$189 Million is the total value of NORTHWEST WEALTH MANAGEMENT, LLC's 128 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ETN | EATON CORP PLC | $2,259,000 | +7.2% | 15,248 | 0.0% | 1.20% | -9.5% | |
| EEM | ISHARES TRmsci emg mkt etf | $1,353,000 | +3.4% | 24,535 | 0.0% | 0.72% | -12.8% | |
| FMB | FIRST TR EXCH TRADED FD IIImanagd mun etf | $1,149,000 | +1.5% | 20,060 | 0.0% | 0.61% | -14.4% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $837,000 | +8.6% | 2 | 0.0% | 0.44% | -8.5% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $528,000 | +10.2% | 2,233 | 0.0% | 0.28% | -7.0% | |
| PII | POLARIS INC | $478,000 | +2.6% | 3,489 | 0.0% | 0.25% | -13.4% | |
| SCHC | SCHWAB STRATEGIC TRintl sceqt etf | $428,000 | +5.7% | 10,284 | 0.0% | 0.23% | -10.6% | |
| NEAR | ISHARES U S ETF TRblackrock st mat | $387,000 | 0.0% | 7,716 | 0.0% | 0.20% | -15.6% | |
| IWP | ISHARES TRrus md cp gr etf | $371,000 | +11.1% | 3,274 | 0.0% | 0.20% | -6.2% | |
| IIPR | INNOVATIVE INDL PPTYS INC | $368,000 | +6.1% | 1,924 | 0.0% | 0.20% | -10.6% | |
| IWB | ISHARES TRrus 1000 etf | $345,000 | +8.2% | 1,427 | 0.0% | 0.18% | -8.5% | |
| IWS | ISHARES TRrus mdcp val etf | $326,000 | +5.5% | 2,831 | 0.0% | 0.17% | -10.8% | |
| GDX | VANECK VECTORS ETF TRgold miners etf | $257,000 | +4.9% | 7,550 | 0.0% | 0.14% | -11.7% | |
| FTA | FIRST TR LRG CP VL ALPHADEX | $235,000 | +3.1% | 3,579 | 0.0% | 0.12% | -13.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-02
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.