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
NU
Nu Holdings Ltd.

Financial Services
551
+ 3.22%
$9.6 - $13.72 $5.29K - $7.56K
17.7K $242K
USB
Us Bancorp \De\

Financial Services
557
+ 4.02%
$36.4 - $45.76 $20.3K - $25.5K
14.4K $651K
CPRT
Copart Inc

Consumer Cyclical
2.74K
+ 29.34%
$47.72 - $63.84 $131K - $175K
12.1K $592K
ECL
Ecolab Inc.

Basic Materials
54
+ 1.87%
$225.65 - $270.95 $12.2K - $14.6K
2.94K $792K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 2.17%
$4164.15 - $5789.24 $4.16K - $5.79K
47 $272K
AXP
American Express CO

Financial Services
10
+ 0.87%
$231.39 - $318.98 $2.31K - $3.19K
1.16K $368K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
680
+ 9.38%
$75.05 - $77.34 $51K - $52.6K
7.93K $613K
RDVY
First Trust Rising Dividend Ac

ETFs
515
+ 8.55%
$51.6 - $62.74 $26.6K - $32.3K
6.54K $410K
T
At&T Inc.

Communication Services
1.78K
+ 24.7%
$26.33 - $28.94 $46.9K - $51.5K
8.99K $260K
IBM
International Business Machines Corp

Technology
14
+ 1.27%
$221.03 - $294.78 $3.09K - $4.13K
1.12K $329K
VB
Vanguard Small Cap ETF

ETFs
28
+ 1.22%
$193.73 - $237.37 $5.42K - $6.65K
2.32K $550K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
315
+ 6.97%
$116.93 - $119.39 $36.8K - $37.6K
4.84K $575K
PII
Polaris Inc.

Consumer Cyclical
924
+ 18.9%
$31.97 - $42.61 $29.5K - $39.4K
5.81K $236K
VTWV
Vanguard Russell 2000 Value Et

ETFs
184
+ 10.37%
$116.09 - $139.09 $21.4K - $25.6K
1.96K $272K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8
+ 0.05%
$17.76 - $22.1 $142 - $177
14.8K $326K
INTC
Intel Corp

Technology
1.77K
+ 10.38%
$18.13 - $22.69 $32.1K - $40.2K
18.8K $421K
IJS
Ishares S&P Smallcap 600 Value

ETFs
193
+ 3.62%
$83.54 - $100.04 $16.1K - $19.3K
5.53K $549K
VZ
Verizon Communications Inc

Communication Services
872
+ 13.37%
$41.67 - $45.62 $36.3K - $39.8K
7.4K $320K
V
Visa Inc.

Financial Services
50
+ 5.26%
$308.27 - $373.31 $15.4K - $18.7K
1K $355K
ADT
Adt Inc.

Industrials
1.77K
+ 16.49%
$7.54 - $8.6 $13.3K - $15.2K
12.5K $105K
IEMG
Ishares Inc

ETFs
296
+ 0.41%
N/A
72.8K $3.9M
HD
Home Depot, Inc.

Consumer Cyclical
35
+ 3.04%
$335.24 - $380.78 $11.7K - $13.3K
1.19K $435K
MRK
Merck & Co., Inc.

Healthcare
470
+ 18.07%
$73.47 - $87.12 $34.5K - $40.9K
3.07K $243K
ABT
Abbott Laboratories

Healthcare
28
+ 1.72%
$123.95 - $138.08 $3.47K - $3.87K
1.66K $225K
AOM
Ishares Tr Core Moderate Alloc

ETFs
4
+ 0.08%
$41.55 - $46.04 $166 - $184
4.81K $221K
FTGC
First Trust Global Tactical CO

ETFs
674
+ 8.51%
$23.09 - $25.91 $15.6K - $17.5K
8.59K $211K
DFIP
Dimensional ETF Tr Inflation P

ETFs
307
+ 1.84%
$41.11 - $42.42 $12.6K - $13K
17K $710K
TSN
Tyson Foods, Inc.

Consumer Defensive
1.08K
+ 15.93%
$54.33 - $63.56 $58.5K - $68.4K
7.83K $438K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
186
+ 2.02%
$25.57 - $26.34 $4.76K - $4.9K
9.41K $245K
TIP
Ishares Tr Tips Bd ETF

ETFs
101
+ 1.09%
$107.93 - $110.97 $10.9K - $11.2K
9.35K $1.03M
ROSC
Hartford Multifactor Small Cap
27
+ 0.48%
N/A
5.63K $0
Ea Series Trust
31.7K
+ 16.93%
N/A
219K $0
Dimensional ETF Trust
8.98K
+ 11.02%
N/A
90.4K $0
VUSB
Vanguard Bd Index Fds
376
+ 2.25%
N/A
17.1K $0
MUB
Ishares National Muni Bond ETF

ETFs
9
+ 0.33%
$102.31 - $105.8 $921 - $952
2.7K $282K
MO
Altria Group, Inc.

Consumer Defensive
18
+ 0.39%
$55.56 - $60.91 $1K - $1.1K
4.69K $274K
PG
Procter & Gamble CO

Consumer Defensive
53
+ 2.64%
$157.66 - $172.39 $8.36K - $9.14K
2.06K $328K
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.35%
$285.55 - $321.23 $1.14K - $1.28K
1.13K $331K
CVX
Chevron Corp

Energy
93
+ 5.32%
$133.73 - $168.51 $12.4K - $15.7K
1.84K $263K
XLE
Energy Sector Spdr

ETFs
1
+ 0.03%
$76.44 - $94.13 $76.4 - $94.1
3.91K $331K
ABBV
Abb Vie Inc.

Healthcare
9
+ 0.53%
$170.16 - $206.27 $1.53K - $1.86K
1.72K $318K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
355
+ 3.13%
$483.48 - $539.8 $172K - $192K
11.7K $5.67M
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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