Northwest Wealth Management, LLC Incresed Positions 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
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
INTC
Intel Corp

Technology
1.5K
+ 7.99%
$19.31 - $35.5 $29K - $53.4K
20.3K $682K
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
MRK
Merck & Co., Inc.

Healthcare
2.51K
+ 81.86%
$77.6 - $87.37 $195K - $220K
5.59K $468K
RBLX
Roblox Corp

Communication Services
451
+ 9.75%
$100.65 - $141.56 $45.4K - $63.8K
5.08K $703K
VBR
Vanguard Small Cap Value ETF

ETFs
14
+ 0.09%
$195.41 - $212.37 $2.74K - $2.97K
15.4K $3.21M
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
WMT
Walmart Inc.

Consumer Defensive
888
+ 4.22%
$94.4 - $104.27 $83.8K - $92.6K
21.9K $2.26M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
3.9K
+ 18.37%
$47.18 - $48.17 $184K - $188K
25.2K $1.21M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
9
+ 0.12%
$50.79 - $76.4 $457 - $688
7.56K $577K
PEP
Pepsico Inc

Consumer Defensive
1.02K
+ 22.22%
$133.81 - $152.16 $136K - $155K
5.61K $787K
NEM
Newmont Corp

Basic Materials
287
+ 5.9%
$57.35 - $85.25 $16.5K - $24.5K
5.15K $434K
XOM
Exxon Mobil Corp

Energy
806
+ 7.41%
$105.83 - $117.22 $85.3K - $94.5K
11.7K $1.32M
AVGO
Broadcom Inc.

Technology
79
+ 3.63%
$264.74 - $369.57 $20.9K - $29.2K
2.25K $743K
CVX
Chevron Corp

Energy
729
+ 39.58%
$145.57 - $161.83 $106K - $118K
2.57K $399K
SOFI
So Fi Technologies, Inc.

Financial Services
59
+ 0.37%
$17.64 - $29.81 $1.04K - $1.76K
15.8K $418K
DFIP
Dimensional ETF Tr Inflation P

ETFs
2.54K
+ 14.96%
$41.6 - $42.66 $106K - $108K
19.5K $824K
ZS
Zscaler, Inc.

Technology
408
+ 63.65%
$267.68 - $316.5 $109K - $129K
1.05K $314K
META
Meta Platforms, Inc.

Communication Services
154
+ 11.64%
$695.21 - $791.73 $107K - $122K
1.48K $1.08M
PII
Polaris Inc.

Consumer Cyclical
29
+ 0.5%
$44.87 - $59.95 $1.3K - $1.74K
5.84K $339K
GE
General Electric CO

Industrials
69
+ 3.79%
$244.75 - $305.63 $16.9K - $21.1K
1.89K $568K
ADBE
Adobe Inc.

Technology
344
+ 46.55%
$333.65 - $392.1 $115K - $135K
1.08K $382K
ABBV
Abb Vie Inc.

Healthcare
40
+ 2.33%
$184.85 - $231.54 $7.39K - $9.26K
1.76K $406K
GM
General Motors CO

Consumer Cyclical
81
+ 1.17%
$48.89 - $61.24 $3.96K - $4.96K
7.03K $428K
ADT
Adt Inc.

Industrials
9.51K
+ 76.14%
$8.27 - $8.85 $78.7K - $84.2K
22K $191K
IEMG
Ishares Inc

ETFs
1.54K
+ 2.12%
N/A
74.3K $3.99M
PSLV
Sprott Physical Silver Trust

Financial Services
28
+ 0.14%
$12.24 - $15.73 $343 - $440
20.7K $324K
AMD
Advanced Micro Devices Inc

Technology
3
+ 0.09%
$134.8 - $184.42 $404 - $553
3.45K $558K
MO
Altria Group, Inc.

Consumer Defensive
486
+ 10.37%
$57.75 - $67.68 $28.1K - $32.9K
5.17K $341K
HL
Hecla Mining CO

Basic Materials
38
+ 0.37%
$5.59 - $12.1 $212 - $460
10.4K $125K
TPR
Tapestry, Inc.

Consumer Cyclical
30
+ 1.28%
$86.48 - $116.14 $2.59K - $3.48K
2.38K $269K
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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