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NORTHWEST WEALTH MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from NORTHWEST WEALTH MANAGEMENT, LLC
Filed: 2020-01-14 (Q4 2019) | Holdings: 98 | Value: $109.1M | 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 |
| USB - US BANCORP DEL | 5.68% | $6.2M | -2.08% | -39.20% | -8.79% | ||
| VTI - VANGUARD INDEX FDS | Reduce 10% $(652.5K) | 5.62% | $6.1M | +91.26% | -16.37% | +20.46% | |
| VBR - VANGUARD INDEX FDS | Reduce 24% $(1.7M) | 4.99% | $5.4M | +55.10% | -32.94% | +12.35% | |
| VEA - VANGUARD TAX MANAGED INTL FD | Reduce 13% $(771.8K) | 4.66% | $5.1M | +47.46% | -22.88% | +11.55% | |
| AOA - ISHARES TR | Add 25% ($768.9K) | 3.54% | $3.9M | +53.84% | -15.21% | +13.22% | |
| BSV - VANGUARD BD INDEX FD INC | Add 1% ($20.2K) | 3.41% | $3.7M | +9.30% | +2.97% | +4.32% | |
| SLYV - SPDR SERIES TRUST | Add 70% ($1.4M) | 3.03% | $3.3M | +33.61% | -35.54% | +13.19% | |
| VTV - VANGUARD INDEX FDS | Reduce 13% $(460.4K) | 2.83% | $3.1M | +64.86% | -20.18% | +5.00% | |
| AAPL - APPLE INC | Reduce 26% $(961.2K) | 2.57% | $2.8M | +160.71% | -8.58% | +64.49% | |
| AOR - ISHARES TR | Add 21% ($480.1K) | 2.49% | $2.7M | +39.53% | -11.20% | +11.31% | |
| TIP - ISHARES TR | Reduce 13% $(387.4K) | 2.46% | $2.7M | +11.59% | +4.21% | +9.45% | |
| VSS - VANGUARD INTL EQUITY INDEX F | Reduce 10% $(281.3K) | 2.34% | $2.6M | +33.96% | -27.19% | +12.40% | |
| IVV - ISHARES TR | Reduce 13% $(359.9K) | 2.19% | $2.4M | +98.03% | -14.75% | +16.92% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 11% $(264.7K) | 2.06% | $2.3M | +23.52% | -23.31% | +17.83% | |
| SPIP - SPDR SERIES TRUST | Reduce 3% $(57.6K) | 2.02% | $2.2M | +11.53% | +4.53% | +9.99% | |
| OXY - OCCIDENTAL PETE CORP | Reduce 10% $(234.9K) | 1.99% | $2.2M | +4.22% | -70.26% | -50.97% | |
| SUB - ISHARES TR | 1.96% | $2.1M | +6.92% | -0.08% | +2.22% | ||
| EFV - ISHARES TR | Add 24% ($406.4K) | 1.95% | $2.1M | +55.41% | -28.07% | +0.60% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 12% $(240.7K) | 1.64% | $1.8M | +113.91% | -16.86% | +2.95% | |
| FMB - FIRST TR EXCHANG TRADED FD I | Reduce 21% $(453.4K) | 1.60% | $1.7M | +2.27% | -3.38% | +3.49% | |
| VEU - VANGUARD INTL EQUITY INDEX F | Reduce 7% $(103.4K) | 1.30% | $1.4M | +41.27% | -22.41% | +13.24% | |
| ETN - EATON CORP PLC | 1.29% | $1.4M | +299.99% | -18.33% | +35.97% | ||
| VOE - VANGUARD INDEX FDS | Reduce 15% $(238.7K) | 1.26% | $1.4M | +52.81% | -27.34% | +6.21% | |
| ENFR - ALPS ETF TR | Reduce 6% $(78.5K) | 1.21% | $1.3M | +109.16% | -45.04% | -16.01% | |
| SHM - SPDR SERIES TRUST | 1.14% | $1.2M | +3.80% | +0.06% | +2.24% | ||
| FPE - FIRST TR EXCHANGE-TRADED FD | Add 21% ($218.1K) | 1.13% | $1.2M | +17.53% | -11.05% | +5.47% | |
| LMBS - FIRST TR EXCHANGE TRADED FD | Reduce 18% $(261.1K) | 1.08% | $1.2M | +11.49% | -0.29% | +1.47% | |
| VGIT - VANGUARD SCOTTSDALE FDS | Add 12% ($115.0K) | 1.01% | $1.1M | +2.15% | +6.83% | +6.36% | |
| EMLP - FIRST TR EXCHANGE TRADED FD | Reduce 19% $(247.3K) | 0.98% | $1.1M | +75.99% | -25.54% | -9.26% | |
| FVD - FIRST TR VALUE LINE DIVID IN | Reduce 18% $(238.7K) | 0.97% | $1.1M | +37.84% | -19.73% | +1.18% | |
| MUB - ISHARES TR | 0.93% | $1.0M | +3.02% | -0.40% | +4.04% | ||
| FXH - FIRST TR EXCHANGE TRADED FD | Reduce 23% $(297.4K) | 0.91% | $992.0K | +19.11% | -7.17% | +29.18% | |
| SPTM - SPDR SERIES TRUST | Reduce 13% $(145.2K) | 0.89% | $968.0K | +94.27% | -15.98% | +17.12% | |
| JPM - JPMORGAN CHASE & CO | Reduce 14% $(155.3K) | 0.87% | $951.0K | +130.76% | -33.45% | +4.31% | |
| VNQ - VANGUARD INDEX FDS | Reduce 7% $(70.7K) | 0.83% | $902.0K | +17.50% | -19.40% | -5.50% | |
| VB - VANGUARD INDEX FDS | Reduce 8% $(78.8K) | 0.81% | $886.0K | +49.37% | -27.66% | +24.58% | |
| TSN - TYSON FOODS INC | 0.80% | $877.0K | -30.45% | -33.97% | -27.47% | ||
| AMZN - AMAZON COM INC | Reduce 13% $(125.7K) | 0.78% | $852.0K | +127.02% | +23.26% | +65.80% | |
| AOM - ISHARES TR | New Purchase | 0.78% | $849.0K | +26.08% | -6.82% | +9.45% | |
| USFR - WISDOMTREE TR | Reduce 39% $(540.5K) | 0.76% | $830.0K | +15.90% | +0.40% | +0.52% | |
| FDL - FIRST TR MORNINGSTAR DIV LEA | Reduce 27% $(294.0K) | 0.73% | $801.0K | +62.79% | -25.83% | -1.17% | |
| STIP - ISHARES TR | Reduce 23% $(229.4K) | 0.71% | $776.0K | +22.14% | +0.75% | +5.34% | |
| AMLP - ALPS ETF TR | Reduce 1% $(8.0K) | 0.70% | $768.0K | +77.76% | -53.77% | -25.26% | |
| ICF - ISHARES TR | Reduce 13% $(110.1K) | 0.66% | $725.0K | +19.87% | -15.79% | -6.85% | |
| ACWI - ISHARES TR | New Purchase | 0.65% | $708.0K | +69.92% | -18.29% | +16.45% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | Reduce 50% $(679.0K) | 0.62% | $679.0K | +113.89% | -16.65% | +2.90% | |
| MSFT - MICROSOFT CORP | New Purchase | 0.60% | $658.0K | +209.94% | +5.98% | +32.15% | |
| BIV - VANGUARD BD INDEX FD INC | New Purchase | 0.60% | $652.0K | +3.19% | +4.51% | +7.93% | |
| VIG - VANGUARD GROUP | Reduce 21% $(164.5K) | 0.58% | $629.0K | +73.88% | -12.15% | +13.45% | |
| ITM - VANECK VECTORS ETF TR | New Purchase | 0.54% | $588.0K | +0.65% | -1.60% | +4.39% | |
| VOT - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| FTLS - FIRST TR EXCH TRADED FD III | Reduce 100% | 0.00% | $0.00 | ||||
| FTCS - FIRST TR EXCHANGE TRADED FD | Reduce 100% | 0.00% | $0.00 | ||||
| KMI - KINDER MORGAN INC DEL | Reduce 100% | 0.00% | $0.00 | ||||
| MCD - MCDONALDS CORP | Reduce 100% | 0.00% | $0.00 | ||||