7K - $60.7K
54 $6K
NVDA
Nvidia Corp

Technology
-1.57K
- 12.93%
$117.0 - $148.88 $183K - $233K
10.6K $1.42M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.15K
- 30.17%
$38.37 - $42.82 $44K - $49.1K
2.65K $101K
VB
Vanguard Small Cap ETF

ETFs
-240
- 20.74%
$233.76 - $261.58 $56.1K - $62.8K
917 $220K
UNP
Union Pacific Corp

Industrials
-185
- 33.76%
$223.15 - $249.32 $41.3K - $46.1K
363 $82K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-1.01K
- 3.33%
$21.43 - $22.55 $21.6K - $22.7K
29.2K $628K
KO
Coca Cola CO

Consumer Defensive
-62
- 1.34%
$61.74 - $71.71 $3.83K - $4.45K
4.57K $284K
IEF
Ishares Barclays

ETFs
-417
- 25.9%
$92.08 - $98.18 $38.4K - $40.9K
1.19K $110K
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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