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
PFE
Pfizer Inc

Healthcare
-1.32K
- 92.97%
$21.59 - $24.84 $28.6K - $32.9K
100 $2K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-265
- 96.36%
$114.78 - $133.31 $30.4K - $35.3K
10 $1K
SPYG
Spdr Portfolio

ETFs
-454
- 78.14%
$71.83 - $95.32 $32.6K - $43.3K
127 $12K
QCOM
Qualcomm Inc

Technology
-225
- 39.13%
$124.66 - $159.48 $28K - $35.9K
350 $55K
UPS
United Parcel Service Inc

Industrials
-299
- 90.88%
$91.92 - $110.2 $27.5K - $32.9K
30 $3K
CORP
Pimco Investment Grade Corp Bd

ETFs
-350
- 57.57%
$94.14 - $97.31 $32.9K - $34.1K
258 $25K
IBM
International Business Machines Corp

Technology
-200
- 34.25%
$221.03 - $294.78 $44.2K - $59K
384 $113K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-292
- 94.5%
$90.56 - $109.49 $26.4K - $32K
17 $1K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-1.29K
- 91.43%
$21.37 - $22.67 $27.6K - $29.3K
121 $2K
NVDA
Nvidia Corp

Technology
-3.5K
- 33.14%
$94.31 - $157.99 $330K - $552K
7.05K $1.11M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-237
- 59.1%
$116.93 - $119.39 $27.7K - $28.3K
164 $19K
SO
Southern CO

Utilities
-284
- 63.11%
$84.91 - $92.56 $24.1K - $26.3K
166 $15K
IEF
Ishares Barclays

ETFs
-278
- 23.3%
$93.15 - $96.56 $25.9K - $26.8K
915 $87K
GTO
Invesco Actively Managed ETF T

ETFs
-485
- 34.69%
$45.73 - $47.2 $22.2K - $22.9K
913 $42K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-371
- 99.73%
$55.54 - $69.09 $20.6K - $25.6K
1 $0
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-113
- 82.48%
$180.84 - $240.32 $20.4K - $27.2K
24 $5K
BAC
Bank Of America Corp

Financial Services
-659
- 39.23%
$34.39 - $47.46 $22.7K - $31.3K
1.02K $48K
VGT
Vanguard Information Technolog

ETFs
-47
- 58.02%
$470.37 - $663.28 $22.1K - $31.2K
34 $22K
TBT
Proshares Ultrashort 20+Year T

ETFs
-1.6K
- 6.41%
$32.0 - $39.06 $51.3K - $62.6K
23.4K $820K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-86
- 98.85%
$179.95 - $278.88 $15.5K - $24K
1 $0
EFA
Ishares Tr Msci Eafe ETF

ETFs
-338
- 19.56%
$72.96 - $90.39 $24.7K - $30.6K
1.39K $124K
UNH
Unitedhealth Group Inc

Healthcare
-5
- 8.06%
$274.35 - $599.47 $1.37K - $3K
57 $17K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-484
- 21.81%
$29.07 - $29.38 $14.1K - $14.2K
1.74K $50K
ADP
Automatic Data Processing Inc

Industrials
-40
- 57.97%
$276.76 - $326.81 $11.1K - $13.1K
29 $8K
VNLA
Janus Henderson Short Duration

ETFs
-272
- 27.36%
$48.74 - $49.2 $13.3K - $13.4K
722 $35K
PLTR
Palantir Technologies Inc.

Technology
-149
- 98.68%
$74.01 - $144.25 $11K - $21.5K
2 $0
PEP
Pepsico Inc

Consumer Defensive
-62
- 49.21%
$128.02 - $151.37 $7.94K - $9.38K
64 $8K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-243
- 40.5%
$40.41 - $40.68 $9.82K - $9.89K
357 $14K
WM
Waste Management Inc

Industrials
-32
- 51.61%
$216.47 - $242.1 $6.93K - $7.75K
30 $6K
BA
Boeing CO

Industrials
-50
- 64.1%
$136.59 - $217.51 $6.83K - $10.9K
28 $5K
VNQ
Vanguard Specialized Funds Van

ETFs
-81
- 68.64%
$79.79 - $91.42 $6.46K - $7.41K
37 $3K
ADI
Analog Devices Inc

Technology
-55
- 34.16%
$164.6 - $238.02 $9.05K - $13.1K
106 $25K
NEE
Nextera Energy Inc

Utilities
-93
- 26.42%
$64.11 - $75.0 $5.96K - $6.98K
259 $17K
AFL
Aflac Inc

Financial Services
-49
- 53.26%
$99.77 - $112.45 $4.89K - $5.51K
43 $4K
VZ
Verizon Communications Inc

Communication Services
-101
- 14.94%
$41.67 - $45.62 $4.21K - $4.61K
575 $24K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-50
- 32.47%
$103.88 - $123.68 $5.19K - $6.18K
104 $12K
T
At&T Inc.

Communication Services
-287
- 5.43%
$26.33 - $28.94 $7.56K - $8.31K
5K $144K
AWK
American Water Works Company, Inc.

Utilities
-31
- 46.97%
$133.82 - $151.96 $4.15K - $4.71K
35 $4K
V
Visa Inc.

Financial Services
-16
- 5.05%
$308.27 - $373.31 $4.93K - $5.97K
301 $106K
ACN
Accenture PLC

Technology
-9
- 21.43%
$279.23 - $323.21 $2.51K - $2.91K
33 $9K
TXN
Texas Instruments Inc

Technology
-19
- 32.2%
N/A
40 $7K
ITW
Illinois Tool Works Inc

Industrials
-18
- 26.47%
$218.41 - $252.43 $3.93K - $4.54K
50 $12K
TJX
Tjx Companies Inc

Consumer Cyclical
-34
- 18.38%
$119.13 - $135.03 $4.05K - $4.59K
151 $18K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-10
- 17.24%
$212.1 - $244.27 $2.12K - $2.44K
48 $10K
LOW
Lowes Companies Inc

Consumer Cyclical
-18
- 35.29%
$210.83 - $235.28 $3.79K - $4.24K
33 $7K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-46
- 51.69%
$51.68 - $52.76 $2.38K - $2.43K
43 $2K
HON
Honeywell International Inc

Industrials
-14
- 24.56%
$182.86 - $232.88 $2.56K - $3.26K
43 $10K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-92
- 92.93%
$23.54 - $27.53 $2.17K - $2.53K
7 $0
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-118
- 37.11%
$40.51 - $71.03 $4.78K - $8.38K
200 $14K
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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