Northwest Wealth Management, LLC Incresed Positions in Q3 2024

Northwest Wealth Management, LLC

  • $422 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
89.3K
+ 26.22%
$57.8 - $60.8 $5.16M - $5.43M
430K $26M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
69.7K
+ 5.89%
$31.05 - $34.29 $2.16M - $2.39M
1.25M $42.9M
DFUS
Dimensional ETF Tr U S Equity

ETFs
49.1K
+ 61.8%
$56.04 - $62.2 $2.75M - $3.06M
129K $8M
DFSD
Dimensional ETF Tr Short Durat

ETFs
64.3K
+ 76.13%
$47.0 - $47.84 $3.02M - $3.08M
149K $7.11M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
37.5K
+ 17.36%
$48.06 - $49.39 $1.8M - $1.85M
253K $12.5M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.43K
+ 2.11%
$113.41 - $125.62 $502K - $556K
215K $27M
AVDV
American Centy ETF Tr Avantis

ETFs
12.3K
+ 7.19%
$62.52 - $71.12 $768K - $874K
183K $12.9M
VTI
Vanguard Total Stock Market Et

ETFs
1.43K
+ 1.78%
$255.18 - $283.2 $366K - $406K
82K $23.2M
DFAI
Dimensional ETF Tr

ETFs
34.2K
+ 22.76%
$28.69 - $32.06 $980K - $1.09M
184K $5.85M
AVDE
American Centy ETF Tr Avantis

ETFs
11.4K
+ 9.83%
$60.09 - $67.67 $687K - $774K
128K $8.56M
AAPL
Apple Inc.

Technology
657
+ 1.46%
$207.23 - $234.82 $136K - $154K
45.7K $10.6M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
34.5K
+ 55.14%
$25.21 - $28.46 $870K - $982K
97.1K $2.73M
AMZN
Amazon Com Inc

Consumer Cyclical
5.35K
+ 26.64%
$161.02 - $200.0 $862K - $1.07M
25.4K $4.74M
DIHP
Dimensional ETF Tr Dimensional

ETFs
27.2K
+ 39.37%
$25.23 - $27.94 $685K - $759K
96.2K $2.66M
IDEV
Ishares Core Msci Intl Develop

ETFs
1.76K
+ 1.31%
$63.46 - $71.43 $112K - $126K
136K $9.65M
AVEM
American Centy ETF Tr Avantis

ETFs
3.08K
+ 2.09%
$57.2 - $65.59 $176K - $202K
150K $9.71M
DFIV
Dimensional ETF Tr

ETFs
7.73K
+ 4.66%
$34.66 - $38.38 $268K - $297K
173K $6.6M
DFAE
Dimensional ETF Tr

ETFs
17.3K
+ 17.89%
$24.46 - $27.82 $424K - $482K
114K $3.13M
DISV
Dimensional ETF Tr Dimensional

ETFs
13.8K
+ 14.15%
$26.06 - $29.18 $359K - $402K
111K $3.23M
DFSV
Dimensional ETF Tr Dimensional

ETFs
16.1K
+ 38.33%
$28.25 - $31.7 $455K - $511K
58.2K $1.79M
AVUS
American Centy ETF Tr Avantis

ETFs
918
+ 1.04%
$86.27 - $95.15 $79.2K - $87.3K
88.9K $8.45M
DUHP
Dimensional ETF Tr Dimensional

ETFs
14.1K
+ 106.87%
$30.74 - $34.07 $432K - $479K
27.2K $927K
VEA
Vanguard Ftse Developed Market

ETFs
2.96K
+ 3.82%
$47.6 - $53.31 $141K - $158K
80.5K $4.25M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.81K
+ 5.38%
$38.51 - $41.69 $185K - $201K
94.3K $3.93M
DFIC
Dimensional ETF Tr Dimensional

ETFs
4.55K
+ 4.85%
$25.36 - $28.37 $115K - $129K
98.3K $2.77M
USB
Us Bancorp \De\

Financial Services
5.4K
+ 62.27%
$39.04 - $47.23 $211K - $255K
14.1K $644K
VNQ
Vanguard Specialized Funds Van

ETFs
251
+ 1.83%
$82.97 - $98.97 $20.8K - $24.8K
14K $1.36M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
802
+ 0.86%
$41.34 - $43.55 $33.2K - $34.9K
94.5K $4.08M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
888
+ 4.02%
$36.02 - $41.68 $32K - $37K
23K $949K
CASY
Caseys General Stores Inc

Consumer Cyclical
300
+ 22.59%
$354.52 - $391.16 $106K - $117K
1.63K $611K
UNP
Union Pacific Corp

Industrials
4
+ 0.09%
$221.78 - $256.09 $887 - $1.02K
4.28K $1.05M
VUG
Vanguard Growth ETF

ETFs
170
+ 8.72%
$341.08 - $391.94 $58K - $66.6K
2.12K $813K
GOOG
Alphabet Inc.

Communication Services
1.01K
+ 17.94%
$149.54 - $192.66 $151K - $195K
6.65K $1.11M
FNDF
Schwab Fundamental Intl Large

ETFs
6
+ 0.02%
$33.67 - $37.71 $202 - $226
32.5K $1.21M
ORCL
Oracle Corp

Technology
14
+ 0.59%
$125.9 - $170.35 $1.76K - $2.38K
2.4K $408K
PH
Parker Hannifin Corp

Industrials
1
+ 0.18%
$501.01 - $635.92 $501 - $636
561 $354K
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.35%
$333.64 - $405.2 $1.33K - $1.62K
1.15K $464K
EMLP
First Tr Exchange Traded Iv

ETFs
49
+ 0.25%
$30.38 - $34.0 $1.49K - $1.67K
19.6K $658K
MU
Micron Technology Inc

Technology
1K
+ 61.47%
$86.27 - $136.82 $86.4K - $137K
2.63K $272K
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.45%
$245.82 - $304.51 $1.23K - $1.52K
1.13K $343K
MUB
Ishares National Muni Bond ETF

ETFs
403
+ 10.89%
$106.13 - $108.7 $42.8K - $43.8K
4.1K $445K
ABBV
Abb Vie Inc.

Healthcare
8
+ 0.47%
$163.84 - $199.33 $1.31K - $1.59K
1.7K $335K
NEE
Nextera Energy Inc

Utilities
17
+ 0.57%
$69.9 - $84.97 $1.19K - $1.44K
3.01K $254K
DFIP
Dimensional ETF Tr Inflation P

ETFs
28
+ 0.1%
$40.69 - $42.46 $1.14K - $1.19K
27.6K $1.17M
FPE
First Tr Pfd Secs & Income ETF

ETFs
83
+ 0.18%
$17.35 - $18.22 $1.44K - $1.51K
45.5K $822K
JNJ
Johnson & Johnson

Healthcare
10
+ 0.51%
$145.48 - $167.38 $1.45K - $1.67K
1.98K $320K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
75
+ 1.01%
$74.26 - $78.84 $5.57K - $5.91K
7.54K $590K
FTSL
First Trust Senior Ln Fund

ETFs
642
+ 4.48%
$45.51 - $46.26 $29.2K - $29.7K
15K $687K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
25
+ 0.42%
$58.03 - $65.37 $1.45K - $1.63K
6.04K $391K
Activity Summary
Buys All Purchases 69 New Holdings 9 Increased Positions 60 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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