$109 Million is the total value of NORTHWEST WEALTH MANAGEMENT, LLC's 98 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USB | US BANCORP DEL | $6,202,000 | +7.2% | 104,596 | 0.0% | 5.68% | +19.6% | |
| ETN | EATON CORP PLC | $1,406,000 | +13.9% | 14,846 | 0.0% | 1.29% | +27.2% | |
| SHM | SPDR SERIES TRUSTnuveen blmbrg sr | $1,242,000 | +0.3% | 25,280 | 0.0% | 1.14% | +12.0% | |
| TSN | TYSON FOODS INCcl a | $877,000 | +5.7% | 9,630 | 0.0% | 0.80% | +18.1% | |
| DIS | DISNEY WALT CO | $566,000 | +11.0% | 3,914 | 0.0% | 0.52% | +23.9% | |
| TDIV | FIRST TR EXCHANGE TRADED FDnasd tech div | $429,000 | +7.5% | 9,940 | 0.0% | 0.39% | +19.8% | |
| RODM | LATTICE STRATEGIES TRhartford mlt etf | $352,000 | +5.1% | 12,000 | 0.0% | 0.32% | +17.5% | |
| IWB | ISHARES TRrus 1000 etf | $338,000 | +8.7% | 1,892 | 0.0% | 0.31% | +21.6% | |
| FYT | FIRST TR EXCNGE TRD ALPHADEXsml cap val al | $324,000 | +10.6% | 8,454 | 0.0% | 0.30% | +23.2% | |
| IWP | ISHARES TRrus md cp gr etf | $272,000 | +7.9% | 1,780 | 0.0% | 0.25% | +20.3% | |
| IWS | ISHARES TRrus mdcp val etf | $268,000 | +5.5% | 2,831 | 0.0% | 0.25% | +17.7% | |
| CTAS | CINTAS CORP | $251,000 | +0.4% | 932 | 0.0% | 0.23% | +12.2% | |
| KMPH | KEMPHARM INC | $6,000 | -45.5% | 16,070 | 0.0% | 0.01% | -44.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-14
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 31 | Q2 2024 | 9.4% |
| VANGUARD INDEX FDS | 31 | Q2 2024 | 9.8% |
| VANGUARD TAX-MANAGED INTL FD | 31 | Q2 2024 | 5.6% |
| VANGUARD INDEX FDS | 31 | Q2 2024 | 5.0% |
| APPLE INC | 31 | Q2 2024 | 3.7% |
| ISHARES TR | 31 | Q2 2024 | 5.7% |
| VANGUARD BD INDEX FDS | 31 | Q2 2024 | 5.5% |
| ISHARES TR | 31 | Q2 2024 | 3.5% |
| ISHARES TR | 31 | Q2 2024 | 3.6% |
| ISHARES TR | 31 | Q2 2024 | 2.8% |
View NORTHWEST WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-05 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-26 |
View NORTHWEST WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.