Northwest Capital Management Inc has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $225 Million distributed in 436 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Intermediate Term Us Tr with a value of $25M, Schwab Strategic Tr Us Large C with a value of $16.6M, Microsoft Corp with a value of $15M, Msci Eafe Value ETF with a value of $11M, and Apple Inc. with a value of $10.8M.
Examining the 13F form we can see an decrease of $43.8M in the current position value, from $269M to 225M.
Also it can be appreciated an additional of 15 stocks purchases and 1 closed positions.
Below you can find more details about Northwest Capital Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$225 Million
ETFs: $165 Million
Technology: $30.9 Million
Consumer Defensive: $8.2 Million
Consumer Cyclical: $7.65 Million
Healthcare: $4.12 Million
Communication Services: $3.34 Million
Financial Services: $2.12 Million
Industrials: $1.22 Million
Other: $2.13 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
