HoldingsChannel.com
Northwest Wealth Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VBR) 56,211 +2,747 $7,338
     VBR56,211+2,747$7,338
VANGUARD INDEX FDS (VTI) 45,617 +565 $6,847
     VTI45,617+565$6,847
VANGUARD TAX MANAGED INTL FD (VEA) 143,232 -2,392 $5,974
     VEA143,232-2,392$5,974
US BANCORP DEL 104,596 UNCH $5,481
     USB104,596UNCH$5,481
VANGUARD BD INDEX FD INC (BSV) 45,768 +3,118 $3,686
     BSV45,768+3,118$3,686
ISHARES TR (TIP) 31,413 +1,132 $3,628
     TIP31,413+1,132$3,628
VANGUARD INDEX FDS (VTV) 30,701 -2,269 $3,405
     VTV30,701-2,269$3,405
BERKSHIRE HATHAWAY INC DEL      $3,197
     BRK.B9,025+223$1,924
     BRK.A4UNCH$1,273
VANGUARD INTL EQUITY INDEX F (VSS) 29,728 +166 $3,129
     VSS29,728+166$3,129
OCCIDENTAL PETE CORP 58,484 +2,257 $2,941
     OXY58,484+2,257$2,941
ISHARES TR (AOA) 50,964 +2,641 $2,811
     AOA50,964+2,641$2,811
ISHARES TR (IVV) 9,186 -297 $2,707
     IVV9,186-297$2,707
VANGUARD INTL EQUITY INDEX F (VWO) 58,500 -546 $2,488
     VWO58,500-546$2,488
APPLE INC 12,056 -101 $2,386
     AAPL12,056-101$2,386
FIRST TR EXCHANG TRADED FD I (FMB) 40,815 +24,304 $2,235
     FMB40,815+24,304$2,235
SPDR SERIES TRUST (IPE) 37,793 +2,682 $2,139
     IPE37,793+2,682$2,139
ISHARES TR (SUB) 19,885 UNCH $2,119
     SUB19,885UNCH$2,119
ISHARES TR (AOR) 42,116 -1,397 $1,938
     AOR42,116-1,397$1,938
ISHARES TR (EFV) 37,638 +627 $1,809
     EFV37,638+627$1,809
VANGUARD SCOTTSDALE FDS (VGIT) 26,868 +359 $1,772
     VGIT26,868+359$1,772
VANGUARD INDEX FDS (VOE) 14,712 -411 $1,638
     VOE14,712-411$1,638
ISHARES TR (MUB) 13,634 +7,519 $1,542
     MUB13,634+7,519$1,542
VANGUARD INTL EQUITY INDEX F (VEU) 29,107 +5,199 $1,484
     VEU29,107+5,199$1,484
FIRST TR EXCHANGE TRADED FD (LMBS) 27,846 +1,257 $1,439
     LMBS27,846+1,257$1,439
ALPS ETF TR (ENFR) 66,602 -2,554 $1,435
     ENFR66,602-2,554$1,435
WISDOMTREE TR 53,958 -938 $1,353
     USFR53,958-938$1,353
FIRST TR EXCHANGE TRADED FD (FTCS) 22,289 -529 $1,258
     FTCS22,289-529$1,258
EATON CORP PLC 14,846 -1,039 $1,236
     ETN14,846-1,039$1,236
FIRST TR VALUE LINE DIVID IN (FVD) 36,053 -542 $1,216
     FVD36,053-542$1,216
SPDR SERIES TRUST (SHM) 24,730 +8,042 $1,210
     SHM24,730+8,042$1,210
FIRST TR EXCHANGE TRADED FD (FXH) 15,459 +64 $1,197
     FXH15,459+64$1,197
KINDER MORGAN INC DEL 55,234 -9,211 $1,153
     KMI55,234-9,211$1,153
ISHARES TR (STIP) 10,726 -18 $1,079
     STIP10,726-18$1,079
AMAZON COM INC 559 UNCH $1,059
     AMZN559UNCH$1,059
FIRST TR EXCHANGE TRADED FD (EMLP) 42,070 +4,101 $1,058
     EMLP42,070+4,101$1,058
SPDR SERIES TRUST (SLYV) 17,014 +8,814 $1,032
     SLYV17,014+8,814$1,032
FIRST TR MORNINGSTAR DIV LEA (FDL) 33,609 UNCH $1,030
     FDL33,609UNCH$1,030
MCDONALDS CORP 4,903 UNCH $1,018
     MCD4,903UNCH$1,018
VANGUARD INDEX FDS (VOT) 6,687 -174 $998
     VOT6,687-174$998
ALPS ETF TR (AMLP) 97,404 -4,889 $959
     AMLP97,404-4,889$959
VANGUARD INDEX FDS (VNQ) 10,785 -963 $943
     VNQ10,785-963$943
VANGUARD INDEX FDS (VB) 5,826 UNCH $913
     VB5,826UNCH$913
SPDR SERIES TRUST (SPTM) 24,947 +18,437 $910
     SPTM24,947+18,437$910
JPMORGAN CHASE & CO 7,941 -587 $888
     JPM7,941-587$888
FIRST TR SML CP CORE ALPHA F (FYX) 14,348 UNCH $882
     FYX14,348UNCH$882
UNION PACIFIC CORP 5,041 -1,381 $852
     UNP5,041-1,381$852
ISHARES TR (ICF) 7,247 -420 $816
     ICF7,247-420$816
FIRST TR EXCH TRADED FD III (FTLS) 18,693 UNCH $752
     FTLS18,693UNCH$752
VANGUARD GROUP (VIG) 6,409 -49 $738
     VIG6,409-49$738
FIRST TR EXCHANGE TRADED FD (FPE) 36,763 -3,761 $713
     FPE36,763-3,761$713

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

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

Size ($ in 1000's)
At 06/30/2019: $123,955
At 03/31/2019: $132,667

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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