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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-119
- 3.7%
$475.2 - $527.7 $56.5K - $62.8K
3.1K $1.64M
MARA
Marathon Digital Holdings, Inc.

Financial Services
-50
- 0.47%
$22.56 - $22.56 $1.13K - $1.13K
10.6K $238K
XOM
Exxon Mobil Corp

Energy
-12
- 0.08%
$109.72 - $119.0 $1.32K - $1.43K
14.2K $1.66M
AXP
American Express CO

Financial Services
-53
- 4.3%
$225.92 - $271.17 $12K - $14.4K
1.18K $319K
JPM
Jpmorgan Chase & CO

Financial Services
-127
- 1.68%
$194.9 - $224.8 $24.8K - $28.5K
7.42K $1.56M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-80
- 1.05%
$33.89 - $41.64 $2.71K - $3.33K
7.55K $300K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-163
- 3.37%
$162.83 - $179.16 $26.5K - $29.2K
4.67K $837K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-781
- 2.95%
$63.28 - $70.06 $49.4K - $54.7K
25.7K $1.8M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-520
- 2.97%
$21.91 - $26.03 $11.4K - $13.5K
17K $436K
IWM
Ishares Russell 2000 ETF

ETFs
-82
- 2.02%
$200.87 - $224.6 $16.5K - $18.4K
3.97K $877K
AVLV
American Centy ETF Tr Avantis
-229
- 0.88%
$60.05 - $65.83 $13.8K - $15.1K
25.7K $1.69M
DE
Deere & CO

Industrials
-11
- 0.61%
$344.84 - $418.0 $3.79K - $4.6K
1.79K $746K
LNT
Alliant Energy Corp

Utilities
-34
- 0.43%
$50.74 - $60.74 $1.73K - $2.07K
7.87K $477K
VEU
Vanguard Ftse All World Ex Us

ETFs
-534
- 2.04%
$56.47 - $63.69 $30.2K - $34K
25.6K $1.62M
EEM
Ishares Msci Emerging Markets

ETFs
-24
- 0.09%
$40.42 - $46.7 $970 - $1.12K
25.6K $1.18M
META
Meta Platforms, Inc.

Communication Services
-3
- 0.24%
$453.41 - $572.44 $1.36K - $1.72K
1.27K $725K
WMT
Walmart Inc.

Consumer Defensive
-3.15K
- 12.07%
$66.91 - $81.4 $211K - $256K
22.9K $1.85M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.15K
- 4.32%
$41.9 - $48.26 $89.9K - $104K
47.5K $2.27M
FNDC
Schwab Fundamental Intl Small

ETFs
-459
- 1.23%
$33.85 - $38.5 $15.5K - $17.7K
36.9K $1.41M
VGSH
Vanguard

ETFs
-2.57K
- 0.98%
$57.74 - $59.13 $148K - $152K
260K $15.4M
IEFA
Ishares Tr

ETFs
-131
- 0.51%
$70.09 - $78.74 $9.18K - $10.3K
25.6K $2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.58K
- 1.69%
$33.74 - $37.96 $53.3K - $60K
91.8K $3.45M
EFV
Msci Eafe Value ETF

ETFs
-3.68K
- 3.95%
$51.72 - $57.96 $190K - $213K
89.5K $5.15M
VTV
Vanguard Value ETF

ETFs
-263
- 1.37%
$159.75 - $174.57 $42K - $45.9K
18.9K $3.3M
IWN
Ishares Russell2000 Val ETF

ETFs
-239
- 1.12%
$150.05 - $171.34 $35.9K - $41K
21K $3.51M
VBR
Vanguard Small Cap Value ETF

ETFs
-110
- 0.66%
$179.99 - $201.6 $19.8K - $22.2K
16.7K $3.35M
ETN
Eaton Corp PLC

Industrials
-136
- 0.68%
$272.52 - $333.02 $37.1K - $45.3K
19.9K $6.58M
TSLA
Tesla, Inc.

Consumer Cyclical
-480
- 4.8%
$191.76 - $263.26 $92K - $126K
9.53K $2.49M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-2.71K
- 3.08%
$77.23 - $87.97 $209K - $238K
85.4K $7.41M
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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