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NORTHWEST WEALTH MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from NORTHWEST WEALTH MANAGEMENT, LLC
Filed: 2019-04-12 (Q1 2019) | Holdings: 544 | Value: $132.7M | 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% $(92.6K) | 5.19% | $6.9M | +85.27% | -1.65% | -27.62% | |
| VTI - VANGUARD INDEX FDS | Add 5% ($286.7K) | 4.91% | $6.5M | +149.38% | +3.58% | -5.69% | |
| VEA - VANGUARD TAX MANAGED INTL FD | 4.49% | $6.0M | +81.01% | +0.68% | -15.11% | ||
| USB - US BANCORP DEL | 3.80% | $5.0M | +39.43% | +6.51% | -24.25% | ||
| OXY - OCCIDENTAL PETE CORP | 2.81% | $3.7M | -27.11% | -19.48% | -74.41% | ||
| VTV - VANGUARD INDEX FDS | Reduce 1% $(25.3K) | 2.68% | $3.5M | +106.40% | +3.31% | -10.63% | |
| TIP - ISHARES TR | Reduce 1% $(48.2K) | 2.58% | $3.4M | +22.02% | +3.42% | +10.38% | |
| BSV - VANGUARD BD INDEX FD INC | Add 3% ($96.5K) | 2.56% | $3.4M | +16.50% | +1.88% | +6.49% | |
| VSS - VANGUARD INTL EQUITY INDEX F | Reduce 16% $(599.9K) | 2.32% | $3.1M | +60.58% | -0.79% | -20.34% | |
| IVV - ISHARES TR | Reduce 4% $(123.2K) | 2.03% | $2.7M | +160.30% | +4.13% | -3.14% | |
| AOA - ISHARES TR | Add 19% ($411.5K) | 1.95% | $2.6M | +89.54% | +2.31% | -6.77% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Add 2% ($37.1K) | 1.89% | $2.5M | +50.26% | -0.95% | -17.17% | |
| AAPL - APPLE INC | Add 5% ($104.8K) | 1.74% | $2.3M | +487.01% | +3.74% | +39.40% | |
| SUB - ISHARES TR | Add 1% ($11.7K) | 1.59% | $2.1M | +11.55% | +1.32% | +2.37% | |
| SPIP - SPDR SERIES TRUST | Reduce 4% $(84.1K) | 1.47% | $2.0M | +21.33% | +3.00% | +10.28% | |
| AOR - ISHARES TR | Add 14% ($238.5K) | 1.47% | $1.9M | +67.60% | +2.46% | -2.96% | |
| EFV - ISHARES TR | Add 10% ($169.0K) | 1.36% | $1.8M | +85.92% | -1.51% | -23.61% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 1.33% | $1.8M | +137.28% | +1.43% | -10.33% | ||
| VGIT - VANGUARD SCOTTSDALE FDS | Add 5% ($79.4K) | 1.29% | $1.7M | +11.28% | +3.29% | +12.12% | |
| VOE - VANGUARD INDEX FDS | Reduce 5% $(88.4K) | 1.23% | $1.6M | +86.65% | +1.62% | -19.22% | |
| ENFR - ALPS ETF TR | Add 2% ($23.8K) | 1.14% | $1.5M | +112.59% | +1.18% | -43.78% | |
| USFR - WISDOMTREE TR | Add 32% ($331.5K) | 1.04% | $1.4M | +19.81% | +0.49% | +1.80% | |
| LMBS - FIRST TR EXCHANGE TRADED FD | Add 14% ($166.5K) | 1.03% | $1.4M | +19.67% | +1.65% | +3.01% | |
| KMI - KINDER MORGAN INC DEL | Reduce 3% $(37.5K) | 0.97% | $1.3M | +100.76% | +8.56% | -20.77% | |
| ETN - EATON CORP PLC | 0.96% | $1.3M | +356.23% | -2.96% | -3.30% | ||
| FTCS - FIRST TR EXCHANGE TRADED FD | Add 73% ($519.8K) | 0.93% | $1.2M | +83.09% | +4.89% | -2.14% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.91% | $1.2M | +137.74% | +1.68% | -10.22% | ||
| VEU - VANGUARD INTL EQUITY INDEX F | 0.90% | $1.2M | +73.58% | +0.45% | -14.99% | ||
| FVD - FIRST TR VALUE LINE DIVID IN | Reduce 4% $(49.5K) | 0.90% | $1.2M | +62.05% | +4.26% | -8.83% | |
| FXH - FIRST TR EXCHANGE TRADED FD | 0.89% | $1.2M | +53.78% | +2.43% | +3.02% | ||
| UNP - UNION PACIFIC CORP | Reduce 4% $(50.0K) | 0.81% | $1.1M | +64.46% | +2.42% | -11.34% | |
| STIP - ISHARES TR | Add 12% ($111.4K) | 0.81% | $1.1M | +29.03% | +1.72% | +4.12% | |
| AMLP - ALPS ETF TR | Add 3% ($33.7K) | 0.77% | $1.0M | +67.61% | +1.41% | -57.23% | |
| VNQ - VANGUARD INDEX FDS | 0.77% | $1.0M | +29.86% | +2.44% | -11.05% | ||
| FDL - FIRST TR MORNINGSTAR DIV LEA | Reduce 6% $(62.8K) | 0.76% | $1.0M | +92.69% | +2.93% | -16.45% | |
| AMZN - AMAZON COM INC | 0.75% | $995.0K | +145.59% | +9.72% | +17.75% | ||
| VOT - VANGUARD INDEX FDS | Reduce 6% $(60.0K) | 0.74% | $980.0K | +100.88% | +4.40% | -7.09% | |
| EMLP - FIRST TR EXCHANGE TRADED FD | Add 15% ($122.1K) | 0.71% | $939.0K | +94.87% | +4.32% | -18.93% | |
| MCD - MCDONALDS CORP | 0.70% | $931.0K | +93.10% | +12.36% | -3.82% | ||
| VB - VANGUARD INDEX FDS | Reduce 12% $(118.4K) | 0.67% | $890.0K | +82.63% | +0.27% | -21.37% | |
| FMB - FIRST TR EXCHANG TRADED FD I | New Purchase | 0.67% | $889.0K | +13.40% | +2.81% | +2.43% | |
| FYX - FIRST TR SML CP CORE ALPHA F | Reduce 44% $(685.4K) | 0.67% | $885.0K | +96.92% | -3.66% | -30.00% | |
| JPM - JPMORGAN CHASE & CO | Add 1% ($7.6K) | 0.65% | $863.0K | +243.97% | +3.41% | -8.62% | |
| ICF - ISHARES TR | Add 1% ($12.2K) | 0.64% | $853.0K | +26.23% | +3.38% | -9.48% | |
| SHM - SPDR SER TR | Add 3% ($20.8K) | 0.61% | $809.0K | +9.06% | +1.72% | +2.92% | |
| FPE - FIRST TR EXCHANGE-TRADED FD | Add 9% ($63.1K) | 0.58% | $772.0K | +36.01% | +3.26% | -2.75% | |
| FTLS - FIRST TR EXCH TRADED FD III | 0.55% | $733.0K | +88.82% | +3.25% | -2.33% | ||
| VIG - VANGUARD GROUP | 0.53% | $708.0K | +124.04% | +6.23% | -0.24% | ||
| MUB - ISHARES TR | 0.51% | $680.0K | +13.70% | +2.92% | +4.47% | ||
| AOM - ISHARES TR | New Purchase | 0.51% | $677.0K | +47.56% | +2.77% | +0.73% | |
| FYT - FIRST TR EXCNGE TRD ALPHADEX | Reduce 100% | 0.00% | $0.00 | ||||
| FTSL - FIRST TR EXCHANGE TRADED FD | Reduce 100% | 0.00% | $0.00 | ||||