Northwest Wealth Management, LLC Portfolio Holdings

Northwest Wealth Management, LLC

  • $422 Million
  • Q3 2024

Northwest Wealth Management, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $422 Million distributed in 166 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 $42.9M, Ishares Core S&P Total U.S. St with a value of $27M, Vanguard Intermediate Term Tre with a value of $26M, Vanguard Total Stock Market Et with a value of $23.2M, and Vanguard with a value of $15.4M.

Examining the 13F form we can see an increase of $40.6M in the current position value, from $381M to 422M.

Below you can find more details about Northwest Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $422 Million
ETFs: $356 Million
Technology: $20.2 Million
Financial Services: $9.97 Million
Industrials: $9.29 Million
Consumer Cyclical: $8.92 Million
Consumer Defensive: $3.95 Million
Communication Services: $2.82 Million
Healthcare: $2.79 Million
Other: $3.44 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 166
  • Current Value $422 Million
  • Prior Value $381 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 80 stocks
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