$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SUB | ISHARES TRshrt nat mun etf | $2,047,000 | -0.2% | 18,984 | 0.0% | 1.28% | -9.3% | |
| FSMB | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $1,893,000 | +0.1% | 90,941 | 0.0% | 1.19% | -9.1% | |
| OXY | OCCIDENTAL PETE CORP | $1,405,000 | +53.7% | 52,784 | 0.0% | 0.88% | +39.6% | |
| FMB | FIRST TR EXCH TRADED FD IIImanagd mun etf | $1,132,000 | -0.5% | 20,060 | 0.0% | 0.71% | -9.6% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $771,000 | +10.8% | 2 | 0.0% | 0.48% | +0.8% | |
| TSN | TYSON FOODS INCcl a | $771,000 | +15.2% | 10,375 | 0.0% | 0.48% | +4.8% | |
| UNH | UNITEDHEALTH GROUP INC | $515,000 | +6.2% | 1,383 | 0.0% | 0.32% | -3.6% | |
| SCHC | SCHWAB STRATEGIC TRintl sceqt etf | $405,000 | +4.7% | 10,284 | 0.0% | 0.25% | -4.9% | |
| SPTS | SPDR SER TRportfolio sh tsr | $371,000 | 0.0% | 12,088 | 0.0% | 0.23% | -9.0% | |
| IWP | ISHARES TRrus md cp gr etf | $334,000 | -0.6% | 3,274 | 0.0% | 0.21% | -9.9% | |
| IWS | ISHARES TRrus mdcp val etf | $309,000 | +12.8% | 2,831 | 0.0% | 0.19% | +2.6% | |
| GDX | VANECK VECTORS ETF TRgold miners etf | $245,000 | -9.9% | 7,550 | 0.0% | 0.15% | -18.1% | |
| PSLV | SPROTT PHYSICAL SILVER TRtr unit | $172,000 | -6.0% | 19,589 | 0.0% | 0.11% | -14.3% |
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.