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NORTHWEST WEALTH MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from NORTHWEST WEALTH MANAGEMENT, LLC
Filed: 2019-01-23 (Q4 2018) | Holdings: 536 | Value: $118.1M | 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 1% $(45.2K) | 5.23% | $6.2M | +76.30% | +9.06% | +13.07% | |
| VTI - VANGUARD INDEX FDS | Reduce 4% $(211.7K) | 4.65% | $5.5M | +140.56% | +11.47% | +26.22% | |
| VEA - VANGUARD TAX MANAGED INTL FD | Reduce 2% $(91.0K) | 4.57% | $5.4M | +72.93% | +7.49% | +16.92% | |
| USB - US BANCORP DEL | 4.05% | $4.8M | +11.13% | +3.46% | +10.16% | ||
| OXY - OCCIDENTAL PETE CORP DEL | 2.92% | $3.5M | -18.67% | -2.78% | -30.12% | ||
| TIP - ISHARES TR | Reduce 1% $(27.5K) | 2.85% | $3.4M | +21.55% | +3.01% | +9.21% | |
| VSS - VANGUARD INTL EQUITY INDEX F | Add 62% ($1.3M) | 2.83% | $3.3M | +56.23% | +7.37% | +15.81% | |
| BSV - VANGUARD BD INDEX FD INC | Reduce 8% $(279.7K) | 2.76% | $3.3M | +14.74% | +1.47% | +5.25% | |
| VTV - VANGUARD INDEX FDS | Reduce 2% $(72.6K) | 2.75% | $3.3M | +97.50% | +7.89% | +19.49% | |
| IVV - ISHARES TR | Reduce 5% $(121.3K) | 2.11% | $2.5M | +151.24% | +11.56% | +27.42% | |
| VWO - VANGUARD INTL EQUITY INDEX F | 1.88% | $2.2M | +44.54% | +7.86% | +13.81% | ||
| SUB - ISHARES TR | New Purchase | 1.76% | $2.1M | +10.39% | +0.87% | +3.42% | |
| SPIP - SPDR SERIES TRUST | Add 7% ($129.6K) | 1.67% | $2.0M | +20.94% | +3.08% | +8.89% | |
| AOA - ISHARES TR | Add 8% ($152.1K) | 1.67% | $2.0M | +82.65% | +8.36% | +18.79% | |
| AAPL - APPLE INC | Reduce 7% $(136.8K) | 1.55% | $1.8M | +435.49% | +35.00% | +109.65% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 1.53% | $1.8M | +142.87% | +5.42% | +13.57% | ||
| VGIT - VANGUARD SCOTTSDALE FDS | Add 1% ($14.2K) | 1.36% | $1.6M | +9.32% | +1.79% | +7.63% | |
| AOR - ISHARES TR | Add 18% ($238.1K) | 1.33% | $1.6M | +62.66% | +6.87% | +16.43% | |
| VOE - VANGUARD INDEX FDS | Reduce 4% $(64.1K) | 1.29% | $1.5M | +83.99% | +10.75% | +21.04% | |
| EFV - ISHARES TR | Add 3% ($44.9K) | 1.28% | $1.5M | +71.46% | +5.23% | +9.20% | |
| FYX - FIRST TR SML CP CORE ALPHA F | Add 107% ($713.8K) | 1.17% | $1.4M | +70.80% | +8.56% | +9.88% | |
| ENFR - ALPS ETF TR | Add 2% ($28.2K) | 1.05% | $1.2M | +131.42% | +9.06% | +7.25% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 1.04% | $1.2M | +142.71% | +5.32% | +13.39% | ||
| LMBS - FIRST TR EXCHANGE TRADED FD | Reduce 15% $(218.4K) | 1.01% | $1.2M | +16.22% | +1.12% | +4.51% | |
| FVD - FIRST TR VALUE LINE DIVID IN | 0.94% | $1.1M | +67.35% | +9.31% | +22.58% | ||
| VEU - VANGUARD INTL EQUITY INDEX F | Add 55% ($389.6K) | 0.93% | $1.1M | +65.72% | +7.41% | +16.24% | |
| ETN - EATON CORP PLC | Add 4% ($38.1K) | 0.92% | $1.1M | +452.17% | +22.77% | +42.90% | |
| FXH - FIRST TR EXCHANGE TRADED FD | Reduce 1% $(10.3K) | 0.90% | $1.1M | +39.36% | -1.68% | +16.49% | |
| USFR - WISDOMTREE TR | Add 17% ($152.3K) | 0.88% | $1.0M | +18.12% | +0.58% | +2.01% | |
| KMI - KINDER MORGAN INC DEL | New Purchase | 0.86% | $1.0M | +135.84% | +17.98% | +31.45% | |
| FDL - FIRST TR MORNINGSTAR DIV LEA | Reduce 21% $(251.4K) | 0.82% | $972.0K | +94.38% | +8.17% | +17.86% | |
| STIP - ISHARES TR | Add 19% ($148.8K) | 0.80% | $944.0K | +27.89% | +1.74% | +4.67% | |
| UNP - UNION PAC CORP | 0.79% | $929.0K | +60.05% | +11.07% | +18.60% | ||
| VNQ - VANGUARD INDEX FDS | Reduce 16% $(169.9K) | 0.74% | $873.0K | +43.83% | +10.06% | +25.22% | |
| MCD - MCDONALDS CORP | Reduce 16% $(168.8K) | 0.74% | $871.0K | +80.27% | +6.44% | +15.78% | |
| VOT - VANGUARD INDEX FDS | Reduce 3% $(27.0K) | 0.74% | $871.0K | +121.66% | +15.46% | +29.67% | |
| VB - VANGUARD INDEX FDS | New Purchase | 0.74% | $871.0K | +77.67% | +11.33% | +18.53% | |
| AMLP - ALPS ETF TR | Reduce 4% $(32.7K) | 0.73% | $864.0K | +78.03% | +5.81% | -6.18% | |
| AMZN - AMAZON COM INC | Add 1% ($4.5K) | 0.71% | $840.0K | +159.00% | +15.88% | +13.44% | |
| JPM - JPMORGAN CHASE & CO | 0.70% | $825.0K | +220.66% | +12.03% | +34.22% | ||
| SHM - SPDR SER TR | 0.66% | $781.0K | +7.61% | +1.00% | +3.95% | ||
| ICF - ISHARES TR | Add 1% ($9.6K) | 0.61% | $723.0K | +44.13% | +10.45% | +23.26% | |
| EMLP - FIRST TR EXCHANGE TRADED FD | 0.60% | $709.0K | +105.81% | +8.40% | +17.71% | ||
| FYT - FIRST TR EXCNGE TRD ALPHADEX | Reduce 67% $(1.4M) | 0.60% | $708.0K | +59.28% | +9.07% | +9.55% | |
| FTLS - FIRST TR EXCH TRADED FD III | 0.59% | $693.0K | +81.64% | +4.95% | +16.21% | ||
| FTSL - FIRST TR EXCHANGE TRADED FD | Reduce 9% $(67.8K) | 0.57% | $673.0K | +37.52% | +3.26% | +6.86% | |
| FPE - FIRST TR EXCHANGE-TRADED FD | New Purchase | 0.57% | $668.0K | +35.74% | +5.76% | +15.82% | |
| MUB - ISHARES TR | 0.56% | $667.0K | +11.28% | +2.69% | +8.42% | ||
| FTCS - FIRST TR EXCHANGE TRADED FD | 0.54% | $637.0K | +92.70% | +12.00% | +24.78% | ||
| VIG - VANGUARD GROUP | 0.54% | $633.0K | +119.11% | +11.03% | +27.34% | ||
| FTA - FIRST TR LRG CP VL ALPHADEX | Reduce 100% | 0.00% | $0.00 | ||||
| KMI-PA - KINDER MORGAN INC DEL | Reduce 100% | 0.00% | $0.00 | ||||
| MSFT - MICROSOFT CORP | Reduce 100% | 0.00% | $0.00 | ||||
| VUG - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||