Northwest Wealth Management, LLC Incresed Positions 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
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
16.3K
+ 3.91%
$49.57 - $50.27 $809K - $820K
434K $21.8M
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
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
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
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
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
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
GOOGL
Alphabet Inc.

Communication Services
659
+ 21.97%
$144.7 - $178.6 $95.4K - $118K
3.66K $644K
CEG
Constellation Energy Corp

Utilities
47
+ 3.62%
$170.96 - $322.76 $8.04K - $15.2K
1.34K $433K
DASH
Door Dash, Inc.

Communication Services
395
+ 36.04%
$163.16 - $246.51 $64.4K - $97.4K
1.49K $367K
PEP
Pepsico Inc

Consumer Defensive
1.53K
+ 49.97%
$128.02 - $151.37 $196K - $231K
4.59K $605K
VBR
Vanguard Small Cap Value ETF

ETFs
40
+ 0.26%
$162.76 - $195.77 $6.51K - $7.83K
15.4K $3M
VT
Vanguard Total World Stk Index

ETFs
430
+ 6.87%
$103.16 - $128.52 $44.4K - $55.3K
6.69K $859K
DUOL
Duolingo, Inc.

Technology
127
+ 15.32%
$292.88 - $540.68 $37.2K - $68.7K
956 $391K
FNDF
Schwab Fundamental Intl Large

ETFs
4
+ 0.01%
$32.25 - $40.02 $129 - $160
32.5K $1.3M
GM
General Motors CO

Consumer Cyclical
2.2K
+ 46.35%
$42.48 - $50.46 $93.5K - $111K
6.95K $341K
GE
General Electric CO

Industrials
38
+ 2.13%
$166.81 - $257.39 $6.34K - $9.78K
1.82K $468K
PM
Philip Morris International Inc.

Consumer Defensive
273
+ 11.34%
$149.23 - $184.95 $40.7K - $50.5K
2.68K $488K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
741
+ 3.51%
$34.72 - $42.74 $25.7K - $31.7K
21.8K $933K
IVV
Ishares Core S&P 500 ETF

ETFs
14
+ 0.88%
$498.8 - $620.9 $6.98K - $8.69K
1.61K $1M
VRSN
Verisign Inc

Technology
209
+ 19.51%
$234.49 - $288.8 $49K - $60.4K
1.28K $369K
DIS
Walt Disney CO

Communication Services
205
+ 7.97%
$81.72 - $124.01 $16.8K - $25.4K
2.78K $344K
PANW
Palo Alto Networks Inc

Technology
76
+ 3.6%
$152.44 - $204.64 $11.6K - $15.6K
2.19K $447K
DE
Deere & CO

Industrials
3
+ 0.14%
$412.99 - $531.48 $1.24K - $1.59K
2.2K $1.12M
LMT
Lockheed Martin Corp

Industrials
146
+ 32.09%
$430.82 - $486.45 $62.9K - $71K
601 $278K
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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