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NORTHWEST WEALTH MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from NORTHWEST WEALTH MANAGEMENT, LLC
Filed: 2018-10-11 (Q3 2018) | Holdings: 536 | Value: $133.6M | 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 | Reduce 2% $(116.2K) | 5.69% | $7.6M | +66.52% | -7.13% | -1.34% | |
| VTI - VANGUARD INDEX FDS | Reduce 2% $(109.8K) | 5.01% | $6.7M | +129.92% | -6.50% | +8.07% | |
| VEA - VANGUARD TAX MANAGED INTL FD | Reduce 2% $(119.2K) | 4.79% | $6.4M | +67.17% | -4.60% | +4.42% | |
| USB - US BANCORP DEL | 4.13% | $5.5M | +7.72% | -7.98% | +4.88% | ||
| OXY - OCCIDENTAL PETE CORP DEL | 3.46% | $4.6M | -31.40% | -14.29% | -44.59% | ||
| VTV - VANGUARD INDEX FDS | Reduce 2% $(72.3K) | 2.81% | $3.8M | +91.94% | -5.09% | +6.24% | |
| BSV - VANGUARD BD INDEX FD INC | 2.63% | $3.5M | +16.71% | +1.60% | +6.21% | ||
| TIP - ISHARES TR | Reduce 11% $(406.1K) | 2.56% | $3.4M | +22.52% | +0.96% | +7.94% | |
| IVV - ISHARES TR | Reduce 1% $(27.2K) | 2.28% | $3.0M | +140.21% | -6.44% | +9.12% | |
| AAPL - APPLE INC | Add 7% ($195.7K) | 2.11% | $2.8M | +275.70% | -31.71% | +8.67% | |
| FYT - FIRST TR EXCNGE TRD ALPHADEX | Reduce 13% $(414.7K) | 2.01% | $2.7M | +49.34% | -6.75% | -5.21% | |
| VSS - VANGUARD INTL EQUITY INDEX F | Reduce 8% $(214.7K) | 1.84% | $2.5M | +50.34% | -4.77% | +1.32% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 13% $(360.7K) | 1.79% | $2.4M | +51.37% | +2.74% | +8.92% | |
| AOA - ISHARES TR | Add 7% ($127.1K) | 1.53% | $2.0M | +78.96% | -3.48% | +7.76% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 4% ($65.7K) | 1.41% | $1.9M | +130.98% | -6.79% | -1.01% | |
| VOE - VANGUARD INDEX FDS | Reduce 8% $(160.8K) | 1.41% | $1.9M | +74.65% | -7.12% | +5.52% | |
| SPIP - SPDR SERIES TRUST | Add 10% ($169.3K) | 1.40% | $1.9M | +22.05% | +1.01% | +7.57% | |
| EFV - ISHARES TR | Reduce 9% $(162.1K) | 1.27% | $1.7M | +65.32% | -4.24% | -0.28% | |
| VGIT - VANGUARD SCOTTSDALE FDS | Reduce 2% $(39.7K) | 1.16% | $1.6M | +12.89% | +3.28% | +10.30% | |
| ENFR - ALPS ETF TR | Add 3% ($44.4K) | 1.10% | $1.5M | +118.87% | -6.31% | -2.57% | |
| AOR - ISHARES TR | Add 1% ($17.6K) | 1.10% | $1.5M | +61.06% | -2.17% | +8.56% | |
| LMBS - FIRST TR EXCHANGE TRADED FD | New Purchase | 1.05% | $1.4M | +17.57% | +1.15% | +4.87% | |
| FDL - FIRST TR MORNINGSTAR DIV LEA | 1.00% | $1.3M | +91.32% | -2.58% | +10.39% | ||
| ETN - EATON CORP PLC | 1.00% | $1.3M | +381.33% | -12.52% | +3.17% | ||
| FXH - FIRST TR EXCHANGE TRADED FD | 0.99% | $1.3M | +30.43% | -9.16% | -6.77% | ||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.96% | $1.3M | +131.76% | -6.95% | -0.81% | ||
| FVD - FIRST TR VALUE LINE DIVID IN | Reduce 45% $(981.1K) | 0.90% | $1.2M | +67.14% | -2.33% | +14.73% | |
| FTA - FIRST TR LRG CP VL ALPHADEX | Reduce 5% $(61.0K) | 0.90% | $1.2M | +70.22% | -6.26% | -0.30% | |
| VNQ - VANGUARD INDEX FDS | Reduce 10% $(123.4K) | 0.85% | $1.1M | +49.58% | +2.05% | +25.63% | |
| AMZN - AMAZON COM INC | Add 1% ($14.0K) | 0.83% | $1.1M | +135.09% | -10.55% | -3.96% | |
| AMLP - ALPS ETF TR | Reduce 2% $(25.7K) | 0.82% | $1.1M | +64.52% | -8.45% | -10.99% | |
| UNP - UNION PAC CORP | Reduce 27% $(403.8K) | 0.82% | $1.1M | +67.18% | +0.44% | +5.87% | |
| VOT - VANGUARD INDEX FDS | 0.80% | $1.1M | +116.72% | -4.59% | +13.68% | ||
| MCD - MCDONALDS CORP | Add 19% ($158.9K) | 0.73% | $979.0K | +106.75% | +11.23% | +30.15% | |
| JPM - JPMORGAN CHASE & CO | 0.71% | $954.0K | +199.13% | -7.80% | +8.80% | ||
| KMI-PA - KINDER MORGAN INC DEL | Reduce 19% $(208.6K) | 0.68% | $913.0K | +133.45% | -0.90% | +20.04% | |
| USFR - WISDOMTREE TR | New Purchase | 0.67% | $893.0K | +18.79% | +0.50% | +1.93% | |
| FYX - FIRST TR SML CP CORE ALPHA F | Reduce 2% $(18.1K) | 0.63% | $847.0K | +59.18% | -7.82% | -5.87% | |
| VEU - VANGUARD INTL EQUITY INDEX F | Reduce 13% $(124.2K) | 0.60% | $804.0K | +63.15% | -2.97% | +5.41% | |
| STIP - ISHARES TR | Add 12% ($88.7K) | 0.60% | $801.0K | +28.33% | +0.41% | +3.87% | |
| FTSL - FIRST TR EXCHANGE TRADED FD | Reduce 18% $(169.1K) | 0.59% | $782.0K | +36.02% | -1.41% | +2.56% | |
| EMLP - FIRST TR EXCHANGE TRADED FD | 0.58% | $775.0K | +106.27% | -1.91% | +11.55% | ||
| SHM - SPDR SER TR | New Purchase | 0.58% | $775.0K | +9.42% | +1.58% | +4.71% | |
| FTLS - FIRST TR EXCH TRADED FD III | 0.57% | $757.0K | +77.76% | -2.72% | +6.47% | ||
| ICF - ISHARES TR | Add 5% ($33.8K) | 0.56% | $746.0K | +52.12% | +3.47% | +28.19% | |
| VUG - VANGUARD INDEX FDS | Reduce 3% $(23.5K) | 0.55% | $733.0K | +191.37% | -7.74% | +12.10% | |
| FTCS - FIRST TR EXCHANGE TRADED FD | New Purchase | 0.55% | $729.0K | +84.92% | -5.77% | +9.57% | |
| MSFT - MICROSOFT CORP | New Purchase | 0.55% | $729.0K | +371.22% | -5.98% | +30.03% | |
| VIG - VANGUARD GROUP | New Purchase | 0.53% | $713.0K | +114.14% | -4.59% | +15.01% | |
| MUB - ISHARES TR | Reduce 4% $(29.9K) | 0.49% | $660.0K | +14.25% | +2.60% | +9.57% | |
| FPE - FIRST TR EXCHANGE-TRADED FD | Reduce 100% | 0.00% | $0.00 | ||||
| HISF - FIRST TR EXCHANGE TRADED FD | Reduce 100% | 0.00% | $0.00 | ||||
| AOM - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| GOVT - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| PII - POLARIS INDS INC | Reduce 100% | 0.00% | $0.00 | ||||
| BIV - VANGUARD BD INDEX FD INC | Reduce 100% | 0.00% | $0.00 | ||||