Northwest Wealth Management, LLC Purchases in Q3 2025

Northwest Wealth Management, LLC

  • $596 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
56.7K
+ 146.56%
$153.3 - $186.58 $8.7M - $10.6M
95.5K $17.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
12.7K
+ 4.03%
$135.0 - $146.02 $1.71M - $1.85M
327K $47.6M
VGIT
Vanguard Intermediate Term Tre

ETFs
45.1K
+ 5.85%
$58.97 - $60.36 $2.66M - $2.72M
816K $49M
TSLA
Tesla, Inc.

Consumer Cyclical
152
+ 1.44%
$293.94 - $444.72 $44.7K - $67.6K
10.7K $4.75M
DFSD
Dimensional ETF Tr Short Durat

ETFs
25.7K
+ 6.77%
$47.86 - $48.43 $1.23M - $1.24M
405K $19.5M
AVSC
American Centy ETF Tr Avantis
10.4K
+ 9.81%
$51.33 - $58.63 $532K - $608K
116K $6.65M
IDEV
Ishares Core Msci Intl Develop

ETFs
2.03K
+ 1.06%
$74.68 - $80.26 $152K - $163K
194K $15.6M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
12.9K
+ 2.98%
$49.78 - $50.75 $643K - $656K
447K $22.6M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.55K
+ 0.56%
$29.55 - $32.52 $45.7K - $50.3K
276K $8.84M
GOOG
Alphabet Inc.

Communication Services
225
+ 3.16%
$175.16 - $255.24 $39.4K - $57.4K
7.35K $1.79M
DFSV
Dimensional ETF Tr Dimensional

ETFs
8.02K
+ 11.24%
$29.2 - $32.74 $234K - $262K
79.4K $2.53M
DFAE
Dimensional ETF Tr

ETFs
3.7K
+ 3.21%
$28.84 - $31.84 $107K - $118K
119K $3.75M
IVV
Ishares Core S&P 500 ETF

ETFs
442
+ 27.42%
$620.67 - $670.08 $274K - $296K
2.05K $1.37M
ORCL
Oracle Corp

Technology
527
+ 16.09%
$218.96 - $328.33 $115K - $173K
3.8K $1.07M
VEA
Vanguard Ftse Developed Market

ETFs
1.62K
+ 1.87%
$56.02 - $60.3 $90.6K - $97.6K
88.4K $5.3M
CB
Chubb LTD

Financial Services
1.23K
New
$265.99 - $289.59 $327K - $356K
1.23K $347K
DUHP
Dimensional ETF Tr Dimensional

ETFs
4.59K
+ 6.13%
$35.76 - $37.93 $164K - $174K
79.3K $3M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
5.96K
+ 6.18%
$41.8 - $43.15 $249K - $257K
102K $4.38M
FIX
Comfort Systems Usa Inc

Industrials
368
New
$521.66 - $825.18 $192K - $304K
368 $303K
FDX
Fedex Corp

Industrials
1.27K
New
$217.1 - $243.2 $275K - $308K
1.27K $298K
PCG
Pg&E Corp

Utilities
19.6K
New
$13.0 - $15.73 $255K - $309K
19.6K $296K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.29K
New
$171.01 - $228.24 $221K - $295K
1.29K $276K
INTC
Intel Corp

Technology
1.5K
+ 7.99%
$19.31 - $35.5 $29K - $53.4K
20.3K $682K
ABNB
Airbnb, Inc.

Consumer Cyclical
2.08K
New
$118.3 - $142.16 $246K - $295K
2.08K $252K
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.39K
+ 2.37%
$30.76 - $33.01 $73.6K - $79K
104K $3.4M
PLTR
Palantir Technologies Inc.

Technology
251
+ 5.71%
$130.68 - $186.97 $32.8K - $46.9K
4.65K $847K
PSX
Phillips 66

Energy
1.82K
New
$118.37 - $139.46 $215K - $253K
1.82K $246K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.69K
New
$113.78 - $148.0 $193K - $251K
1.69K $233K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.15K
New
$89.32 - $107.82 $192K - $232K
2.15K $231K
DAL
Delta Air Lines, Inc.

Industrials
3.99K
New
$49.0 - $61.97 $195K - $247K
3.99K $226K
MRK
Merck & Co., Inc.

Healthcare
2.51K
+ 81.86%
$77.6 - $87.37 $195K - $220K
5.59K $468K
C
Citigroup Inc

Financial Services
2.21K
New
$85.57 - $103.49 $189K - $229K
2.21K $224K
MOH
Molina Healthcare, Inc.

Healthcare
1.16K
New
$152.31 - $306.29 $177K - $357K
1.16K $222K
RBLX
Roblox Corp

Communication Services
451
+ 9.75%
$100.65 - $141.56 $45.4K - $63.8K
5.08K $703K
RL
Ralph Lauren Corp

Consumer Cyclical
690
New
$272.1 - $320.75 $188K - $221K
690 $216K
ACN
Accenture PLC

Technology
875
New
$232.56 - $304.78 $203K - $267K
875 $215K
VBR
Vanguard Small Cap Value ETF

ETFs
14
+ 0.09%
$195.41 - $212.37 $2.74K - $2.97K
15.4K $3.21M
MRVL
Marvell Technology, Inc.

Technology
2.53K
New
$62.31 - $84.07 $158K - $213K
2.53K $212K
MEDP
Medpace Holdings, Inc.

Healthcare
411
New
$308.88 - $514.16 $127K - $211K
411 $211K
BBY
Best Buy CO Inc

Consumer Cyclical
2.77K
New
$64.12 - $78.46 $178K - $218K
2.77K $209K
WDC
Western Digital Corp

Technology
1.73K
New
$63.84 - $120.06 $111K - $208K
1.73K $208K
XLK
Technology Sector Spdr

ETFs
738
New
$250.97 - $282.66 $185K - $209K
738 $208K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
310
+ 0.37%
$39.8 - $42.86 $12.3K - $13.3K
84.6K $3.62M
JPM
Jpmorgan Chase & CO

Financial Services
9
+ 0.11%
$282.78 - $316.06 $2.55K - $2.84K
7.92K $2.5M
FYT
First Trust Small Cap

ETFs
3.66K
New
$50.45 - $57.45 $184K - $210K
3.66K $204K
FTI
Technip Fmc PLC

Energy
5.16K
New
$32.19 - $40.89 $166K - $211K
5.16K $203K
WMT
Walmart Inc.

Consumer Defensive
888
+ 4.22%
$94.4 - $104.27 $83.8K - $92.6K
21.9K $2.26M
MANH
Manhattan Associates Inc

Technology
983
New
$196.16 - $227.94 $193K - $224K
983 $201K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
366
New
$473.44 - $553.71 $173K - $203K
366 $200K
Activity Summary
Buys All Purchases 105 New Holdings 26 Increased Positions 79 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 1 Puts 1
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