$159 Million is the total value of NORTHWEST WEALTH MANAGEMENT, LLC's 109 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TGT | New | TARGET CORP | $637,000 | – | 3,214 | +100.0% | 0.40% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $231,000 | – | 4,704 | +100.0% | 0.14% | – |
| FTA | New | FIRST TR LRG CP VL ALPHADEX | $228,000 | – | 3,579 | +100.0% | 0.14% | – |
| CASY | New | CASEYS GEN STORES INC | $223,000 | – | 1,031 | +100.0% | 0.14% | – |
| BAC | New | BK OF AMERICA CORP | $208,000 | – | 5,368 | +100.0% | 0.13% | – |
| IEF | New | ISHARES TRbarclays 7 10 yr | $204,000 | – | 1,806 | +100.0% | 0.13% | – |
| SCZ | New | ISHARES TReafe sml cp etf | $203,000 | – | 2,819 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-10
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 28 | Q3 2023 | 9.4% |
| VANGUARD INDEX FDS | 28 | Q3 2023 | 9.8% |
| VANGUARD TAX-MANAGED INTL FD | 28 | Q3 2023 | 5.6% |
| VANGUARD INDEX FDS | 28 | Q3 2023 | 5.0% |
| ISHARES TR | 28 | Q3 2023 | 5.7% |
| VANGUARD BD INDEX FDS | 28 | Q3 2023 | 5.5% |
| APPLE INC | 28 | Q3 2023 | 3.7% |
| ISHARES TR | 28 | Q3 2023 | 3.5% |
| ISHARES TR | 28 | Q3 2023 | 3.6% |
| VANGUARD INTL EQUITY INDEX F | 28 | Q3 2023 | 5.2% |
View NORTHWEST WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-24 |
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.