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Northwest Capital Management

Latest statistics and disclosures from Northwest Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHR, SCHX, MSFT, EFV, AAPL, and represent 40.91% of Northwest Capital Management's stock portfolio.
Added to shares of these 10 stocks: SCHR (+$26M), SCHZ, EFV, VWOB, XCEM, SCHX, EEMV, DGRW, DFAC, ICVT.
Started 10 new stock positions in SPTL, NANC, DFAC, DBND, KRUZ, DBMF, CPNG, NKLA, TOTL, SABA.
Reduced shares in these 10 stocks: AMZN (-$24M), SCHQ (-$12M), AAPL, HEFA, SPIP, QUAL, ESGU, SPMB, MSFT, SCHF.
Sold out of its positions in MO, C, CL, GLW, SCPX, IWO, DGRO, Nikola Corp, SNY, SEE. XLRE, Templeton Global Income Fund, MMM, VIG, WDC, USFR.
Northwest Capital Management was a net seller of stock by $-7.6M.
Northwest Capital Management has $278M in assets under management (AUM), dropping by 1.25%.
Central Index Key (CIK): 0001730404

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Portfolio Holdings for Northwest Capital Management

Northwest Capital Management holds 459 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	19.9	$55M	+87%	1.1M	50.60	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	6.5	$18M		265k	67.85	View chart
Microsoft Corporation (MSFT)	5.5	$15M		35k	430.30	View chart
Ishares Tr Eafe Value Etf (EFV)	4.7	$13M	+26%	227k	57.53	View chart
Apple (AAPL)	4.3	$12M	-15%	51k	233.00	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	3.8	$11M	-2%	85k	126.18	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.8	$7.8M	-5%	44k	179.30	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.1	$5.7M		69k	83.09	View chart
Ishares Tr Mbs Etf (MBB)	2.0	$5.5M		57k	95.81	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	1.9	$5.3M		107k	49.47	View chart
Procter & Gamble Company (PG)	1.9	$5.2M		30k	173.20	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	1.9	$5.2M		104k	49.94	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.8	$5.0M	-2%	122k	41.12	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.7	$4.7M	+180%	99k	47.52	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.7	$4.7M		46k	101.27	View chart
Amazon (AMZN)	1.6	$4.4M	-84%	24k	186.33	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.5	$4.1M		49k	84.53	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	1.2	$3.4M	-77%	98k	34.99	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	1.2	$3.3M	-2%	45k	71.73	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$3.1M		5.4k	576.78	View chart
Ishares Tr Us Infrastruc (IFRA)	1.1	$3.0M		64k	46.97	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	1.0	$2.7M	+27%	81k	32.67	View chart
Ishares Msci Emerg Mrkt (EEMV)	1.0	$2.6M	+6%	42k	62.70	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$2.5M		4.4k	573.82	View chart
Ishares Tr Core Total Usd (IUSB)	0.9	$2.5M	-3%	53k	47.12	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.9	$2.4M		16k	151.62	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.9	$2.4M		92k	26.14	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.7	$1.9M		66k	29.18	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.7	$1.9M	+52%	28k	66.37	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.7	$1.9M		48k	38.53	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$1.8M		14k	125.62	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$1.7M	+3%	33k	51.50	View chart
Merck & Co (MRK)	0.6	$1.7M	-5%	15k	113.56	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.6	$1.6M		35k	46.74	View chart
NVIDIA Corporation (NVDA)	0.5	$1.5M		12k	121.44	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.5	$1.4M		56k	25.13	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$1.3M		20k	66.52	View chart
Gartner (IT)	0.5	$1.3M		2.7k	506.76	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.5	$1.3M	+3%	24k	53.53	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.4	$1.2M		23k	53.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.2M		2.6k	460.26	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.4	$1.2M		18k	67.51	View chart
Costco Wholesale Corporation (COST)	0.4	$1.1M		1.3k	886.73	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$1.1M		5.4k	200.85	View chart
Select Sector Spdr Tr Energy (XLE)	0.4	$995k		11k	87.80	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$975k		5.8k	167.20	View chart
Amgen (AMGN)	0.3	$967k		3.0k	322.21	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$966k	+4%	19k	50.74	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$957k		12k	80.37	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$945k		1.8k	527.66	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.3	$905k		14k	64.07	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.3	$817k	-51%	31k	26.28	View chart
Meta Platforms Cl A (META)	0.3	$805k		1.4k	572.64	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$798k		2.1k	383.93	View chart
Tesla Motors (TSLA)	0.3	$790k		3.0k	261.62	View chart
Intel Corporation (INTC)	0.3	$790k	-3%	34k	23.46	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$728k		1.9k	375.38	View chart
MercadoLibre (MELI)	0.3	$718k		350.00	2051.96	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$692k		6.6k	104.18	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.2	$680k	-22%	30k	22.53	View chart
Shell Spon Ads (SHEL)	0.2	$660k		10k	65.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$656k		1.3k	488.00	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$639k		3.5k	182.01	View chart
Novartis Sponsored Adr (NVS)	0.2	$575k		5.0k	115.02	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$544k	+20%	6.5k	83.67	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$518k		11k	48.68	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$508k	-7%	19k	26.65	View chart
Abbott Laboratories (ABT)	0.2	$495k		4.3k	114.02	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$464k		7.4k	62.32	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$442k		9.0k	48.98	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.2	$439k	-6%	4.4k	99.58	View chart
Cisco Systems (CSCO)	0.1	$401k		7.5k	53.22	View chart
Home Depot (HD)	0.1	$401k		989.00	405.20	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$393k		5.6k	70.06	View chart
Axon Enterprise (AXON)	0.1	$388k	-9%	972.00	399.60	View chart
Nike CL B (NKE)	0.1	$368k	-13%	4.2k	88.39	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$367k	-6%	4.7k	78.05	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$353k		11k	33.25	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$345k		9.2k	37.56	View chart
Dupont De Nemours (DD)	0.1	$342k		3.8k	89.11	View chart
Unilever Spon Adr New (UL)	0.1	$334k		5.1k	64.96	View chart
Coca-Cola Company (KO)	0.1	$333k		4.6k	71.86	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$302k	+57%	3.6k	83.21	View chart
Uber Technologies (UBER)	0.1	$302k		4.0k	75.15	View chart
Abbvie (ABBV)	0.1	$282k		1.4k	197.48	View chart
Exxon Mobil Corporation (XOM)	0.1	$281k		2.4k	117.22	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$275k		1.2k	237.21	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$273k	-2%	3.6k	75.12	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$264k	+3%	2.8k	94.61	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$260k		2.6k	101.32	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$259k		1.6k	165.83	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$243k		3.4k	70.83	View chart
Chevron Corporation (CVX)	0.1	$240k		1.6k	147.27	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.1	$239k		3.9k	60.96	View chart
Corteva (CTVA)	0.1	$232k		4.0k	58.79	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$230k	-16%	3.0k	76.88	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$229k		4.3k	52.86	View chart
Comcast Corp Cl A (CMCSA)	0.1	$225k		5.4k	41.77	View chart
Netflix (NFLX)	0.1	$224k		316.00	709.27	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$223k		3.1k	72.63	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$223k		3.4k	66.03	View chart
McDonald's Corporation (MCD)	0.1	$218k		716.00	304.51	View chart
Tidal Tr Ii Return Stckd Us (RSST)	0.1	$215k	+6%	8.8k	24.50	View chart
Dow (DOW)	0.1	$213k		3.9k	54.63	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$210k		4.6k	45.86	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$204k		5.5k	37.37	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$203k		919.00	220.89	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$200k		3.5k	57.22	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$197k		4.0k	49.31	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$193k		3.1k	63.26	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.1	$187k		6.9k	26.89	View chart
Spotify Technology S A SHS (SPOT)	0.1	$181k		491.00	368.53	View chart
Public Storage (PSA)	0.1	$181k		496.00	363.87	View chart
Eli Lilly & Co. (LLY)	0.1	$177k		200.00	885.94	View chart
Walt Disney Company (DIS)	0.1	$176k		1.8k	96.20	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$174k	-10%	2.1k	82.94	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$172k		547.00	314.20	View chart
Donaldson Company (DCI)	0.1	$169k		2.3k	73.70	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$158k	-2%	1.6k	98.12	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$158k		1.9k	83.63	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.1	$158k	+2%	5.5k	28.88	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$157k		3.8k	41.28	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$154k	-21%	684.00	225.76	View chart
Adobe Systems Incorporated (ADBE)	0.1	$151k		292.00	518.11	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.1	$149k		1.6k	95.50	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$148k		3.1k	47.53	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$145k	+3%	2.7k	54.68	View chart
Us Bancorp Del Com New (USB)	0.1	$143k		3.1k	45.74	View chart
SYSCO Corporation (SYY)	0.1	$141k		1.8k	78.06	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$139k	-8%	2.1k	64.86	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$139k		2.3k	61.51	View chart
Bny Mellon Etf Trust Concentrated Int (BKCI)	0.0	$138k		2.6k	53.64	View chart
Union Pacific Corporation (UNP)	0.0	$135k		548.00	246.32	View chart
Listed Fd Tr Core Alt Fd (CCOR)	0.0	$134k	+2%	4.9k	27.36	View chart
International Business Machines (IBM)	0.0	$129k		584.00	221.08	View chart
Visa Com Cl A (V)	0.0	$128k		467.00	274.95	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$128k		1.5k	83.15	View chart
Starbucks Corporation (SBUX)	0.0	$124k		1.3k	97.52	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$124k	-88%	3.5k	35.42	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$123k	-14%	2.8k	43.42	View chart
JPMorgan Chase & Co. (JPM)	0.0	$122k		579.00	210.86	View chart
Palo Alto Networks (PANW)	0.0	$121k		355.00	341.80	View chart
Johnson & Johnson (JNJ)	0.0	$119k		735.00	161.97	View chart
Target Corporation (TGT)	0.0	$119k		763.00	155.86	View chart
At&t (T)	0.0	$116k		5.3k	22.00	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$114k		1.8k	64.60	View chart
Ishares Tr Global Finls Etf (IXG)	0.0	$113k		1.2k	94.58	View chart
Wells Fargo & Company (WFC)	0.0	$108k		1.9k	56.48	View chart
Advanced Micro Devices (AMD)	0.0	$108k		656.00	164.08	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.0	$108k		2.1k	50.60	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.0	$107k		3.1k	34.28	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$107k		1.2k	91.91	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$106k		513.00	206.64	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$106k	NEW	3.1k	34.29	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.0	$105k	+3%	2.2k	48.30	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$103k		1.6k	63.00	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$103k	+7%	2.3k	45.51	View chart
Alcon Ord Shs (ALC)	0.0	$100k		1.0k	100.07	View chart
Qualcomm (QCOM)	0.0	$98k		575.00	170.05	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$92k		526.00	174.57	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.0	$91k		3.5k	25.91	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$91k		590.00	154.02	View chart
Coupang Cl A (CPNG)	0.0	$87k	NEW	3.5k	24.55	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$86k		321.00	267.37	View chart
American Express Company (AXP)	0.0	$85k		313.00	271.20	View chart
Rambus (RMBS)	0.0	$84k		2.0k	42.22	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.0	$83k	+4%	2.1k	39.74	View chart
Strategy Newfound Reslv (ROMO)	0.0	$82k	+4%	2.6k	31.45	View chart
Charles Schwab Corporation (SCHW)	0.0	$82k		1.3k	64.81	View chart
Oracle Corporation (ORCL)	0.0	$81k		476.00	170.40	View chart
salesforce (CRM)	0.0	$78k		283.00	273.71	View chart
Vodafone Group Sponsored Adr (VOD)	0.0	$75k		7.5k	10.02	View chart
Boeing Company (BA)	0.0	$75k		491.00	152.04	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$74k		262.00	280.47	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$73k		263.00	276.76	View chart
Republic Services (RSG)	0.0	$70k		350.00	200.84	View chart
Mastercard Incorporated Cl A (MA)	0.0	$68k		137.00	493.80	View chart
Bank of America Corporation (BAC)	0.0	$67k		1.7k	39.68	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$66k		547.00	119.70	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.0	$65k	+327%	2.2k	29.41	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$65k	-4%	544.00	119.60	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$62k		750.00	82.53	View chart
Spdr Ser Tr Portfolio Ln Cor (SPLB)	0.0	$59k		2.4k	24.16	View chart
Servicenow (NOW)	0.0	$58k		65.00	894.38	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.0	$57k	+6%	570.00	99.45	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$57k		298.00	189.80	View chart
Portland Gen Elec Com New (POR)	0.0	$55k		1.1k	47.90	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$53k		470.00	113.08	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.0	$51k		1.5k	33.86	View chart
Atlassian Corporation Cl A (TEAM)	0.0	$51k		319.00	158.81	View chart
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)	0.0	$50k	+8200%	996.00	50.64	View chart
Nextera Energy (NEE)	0.0	$50k		592.00	84.54	View chart
Manulife Finl Corp (MFC)	0.0	$49k		1.7k	29.55	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.0	$49k	+253%	994.00	49.04	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$48k		196.00	243.06	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$48k		81.00	586.52	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.0	$46k	+670%	917.00	50.44	View chart
Wisdomtree Tr Em Lcl Debt Fd (ELD)	0.0	$46k		1.7k	27.94	View chart
United Parcel Service CL B (UPS)	0.0	$45k		328.00	136.52	View chart
Dex (DXCM)	0.0	$44k		663.00	67.04	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$44k		850.00	52.13	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$42k		443.00	95.49	View chart
Pfizer (PFE)	0.0	$41k		1.4k	28.94	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$41k		351.00	116.89	View chart
Southern Company (SO)	0.0	$41k		449.00	90.18	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$40k		237.00	167.67	View chart
Caterpillar (CAT)	0.0	$40k		101.00	392.62	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$39k		1.1k	34.79	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.0	$39k	+15%	947.00	40.78	View chart
Philip Morris International (PM)	0.0	$39k	-18%	318.00	121.40	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.0	$38k		4.4k	8.65	View chart
Analog Devices (ADI)	0.0	$37k		161.00	230.17	View chart
UnitedHealth (UNH)	0.0	$36k		62.00	584.68	View chart
General Motors Company (GM)	0.0	$36k		808.00	44.84	View chart
Wal-Mart Stores (WMT)	0.0	$36k		441.00	80.72	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$35k		275.00	128.20	View chart
MGM Resorts International. (MGM)	0.0	$35k		901.00	39.07	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.0	$35k	+8650%	700.00	50.18	View chart
Vaneck Etf Trust Agribusiness Etf (MOO)	0.0	$35k		463.00	75.51	View chart
CVS Caremark Corporation (CVS)	0.0	$35k		550.00	62.88	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$34k		118.00	283.75	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$33k	-16%	2.5k	13.43	View chart
Matson (MATX)	0.0	$33k		228.00	142.62	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$32k		498.00	64.79	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.0	$32k		510.00	62.34	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$31k		649.00	47.88	View chart
Intuitive Surgical Com New (ISRG)	0.0	$31k		63.00	491.27	View chart
Verizon Communications (VZ)	0.0	$30k		676.00	44.91	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.0	$30k		267.00	113.29	View chart
WestAmerica Ban (WABC)	0.0	$29k		584.00	49.42	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$28k		137.00	202.76	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$28k		610.00	45.32	View chart
Organon & Co Common Stock (OGN)	0.0	$27k		1.4k	19.13	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.0	$27k		574.00	47.25	View chart
Ford Motor Company (F)	0.0	$27k		2.6k	10.56	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$27k		502.00	53.66	View chart
Metropcs Communications (TMUS)	0.0	$27k		130.00	206.36	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.0	$26k		475.00	54.43	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$25k		606.00	41.72	View chart
Etsy (ETSY)	0.0	$25k		450.00	55.53	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.0	$24k		150.00	162.76	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$24k		252.00	95.94	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$24k		224.00	106.76	View chart
Edwards Lifesciences (EW)	0.0	$24k		360.00	65.99	View chart
Constellation Brands Cl A (STZ)	0.0	$23k		90.00	257.69	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$23k		565.00	40.48	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$23k		274.00	83.00	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$22k		154.00	145.39	View chart
Intuit (INTU)	0.0	$22k		36.00	621.00	View chart
TJX Companies (TJX)	0.0	$22k		185.00	117.54	View chart
Dutch Bros Cl A (BROS)	0.0	$22k		675.00	32.03	View chart
Pepsi (PEP)	0.0	$21k		126.00	170.05	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$21k		87.00	244.09	View chart
Micron Technology (MU)	0.0	$21k		202.00	103.48	View chart
Bristol Myers Squibb (BMY)	0.0	$21k		400.00	51.74	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$20k		462.00	43.59	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$20k		100.00	200.78	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$20k		115.00	173.67	View chart
Ishares Msci Gbl Etf New (PICK)	0.0	$20k		459.00	43.21	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.0	$19k		100.00	191.31	View chart
Automatic Data Processing (ADP)	0.0	$19k		69.00	276.72	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$19k		154.00	123.62	View chart
Charter Communications Inc N Cl A (CHTR)	0.0	$19k		58.00	324.09	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$19k	-36%	210.00	89.36	View chart
Vanguard World Energy Etf (VDE)	0.0	$19k		152.00	122.42	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$19k		352.00	52.81	View chart
Motorola Solutions Com New (MSI)	0.0	$18k		41.00	449.63	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$18k		69.00	263.29	View chart
Corvus Pharmaceuticals (CRVS)	0.0	$18k		3.4k	5.28	View chart
Archer Daniels Midland Company (ADM)	0.0	$18k		300.00	59.74	View chart
Illinois Tool Works (ITW)	0.0	$18k		68.00	262.07	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Helt (PSCH)	0.0	$18k		386.00	46.16	View chart
Kla Corp Com New (KLAC)	0.0	$18k		23.00	774.39	View chart
State Street Corporation (STT)	0.0	$17k		195.00	88.47	View chart
Unum (UNM)	0.0	$17k		290.00	59.44	View chart
Chubb (CB)	0.0	$17k		59.00	288.39	View chart
Stanley Black & Decker (SWK)	0.0	$17k		154.00	110.13	View chart
General Dynamics Corporation (GD)	0.0	$17k		56.00	300.02	View chart
Church & Dwight (CHD)	0.0	$17k		160.00	104.72	View chart
Sempra Energy (SRE)	0.0	$17k		198.00	83.63	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.0	$16k		400.00	40.59	View chart
Saba Capital Income & Opport Com New (SABA)	0.0	$16k	NEW	1.9k	8.51	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.0	$16k		187.00	85.08	View chart
Danaher Corporation (DHR)	0.0	$16k		56.00	278.02	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$15k		42.00	353.48	View chart
Lam Research Corporation (LRCX)	0.0	$15k		18.00	820.61	View chart
Molson Coors Beverage CL B (TAP)	0.0	$15k		256.00	57.52	View chart
Hp (HPQ)	0.0	$14k		400.00	35.87	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$14k		207.00	69.05	View chart
Global Payments (GPN)	0.0	$14k		136.00	102.42	View chart
Masco Corporation (MAS)	0.0	$14k		166.00	83.82	View chart
Lowe's Companies (LOW)	0.0	$14k		51.00	270.84	View chart
Ea Series Trust Us Quan Momentum (QMOM)	0.0	$14k		215.00	64.19	View chart
Vanguard World Industrial Etf (VIS)	0.0	$14k		53.00	260.08	View chart
Hldgs (UAL)	0.0	$14k		240.00	57.06	View chart
Alaska Air (ALK)	0.0	$14k		300.00	45.21	View chart
Anthem (ELV)	0.0	$14k		26.00	520.00	View chart
Invesco Db Multi-sector Comm Agriculture Fd (DBA)	0.0	$14k		518.00	26.10	View chart
Nuveen Equity Premium Income Fund (BXMX)	0.0	$13k		978.00	13.72	View chart
Burlington Stores (BURL)	0.0	$13k		50.00	263.48	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$13k		184.00	71.60	View chart
Vanguard World Materials Etf (VAW)	0.0	$13k		62.00	211.47	View chart
GSK Sponsored Adr (GSK)	0.0	$13k		320.00	40.88	View chart
Tyson Foods Cl A (TSN)	0.0	$13k		219.00	59.60	View chart
Marsh & McLennan Companies (MMC)	0.0	$13k		58.00	223.09	View chart
Waste Management (WM)	0.0	$13k		62.00	207.60	View chart
Eaton Vance Tax-Managed Buy-Write Income (ETB)	0.0	$13k		885.00	14.43	View chart
Datadog Cl A Com (DDOG)	0.0	$13k		109.00	115.06	View chart
Ishares Msci Mexico Etf (EWW)	0.0	$13k		233.00	53.62	View chart
Texas Instruments Incorporated (TXN)	0.0	$12k		59.00	206.58	View chart
Ge Aerospace Com New (GE)	0.0	$12k		63.00	188.59	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$12k		45.00	263.82	View chart
Spdr Ser Tr S&p Kensho New (KOMP)	0.0	$12k		239.00	49.33	View chart
Honeywell International (HON)	0.0	$12k		57.00	206.70	View chart
Prologis (PLD)	0.0	$12k		93.00	126.28	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$11k		117.00	97.58	View chart
Applied Materials (AMAT)	0.0	$11k		56.00	202.05	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$11k		265.00	41.82	View chart
Yum! Brands (YUM)	0.0	$11k		75.00	139.71	View chart
AFLAC Incorporated (AFL)	0.0	$10k		92.00	111.80	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$10k		1.2k	8.25	View chart
Mongodb Cl A (MDB)	0.0	$10k		38.00	270.34	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.0	$10k		448.00	22.27	View chart
Paypal Holdings (PYPL)	0.0	$9.7k		124.00	78.03	View chart
American Water Works (AWK)	0.0	$9.7k		66.00	146.24	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.0	$9.6k		188.00	51.24	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$9.6k	-31%	98.00	98.10	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.0	$9.5k	NEW	230.00	41.40	View chart
Fortive (FTV)	0.0	$9.3k		118.00	78.93	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$9.3k		46.00	202.04	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$9.2k		267.00	34.49	View chart
Wec Energy Group (WEC)	0.0	$9.1k		95.00	95.91	View chart
Columbia Sportswear Company (COLM)	0.0	$8.8k		105.00	83.38	View chart
Jack Henry & Associates (JKHY)	0.0	$8.6k		49.00	176.53	View chart
Sofi Technologies (SOFI)	0.0	$8.6k		1.1k	7.86	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$8.3k		61.00	135.44	View chart
Hubbell (HUBB)	0.0	$8.1k		19.00	428.37	View chart
Quest Diagnostics Incorporated (DGX)	0.0	$8.1k		52.00	155.25	View chart
Travelers Companies (TRV)	0.0	$8.0k		34.00	234.12	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.0	$7.8k	NEW	270.00	29.07	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.0	$7.7k		195.00	39.24	View chart
Doubleline Etf Trust Opportunistic Bd (DBND)	0.0	$7.6k	NEW	160.00	47.36	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$7.4k		13.00	569.69	View chart
Lamb Weston Hldgs (LW)	0.0	$7.1k		109.00	64.77	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$7.0k		138.00	50.94	View chart
Lennar Corp Cl A (LEN)	0.0	$6.9k		37.00	187.49	View chart
Moderna (MRNA)	0.0	$6.7k		100.00	66.83	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.0	$6.5k	NEW	230.00	28.13	View chart
Pool Corporation (POOL)	0.0	$6.4k		17.00	376.82	View chart
Cme (CME)	0.0	$6.4k		29.00	220.66	View chart
W.W. Grainger (GWW)	0.0	$6.2k		6.00	1038.83	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$5.9k		252.00	23.45	View chart
Tractor Supply Company (TSCO)	0.0	$5.8k		20.00	290.95	View chart
BlackRock (BLK)	0.0	$5.7k		6.00	949.50	View chart
Okta Cl A (OKTA)	0.0	$5.2k		70.00	74.34	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$5.0k		97.00	51.82	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$5.0k		70.00	71.10	View chart
Willis Towers Watson SHS (WTW)	0.0	$4.7k		16.00	294.50	View chart
Paychex (PAYX)	0.0	$4.7k		35.00	134.20	View chart
Airbnb Com Cl A (ABNB)	0.0	$4.7k		37.00	126.81	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$4.7k		89.00	52.66	View chart
Nvent Electric SHS (NVT)	0.0	$4.6k		66.00	70.26	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.0	$4.6k		98.00	46.99	View chart
Vanguard World Health Car Etf (VHT)	0.0	$4.5k		16.00	282.19	View chart
Zoetis Cl A (ZTS)	0.0	$4.5k		23.00	195.74	View chart
Amphenol Corp Cl A (APH)	0.0	$4.4k		68.00	65.16	View chart
Roblox Corp Cl A (RBLX)	0.0	$4.3k		98.00	44.26	View chart
Haleon Spon Ads (HLN)	0.0	$4.2k		400.00	10.58	View chart
Air Products & Chemicals (APD)	0.0	$4.2k		14.00	297.71	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$4.1k		38.00	109.05	View chart
FactSet Research Systems (FDS)	0.0	$4.1k		9.00	459.89	View chart
Ishares Em Mkts Div Etf (DVYE)	0.0	$4.1k		143.00	28.70	View chart
Championx Corp (CHX)	0.0	$4.1k		135.00	30.15	View chart
Raytheon Technologies Corp (RTX)	0.0	$4.0k		33.00	121.15	View chart
Omni (OMC)	0.0	$3.9k		38.00	103.39	View chart
Intercontinental Exchange (ICE)	0.0	$3.9k		24.00	160.62	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$3.8k		41.00	93.85	View chart
Ge Vernova (GEV)	0.0	$3.8k		15.00	255.00	View chart
Peakstone Realty Trust Common Shares (PKST)	0.0	$3.8k		280.00	13.63	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.0	$3.8k		149.00	25.60	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$3.8k		48.00	79.42	View chart
Axis Cap Hldgs SHS (AXS)	0.0	$3.7k		47.00	79.62	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.0	$3.7k		170.00	21.52	View chart
Nasdaq Omx (NDAQ)	0.0	$3.7k		50.00	73.02	View chart
L3harris Technologies (LHX)	0.0	$3.6k		15.00	237.87	View chart
FedEx Corporation (FDX)	0.0	$3.6k		13.00	273.69	View chart
American Tower Reit (AMT)	0.0	$3.5k		15.00	232.53	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.0	$3.4k		71.00	47.54	View chart
PNC Financial Services (PNC)	0.0	$3.1k		17.00	184.82	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$3.1k		60.00	51.13	View chart
PPG Industries (PPG)	0.0	$3.0k		23.00	132.48	View chart
Hasbro (HAS)	0.0	$3.0k		42.00	72.31	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$3.0k		34.00	88.15	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$2.9k		36.00	81.22	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$2.8k		26.00	106.12	View chart
Zimmer Holdings (ZBH)	0.0	$2.7k		25.00	107.96	View chart
Nordson Corporation (NDSN)	0.0	$2.6k		10.00	262.60	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$2.6k		31.00	82.65	View chart
Medtronic SHS (MDT)	0.0	$2.5k		28.00	90.04	View chart
Dolby Laboratories Com Cl A (DLB)	0.0	$2.4k		32.00	76.53	View chart
American Electric Power Company (AEP)	0.0	$2.4k		23.00	102.61	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$2.4k		160.00	14.70	View chart
Lockheed Martin Corporation (LMT)	0.0	$2.3k		4.00	584.50	View chart
Cummins (CMI)	0.0	$2.3k		7.00	323.86	View chart
Ishares Tr Faln Angls Usd (FALN)	0.0	$2.2k		80.00	27.34	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$2.2k		12.00	180.58	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.0	$2.1k		65.00	33.03	View chart
M&T Bank Corporation (MTB)	0.0	$2.1k		12.00	178.08	View chart
S&p Global (SPGI)	0.0	$2.1k		4.00	516.50	View chart
Veralto Corp Com Shs (VLTO)	0.0	$2.0k		18.00	111.83	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$2.0k		30.00	65.00	View chart
Packaging Corporation of America (PKG)	0.0	$1.9k		9.00	215.44	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$1.9k		30.00	64.63	View chart
Dover Corporation (DOV)	0.0	$1.9k		10.00	191.70	View chart
Series Portfolios Tr Unusual Whales (KRUZ)	0.0	$1.9k	NEW	61.00	31.39	View chart
Series Portfolios Tr Unusual Whls Dem (NANC)	0.0	$1.9k	NEW	51.00	37.39	View chart
Snap Cl A (SNAP)	0.0	$1.9k		178.00	10.70	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$1.9k		52.00	36.13	View chart
Comerica Incorporated (CMA)	0.0	$1.9k		31.00	59.90	View chart
T. Rowe Price (TROW)	0.0	$1.9k		17.00	108.94	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$1.8k		100.00	18.48	View chart
RPM International (RPM)	0.0	$1.8k		15.00	121.00	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$1.8k		31.00	58.03	View chart
Avery Dennison Corporation (AVY)	0.0	$1.8k		8.00	220.75	View chart
Kimberly-Clark Corporation (KMB)	0.0	$1.7k		12.00	142.25	View chart
Kroger (KR)	0.0	$1.7k		30.00	56.37	View chart
Clorox Company (CLX)	0.0	$1.6k		10.00	162.90	View chart
Columbia Banking System (COLB)	0.0	$1.5k		59.00	26.10	View chart
Alliant Energy Corporation (LNT)	0.0	$1.5k		25.00	60.68	View chart
Smucker J M Com New (SJM)	0.0	$1.5k		12.00	121.08	View chart
Ishares Msci Eurzone Etf (EZU)	0.0	$1.4k		26.00	52.23	View chart
Dollar General (DG)	0.0	$1.4k		16.00	84.56	View chart
Hormel Foods Corporation (HRL)	0.0	$1.3k		41.00	31.71	View chart
Now (DNOW)	0.0	$1.3k		100.00	12.93	View chart
Wabtec Corporation (WAB)	0.0	$1.3k		7.00	181.71	View chart
Williams Companies (WMB)	0.0	$1.1k		25.00	45.64	View chart
Cable One (CABO)	0.0	$1.0k		3.00	349.67	View chart
Iridium Communications (IRDM)	0.0	$761.000000		25.00	30.44	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$473.000400		9.00	52.56	View chart
Williams-Sonoma (WSM)	0.0	$326.000000	+100%	2.00	163.00	View chart
Lululemon Athletica (LULU)	0.0	$271.000000		1.00	271.00	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$253.000000		11.00	23.00	View chart
Capital One Financial (COF)	0.0	$234.000000		2.00	117.00	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$222.000000		4.00	55.50	View chart
Ballard Pwr Sys (BLDP)	0.0	$180.000000		100.00	1.80	View chart
New Pac Metals Corp Com Npv Isin Ca64782a1075 Sedol Bmw5909 (NEWP)	0.0	$149.000000		100.00	1.49	View chart
Viatris (VTRS)	0.0	$138.999600	-7%	12.00	11.58	View chart
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)	0.0	$93.000000		2.00	46.50	View chart
Under Armour Cl A (UAA)	0.0	$89.000000		10.00	8.90	View chart
Under Armour CL C (UA)	0.0	$84.000000		10.00	8.40	View chart
The Lion Electric Company Common Stock (LEV)	0.0	$68.000000		100.00	0.68	View chart
Fox Corp Cl B Com (FOX)	0.0	$52.000000		1.00	52.00	View chart
NET Lease Office Properties (NLOP)	0.0	$31.000000		1.00	31.00	View chart
Lucid Group (LCID)	0.0	$28.000000		8.00	3.50	View chart
Nikola Corp Com New (NKLA)	0.0	$14.000100	NEW	3.00	4.67	View chart
Adeia (ADEA)	0.0	$12.000000		1.00	12.00	View chart
Polaris Industries (PII)	0.0	$0		0	0.00	View chart
D.R. Horton (DHI)	0.0	$0		0	0.00	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$0		0	0.00	View chart

Past Filings by Northwest Capital Management

SEC 13F filings are viewable for Northwest Capital Management going back to 2017

Northwest Capital Management 2024 Q3 restated filed Oct. 15, 2024
Northwest Capital Management 2024 Q3 filed Oct. 8, 2024
Northwest Capital Management 2024 Q2 filed July 9, 2024
Northwest Capital Management 2024 Q1 filed April 9, 2024
Northwest Capital Management 2023 Q4 filed Feb. 1, 2024
Northwest Capital Management 2023 Q3 filed Oct. 10, 2023
Northwest Capital Management 2023 Q2 filed Aug. 3, 2023
Northwest Capital Management 2023 Q1 filed May 3, 2023
Northwest Capital Management 2022 Q4 filed Feb. 2, 2023
Northwest Capital Management 2022 Q3 filed Nov. 7, 2022
Northwest Capital Management 2022 Q2 filed Aug. 2, 2022
Northwest Capital Management 2022 Q1 filed May 10, 2022
Northwest Capital Management 2021 Q4 filed Feb. 7, 2022
Northwest Capital Management 2021 Q3 filed Oct. 25, 2021
Northwest Capital Management 2021 Q2 filed Aug. 2, 2021
Northwest Capital Management 2021 Q1 filed May 10, 2021

View all past filings

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