Northwest Quadrant Wealth Management, LLC Portfolio Holdings
Northwest Quadrant Wealth Management, LLC
- $434 Million
- Q3 2024
Northwest Quadrant Wealth Management, LLC has filed its 13F form on October 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $434 Million distributed in 65 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $103M, Vanguard Mid Cap ETF with a value of $59.6M, Ishares Core S&P Sm Cap ETF with a value of $50.9M, Ishares Tr with a value of $42.8M, and Ishares Treasury Floating Rate with a value of $39.2M.
Examining the 13F form we can see an increase of $27.5M in the current position value, from $406M to 434M.
Below you can find more details about Northwest Quadrant Wealth Management, LLC portfolio as well as his latest detailed transactions.