Northwest Wealth Management, LLC Closed Holding Positions

Northwest Wealth Management, LLC

  • $544 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q2 2019 Filed on Jul 23, 2019
2,989
$13.41 - $20.51 $40.1K - $61.3K
SJM
J M Smucker CO

Consumer Defensive
Q2 2019 Filed on Jul 23, 2019
19
$115.19 - $127.5 $2.19K - $2.42K
FISV
Fiserv Inc

Technology
Q2 2019 Filed on Jul 23, 2019
179
$82.68 - $91.69 $14.8K - $16.4K
HAL
Halliburton CO

Energy
Q2 2019 Filed on Jul 23, 2019
150
$21.07 - $31.81 $3.16K - $4.77K
E Trade Financial Corp
Q2 2019 Filed on Jul 23, 2019
200
N/A
WEN
Wendy'S CO

Consumer Cyclical
Q2 2019 Filed on Jul 23, 2019
275
$17.82 - $19.88 $4.9K - $5.47K
EMN
Eastman Chemical CO

Basic Materials
Q2 2019 Filed on Jul 23, 2019
50
$64.92 - $84.51 $3.25K - $4.23K
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
NKE
Nike, Inc.

Consumer Cyclical
Q2 2019 Filed on Jul 23, 2019
2,076
$77.14 - $89.2 $160K - $185K
AKAM
Akamai Technologies Inc

Technology
Q2 2019 Filed on Jul 23, 2019
65
$72.73 - $81.04 $4.73K - $5.27K
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
FLEX
Flex Ltd.

Technology
Q2 2019 Filed on Jul 23, 2019
250
$8.89 - $11.47 $2.22K - $2.87K
DDD
3 D Systems Corp

Technology
Q2 2019 Filed on Jul 23, 2019
1,000
$7.85 - $11.22 $7.85K - $11.2K
XEL
Xcel Energy Inc

Utilities
Q2 2019 Filed on Jul 23, 2019
1,045
$54.68 - $61.54 $57.1K - $64.3K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
Q2 2019 Filed on Jul 23, 2019
34
$151.9 - $171.65 $5.16K - $5.84K
LADX
Ladrx Corporation
Q2 2019 Filed on Jul 23, 2019
40
N/A
GIS
General Mills Inc

Consumer Defensive
Q2 2019 Filed on Jul 23, 2019
1,441
$48.25 - $54.02 $69.5K - $77.8K
AEE
Ameren Corp

Utilities
Q2 2019 Filed on Jul 23, 2019
666
$70.48 - $77.45 $46.9K - $51.6K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q2 2019 Filed on Jul 23, 2019
919
$38.32 - $44.6 $35.2K - $41K
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
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q2 2019 Filed on Jul 23, 2019
838
$49.61 - $55.48 $41.6K - $46.5K
VLO
Valero Energy Corp

Energy
Q2 2019 Filed on Jul 23, 2019
1,358
$70.4 - $91.15 $95.6K - $124K
LNG
Cheniere Energy, Inc.

Energy
Q2 2019 Filed on Jul 23, 2019
1,000
$62.58 - $68.91 $62.6K - $68.9K
MD
Mednax, Inc.

Healthcare
Q2 2019 Filed on Jul 23, 2019
520
$23.81 - $29.76 $12.4K - $15.5K
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
CTXS
Citrix Systems Inc

Technology
Q2 2019 Filed on Jul 23, 2019
40
$93.48 - $102.48 $3.74K - $4.1K
VV
Vanguard Large Cap ETF

ETFs
Q2 2019 Filed on Jul 23, 2019
57
N/A
NI
Nisource Inc.

Utilities
Q2 2019 Filed on Jul 23, 2019
2,258
$27.3 - $29.44 $61.6K - $66.5K
HEI
Heico Corp

Industrials
Q2 2019 Filed on Jul 23, 2019
1,112
$97.75 - $133.81 $109K - $149K
HSY
Hershey CO

Consumer Defensive
Q2 2019 Filed on Jul 23, 2019
371
$113.84 - $138.32 $42.2K - $51.3K
IAT
Ishares Tr

ETFs
Q2 2019 Filed on Jul 23, 2019
26
N/A
BMY
Bristol Myers Squibb CO

Healthcare
Q2 2019 Filed on Jul 23, 2019
714
$44.62 - $49.34 $31.9K - $35.2K
CAG
Conagra Brands Inc.

Consumer Defensive
Q2 2019 Filed on Jul 23, 2019
131
$25.43 - $31.28 $3.33K - $4.1K
PBA
Pembina Pipeline Corp

Energy
Q2 2019 Filed on Jul 23, 2019
379
$34.98 - $37.74 $13.3K - $14.3K
MA
Mastercard Inc

Financial Services
Q2 2019 Filed on Jul 23, 2019
19
$235.91 - $266.79 $4.48K - $5.07K
ROP
Roper Technologies Inc

Industrials
Q2 2019 Filed on Jul 23, 2019
17
$342.92 - $367.61 $5.83K - $6.25K
ITW
Illinois Tool Works Inc

Industrials
Q2 2019 Filed on Jul 23, 2019
103
$139.64 - $158.33 $14.4K - $16.3K
SLV
I Shares Silver Trust

ETFs
Q2 2019 Filed on Jul 23, 2019
115
$13.46 - $14.46 $1.55K - $1.66K
AUY
Yamana Gold Inc.

Basic Materials
Q2 2019 Filed on Jul 23, 2019
200
$1.8 - $2.67 $360 - $534
HRL
Hormel Foods Corp

Consumer Defensive
Q2 2019 Filed on Jul 23, 2019
148
$38.8 - $43.78 $5.74K - $6.48K
FDX
Fedex Corp

Industrials
Q2 2019 Filed on Jul 23, 2019
179
$152.34 - $198.15 $27.3K - $35.5K
EBAY
Ebay Inc

Consumer Cyclical
Q2 2019 Filed on Jul 23, 2019
10
$35.62 - $40.13 $356 - $401
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
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q2 2019 Filed on Jul 23, 2019
319
N/A
NXDT
Nexpoint Diversified Real Estate Trust

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