NORTHWEST WEALTH MANAGEMENT, LLC Portfolio Holdings
Q3 2025•219 long positions•$606.7M portfolio value
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Holding231 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $49.1M 8.09% | -$438.7K Sold | — 1.3M shares | 1.3M → 1.3M −$438.7K | -0.89% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $49.0M 8.07% | +$2.7M Bought | — 816.1K shares | 771.0K → 816.1K +$2.7M | +5.85% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $47.6M 7.85% | +$1.8M Bought | — 327.1K shares | 314.5K → 327.1K +$1.8M | +4.03% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $27.7M 4.56% | -$920.2K Sold | — 84.4K shares | 87.2K → 84.4K −$920.2K | -3.22% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $22.7M 3.75% | -$494.2K Sold | — 255.5K shares | 261.1K → 255.5K −$494.2K | -2.13% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $22.6M 3.73% | +$654.4K Bought | — 446.6K shares | 433.6K → 446.6K +$654.4K | +2.98% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $19.5M 3.21% | +$1.2M Bought | — 404.7K shares | 379.1K → 404.7K +$1.2M | +6.77% | — — | Q3 2023 Held for 2y 2m | |
Semiconductors Technology | $17.8M 2.94% | +$10.6M Bought | 0.0% 95.5K shares | 38.7K → 95.5K +$10.6M | +146.56% | $4.54T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $17.1M 2.82% | -$427.7K Sold | — 172.1K shares | 176.4K → 172.1K −$427.7K | -2.44% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $15.6M 2.57% | +$162.8K Bought | — 194.5K shares | 192.5K → 194.5K +$162.8K | +1.06% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $15.0M 2.47% | -$262.5K Sold | — 254.5K shares | 259.0K → 254.5K −$262.5K | -1.72% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $12.9M 2.12% | -$706.9K Sold | — 177.9K shares | 187.7K → 177.9K −$706.9K | -5.2% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $10.9M 1.8% | -$294.2K Sold | — 237.1K shares | 243.5K → 237.1K −$294.2K | -2.62% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $10.9M 1.8% | -$287.8K Sold | — 145.2K shares | 149.0K → 145.2K −$287.8K | -2.57% | — — | Q4 2020 Held for 4y 11m | |
Consumer Electronics Technology | $10.9M 1.79% | -$783.0K Sold | 0.0% 42.6K shares | 45.7K → 42.6K −$783.0K | -6.73% | $3.78T Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $10.1M 1.66% | -$204.2K Sold | — 127.6K shares | 130.2K → 127.6K −$204.2K | -1.99% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $9.1M 1.5% | -$147.7K Sold | — 250.7K shares | 254.8K → 250.7K −$147.7K | -1.6% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $8.9M 1.47% | -$464.0K Sold | — 81.8K shares | 86.1K → 81.8K −$464.0K | -4.96% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $8.8M 1.46% | +$49.6K Bought | — 275.8K shares | 274.2K → 275.8K +$49.6K | +0.56% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $6.8M 1.12% | -$60.3K Sold | — 116.7K shares | 117.7K → 116.7K −$60.3K | -0.88% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $6.6M 1.1% | +$593.7K Bought | — 116.1K shares | 105.8K → 116.1K +$593.7K | +9.81% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $6.0M 0.997% | -$134.6K Sold | — 135.3K shares | 138.3K → 135.3K −$134.6K | -2.18% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $5.8M 0.96% | -$112.6K Sold | — 65.7K shares | 67.0K → 65.7K −$112.6K | -1.9% | — — | Q1 2018 Held for 7y 8m | |
Insurance - Diversified Financial Services | $5.7M 0.946% | -$132.7K Sold | 0.001% 11.4K shares | 11.7K → 11.4K −$132.7K | -2.26% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $5.4M 0.885% | +$228.9K Bought | 0.0% 10.4K shares | 9.9K → 10.4K +$228.9K | +4.46% | $3.85T Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $5.3M 0.873% | +$97.0K Bought | — 88.4K shares | 86.8K → 88.4K +$97.0K | +1.87% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $5.3M 0.866% | -$118.7K Sold | — 59.6K shares | 61.0K → 59.6K −$118.7K | -2.21% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $4.9M 0.807% | +$101.8K Bought | — 74.3K shares | 72.8K → 74.3K +$101.8K | +2.12% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $4.9M 0.804% | -$80.8K Sold | — 215.4K shares | 219.0K → 215.4K −$80.8K | -1.63% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.9M 0.803% | -$159.1K Sold | — 160.2K shares | 165.5K → 160.2K −$159.1K | -3.16% | — — | Q2 2022 Held for 3y 5m | |
Auto - Manufacturers Consumer Cyclical | $4.7M 0.783% | +$67.6K Bought | 0.0% 10.7K shares | 10.5K → 10.7K +$67.6K | +1.44% | $1.48T Mega Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $4.7M 0.767% | -$233.5K Sold | — 68.6K shares | 72.1K → 68.6K −$233.5K | -4.78% | — — | Q4 2016 Held for 8y 11m | |
Specialty Retail Consumer Cyclical | $4.6M 0.752% | +$28.3K Bought | 0.0% 20.8K shares | 20.7K → 20.8K +$28.3K | +0.62% | $2.34T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $4.4M 0.722% | +$255.0K Bought | — 102.4K shares | 96.5K → 102.4K +$255.0K | +6.18% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.1M 0.682% | -$41.9K Sold | — 116.0K shares | 117.1K → 116.0K −$41.9K | -1.0% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $3.8M 0.618% | +$116.7K Bought | — 119.0K shares | 115.3K → 119.0K +$116.7K | +3.21% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.7M 0.603% | — | — 20.7K shares | — | — | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $3.6M 0.597% | +$13.3K Bought | — 84.6K shares | 84.3K → 84.6K +$13.3K | +0.37% | — — | Q1 2018 Held for 7y 8m | |
ETF ETF | $3.4M 0.56% | +$78.5K Bought | — 103.6K shares | 101.2K → 103.6K +$78.5K | +2.37% | — — | Q2 2022 Held for 3y 5m | |
Industrial - Machinery Industrials | $3.2M 0.532% | -$22.1K Sold | 0.002% 8.6K shares | 8.7K → 8.6K −$22.1K | -0.68% | $145.70B Large Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $3.2M 0.529% | +$2.9K Bought | — 15.4K shares | 15.4K → 15.4K +$2.9K | +0.09% | — — | Q4 2016 Held for 8y 11m | |
Specialty Retail Consumer Cyclical | $3.1M 0.513% | -$53.1K Sold | 0.015% 5.5K shares | 5.6K → 5.5K −$53.1K | -1.68% | $21.0B Large Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $3.0M 0.494% | +$173.2K Bought | — 79.3K shares | 74.7K → 79.3K +$173.2K | +6.13% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.9M 0.485% | -$36.0K Sold | — 15.8K shares | 16.0K → 15.8K −$36.0K | -1.21% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $2.7M 0.446% | -$114.5K Sold | — 86.2K shares | 89.8K → 86.2K −$114.5K | -4.06% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $2.5M 0.417% | +$255.3K Bought | — 79.4K shares | 71.4K → 79.4K +$255.3K | +11.24% | — — | Q2 2023 Held for 2y 5m | |
Banks - Diversified Financial Services | $2.5M 0.412% | +$2.8K Bought | 0.0% 7.9K shares | 7.9K → 7.9K +$2.8K | +0.11% | $867.35B Mega Cap | Q1 2017 Held for 8y 8m | |
ETF ETF | $2.4M 0.388% | -$114.0K Sold | — 86.3K shares | 90.4K → 86.3K −$114.0K | -4.62% | — — | Q4 2023 Held for 1y 11m | |
Discount Stores Consumer Defensive | $2.3M 0.373% | +$91.5K Bought | 0.0% 21.9K shares | 21.1K → 21.9K +$91.5K | +4.22% | $821.68B Mega Cap | Q1 2018 Held for 7y 8m | |
ETF ETF | $2.2M 0.369% | -$165.3K Sold | — 34.8K shares | 37.3K → 34.8K −$165.3K | -6.88% | — — | Q4 2016 Held for 8y 11m |
