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NORTHWEST WEALTH MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from NORTHWEST WEALTH MANAGEMENT, LLC
Filed: 2018-07-10 (Q2 2018) | Holdings: 530 | Value: $133.0M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| VBR - VANGUARD INDEX FDS | New Purchase | 5.66% | $7.5M | +58.30% | -6.17% | -4.23% | |
| VEA - VANGUARD TAX MANAGED INTL FD | New Purchase | 4.86% | $6.5M | +58.92% | -5.80% | -0.14% | |
| VTI - VANGUARD INDEX FDS | New Purchase | 4.80% | $6.4M | +128.42% | -2.38% | +8.53% | |
| USB - US BANCORP DEL | New Purchase | 3.93% | $5.2M | +11.07% | +2.05% | +7.75% | |
| OXY - OCCIDENTAL PETE CORP DEL | New Purchase | 3.54% | $4.7M | -36.82% | -8.94% | -37.56% | |
| TIP - ISHARES TR | New Purchase | 2.94% | $3.9M | +19.91% | -2.00% | +4.06% | |
| VTV - VANGUARD INDEX FDS | New Purchase | 2.70% | $3.6M | +94.28% | +0.02% | +8.95% | |
| BSV - VANGUARD BD INDEX FD INC | New Purchase | 2.65% | $3.5M | +16.92% | +0.15% | +5.06% | |
| FYT - FIRST TR EXCNGE TRD ALPHADEX | New Purchase | 2.32% | $3.1M | +37.85% | -8.61% | -13.49% | |
| IVV - ISHARES TR | New Purchase | 2.15% | $2.9M | +141.05% | -1.27% | +10.15% | |
| VWO - VANGUARD INTL EQUITY INDEX F | New Purchase | 2.13% | $2.8M | +39.96% | -9.81% | +3.70% | |
| VSS - VANGUARD INTL EQUITY INDEX F | New Purchase | 2.06% | $2.7M | +37.23% | -9.83% | -5.57% | |
| AAPL - APPLE INC | New Purchase | 1.61% | $2.1M | +340.86% | +14.17% | +8.66% | |
| FVD - FIRST TR VALUE LINE DIVID IN | New Purchase | 1.57% | $2.1M | +67.61% | -0.47% | +13.30% | |
| VOE - VANGUARD INDEX FDS | New Purchase | 1.50% | $2.0M | +68.20% | -5.01% | +2.45% | |
| AOA - ISHARES TR | New Purchase | 1.41% | $1.9M | +74.54% | -3.44% | +5.31% | |
| EFV - ISHARES TR | New Purchase | 1.38% | $1.8M | +58.77% | -4.48% | -2.99% | |
| SPIP - SPDR SERIES TRUST | New Purchase | 1.30% | $1.7M | +19.22% | -2.17% | +3.58% | |
| VGIT - VANGUARD SCOTTSDALE FDS | New Purchase | 1.21% | $1.6M | +12.08% | -0.62% | +7.14% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 1.19% | $1.6M | +157.06% | +8.72% | +12.95% | |
| ENFR - ALPS ETF TR | New Purchase | 1.07% | $1.4M | +115.83% | -2.47% | +4.96% | |
| AOR - ISHARES TR | New Purchase | 1.07% | $1.4M | +57.61% | -2.91% | +5.69% | |
| FPE - FIRST TR EXCHANGE-TRADED FD | New Purchase | 1.02% | $1.4M | +34.94% | -0.66% | +7.91% | |
| UNP - UNION PAC CORP | New Purchase | 0.98% | $1.3M | +81.46% | +7.18% | +22.95% | |
| FDL - FIRST TR MORNINGSTAR DIV LEA | New Purchase | 0.97% | $1.3M | +92.34% | -0.09% | +10.15% | |
| VNQ - VANGUARD INDEX FDS | New Purchase | 0.95% | $1.3M | +41.39% | -6.48% | +13.39% | |
| FTA - FIRST TR LRG CP VL ALPHADEX | New Purchase | 0.92% | $1.2M | +66.26% | -3.47% | -0.12% | |
| GOVT - ISHARES TR | New Purchase | 0.90% | $1.2M | +7.61% | -1.15% | +6.27% | |
| KMI-PA - KINDER MORGAN INC DEL | New Purchase | 0.88% | $1.2M | +130.20% | -2.40% | +23.51% | |
| FXH - FIRST TR EXCHANGE TRADED FD | New Purchase | 0.87% | $1.2M | +34.63% | +1.51% | +2.39% | |
| ETN - EATON CORP PLC | New Purchase | 0.86% | $1.1M | +408.58% | +3.49% | +5.79% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.85% | $1.1M | +155.06% | +7.88% | +12.03% | |
| AMLP - ALPS ETF TR | New Purchase | 0.80% | $1.1M | +74.81% | +5.46% | +7.59% | |
| VOT - VANGUARD INDEX FDS | New Purchase | 0.76% | $1.0M | +107.60% | -6.03% | +11.83% | |
| FTSL - FIRST TR EXCHANGE TRADED FD | New Purchase | 0.71% | $945.0K | +37.76% | +1.30% | +3.24% | |
| AOM - ISHARES TR | New Purchase | 0.71% | $939.0K | +41.50% | -2.16% | +6.06% | |
| AMZN - AMAZON COM INC | New Purchase | 0.70% | $933.0K | +144.56% | -1.07% | +15.14% | |
| VEU - VANGUARD INTL EQUITY INDEX F | New Purchase | 0.70% | $925.0K | +54.49% | -6.44% | +1.07% | |
| JPM - JPMORGAN CHASE & CO | New Purchase | 0.66% | $881.0K | +212.73% | +2.42% | +10.57% | |
| FYX - FIRST TR SML CP CORE ALPHA F | New Purchase | 0.62% | $828.0K | +48.59% | -8.03% | -9.67% | |
| MCD - MCDONALDS CORP | New Purchase | 0.58% | $768.0K | +114.64% | +3.21% | +37.19% | |
| EMLP - FIRST TR EXCHANGE TRADED FD | New Purchase | 0.58% | $767.0K | +107.26% | -0.21% | +15.07% | |
| FTLS - FIRST TR EXCH TRADED FD III | New Purchase | 0.55% | $728.0K | +75.33% | -2.00% | +4.73% | |
| PII - POLARIS INDS INC | New Purchase | 0.55% | $728.0K | -60.22% | -23.76% | -30.07% | |
| STIP - ISHARES TR | New Purchase | 0.54% | $719.0K | +27.91% | -0.27% | +3.07% | |
| HISF - FIRST TR EXCHANGE TRADED FD | New Purchase | 0.53% | $711.0K | +20.23% | -1.24% | +7.39% | |
| ICF - ISHARES TR | New Purchase | 0.53% | $711.0K | +45.62% | -4.95% | +18.19% | |
| VUG - VANGUARD INDEX FDS | New Purchase | 0.53% | $703.0K | +188.09% | -3.27% | +11.12% | |
| MUB - ISHARES TR | New Purchase | 0.52% | $697.0K | +12.69% | -1.30% | +6.38% | |
| BIV - VANGUARD BD INDEX FD INC | New Purchase | 0.51% | $685.0K | +16.94% | -0.67% | +9.18% | |