Northwest Capital Management Inc Portfolio Holdings
Northwest Capital Management Inc
- $233 Million
- Q1 2025
Northwest Capital Management Inc has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $233 Million distributed in 443 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 $21.2M, Schwab Strategic Tr Intl Eqty with a value of $15M, Schwab Strategic Tr Us Large C with a value of $14.8M, Microsoft Corp with a value of $12.9M, and Apple Inc. with a value of $9.55M.
Examining the 13F form we can see an increase of $7.64M in the current position value, from $225M to 233M.
Below you can find more details about Northwest Capital Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$233 Million
ETFs: $180 Million
Technology: $26.2 Million
Consumer Defensive: $6.95 Million
Consumer Cyclical: $6.64 Million
Healthcare: $4.21 Million
Financial Services: $3.11 Million
Communication Services: $2.9 Million
Energy: $1.28 Million
Other: $1.5 Million