Northwest Wealth Management, LLC New Holdings in Q2 2025

Northwest Wealth Management, LLC

  • $544 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
24.9K
New
$34.04 - $42.36 $846K - $1.05M
24.9K $1.05M
HOOD
Robinhood Markets, Inc.

Technology
4.06K
New
$34.17 - $93.63 $139K - $380K
4.06K $380K
COF
Capital One Financial Corp

Financial Services
1.45K
New
$150.57 - $212.76 $218K - $309K
1.45K $308K
ADBE
Adobe Inc.

Technology
739
New
$340.0 - $420.68 $251K - $311K
739 $285K
NOW
Service Now, Inc.

Technology
276
New
$721.65 - $1040.18 $199K - $287K
276 $283K
NEM
Newmont Corp

Basic Materials
4.86K
New
$44.18 - $59.46 $215K - $289K
4.86K $283K
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
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
SPOT
Spotify Technology S.A.

Communication Services
276
New
$503.3 - $775.9 $139K - $214K
276 $211K
GLW
Corning Inc

Technology
3.98K
New
$39.07 - $52.59 $156K - $209K
3.98K $209K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.9K
New
$90.56 - $109.49 $172K - $208K
1.9K $207K
TPR
Tapestry, Inc.

Consumer Cyclical
2.35K
New
$60.6 - $87.81 $142K - $206K
2.35K $206K
IQV
Iqvia Holdings Inc.

Healthcare
1.3K
New
$137.0 - $174.37 $178K - $227K
1.3K $205K
A
Agilent Technologies, Inc.

Healthcare
1.74K
New
$99.29 - $120.52 $172K - $209K
1.74K $204K
LYFT
Lyft, Inc.

Technology
12.9K
New
$9.97 - $17.21 $128K - $222K
12.9K $203K
ZS
Zscaler, Inc.

Technology
641
New
$174.67 - $315.32 $112K - $202K
641 $201K
CLSK
Cleanspark, Inc.

Technology
15.3K
New
$6.74 - $11.03 $103K - $169K
15.3K $168K
AMCR
Amcor PLC

Consumer Cyclical
14.5K
New
$8.57 - $9.81 $124K - $142K
14.5K $132K
Ge Vernova Inc
449
New
N/A
449 $0
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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