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NORTHWEST WEALTH MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from NORTHWEST WEALTH MANAGEMENT, LLC
Filed: 2019-07-22 (Q2 2019) | Holdings: 115 | Value: $124.0M | 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 | Add 5% ($358.6K) | 5.92% | $7.3M | +65.68% | +1.25% | -12.64% | |
| VTI - VANGUARD INDEX FDS | Add 1% ($84.8K) | 5.52% | $6.8M | +110.53% | +0.22% | +9.43% | |
| VEA - VANGUARD TAX MANAGED INTL FD | Reduce 2% $(99.8K) | 4.82% | $6.0M | +58.65% | +1.29% | -0.49% | |
| USB - US BANCORP DEL | 4.42% | $5.5M | -0.42% | +3.00% | -30.98% | ||
| BSV - VANGUARD BD INDEX FD INC | Add 7% ($251.1K) | 2.97% | $3.7M | +11.04% | +1.08% | +5.63% | |
| TIP - ISHARES TR | Add 4% ($130.7K) | 2.93% | $3.6M | +14.63% | +1.15% | +9.63% | |
| VTV - VANGUARD INDEX FDS | Reduce 7% $(251.7K) | 2.75% | $3.4M | +78.89% | +1.36% | -3.95% | |
| VSS - VANGUARD INTL EQUITY INDEX F | Add 1% ($17.5K) | 2.52% | $3.1M | +45.38% | +0.23% | -0.73% | |
| OXY - OCCIDENTAL PETE CORP | Add 4% ($113.5K) | 2.37% | $2.9M | -3.00% | -16.99% | -65.77% | |
| AOA - ISHARES TR | Add 5% ($145.7K) | 2.27% | $2.8M | +65.71% | +1.01% | +5.58% | |
| IVV - ISHARES TR | Reduce 3% $(87.5K) | 2.18% | $2.7M | +118.86% | +0.71% | +10.11% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 1% $(23.2K) | 2.01% | $2.5M | +34.93% | -1.25% | +3.76% | |
| AAPL - APPLE INC | Reduce 1% $(20.0K) | 1.92% | $2.4M | +292.67% | +17.10% | +80.28% | |
| FMB - FIRST TR EXCHANG TRADED FD I | Add 147% ($1.3M) | 1.80% | $2.2M | +5.36% | +1.16% | +3.56% | |
| SPIP - SPDR SERIES TRUST | Add 8% ($151.8K) | 1.73% | $2.1M | +14.51% | +1.14% | +10.04% | |
| SUB - ISHARES TR | 1.71% | $2.1M | +8.09% | +0.27% | +2.80% | ||
| AOR - ISHARES TR | Reduce 3% $(64.3K) | 1.56% | $1.9M | +48.74% | +1.11% | +6.28% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 3% ($47.5K) | 1.55% | $1.9M | +136.07% | +2.65% | -5.97% | |
| EFV - ISHARES TR | Add 2% ($30.1K) | 1.46% | $1.8M | +63.55% | +2.04% | -11.52% | |
| VGIT - VANGUARD SCOTTSDALE FDS | Add 1% ($23.7K) | 1.43% | $1.8M | +4.20% | +1.63% | +9.58% | |
| VOE - VANGUARD INDEX FDS | Reduce 3% $(45.8K) | 1.32% | $1.6M | +64.78% | +1.84% | -7.49% | |
| MUB - ISHARES TR | Add 123% ($850.4K) | 1.24% | $1.5M | +5.66% | +0.85% | +5.17% | |
| VEU - VANGUARD INTL EQUITY INDEX F | Add 22% ($265.1K) | 1.20% | $1.5M | +52.41% | +0.65% | +0.52% | |
| LMBS - FIRST TR EXCHANGE TRADED FD | Add 5% ($65.0K) | 1.16% | $1.4M | +13.02% | +0.73% | +2.17% | |
| ENFR - ALPS ETF TR | Reduce 4% $(55.0K) | 1.16% | $1.4M | +108.91% | -6.14% | -31.68% | |
| USFR - WISDOMTREE TR | Reduce 2% $(23.5K) | 1.09% | $1.4M | +16.92% | +0.38% | +1.38% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 1.03% | $1.3M | +135.52% | +2.38% | -6.39% | ||
| FTCS - FIRST TR EXCHANGE TRADED FD | Reduce 2% $(29.9K) | 1.01% | $1.3M | +66.83% | -0.73% | +8.49% | |
| ETN - EATON CORP PLC | Reduce 7% $(86.5K) | 1.00% | $1.2M | +374.87% | +6.57% | +21.26% | |
| FVD - FIRST TR VALUE LINE DIVID IN | Reduce 1% $(18.3K) | 0.98% | $1.2M | +48.20% | +3.36% | -4.09% | |
| SHM - SPDR SERIES TRUST | Add 48% ($393.5K) | 0.98% | $1.2M | +4.87% | +0.15% | +3.23% | |
| FXH - FIRST TR EXCHANGE TRADED FD | 0.97% | $1.2M | +33.09% | -2.15% | +23.76% | ||
| KMI - KINDER MORGAN INC DEL | Reduce 14% $(192.3K) | 0.93% | $1.2M | +90.68% | -0.69% | -26.46% | |
| STIP - ISHARES TR | 0.87% | $1.1M | +24.00% | +0.47% | +4.10% | ||
| AMZN - AMAZON COM INC | 0.85% | $1.1M | +112.95% | -11.71% | +49.63% | ||
| EMLP - FIRST TR EXCHANGE TRADED FD | Add 11% ($103.1K) | 0.85% | $1.1M | +81.45% | -1.05% | -15.99% | |
| SLYV - SPDR SERIES TRUST | New Purchase | 0.83% | $1.0M | +47.05% | +4.93% | -12.57% | |
| FDL - FIRST TR MORNINGSTAR DIV LEA | 0.83% | $1.0M | +74.56% | +3.34% | -9.71% | ||
| MCD - MCDONALDS CORP | 0.82% | $1.0M | +54.24% | -7.17% | -6.16% | ||
| VOT - VANGUARD INDEX FDS | Reduce 3% $(26.0K) | 0.81% | $998.0K | +85.62% | -1.95% | +14.91% | |
| AMLP - ALPS ETF TR | Reduce 5% $(48.1K) | 0.77% | $959.0K | +62.49% | -12.59% | -47.06% | |
| VNQ - VANGUARD INDEX FDS | Reduce 8% $(84.2K) | 0.76% | $943.0K | +27.57% | +9.57% | -6.70% | |
| VB - VANGUARD INDEX FDS | 0.74% | $913.0K | +60.08% | -0.89% | -1.92% | ||
| SPTM - SPDR SERIES TRUST | New Purchase | 0.73% | $910.0K | +113.66% | +0.16% | +8.46% | |
| JPM - JPMORGAN CHASE & CO | Reduce 7% $(65.6K) | 0.72% | $888.0K | +180.92% | +9.79% | -10.82% | |
| FYX - FIRST TR SML CP CORE ALPHA F | 0.71% | $882.0K | +65.40% | +1.19% | -5.33% | ||
| UNP - UNION PACIFIC CORP | Reduce 22% $(233.4K) | 0.69% | $852.0K | +45.60% | -1.74% | +2.86% | |
| ICF - ISHARES TR | Reduce 5% $(47.3K) | 0.66% | $816.0K | +26.30% | +8.43% | -8.33% | |
| FTLS - FIRST TR EXCH TRADED FD III | 0.61% | $752.0K | +66.80% | +1.04% | +4.15% | ||
| VIG - VANGUARD GROUP | Reduce 1% $(5.6K) | 0.60% | $738.0K | +88.28% | +1.32% | +6.74% | |
| FPE - FIRST TR EXCHANGE-TRADED FD | Reduce 100% | 0.00% | $0.00 | ||||
| AOM - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||