Northwest Wealth Management, LLC Purchases in Q2 2025

Northwest Wealth Management, LLC

  • $544 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
11.5K
+ 15.13%
$243.75 - $303.93 $2.79M - $3.48M
87.2K $26.5M
AVDV
American Centy ETF Tr Avantis

ETFs
3.85K
+ 1.5%
$61.76 - $79.32 $238K - $305K
261K $20.7M
VGIT
Vanguard Intermediate Term Tre

ETFs
29.7K
+ 4.0%
$58.63 - $59.9 $1.74M - $1.78M
771K $46.1M
NVDA
Nvidia Corp

Technology
663
+ 1.74%
$94.31 - $157.99 $62.5K - $105K
38.7K $6.12M
AVUV
American Centy ETF Tr Avantis

ETFs
14.6K
+ 9.01%
$75.17 - $91.21 $1.1M - $1.33M
176K $16.1M
DFSD
Dimensional ETF Tr Short Durat

ETFs
30K
+ 8.59%
$47.09 - $48.01 $1.41M - $1.44M
379K $18.2M
AVEM
American Centy ETF Tr Avantis

ETFs
439
+ 0.3%
$53.08 - $68.54 $23.3K - $30.1K
149K $10.2M
DFUS
Dimensional ETF Tr U S Equity

ETFs
412
+ 0.22%
$53.65 - $67.02 $22.1K - $27.6K
188K $12.6M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
8.76K
+ 3.3%
$23.4 - $29.68 $205K - $260K
274K $8.14M
DFAU
Dimensional ETF Tr

ETFs
24.9K
New
$34.04 - $42.36 $846K - $1.05M
24.9K $1.05M
DFIV
Dimensional ETF Tr

ETFs
2.16K
+ 0.9%
$34.67 - $43.21 $74.9K - $93.3K
243K $10.4M
VEA
Vanguard Ftse Developed Market

ETFs
7.14K
+ 8.97%
$45.65 - $57.01 $326K - $407K
86.8K $4.95M
ETN
Eaton Corp PLC

Industrials
76
+ 0.88%
$246.52 - $356.99 $18.7K - $27.1K
8.69K $3.1M
AVSC
American Centy ETF Tr Avantis
8.41K
+ 8.63%
$42.39 - $51.76 $356K - $435K
106K $5.45M
AMZN
Amazon Com Inc

Consumer Cyclical
530
+ 2.63%
$167.32 - $223.3 $88.7K - $118K
20.7K $4.53M
TSLA
Tesla, Inc.

Consumer Cyclical
108
+ 1.04%
$221.86 - $362.89 $24K - $39.2K
10.5K $3.34M
DISV
Dimensional ETF Tr Dimensional

ETFs
4.97K
+ 4.43%
$25.93 - $32.91 $129K - $163K
117K $3.86M
DIHP
Dimensional ETF Tr Dimensional

ETFs
4.63K
+ 2.88%
$24.32 - $29.74 $112K - $138K
165K $4.88M
DUHP
Dimensional ETF Tr Dimensional

ETFs
8.23K
+ 12.38%
$29.36 - $35.56 $242K - $293K
74.7K $2.66M
CASY
Caseys General Stores Inc

Consumer Cyclical
9
+ 0.16%
$415.82 - $510.91 $3.74K - $4.6K
5.6K $2.86M
DFAE
Dimensional ETF Tr

ETFs
2.26K
+ 2.0%
$22.87 - $28.95 $51.6K - $65.3K
115K $3.34M
JPM
Jpmorgan Chase & CO

Financial Services
184
+ 2.38%
$210.28 - $289.91 $38.7K - $53.3K
7.91K $2.29M
HOOD
Robinhood Markets, Inc.

Technology
4.06K
New
$34.17 - $93.63 $139K - $380K
4.06K $380K
DFSV
Dimensional ETF Tr Dimensional

ETFs
8.35K
+ 13.25%
$24.21 - $29.47 $202K - $246K
71.4K $2.1M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4K
+ 2.97%
$36.25 - $42.28 $145K - $169K
138K $5.85M
COF
Capital One Financial Corp

Financial Services
1.45K
New
$150.57 - $212.76 $218K - $309K
1.45K $308K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.51K
+ 5.63%
$60.34 - $74.89 $91.3K - $113K
28.4K $2.13M
AVGO
Broadcom Inc.

Technology
294
+ 15.63%
$146.29 - $275.65 $43K - $81K
2.18K $599K
ADBE
Adobe Inc.

Technology
739
New
$340.0 - $420.68 $251K - $311K
739 $285K
NEM
Newmont Corp

Basic Materials
4.86K
New
$44.18 - $59.46 $215K - $289K
4.86K $283K
NOW
Service Now, Inc.

Technology
276
New
$721.65 - $1040.18 $199K - $287K
276 $283K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
197
+ 6.52%
$456.74 - $568.03 $90K - $112K
3.22K $1.83M
ORCL
Oracle Corp

Technology
84
+ 2.63%
$122.82 - $218.63 $10.3K - $18.4K
3.28K $716K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.44K
New
$149.76 - $186.42 $215K - $268K
1.44K $268K
VEEV
Veeva Systems Inc

Healthcare
901
New
$209.39 - $289.94 $189K - $261K
901 $259K
CSCO
Cisco Systems, Inc.

Technology
3.67K
New
$53.19 - $69.38 $195K - $255K
3.67K $254K
INTU
Intuit Inc

Technology
319
New
$544.07 - $787.63 $174K - $251K
319 $251K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.34K
New
$153.22 - $199.8 $205K - $267K
1.34K $250K
SNOW
Snowflake Inc.

Technology
245
+ 9.94%
$130.53 - $223.77 $32K - $54.8K
2.71K $606K
RBLX
Roblox Corp

Communication Services
490
+ 11.85%
$51.22 - $105.59 $25.1K - $51.7K
4.63K $486K
VGT
Vanguard Information Technolog

ETFs
357
New
$470.37 - $663.28 $168K - $237K
357 $236K
TT
Trane Technologies PLC

Industrials
532
New
$315.21 - $437.41 $168K - $233K
532 $232K
EIX
Edison International

Utilities
4.48K
New
$48.32 - $59.92 $217K - $269K
4.48K $231K
JCI
Johnson Controls International PLC

Industrials
2.11K
New
$71.14 - $105.62 $150K - $223K
2.11K $222K
MNST
Monster Beverage Corp

Consumer Defensive
3.55K
New
$55.01 - $64.24 $195K - $228K
3.55K $222K
EXEL
Exelixis, Inc.

Healthcare
5.01K
New
$34.13 - $46.26 $171K - $232K
5.01K $220K
FNDC
Schwab Fundamental Intl Small

ETFs
51
+ 0.14%
$32.97 - $42.05 $1.68K - $2.14K
36.6K $1.54M
WMT
Walmart Inc.

Consumer Defensive
26
+ 0.12%
$81.79 - $99.98 $2.13K - $2.6K
21.1K $2.06M
SPOT
Spotify Technology S.A.

Communication Services
276
New
$503.3 - $775.9 $139K - $214K
276 $211K
Activity Summary
Buys All Purchases 121 New Holdings 28 Increased Positions 93 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 3 Puts 0
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