Northwest Wealth Management, LLC Reduced Holdings in Q3 2025

Northwest Wealth Management, LLC

  • $596 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
-4.46K
- 1.72%
$58.43 - $58.88 $261K - $263K
255K $15M
DE
Deere & CO

Industrials
-207
- 9.4%
$457.26 - $524.37 $94.7K - $109K
2K $912K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-5.78K
- 18.54%
$24.39 - $24.93 $141K - $144K
25.4K $627K
PANW
Palo Alto Networks Inc

Technology
-609
- 27.83%
$167.06 - $208.19 $102K - $127K
1.58K $321K
DUOL
Duolingo, Inc.

Technology
-123
- 12.87%
$271.18 - $403.06 $33.4K - $49.6K
833 $268K
SNOW
Snowflake Inc.

Technology
-498
- 18.38%
$191.73 - $241.0 $95.5K - $120K
2.21K $498K
TSN
Tyson Foods, Inc.

Consumer Defensive
-1.6K
- 20.44%
$52.3 - $57.69 $83.7K - $92.4K
6.23K $338K
PM
Philip Morris International Inc.

Consumer Defensive
-213
- 7.95%
$157.77 - $183.27 $33.6K - $39K
2.47K $400K
TIP
Ishares Tr Tips Bd ETF

ETFs
-787
- 8.41%
$109.11 - $111.88 $85.9K - $88K
8.57K $952K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.01K
- 3.46%
$78.11 - $79.07 $78.6K - $79.5K
28.1K $2.22M
V
Visa Inc.

Financial Services
-147
- 14.7%
$332.09 - $358.86 $48.8K - $52.8K
853 $291K
AOR
Ishares Tr Core Growth Allocat

ETFs
-2.57K
- 6.88%
$60.99 - $64.39 $157K - $165K
34.8K $2.24M
IEFA
Ishares Tr

ETFs
-1.69K
- 7.09%
$81.7 - $87.53 $138K - $148K
22.2K $1.93M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-730
- 7.72%
$46.51 - $50.07 $34K - $36.6K
8.73K $409K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-458
- 9.47%
$117.65 - $120.08 $53.9K - $55K
4.38K $523K
LMT
Lockheed Martin Corp

Industrials
-145
- 24.13%
$410.74 - $499.21 $59.6K - $72.4K
456 $227K
VRSN
Verisign Inc

Technology
-131
- 10.23%
$263.02 - $305.98 $34.5K - $40.1K
1.15K $321K
FTSL
First Trust Senior Ln Fund

ETFs
-952
- 6.61%
$45.81 - $46.18 $43.6K - $44K
13.5K $616K
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 0.64%
$915.95 - $994.57 $2.75K - $2.98K
467 $432K
USB
Us Bancorp \De\

Financial Services
-1.57K
- 10.87%
$43.94 - $50.41 $68.8K - $78.9K
12.8K $620K
XLE
Energy Sector Spdr

ETFs
-499
- 12.75%
$84.25 - $91.99 $42K - $45.9K
3.42K $305K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-244
- 3.46%
$102.4 - $103.88 $25K - $25.3K
6.81K $703K
ENFR
Alerian Energy Infrastructure

ETFs
-693
- 6.72%
$31.23 - $32.68 $21.6K - $22.6K
9.61K $311K
MCD
Mcdonalds Corp

Consumer Cyclical
-106
- 9.35%
$291.67 - $316.99 $30.9K - $33.6K
1.03K $312K
EIX
Edison International

Utilities
-634
- 14.14%
$50.42 - $56.35 $32K - $35.7K
3.85K $212K
ABT
Abbott Laboratories

Healthcare
-62
- 3.74%
$120.51 - $136.62 $7.47K - $8.47K
1.59K $213K
DIHP
Dimensional ETF Tr Dimensional

ETFs
-5.24K
- 3.16%
$28.69 - $30.59 $150K - $160K
160K $4.87M
T
At&T Inc.

Communication Services
-3
- 0.03%
$26.94 - $29.62 $80.8 - $88.9
8.98K $253K
IEF
Ishares Barclays

ETFs
-50
- 2.2%
$93.91 - $97.26 $4.7K - $4.86K
2.22K $214K
VIG
Vanguard Dividend Appreciation

ETFs
-16
- 0.32%
N/A
5.03K $915K
COF
Capital One Financial Corp

Financial Services
-3
- 0.21%
$207.29 - $229.74 $622 - $689
1.45K $307K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-22
- 0.45%
$78.96 - $80.04 $1.74K - $1.76K
4.83K $385K
Ea Series Trust
-3.57K
- 1.63%
N/A
215K $0
VUSB
Vanguard Bd Index Fds
-249
- 1.46%
N/A
16.9K $0
Dimensional ETF Trust
-4.18K
- 4.62%
N/A
86.3K $0
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-271
- 2.83%
$25.84 - $27.2 $7K - $7.37K
9.3K $249K
VNQ
Vanguard Specialized Funds Van

ETFs
-244
- 2.14%
$88.47 - $93.24 $21.6K - $22.8K
11.1K $1.02M
LNT
Alliant Energy Corp

Utilities
-618
- 8.61%
$60.76 - $67.41 $37.5K - $41.7K
6.56K $442K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-55
- 3.82%
$185.88 - $207.44 $10.2K - $11.4K
1.38K $277K
A
Agilent Technologies, Inc.

Healthcare
-56
- 3.23%
$112.04 - $128.75 $6.27K - $7.21K
1.68K $215K
ECL
Ecolab Inc.

Basic Materials
-1
- 0.03%
$259.39 - $285.47 $259 - $285
2.94K $804K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-412
- 0.94%
$17.81 - $18.39 $7.34K - $7.58K
43.2K $788K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-115
- 2.25%
$68.24 - $73.73 $7.85K - $8.48K
5K $366K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-9
- 0.24%
$62.54 - $68.42 $563 - $616
3.71K $250K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-8
- 0.05%
$21.69 - $23.34 $174 - $187
14.8K $344K
GLW
Corning Inc

Technology
-1.17K
- 29.43%
$51.6 - $82.03 $60.5K - $96.1K
2.81K $230K
UNP
Union Pacific Corp

Industrials
-22
- 0.51%
$214.91 - $237.16 $4.73K - $5.22K
4.29K $1.01M
DASH
Door Dash, Inc.

Communication Services
-45
- 3.02%
$234.5 - $272.5 $10.6K - $12.3K
1.45K $393K
MU
Micron Technology Inc

Technology
-520
- 18.95%
$104.88 - $168.89 $54.5K - $87.8K
2.22K $372K
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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