Northwest Wealth Management, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $465 Million distributed in 167 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $43.9M, Ishares Core S&P Total U.S. St with a value of $37.8M, Vanguard Intermediate Term Tre with a value of $35.9M, Vanguard Total Stock Market Et with a value of $23M, and Vanguard Sht Trm Inflt Prot Fd with a value of $17.2M.
Examining the 13F form we can see an increase of $43.7M in the current position value, from $422M to 465M.
Below you can find more details about Northwest Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$465 Million
ETFs: $392 Million
Technology: $24 Million
Consumer Cyclical: $11.5 Million
Financial Services: $11 Million
Industrials: $5.28 Million
Consumer Defensive: $4.25 Million
Communication Services: $3.35 Million
Healthcare: $2.66 Million
Other: $2.95 Million
Stock Holdings Table Market Cap. of $200 Billions or more
