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NORTHWEST WEALTH MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from NORTHWEST WEALTH MANAGEMENT, LLC
Filed: 2019-10-28 (Q3 2019) | Holdings: 116 | Value: $121.8M | 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 7% $(501.0K) | 5.53% | $6.7M | +62.67% | +3.26% | -10.96% | |
| VTI - VANGUARD INDEX FDS | Reduce 9% $(629.4K) | 5.14% | $6.3M | +107.60% | +8.25% | +11.53% | |
| USB - US BANCORP DEL | 4.75% | $5.8M | -3.86% | -5.13% | -30.20% | ||
| VEA - VANGUARD TAX MANAGED INTL FD | Reduce 7% $(418.3K) | 4.49% | $5.5M | +56.14% | +4.26% | -3.73% | |
| BSV - VANGUARD BD INDEX FD INC | 3.05% | $3.7M | +9.99% | +1.13% | +4.71% | ||
| VTV - VANGUARD INDEX FDS | Reduce 4% $(124.6K) | 2.71% | $3.3M | +75.63% | +5.06% | -7.01% | |
| TIP - ISHARES TR | Reduce 16% $(584.6K) | 2.52% | $3.1M | +13.78% | +2.68% | +9.82% | |
| AOA - ISHARES TR | Add 5% ($134.9K) | 2.41% | $2.9M | +62.94% | +5.13% | +4.78% | |
| AAPL - APPLE INC | Add 6% ($172.0K) | 2.36% | $2.9M | +227.54% | +30.66% | +87.11% | |
| VSS - VANGUARD INTL EQUITY INDEX F | Reduce 14% $(427.4K) | 2.14% | $2.6M | +44.90% | +5.70% | +0.06% | |
| OXY - OCCIDENTAL PETE CORP | 2.14% | $2.6M | +19.41% | -1.65% | -77.10% | ||
| IVV - ISHARES TR | Reduce 7% $(203.3K) | 2.08% | $2.5M | +115.05% | +8.36% | +11.01% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 3% $(79.0K) | 1.87% | $2.3M | +35.63% | +4.55% | +8.44% | |
| SPIP - SPDR SERIES TRUST | Add 110% ($1.2M) | 1.86% | $2.3M | +13.82% | +2.94% | +10.31% | |
| FMB - FIRST TR EXCHANG TRADED FD I | Reduce 3% $(69.0K) | 1.81% | $2.2M | +4.25% | +2.71% | +2.51% | |
| AOR - ISHARES TR | Add 11% ($213.7K) | 1.77% | $2.2M | +46.38% | +4.47% | +5.16% | |
| SUB - ISHARES TR | Add 1% ($19.2K) | 1.76% | $2.1M | +7.78% | +1.01% | +2.44% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(15.6K) | 1.53% | $1.9M | +128.43% | +5.71% | -5.12% | |
| SLYV - SPDR SERIES TRUST | Add 74% ($768.0K) | 1.49% | $1.8M | +38.58% | +0.34% | -14.89% | |
| EFV - ISHARES TR | Reduce 9% $(152.2K) | 1.34% | $1.6M | +60.45% | +0.96% | -18.37% | |
| VOE - VANGUARD INDEX FDS | Reduce 8% $(130.2K) | 1.26% | $1.5M | +61.70% | +5.17% | -7.71% | |
| LMBS - FIRST TR EXCHANGE TRADED FD | 1.19% | $1.4M | +12.28% | +1.07% | +1.84% | ||
| VEU - VANGUARD INTL EQUITY INDEX F | Reduce 3% $(43.4K) | 1.16% | $1.4M | +50.83% | +4.33% | -0.72% | |
| ENFR - ALPS ETF TR | Add 1% ($17.2K) | 1.15% | $1.4M | +123.46% | +2.42% | -34.03% | |
| USFR - WISDOMTREE TR | Add 1% ($17.7K) | 1.12% | $1.4M | +16.42% | +0.63% | +0.99% | |
| EMLP - FIRST TR EXCHANGE TRADED FD | Add 22% ($239.8K) | 1.08% | $1.3M | +86.04% | +5.83% | -15.42% | |
| FTCS - FIRST TR EXCHANGE TRADED FD | 1.04% | $1.3M | +66.97% | +7.84% | +8.13% | ||
| FVD - FIRST TR VALUE LINE DIVID IN | 1.03% | $1.3M | +43.34% | +4.25% | -7.49% | ||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 1.02% | $1.2M | +128.85% | +5.74% | -4.78% | ||
| SHM - SPDR SERIES TRUST | Add 2% ($26.9K) | 1.02% | $1.2M | +4.83% | +1.28% | +2.88% | |
| ETN - EATON CORP PLC | 1.01% | $1.2M | +336.15% | +12.91% | +24.59% | ||
| FXH - FIRST TR EXCHANGE TRADED FD | Reduce 1% $(10.3K) | 0.93% | $1.1M | +34.13% | +11.42% | +25.67% | |
| MCD - MCDONALDS CORP | 0.86% | $1.1M | +72.40% | +12.40% | +14.80% | ||
| FDL - FIRST TR MORNINGSTAR DIV LEA | 0.86% | $1.0M | +68.76% | +0.59% | -14.05% | ||
| SPTM - SPDR SERIES TRUST | Add 12% ($109.1K) | 0.84% | $1.0M | +110.77% | +8.12% | +9.95% | |
| MUB - ISHARES TR | Reduce 35% $(542.0K) | 0.83% | $1.0M | +4.75% | +2.37% | +3.54% | |
| KMI - KINDER MORGAN INC DEL | Reduce 12% $(136.4K) | 0.82% | $1.0M | +94.29% | +6.43% | -36.47% | |
| FPE - FIRST TR EXCHANGE-TRADED FD | New Purchase | 0.82% | $1.0M | +20.37% | +2.81% | +1.24% | |
| STIP - ISHARES TR | Reduce 7% $(73.9K) | 0.82% | $1.0M | +23.51% | +1.23% | +4.71% | |
| VGIT - VANGUARD SCOTTSDALE FDS | Reduce 44% $(790.3K) | 0.82% | $1.0M | +2.81% | +1.77% | +7.59% | |
| VNQ - VANGUARD INDEX FDS | Reduce 3% $(28.5K) | 0.80% | $977.0K | +18.24% | +2.47% | -14.72% | |
| VOT - VANGUARD INDEX FDS | Reduce 3% $(25.2K) | 0.79% | $965.0K | +87.14% | +8.38% | +22.01% | |
| JPM - JPMORGAN CHASE & CO | 0.77% | $935.0K | +153.97% | +7.16% | -20.12% | ||
| AMZN - AMAZON COM INC | Reduce 5% $(52.1K) | 0.75% | $918.0K | +139.48% | +4.69% | +80.92% | |
| VB - VANGUARD INDEX FDS | 0.74% | $897.0K | +59.79% | +5.91% | +2.33% | ||
| ICF - ISHARES TR | Reduce 2% $(13.1K) | 0.70% | $857.0K | +19.26% | +1.31% | -14.46% | |
| AMLP - ALPS ETF TR | Reduce 6% $(55.3K) | 0.69% | $835.0K | +88.51% | -1.97% | -45.06% | |
| TSN - TYSON FOODS INC | New Purchase | 0.68% | $830.0K | -21.90% | +3.42% | -28.50% | |
| FTLS - FIRST TR EXCH TRADED FD III | 0.63% | $766.0K | +64.80% | +5.07% | +2.59% | ||
| VIG - VANGUARD GROUP | Reduce 1% $(5.0K) | 0.62% | $761.0K | +84.95% | +6.84% | +7.89% | |
| UNP - UNION PACIFIC CORP | Reduce 100% | 0.00% | $0.00 | ||||
| FYX - FIRST TR SML CP CORE ALPHA F | Reduce 100% | 0.00% | $0.00 | ||||