Northwest Capital Management Inc Portfolio Holdings
Northwest Capital Management Inc
- $266 Million
- Q2 2024
Northwest Capital Management Inc has filed its 13F form on July 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $266 Million distributed in 465 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $29.2M, Schwab Intermediate Term Us Tr with a value of $28.4M, Schwab Strategic Tr Us Large C with a value of $16.7M, Microsoft Corp with a value of $16M, and Schwab Strategic Tr Long Term with a value of $14.3M.
Examining the 13F form we can see an decrease of $39.6M in the current position value, from $306M to 266M. Also it can be appreciated an additional of 16 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
Summary
- Portfolio
- No. of Stocks 465
- Current Value $266 Million
- Prior Value $306 Million
- Filing
- Period Q2 2024
- Filing Date July 09, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 16 stocks
- Additional Purchases 26 stocks
- Sold out of 1 stocks
- Reduced holdings in 188 stocks