HoldingsChannel.com
Northwest Wealth Management LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VBR) 53,464 -719 $6,882
     VBR53,464-719$6,882
VANGUARD INDEX FDS (VTI) 45,052 +1,981 $6,520
     VTI45,052+1,981$6,520
VANGUARD TAX MANAGED INTL FD (VEA) 145,624 +23 $5,952
     VEA145,624+23$5,952
US BANCORP DEL 104,596 -100 $5,041
     USB104,596-100$5,041
OCCIDENTAL PETE CORP 56,227 UNCH $3,722
     OXY56,227UNCH$3,722
VANGUARD INDEX FDS (VTV) 32,970 -235 $3,549
     VTV32,970-235$3,549
ISHARES TR (TIP) 30,281 -426 $3,424
     TIP30,281-426$3,424
VANGUARD BD INDEX FD INC (BSV) 42,650 +1,213 $3,394
     BSV42,650+1,213$3,394
VANGUARD INTL EQUITY INDEX F (VSS) 29,562 -5,762 $3,078
     VSS29,562-5,762$3,078
BERKSHIRE HATHAWAY INC DEL      $2,973
     BRK.B8,802-40$1,768
     BRK.A4UNCH$1,205
ISHARES TR (IVV) 9,483 -433 $2,699
     IVV9,483-433$2,699
ISHARES TR (AOA) 48,323 +7,690 $2,586
     AOA48,323+7,690$2,586
VANGUARD INTL EQUITY INDEX F (VWO) 59,046 +873 $2,509
     VWO59,046+873$2,509
APPLE INC 12,157 +552 $2,309
     AAPL12,157+552$2,309
ISHARES TR (SUB) 19,885 +110 $2,108
     SUB19,885+110$2,108
SPDR SERIES TRUST (IPE) 35,111 -1,511 $1,955
     IPE35,111-1,511$1,955
ISHARES TR (AOR) 43,513 +5,335 $1,945
     AOR43,513+5,335$1,945
ISHARES TR (EFV) 37,011 +3,458 $1,809
     EFV37,011+3,458$1,809
VANGUARD SCOTTSDALE FDS (VGIT) 26,509 +1,232 $1,709
     VGIT26,509+1,232$1,709
VANGUARD INDEX FDS (VOE) 15,123 -820 $1,631
     VOE15,123-820$1,631
ALPS ETF TR (ENFR) 69,156 +1,086 $1,515
     ENFR69,156+1,086$1,515
WISDOMTREE TR 54,896 +13,214 $1,377
     USFR54,896+13,214$1,377
FIRST TR EXCHANGE TRADED FD (LMBS) 26,589 +3,249 $1,363
     LMBS26,589+3,249$1,363
KINDER MORGAN INC DEL 64,445 -1,873 $1,290
     KMI64,445-1,873$1,290
EATON CORP PLC 15,885 UNCH $1,280
     ETN15,885UNCH$1,280
FIRST TR EXCHANGE TRADED FD (FTCS) 22,818 +9,620 $1,233
     FTCS22,818+9,620$1,233
VANGUARD INTL EQUITY INDEX F (VEU) 23,908 -92 $1,199
     VEU23,908-92$1,199
FIRST TR VALUE LINE DIVID IN (FVD) 36,595 -1,525 $1,188
     FVD36,595-1,525$1,188
FIRST TR EXCHANGE TRADED FD (FXH) 15,395 -27 $1,176
     FXH15,395-27$1,176
UNION PACIFIC CORP 6,422 -299 $1,074
     UNP6,422-299$1,074
ISHARES TR (STIP) 10,744 +1,118 $1,071
     STIP10,744+1,118$1,071
ALPS ETF TR (AMLP) 102,293 +3,360 $1,026
     AMLP102,293+3,360$1,026
VANGUARD INDEX FDS (VNQ) 11,748 +37 $1,021
     VNQ11,748+37$1,021
FIRST TR MORNINGSTAR DIV LEA (FDL) 33,609 -2,081 $1,014
     FDL33,609-2,081$1,014
AMAZON COM INC 559 UNCH $995
     AMZN559UNCH$995
VANGUARD INDEX FDS (VOT) 6,861 -420 $980
     VOT6,861-420$980
FIRST TR EXCHANGE TRADED FD (EMLP) 37,969 +4,937 $939
     EMLP37,969+4,937$939
MCDONALDS CORP 4,903 UNCH $931
     MCD4,903UNCH$931
VANGUARD INDEX FDS (VB) 5,826 -775 $890
     VB5,826-775$890
FIRST TR EXCHANG TRADED FD I (FMB) 16,511 +8,622 $889
     FMB16,511+8,622$889
FIRST TR SML CP CORE ALPHA F (FYX) 14,348 -11,112 $885
     FYX14,348-11,112$885
JPMORGAN CHASE & CO 8,528 +75 $863
     JPM8,528+75$863
ISHARES TR (ICF) 7,667 +110 $853
     ICF7,667+110$853
SPDR SER TR (SHM) 16,688 +430 $809
     SHM16,688+430$809
FIRST TR EXCHANGE TRADED FD (FPE) 40,524 +3,310 $772
     FPE40,524+3,310$772
FIRST TR EXCH TRADED FD III (FTLS) 18,693 UNCH $733
     FTLS18,693UNCH$733
VANGUARD GROUP (VIG) 6,458 UNCH $708
     VIG6,458UNCH$708
ISHARES TR (MUB) 6,115 UNCH $680
     MUB6,115UNCH$680
ISHARES TR (AOM) 17,788 +2,254 $677
     AOM17,788+2,254$677
SPDR SER TR (SPTS) 22,546 +21,009 $671
     SPTS22,546+21,009$671

See Full List: All Stocks Held By Northwest Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Northwest Wealth Management LLC

Size ($ in 1000's)
At 03/31/2019: $132,667
At 12/31/2018: $118,128

Northwest Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Northwest Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Northwest Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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