Northwest Wealth Management, LLC Reduced Holdings in Q1 2025

Northwest Wealth Management, LLC

  • $495 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-3.48K
- 4.4%
$271.18 - $303.12 $945K - $1.06M
75.7K $20.8M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-6.72K
- 8.98%
$77.33 - $90.16 $520K - $606K
68.1K $5.34M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.41K
- 6.54%
$190.26 - $242.06 $268K - $341K
20.1K $3.83M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.02K
- 39.05%
$554.06 - $615.85 $567K - $631K
1.6K $897K
AVUS
American Centy ETF Tr Avantis

ETFs
-53
- 0.06%
$90.7 - $101.57 $4.81K - $5.38K
87.7K $8.1M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.7K
- 31.85%
$81.83 - $82.73 $303K - $306K
7.91K $654K
WMT
Walmart Inc.

Consumer Defensive
-2.67K
- 11.25%
$84.5 - $105.05 $225K - $280K
21K $1.85M
IWN
Ishares Russell2000 Val ETF

ETFs
-80
- 0.38%
$149.27 - $169.4 $11.9K - $13.6K
20.7K $3.13M
VBR
Vanguard Small Cap Value ETF

ETFs
-156
- 1.01%
$183.02 - $207.75 $28.6K - $32.4K
15.3K $2.86M
WFC
Wells Fargo & Company

Financial Services
-2.62K
- 17.66%
$66.78 - $81.42 $175K - $213K
12.2K $877K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-5.07K
- 20.51%
$25.44 - $25.58 $129K - $130K
19.6K $501K
VUG
Vanguard Growth ETF

ETFs
-79
- 3.65%
$369.1 - $427.61 $29.2K - $33.8K
2.09K $774K
AOR
Ishares Tr Core Growth Allocat

ETFs
-2.14K
- 4.99%
$56.63 - $59.39 $121K - $127K
40.8K $2.35M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.69K
- 5.58%
$76.94 - $78.28 $130K - $132K
28.6K $2.24M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-47
- 1.53%
$507.05 - $563.67 $23.8K - $26.5K
3.02K $1.55M
USB
Us Bancorp \De\

Financial Services
-435
- 3.04%
$40.92 - $50.9 $17.8K - $22.1K
13.9K $584K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-4.14K
- 7.01%
$24.07 - $24.5 $99.6K - $101K
54.9K $1.33M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-498
- 13.65%
$169.43 - $182.84 $84.4K - $91.1K
3.15K $545K
IWM
Ishares Russell 2000 ETF

ETFs
-22
- 0.55%
$198.1 - $229.79 $4.36K - $5.06K
3.95K $787K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.01K
- 7.76%
$85.55 - $94.34 $86.1K - $95K
12K $1.08M
FTGC
First Trust Global Tactical CO

ETFs
-3.55K
- 30.97%
$23.95 - $25.86 $85.1K - $91.9K
7.92K $202K
VIG
Vanguard Dividend Appreciation

ETFs
-380
- 6.9%
N/A
5.13K $933K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-857
- 14.28%
$77.7 - $78.94 $66.6K - $67.7K
5.14K $405K
DFIP
Dimensional ETF Tr Inflation P

ETFs
-1.9K
- 10.22%
$40.27 - $42.11 $76.5K - $80K
16.7K $702K
BAC
Bank Of America Corp

Financial Services
-749
- 9.07%
$39.61 - $47.74 $29.7K - $35.8K
7.51K $313K
TIP
Ishares Tr Tips Bd ETF

ETFs
-853
- 8.44%
$106.22 - $111.09 $90.6K - $94.8K
9.25K $1.03M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-469
- 4.35%
$90.0 - $96.32 $42.2K - $45.2K
10.3K $952K
MUB
Ishares National Muni Bond ETF

ETFs
-378
- 12.32%
$104.71 - $107.69 $39.6K - $40.7K
2.69K $283K
MRK
Merck & Co., Inc.

Healthcare
-89
- 3.31%
$83.01 - $101.02 $7.39K - $8.99K
2.6K $233K
AXP
American Express CO

Financial Services
-3
- 0.26%
$255.39 - $325.87 $766 - $978
1.15K $308K
META
Meta Platforms, Inc.

Communication Services
-12
- 0.81%
$576.36 - $736.67 $6.92K - $8.84K
1.48K $850K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-325
- 6.71%
$114.57 - $118.14 $37.2K - $38.4K
4.52K $534K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-227
- 6.8%
$110.75 - $119.78 $25.1K - $27.2K
3.11K $359K
VT
Vanguard Total World Stk Index

ETFs
-55
- 0.87%
$115.08 - $123.97 $6.33K - $6.82K
6.26K $725K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-914
- 4.15%
$37.07 - $40.63 $33.9K - $37.1K
21.1K $830K
DUOL
Duolingo, Inc.

Technology
-8
- 0.96%
$272.49 - $441.39 $2.18K - $3.53K
829 $257K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-318
- 0.62%
$17.53 - $17.87 $5.57K - $5.68K
50.7K $891K
CPRT
Copart Inc

Consumer Cyclical
-11
- 0.12%
$52.3 - $59.83 $575 - $658
9.33K $527K
VUSB
Vanguard Bd Index Fds
-1.61K
- 8.77%
N/A
16.7K $0
MU
Micron Technology Inc

Technology
-84
- 2.97%
$86.89 - $109.38 $7.3K - $9.19K
2.74K $238K
PG
Procter & Gamble CO

Consumer Defensive
-10
- 0.5%
$158.56 - $176.26 $1.59K - $1.76K
2.01K $342K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-117
- 0.69%
$22.35 - $24.52 $2.61K - $2.87K
16.9K $402K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-162
- 2.07%
$100.59 - $103.47 $16.3K - $16.8K
7.68K $794K
IEF
Ishares Barclays

ETFs
-2
- 0.09%
$91.17 - $95.39 $182 - $191
2.33K $222K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-81
- 1.1%
$73.78 - $76.59 $5.98K - $6.2K
7.25K $555K
DFAE
Dimensional ETF Tr

ETFs
-2.02K
- 1.76%
$24.64 - $26.86 $49.8K - $54.3K
113K $2.93M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.02K
- 2.23%
$42.5 - $46.71 $43.1K - $47.4K
44.6K $2.02M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.09K
- 4.43%
$56.51 - $62.98 $61.7K - $68.7K
23.5K $1.43M
VTV
Vanguard Value ETF

ETFs
-240
- 1.45%
$167.73 - $179.21 $40.3K - $43K
16.3K $2.81M
Activity Summary
Buys All Purchases 105 New Holdings 24 Increased Positions 81 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 1 Puts 0
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