Northwest Wealth Management, LLC Sells in Q3 2024

Northwest Wealth Management, LLC

  • $422 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AOA
Ishares Tr Core Aggressive All

ETFs
-11.7K
- 16.85%
$72.11 - $79.05 $841K - $921K
57.5K $4.54M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.92K
- 20.64%
$405.19 - $478.57 $1.18M - $1.4M
11.2K $5.17M
SUB
Ishares Short Term National Mu

ETFs
-4.77K
- 71.32%
$104.3 - $106.3 $497K - $507K
1.92K $203K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4.92K
- 41.3%
$76.94 - $79.54 $379K - $392K
7K $555K
AOR
Ishares Tr Core Growth Allocat

ETFs
-7.56K
- 15.71%
$55.15 - $59.31 $417K - $448K
40.6K $2.4M
MSFT
Microsoft Corp

Technology
-203
- 2.34%
$395.15 - $467.56 $80.2K - $94.9K
8.48K $3.65M
LMT
Lockheed Martin Corp

Industrials
-545
- 57.49%
$460.3 - $584.56 $251K - $319K
403 $235K
VT
Vanguard Total World Stk Index

ETFs
-2.21K
- 21.77%
$107.72 - $119.96 $238K - $265K
7.95K $952K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.83K
- 16.71%
$98.99 - $101.51 $181K - $186K
9.11K $923K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-7.9K
- 11.67%
$23.61 - $24.64 $186K - $195K
59.8K $1.46M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.73K
- 9.21%
$81.31 - $83.29 $141K - $144K
17.1K $1.42M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-3.32K
- 11.22%
$25.19 - $25.5 $83.5K - $84.6K
26.2K $668K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-959
- 11.74%
$114.73 - $120.23 $110K - $115K
7.21K $862K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.83K
- 13.4%
$87.56 - $95.49 $160K - $174K
11.8K $1.13M
DFAT
Dimensional ETF Tr U S Target

ETFs
-10.6K
- 7.66%
$51.0 - $57.07 $542K - $607K
128K $7.13M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-741
- 24.34%
$96.25 - $101.98 $71.3K - $75.6K
2.3K $233K
TIP
Ishares Tr Tips Bd ETF

ETFs
-975
- 7.45%
$105.92 - $110.83 $103K - $108K
12.1K $1.34M
WFC
Wells Fargo & Company

Financial Services
-156
- 1.07%
$51.58 - $60.97 $8.05K - $9.51K
14.4K $813K
GOOGL
Alphabet Inc.

Communication Services
-10
- 0.38%
$148.65 - $191.18 $1.49K - $1.91K
2.66K $440K
ACWI
Ishares Msci Acwi ETF

ETFs
-554
- 17.77%
$107.24 - $119.84 $59.4K - $66.4K
2.56K $306K
MRK
Merck & Co., Inc.

Healthcare
-138
- 6.49%
$111.15 - $128.97 $15.3K - $17.8K
1.99K $225K
LLY
Eli Lilly & CO

Healthcare
-17
- 1.56%
$772.14 - $960.02 $13.1K - $16.3K
1.07K $948K
CVX
Chevron Corp

Energy
-118
- 6.26%
$137.88 - $161.97 $16.3K - $19.1K
1.77K $260K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.15K
- 3.44%
$76.38 - $78.87 $88.1K - $90.9K
32.4K $2.55M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-1.15K
- 12.75%
$25.19 - $26.39 $29K - $30.3K
7.87K $206K
IEMG
Ishares Inc

ETFs
-483
- 0.82%
$53.64 - $53.64 $25.9K - $25.9K
58.1K $3.12M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-274
- 3.18%
$24.59 - $27.83 $6.74K - $7.63K
8.33K $215K
XLE
Energy Sector Spdr

ETFs
-59
- 1.51%
$84.35 - $93.39 $4.98K - $5.51K
3.85K $337K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-371
- 9.51%
$112.99 - $126.45 $41.9K - $46.9K
3.53K $444K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-83
- 0.72%
$44.66 - $49.15 $3.71K - $4.08K
11.5K $540K
DIS
Walt Disney CO

Communication Services
-59
- 2.31%
$85.6 - $98.61 $5.05K - $5.82K
2.5K $240K
CPRT
Copart Inc

Consumer Cyclical
-1
- 0.02%
$49.19 - $55.54 $49.2 - $55.5
5.16K $270K
VIG
Vanguard Dividend Appreciation

ETFs
-26
- 0.47%
$182.15 - $182.15 $4.74K - $4.74K
5.56K $1.01M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-210
- 1.78%
$23.88 - $24.01 $5.01K - $5.04K
11.6K $277K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-271
- 5.35%
$42.66 - $45.18 $11.6K - $12.2K
4.8K $216K
VUSB
Vanguard Bd Index Fds
-1.74K
- 5.84%
N/A
28.1K $0
AVGE
American Centy ETF Tr Avantis
-632
- 14.63%
N/A
3.69K $0
VB
Vanguard Small Cap ETF

ETFs
-199
- 7.59%
$214.77 - $237.72 $42.7K - $47.3K
2.42K $574K
IWD
Ishares Russell 1000 Val ETF

ETFs
-82
- 6.83%
$173.36 - $189.8 $14.2K - $15.6K
1.12K $212K
SYK
Stryker Corp

Healthcare
-28
- 3.8%
$315.94 - $371.96 $8.85K - $10.4K
708 $255K
IVV
Ishares Core S&P 500 ETF

ETFs
-132
- 4.77%
$520.18 - $576.82 $68.7K - $76.1K
2.64K $1.52M
PG
Procter & Gamble CO

Consumer Defensive
-29
- 1.43%
$160.76 - $177.82 $4.66K - $5.16K
2K $346K
IEF
Ishares Barclays

ETFs
-30
- 0.86%
$92.67 - $99.14 $2.78K - $2.97K
3.44K $337K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-471
- 7.74%
$95.81 - $109.03 $45.1K - $51.4K
5.62K $604K
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 0.71%
$801.83 - $917.05 $2.41K - $2.75K
417 $369K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-29
- 1.36%
$105.53 - $118.34 $3.06K - $3.43K
2.1K $245K
ENFR
Alerian Energy Infrastructure

ETFs
-66
- 0.56%
$26.22 - $28.65 $1.73K - $1.89K
11.8K $333K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-45
- 1.15%
$60.13 - $68.17 $2.71K - $3.07K
3.86K $261K
VZ
Verizon Communications Inc

Communication Services
-12
- 0.18%
$38.89 - $45.0 $467 - $540
6.67K $299K
Activity Summary
Buys All Purchases 69 New Holdings 9 Increased Positions 60 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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