$262 Million is the total value of NORTHWEST WEALTH MANAGEMENT, LLC's 155 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $931,200 | -0.7% | 2 | 0.0% | 0.36% | -11.2% | |
| SHM | SPDR SER TRnuveen blmbrg sh | $828,892 | +1.2% | 17,432 | 0.0% | 0.32% | -10.0% | |
| SCHC | SCHWAB STRATEGIC TRintl sceqt etf | $346,674 | +7.1% | 10,284 | 0.0% | 0.13% | -5.0% | |
| ENFR | ALPS ETF TRalerian energy | $285,787 | -1.1% | 13,653 | 0.0% | 0.11% | -12.1% | |
| CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $202,356 | +5.5% | 10,701 | 0.0% | 0.08% | -6.1% | |
| PSLV | SPROTT PHYSICAL SILVER TRtr unit | $170,003 | +1.2% | 20,384 | 0.0% | 0.06% | -9.7% | |
| ASTS | AST SPACEMOBILE INC | $53,909 | +5.4% | 10,612 | 0.0% | 0.02% | -4.5% | |
| WEJO GROUP LIMITED | $14,790 | +2.5% | 30,000 | 0.0% | 0.01% | 0.0% | ||
| TMC THE METALS COMPANY INC | $8,289 | +7.6% | 10,000 | 0.0% | 0.00% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-10
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.