Northwest Capital Management Inc Reduced Holdings in Q1 2025

Northwest Capital Management Inc

  • $233 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-31.8K
- 41.2%
$120.24 - $134.3 $3.82M - $4.27M
45.3K $5.53M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-174K
- 16.95%
$24.05 - $24.86 $4.2M - $4.34M
855K $21.2M
EFV
Msci Eafe Value ETF

ETFs
-73.9K
- 35.3%
$51.88 - $60.73 $3.84M - $4.49M
135K $7.99M
MSFT
Microsoft Corp

Technology
-1.27K
- 3.57%
$375.39 - $447.2 $478K - $570K
34.4K $12.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-43.2K
- 6.05%
$21.75 - $24.28 $940K - $1.05M
671K $14.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-6.99K
- 17.52%
$168.16 - $186.21 $1.18M - $1.3M
32.9K $5.62M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-24.6K
- 24.04%
$48.06 - $53.73 $1.18M - $1.32M
77.6K $3.79M
AAPL
Apple Inc.

Technology
-139
- 0.32%
$209.68 - $247.1 $29.1K - $34.3K
43K $9.55M
PG
Procter & Gamble CO

Consumer Defensive
-7.51K
- 19.93%
$158.56 - $176.26 $1.19M - $1.32M
30.2K $5.14M
IFRA
Ishares Tr

ETFs
-22.8K
- 37.69%
$44.8 - $49.25 $1.02M - $1.12M
37.6K $1.7M
IT
Gartner Inc

Technology
-1.33K
- 50.0%
$418.25 - $548.38 $554K - $727K
1.33K $556K
IYW
Ishares Dj Us Tech ETF

ETFs
-2.79K
- 19.62%
$140.44 - $166.79 $392K - $466K
11.4K $1.61M
XCEM
Columbia ETF Tr Ii

ETFs
-19.7K
- 17.14%
$29.18 - $30.72 $575K - $606K
95.3K $2.82M
SCHQ
Schwab Strategic Tr Long Term

ETFs
-19.3K
- 39.43%
$30.72 - $33.22 $592K - $641K
29.6K $970K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-10.1K
- 24.19%
$68.32 - $75.06 $692K - $761K
31.8K $2.37M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-9.39K
- 4.78%
$25.58 - $29.24 $240K - $274K
187K $4.9M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-16.1K
- 35.72%
$33.57 - $37.22 $542K - $601K
29K $1.04M
TSLA
Tesla, Inc.

Consumer Cyclical
-466
- 24.05%
$222.15 - $428.22 $104K - $200K
1.47K $381K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.19K
- 15.28%
$120.29 - $134.6 $263K - $295K
12.1K $1.48M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-4.45K
- 33.96%
$64.88 - $72.1 $289K - $321K
8.66K $569K
IVV
Ishares Core S&P 500 ETF

ETFs
-272
- 5.43%
$554.06 - $615.85 $151K - $168K
4.74K $2.66M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-6.48K
- 11.63%
$23.16 - $27.04 $150K - $175K
49.3K $1.15M
DD
Du Pont De Nemours, Inc.

Basic Materials
-3.33K
- 86.96%
$72.7 - $84.32 $242K - $281K
500 $37K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-6.25K
- 13.6%
$44.72 - $46.25 $280K - $289K
39.7K $1.83M
MRK
Merck & Co., Inc.

Healthcare
-962
- 6.26%
$83.01 - $101.02 $79.9K - $97.2K
14.4K $1.29M
GOOG
Alphabet Inc.

Communication Services
-1
- 0.02%
$156.06 - $207.71 $156 - $208
5.83K $911K
CTVA
Corteva, Inc.

Basic Materials
-3.33K
- 84.36%
$55.94 - $66.15 $186K - $220K
618 $38K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.64K
- 6.99%
$95.85 - $99.25 $253K - $262K
35.2K $3.48M
CSCO
Cisco Systems, Inc.

Technology
-3K
- 39.87%
$58.74 - $64.87 $176K - $195K
4.53K $279K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-2.79K
- 89.77%
$47.25 - $67.02 $132K - $187K
318 $15K
SPYG
Spdr Portfolio

ETFs
-1.52K
- 72.33%
$80.05 - $92.39 $122K - $140K
581 $46K
DOW
Dow Inc.

Basic Materials
-3.33K
- 86.96%
$34.36 - $41.92 $115K - $140K
500 $17K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-5.94K
- 27.28%
$25.21 - $26.38 $150K - $157K
15.8K $417K
INTC
Intel Corp

Technology
-9.16K
- 28.98%
$19.1 - $27.39 $175K - $251K
22.4K $509K
DIS
Walt Disney CO

Communication Services
-999
- 56.92%
$96.87 - $114.0 $96.8K - $114K
756 $74K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-126
- 9.26%
$468.34 - $539.52 $59K - $68K
1.23K $578K
CMCSA
Comcast Corp

Communication Services
-3K
- 58.14%
$33.19 - $38.23 $99.6K - $115K
2.16K $79K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-1.03K
- 28.12%
$78.0 - $84.37 $80.6K - $87.2K
2.64K $210K
COST
Costco Wholesale Corp

Consumer Defensive
-124
- 11.7%
$890.62 - $1076.86 $110K - $134K
936 $885K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.35K
- 2.93%
$21.23 - $23.75 $28.7K - $32.1K
44.8K $964K
BA
Boeing CO

Industrials
-413
- 84.11%
$148.15 - $186.25 $61.2K - $76.9K
78 $13K
AXON
Axon Enterprise, Inc.

Industrials
-25
- 2.9%
$496.65 - $710.01 $12.4K - $17.8K
837 $440K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-227
- 1.51%
$91.76 - $103.26 $20.8K - $23.4K
14.9K $1.37M
HEQT
Simplify Exchange Traded Fds H
-1.78K
- 32.44%
$28.48 - $30.52 $50.6K - $54.3K
3.7K $105K
NKE
Nike, Inc.

Consumer Cyclical
-283
- 9.47%
$63.29 - $81.72 $17.9K - $23.1K
2.7K $171K
META
Meta Platforms, Inc.

Communication Services
-50
- 3.56%
$576.36 - $736.67 $28.8K - $36.8K
1.36K $781K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-2K
- 4.07%
$24.5 - $24.95 $49K - $49.9K
47.2K $1.17M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-402
- 7.57%
$83.18 - $89.27 $33.4K - $35.9K
4.91K $410K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-671
- 16.84%
$48.43 - $49.9 $32.5K - $33.5K
3.31K $165K
Activity Summary
Buys All Purchases 71 New Holdings 13 Increased Positions 58 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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