Northwest Quadrant Wealth Management, LLC Reduced Holdings in Q2 2025

Northwest Quadrant Wealth Management, LLC

  • $448 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
-13K
- 5.05%
$110.06 - $110.46 $1.43M - $1.44M
244K $27M
AAPL
Apple Inc.

Technology
-21
- 0.12%
$172.42 - $223.89 $3.62K - $4.7K
17.6K $3.61M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.33K
- 1.95%
$79.79 - $91.42 $106K - $121K
66.8K $5.95M
JNJ
Johnson & Johnson

Healthcare
-296
- 6.21%
$146.36 - $159.82 $43.3K - $47.3K
4.47K $682K
PG
Procter & Gamble CO

Consumer Defensive
-241
- 4.46%
$157.66 - $172.39 $38K - $41.5K
5.16K $822K
MRK
Merck & Co., Inc.

Healthcare
-555
- 14.21%
$73.47 - $87.12 $40.8K - $48.4K
3.35K $265K
XOM
Exxon Mobil Corp

Energy
-221
- 4.41%
$99.93 - $119.04 $22.1K - $26.3K
4.79K $516K
PEP
Pepsico Inc

Consumer Defensive
-22
- 0.64%
$128.02 - $151.37 $2.82K - $3.33K
3.4K $449K
SBUX
Starbucks Corp

Consumer Cyclical
-153
- 3.48%
$79.69 - $99.41 $12.2K - $15.2K
4.25K $389K
PSX
Phillips 66

Energy
-14
- 0.77%
$92.87 - $125.73 $1.3K - $1.76K
1.8K $214K
MA
Mastercard Inc

Financial Services
-2
- 0.11%
$479.92 - $590.74 $960 - $1.18K
1.79K $1M
CSCO
Cisco Systems, Inc.

Technology
-50
- 0.5%
$53.19 - $69.38 $2.66K - $3.47K
10K $695K
ORCL
Oracle Corp

Technology
-97
- 5.2%
$122.82 - $218.63 $11.9K - $21.2K
1.77K $386K
AMZN
Amazon Com Inc

Consumer Cyclical
-12
- 0.13%
$167.32 - $223.3 $2.01K - $2.68K
9.04K $1.98M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.65K
- 1.39%
$90.56 - $109.49 $511K - $618K
400K $43.8M
VO
Vanguard Mid Cap ETF

ETFs
-1.1K
- 0.54%
$228.54 - $279.83 $252K - $309K
202K $56.5M
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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