Northwest Capital Management Inc Portfolio Holdings
Northwest Capital Management Inc
- $176 Million
- Q2 2025
Northwest Capital Management Inc has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $176 Million distributed in 465 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $14.8M, Schwab Strategic Tr Intl Eqty with a value of $13.5M, Schwab Strategic Tr Us Large C with a value of $10M, Apple Inc. with a value of $8.36M, and Schwab Strategic Tr Us Dividen with a value of $6.28M.
Examining the 13F form we can see an decrease of $57.3M in the current position value, from $233M to 176M. Also it can be appreciated an additional of 10 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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 465
- Current Value $176 Million
- Prior Value $233 Million
- Filing
- Period Q2 2025
- Filing Date July 25, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 10 stocks
- Additional Purchases 25 stocks
- Sold out of 1 stocks
- Reduced holdings in 175 stocks