Northwest Wealth Management, LLC Options Holdings

Northwest Wealth Management, LLC

  • $614 Million
  • Q4 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
IWM
Ishares Russell 2000 ETF

ETFs
CALL
$47,000
200
Q4 2025
New holding
FCX
Freeport Mcmoran Inc

Basic Materials
CALL
$4,000
100
Q4 2025
New holding
PII
Polaris Inc.

Consumer Cyclical
PUT
$12,000
200
Q3 2025
New holding
CLSK
Cleanspark, Inc.

Technology
CALL
$3,000
300
Q4 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 250
  • Current Value $614 Million
  • Prior Value $596 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 39 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 103 stocks
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