$234 Million is the total value of NORTHWEST WEALTH MANAGEMENT, LLC's 140 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $937,422 | +15.3% | 2 | 0.0% | 0.40% | +11.7% | |
| SHM | SPDR SER TRnuveen blmbrg sh | $818,955 | +2.0% | 17,432 | 0.0% | 0.35% | -1.1% | |
| IWM | ISHARES TRrussell 2000 etf | $750,445 | +5.7% | 4,304 | 0.0% | 0.32% | +2.2% | |
| SCHC | SCHWAB STRATEGIC TRintl sceqt etf | $323,637 | +13.6% | 10,284 | 0.0% | 0.14% | +10.3% | |
| FTA | FIRST TR LRG CP VL ALPHADEX | $235,534 | +14.3% | 3,579 | 0.0% | 0.10% | +11.0% | |
| CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $191,869 | +14.9% | 10,701 | 0.0% | 0.08% | +10.8% | |
| PSLV | SPROTT PHYSICAL SILVER TRtr unit | $167,964 | +24.4% | 20,384 | 0.0% | 0.07% | +20.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-07
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 | 2024-02-14 |
| 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 |
| 13F-HR | 2021-10-20 |
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.