Northwest Capital Management Inc Reduced Holdings in Q2 2025

Northwest Capital Management Inc

  • $176 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-899
- 61.07%
$221.86 - $362.89 $199K - $326K
573 $182K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-4.78K
- 79.92%
$35.35 - $42.68 $169K - $204K
1.2K $51K
HD
Home Depot, Inc.

Consumer Cyclical
-520
- 60.54%
$335.24 - $380.78 $174K - $198K
339 $124K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-8.17K
- 23.66%
$23.55 - $27.67 $192K - $226K
26.3K $729K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-5.29K
- 66.6%
$32.66 - $40.75 $173K - $215K
2.65K $107K
MRK
Merck & Co., Inc.

Healthcare
-325
- 2.25%
$73.47 - $87.12 $23.9K - $28.3K
14.1K $1.12M
INTC
Intel Corp

Technology
-7.57K
- 33.75%
$18.13 - $22.69 $137K - $172K
14.9K $333K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-2.29K
- 46.66%
$78.98 - $90.1 $181K - $206K
2.62K $235K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-2.18K
- 82.5%
$71.28 - $83.74 $155K - $182K
462 $38K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-11.4K
- 25.4%
$19.1 - $23.83 $217K - $271K
33.4K $796K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-2.87K
- 86.63%
$49.57 - $50.27 $142K - $144K
443 $22K
IVV
Ishares Core S&P 500 ETF

ETFs
-669
- 14.12%
$498.8 - $620.9 $334K - $415K
4.07K $2.53M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-4.72K
- 29.8%
$25.57 - $26.34 $121K - $124K
11.1K $289K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-66
- 3.27%
$483.48 - $539.8 $31.9K - $35.6K
1.96K $949K
MCD
Mcdonalds Corp

Consumer Cyclical
-366
- 51.05%
$285.55 - $321.23 $105K - $118K
351 $102K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.31K
- 13.15%
$50.36 - $50.68 $116K - $117K
15.2K $771K
KO
Coca Cola CO

Consumer Defensive
-1.55K
- 36.59%
$68.37 - $73.9 $106K - $115K
2.69K $190K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-2.65K
- 99.74%
$40.82 - $43.14 $108K - $114K
7 $0
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-1.11K
- 32.22%
$99.1 - $99.49 $110K - $110K
2.33K $231K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2.38K
- 83.33%
$41.45 - $54.46 $98.8K - $130K
477 $24K
GOOGL
Alphabet Inc.

Communication Services
-713
- 51.67%
$144.7 - $178.6 $103K - $127K
667 $117K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.44K
- 82.75%
$60.34 - $74.89 $86.8K - $108K
300 $22K
XOM
Exxon Mobil Corp

Energy
-653
- 29.47%
$99.93 - $119.04 $65.3K - $77.7K
1.56K $168K
NKE
Nike, Inc.

Consumer Cyclical
-1.52K
- 56.18%
$53.27 - $72.04 $80.9K - $109K
1.19K $84K
USB
Us Bancorp \De\

Financial Services
-2.09K
- 66.81%
$36.4 - $45.76 $76K - $95.5K
1.04K $46K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.02K
- 87.86%
$73.7 - $90.98 $75.2K - $92.8K
141 $12K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.57K
- 79.22%
$29.12 - $35.84 $75K - $92.3K
675 $24K
BKCI
Bny Mellon ETF Tr Concentrated
-1.68K
- 65.36%
$43.23 - $51.9 $72.8K - $87.3K
892 $45K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.93K
- 71.88%
$34.72 - $42.74 $67.1K - $82.6K
756 $32K
SCHO
Schwab Short Term Us Treasury

ETFs
-3.05K
- 16.91%
$24.19 - $24.45 $73.8K - $74.6K
15K $365K
AVEM
American Centy ETF Tr Avantis

ETFs
-1.63K
- 31.63%
$53.08 - $68.54 $86.6K - $112K
3.53K $241K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-800
- 59.0%
$82.21 - $83.12 $65.8K - $66.5K
556 $46K
BOND
Pimco Active Bond Exchange Tra

ETFs
-683
- 39.21%
$89.87 - $92.93 $61.4K - $63.5K
1.06K $97K
CRWD
Crowd Strike Holdings, Inc.

Technology
-200
- 76.34%
$321.63 - $509.31 $64.3K - $102K
62 $31K
VTV
Vanguard Value ETF

ETFs
-336
- 63.88%
$153.67 - $176.74 $51.6K - $59.4K
190 $33K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-2.47K
- 8.77%
$21.55 - $22.2 $53.3K - $54.9K
25.7K $568K
TGT
Target Corp

Consumer Defensive
-463
- 60.68%
$88.76 - $105.77 $41.1K - $49K
300 $29K
CVX
Chevron Corp

Energy
-65
- 4.0%
$133.73 - $168.51 $8.69K - $11K
1.56K $223K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.16K
- 18.22%
$171.4 - $227.1 $198K - $263K
5.2K $1.18M
POR
Portland General Electric CO

Utilities
-1.04K
- 91.21%
$39.96 - $44.75 $41.5K - $46.5K
100 $4K
JNJ
Johnson & Johnson

Healthcare
-235
- 31.97%
$146.36 - $159.82 $34.4K - $37.6K
500 $76K
CMCSA
Comcast Corp

Communication Services
-1.2K
- 55.42%
$32.84 - $36.72 $39.3K - $44K
963 $34K
ELD
Wisdomtree Emerging Local Debt

ETFs
-1.65K
- 99.94%
$25.49 - $27.97 $42.1K - $46.2K
1 $0
AMD
Advanced Micro Devices Inc

Technology
-488
- 74.39%
$78.21 - $143.81 $38.2K - $70.2K
168 $23K
SBUX
Starbucks Corp

Consumer Cyclical
-350
- 22.32%
$79.69 - $99.41 $27.9K - $34.8K
1.22K $111K
CCOR
Listed Fds Tr Core Alternative

ETFs
-1.59K
- 31.93%
$26.42 - $28.13 $41.9K - $44.6K
3.38K $90K
ABBV
Abb Vie Inc.

Healthcare
-28
- 2.07%
$170.16 - $206.27 $4.76K - $5.78K
1.32K $245K
VB
Vanguard Small Cap ETF

ETFs
-234
- 20.8%
$193.73 - $237.37 $45.3K - $55.5K
891 $211K
BROS
Dutch Bros Inc.

Consumer Cyclical
-575
- 85.19%
$51.37 - $73.72 $29.5K - $42.4K
100 $6K
Activity Summary
Buys All Purchases 35 New Holdings 10 Increased Positions 25 Sells All Sells 176 Reductions 175 Sold out 1 Options Calls 0 Puts 0
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