Northwest Quadrant Wealth Management, LLC Incresed Positions in Q2 2025

Northwest Quadrant Wealth Management, LLC

  • $448 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
32.9K
+ 0.69%
$19.6 - $24.44 $644K - $803K
4.77M $117M
IEFA
Ishares Tr

ETFs
6.84K
+ 1.41%
$67.83 - $84.09 $464K - $575K
492K $41.1M
VBR
Vanguard Small Cap Value ETF

ETFs
559
+ 0.42%
$162.76 - $195.77 $91K - $109K
135K $26.4M
TFLO
Ishares Treasury Floating Rate

ETFs
8.68K
+ 0.89%
$50.47 - $50.66 $438K - $440K
987K $50M
MSFT
Microsoft Corp

Technology
4
+ 0.15%
$354.56 - $497.45 $1.42K - $1.99K
2.63K $1.31M
CAT
Caterpillar Inc

Industrials
13
+ 0.34%
$273.94 - $388.21 $3.56K - $5.05K
3.86K $1.5M
GOOGL
Alphabet Inc.

Communication Services
8
+ 0.1%
$144.7 - $178.6 $1.16K - $1.43K
8.16K $1.44M
VTI
Vanguard Total Stock Market Et

ETFs
79
+ 1.75%
$243.75 - $303.93 $19.3K - $24K
4.59K $1.4M
AVGO
Broadcom Inc.

Technology
3
+ 0.23%
$146.29 - $275.65 $439 - $827
1.32K $363K
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.11%
$908.13 - $1056.85 $2.72K - $3.17K
2.71K $2.69M
DE
Deere & CO

Industrials
6
+ 0.24%
$412.99 - $531.48 $2.48K - $3.19K
2.51K $1.28M
SPY
Spdr S&P 500 ETF Trust

ETFs
31
+ 2.75%
$496.48 - $617.85 $15.4K - $19.2K
1.16K $716K
PM
Philip Morris International Inc.

Consumer Defensive
25
+ 0.85%
$149.23 - $184.95 $3.73K - $4.62K
2.97K $540K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.09%
$320.42 - $424.58 $320 - $425
1.08K $459K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.24%
$462.22 - $707.75 $462 - $708
416 $294K
JPM
Jpmorgan Chase & CO

Financial Services
6
+ 0.45%
$210.28 - $289.91 $1.26K - $1.74K
1.35K $389K
AXP
American Express CO

Financial Services
3
+ 0.29%
$231.39 - $318.98 $694 - $957
1.04K $332K
BAC
Bank Of America Corp

Financial Services
20
+ 0.26%
$34.39 - $47.46 $688 - $949
7.75K $366K
MS
Morgan Stanley

Financial Services
4
+ 0.23%
$99.83 - $140.86 $399 - $563
1.76K $247K
GOOG
Alphabet Inc.

Communication Services
2
+ 0.1%
$146.58 - $180.01 $293 - $360
2.01K $355K
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.1%
$187.5 - $246.51 $188 - $247
1.03K $252K
VEA
Vanguard Ftse Developed Market

ETFs
38
+ 0.78%
$45.65 - $57.01 $1.73K - $2.17K
4.9K $279K
WMT
Walmart Inc.

Consumer Defensive
12
+ 0.44%
$81.79 - $99.98 $981 - $1.2K
2.71K $265K
NKE
Nike, Inc.

Consumer Cyclical
12
+ 0.36%
$53.27 - $72.04 $639 - $864
3.39K $240K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
67
+ 0.65%
$17.76 - $22.1 $1.19K - $1.48K
10.4K $228K
CMI
Cummins Inc

Industrials
2
+ 0.12%
$267.12 - $336.65 $534 - $673
1.66K $544K
LMT
Lockheed Martin Corp

Industrials
3
+ 0.24%
$430.82 - $486.45 $1.29K - $1.46K
1.23K $570K
ADP
Automatic Data Processing Inc

Industrials
14
+ 0.44%
$276.76 - $326.81 $3.87K - $4.58K
3.21K $989K
IWD
Ishares Russell 1000 Val ETF

ETFs
6
+ 0.44%
$166.82 - $194.23 $1K - $1.17K
1.38K $268K
ABT
Abbott Laboratories

Healthcare
7
+ 0.3%
$123.95 - $138.08 $868 - $967
2.35K $319K
SYY
Sysco Corp

Consumer Defensive
7
+ 0.25%
$68.0 - $75.91 $476 - $531
2.81K $212K
MDLZ
Mondelez International, Inc.

Consumer Defensive
26
+ 0.63%
$63.54 - $68.5 $1.65K - $1.78K
4.13K $278K
UNP
Union Pacific Corp

Industrials
4
+ 0.27%
$208.27 - $238.46 $833 - $954
1.47K $339K
PCAR
Paccar Inc

Industrials
13
+ 0.25%
$86.4 - $99.09 $1.12K - $1.29K
5.12K $486K
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.62%
$285.55 - $321.23 $1.43K - $1.61K
809 $236K
PAYX
Paychex Inc

Industrials
16
+ 0.57%
$137.01 - $159.78 $2.19K - $2.56K
2.81K $408K
AMGN
Amgen Inc

Healthcare
5
+ 0.57%
$262.28 - $309.85 $1.31K - $1.55K
880 $245K
ABBV
Abb Vie Inc.

Healthcare
13
+ 0.71%
$170.16 - $206.27 $2.21K - $2.68K
1.85K $342K
BDX
Becton Dickinson & CO

Healthcare
6
+ 0.49%
$165.15 - $226.42 $991 - $1.36K
1.22K $209K
LLY
Eli Lilly & CO

Healthcare
1
+ 0.03%
$713.71 - $898.95 $714 - $899
2.94K $2.29M
CVX
Chevron Corp

Energy
60
+ 0.87%
$133.73 - $168.51 $8.02K - $10.1K
6.94K $993K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
27.5K
+ 1.83%
$24.32 - $27.87 $668K - $765K
1.53M $40.4M
Activity Summary
Buys All Purchases 49 New Holdings 6 Increased Positions 43 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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