Northwest Wealth Management, LLC Closed Holding Positions

Northwest Wealth Management, LLC

  • $495 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
TPR
Tapestry, Inc.

Consumer Cyclical
Q2 2019 Filed on Jul 23, 2019
115
$28.36 - $34.45 $3.26K - $3.96K
DTE
Dte Energy CO

Utilities
Q2 2019 Filed on Jul 23, 2019
562
$104.36 - $111.99 $58.7K - $62.9K
SCI
Service Corp International

Consumer Cyclical
Q2 2019 Filed on Jul 23, 2019
2,000
$40.45 - $46.78 $80.9K - $93.6K
CTXS
Citrix Systems Inc

Technology
Q2 2019 Filed on Jul 23, 2019
40
$93.48 - $102.48 $3.74K - $4.1K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q2 2019 Filed on Jul 23, 2019
591
$34.67 - $41.43 $20.5K - $24.5K
SJM
J M Smucker CO

Consumer Defensive
Q2 2019 Filed on Jul 23, 2019
19
$115.19 - $127.5 $2.19K - $2.42K
LUV
Southwest Airlines CO

Industrials
Q2 2019 Filed on Jul 23, 2019
2,620
$47.6 - $54.23 $125K - $142K
PAYX
Paychex Inc

Industrials
Q2 2019 Filed on Jul 23, 2019
46
$80.4 - $87.8 $3.7K - $4.04K
AAXJ
Ishares Msci All Country Asia

ETFs
Q2 2019 Filed on Jul 23, 2019
75
$65.35 - $73.4 $4.9K - $5.51K
VLO
Valero Energy Corp

Energy
Q2 2019 Filed on Jul 23, 2019
1,358
$70.4 - $91.15 $95.6K - $124K
F
Ford Motor CO

Consumer Cyclical
Q2 2019 Filed on Jul 23, 2019
7,497
$8.98 - $10.45 $67.3K - $78.3K
Chesapeake Energy Corp
Q2 2019 Filed on Jul 23, 2019
57
N/A
IOO
Ishares Tr Global 100 ETF

ETFs
Q2 2019 Filed on Jul 23, 2019
1,020
N/A
Cerner Corp
Q2 2019 Filed on Jul 23, 2019
400
N/A
EPR
Epr Properties

Real Estate
Q2 2019 Filed on Jul 23, 2019
800
$74.31 - $80.28 $59.4K - $64.2K
AKAM
Akamai Technologies Inc

Technology
Q2 2019 Filed on Jul 23, 2019
65
$72.73 - $81.04 $4.73K - $5.27K
Unilever N V
Q2 2019 Filed on Jul 23, 2019
779
N/A
CLB
Core Laboratories N V

Energy
Q2 2019 Filed on Jul 23, 2019
200
$47.64 - $74.87 $9.53K - $15K
DDD
3 D Systems Corp

Technology
Q2 2019 Filed on Jul 23, 2019
1,000
$7.85 - $11.22 $7.85K - $11.2K
E Trade Financial Corp
Q2 2019 Filed on Jul 23, 2019
200
N/A
EMN
Eastman Chemical CO

Basic Materials
Q2 2019 Filed on Jul 23, 2019
50
$64.92 - $84.51 $3.25K - $4.23K
United Technologies Corp
Q2 2019 Filed on Jul 23, 2019
1,084
N/A
AMT
American Tower Corp

Real Estate
Q2 2019 Filed on Jul 23, 2019
250
$189.85 - $217.52 $47.5K - $54.4K
GD
General Dynamics Corp

Industrials
Q2 2019 Filed on Jul 23, 2019
33
$160.82 - $182.37 $5.31K - $6.02K
Hollyfrontier Corp
Q2 2019 Filed on Jul 23, 2019
120
N/A
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q2 2019 Filed on Jul 23, 2019
2,989
$13.41 - $20.51 $40.1K - $61.3K
ERF
Enerplus Corp

Energy
Q2 2019 Filed on Jul 23, 2019
145
$6.55 - $9.71 $950 - $1.41K
VV
Vanguard Large Cap ETF

ETFs
Q2 2019 Filed on Jul 23, 2019
57
N/A
FDX
Fedex Corp

Industrials
Q2 2019 Filed on Jul 23, 2019
179
$152.34 - $198.15 $27.3K - $35.5K
HEI
Heico Corp

Industrials
Q2 2019 Filed on Jul 23, 2019
1,112
$97.75 - $133.81 $109K - $149K
EBAY
Ebay Inc

Consumer Cyclical
Q2 2019 Filed on Jul 23, 2019
10
$35.62 - $40.13 $356 - $401
CAG
Conagra Brands Inc.

Consumer Defensive
Q2 2019 Filed on Jul 23, 2019
131
$25.43 - $31.28 $3.33K - $4.1K
IAT
Ishares Tr

ETFs
Q2 2019 Filed on Jul 23, 2019
26
N/A
NI
Nisource Inc.

Utilities
Q2 2019 Filed on Jul 23, 2019
2,258
$27.3 - $29.44 $61.6K - $66.5K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
Q2 2019 Filed on Jul 23, 2019
21
$18.26 - $22.09 $383 - $464
HSY
Hershey CO

Consumer Defensive
Q2 2019 Filed on Jul 23, 2019
371
$113.84 - $138.32 $42.2K - $51.3K
HRL
Hormel Foods Corp

Consumer Defensive
Q2 2019 Filed on Jul 23, 2019
148
$38.8 - $43.78 $5.74K - $6.48K
ITW
Illinois Tool Works Inc

Industrials
Q2 2019 Filed on Jul 23, 2019
103
$139.64 - $158.33 $14.4K - $16.3K
QCOM
Qualcomm Inc

Technology
Q2 2019 Filed on Jul 23, 2019
175
$55.9 - $89.29 $9.78K - $15.6K
NWL
Newell Brands Inc.

Consumer Defensive
Q2 2019 Filed on Jul 23, 2019
7,350
$13.41 - $16.63 $98.6K - $122K
AZZ
Azz Inc

Industrials
Q2 2019 Filed on Jul 23, 2019
85
$41.34 - $48.54 $3.51K - $4.13K
DJP
Barclays Bank PLC

ETFs
Q2 2019 Filed on Jul 23, 2019
92
$21.23 - $23.28 $1.95K - $2.14K
MA
Mastercard Inc

Financial Services
Q2 2019 Filed on Jul 23, 2019
19
$235.91 - $266.79 $4.48K - $5.07K
PBA
Pembina Pipeline Corp

Energy
Q2 2019 Filed on Jul 23, 2019
379
$34.98 - $37.74 $13.3K - $14.3K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q2 2019 Filed on Jul 23, 2019
36
$187.22 - $206.14 $6.74K - $7.42K
Aircastle LTD
Q2 2019 Filed on Jul 23, 2019
98
N/A
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
Q2 2019 Filed on Jul 23, 2019
65
N/A
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
Q2 2019 Filed on Jul 23, 2019
293
$14.73 - $16.79 $4.32K - $4.92K
CF
Cf Industries Holdings, Inc.

Basic Materials
Q2 2019 Filed on Jul 23, 2019
2,159
$39.83 - $47.48 $86K - $103K
Track This Portfolio

Track Northwest Wealth Management, LLC Portfolio

Follow Northwest Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northwest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Northwest Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email