Northwest-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  "SNOW",
  "MU",
  "FNDF",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "GOOGL",
  "AXP",
  "AIG",
  "T",
  null,
  null,
  null,
  "AVDE",
  "AVGO",
  null,
  null,
  null,
  "AVEM",
  null,
  null,
  null,
  null,
  "MARA",
  "PDI",
  "PII",
  null,
  null,
  "HD",
  null,
  null,
  null,
  null,
  "MCD",
  null,
  "UNP",
  "ISRG",
  "EMXC",
  "BKNG",
  "MUB",
  "META",
  null,
  null,
  "MPC",
  null,
  "MSFT",
  "DUOL",
  "GE",
  "NU",
  null,
  "ANET",
  "ORCL",
  null,
  null,
  "DASH",
  "VGIT",
  null,
  null,
  "EEM",
  "PANW",
  "PEP",
  "VGSH",
  "IEMG",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  null,
  "NVDA",
  "INTC",
  "PLTR",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "IEFA",
  null,
  "SPDW",
  null,
  null,
  "IBM",
  "SYK",
  "TSN",
  "BIV",
  "VNQ",
  "HL",
  null,
  "VWO",
  "VSS",
  null,
  null,
  null,
  null,
  null,
  "VIG",
  null,
  null,
  "IWN",
  "IEF",
  "GM",
  null,
  "APH",
  "AMD",
  "WM",
  "FTNT",
  null,
  "AMZN",
  null,
  null,
  null,
  null,
  "CEF",
  "VEU",
  "USB",
  "VUG",
  "VEA",
  null,
  null,
  "VXUS",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  "VTV",
  "VRSN",
  "V",
  "WMT",
  "WFC",
  null,
  null,
  null,
  "LNT",
  null,
  null,
  "ADT",
  null,
  "ET",
  "SOFI",
  "SCHF",
  null,
  "MSCI",
  "RBLX",
  "IUSV",
  "ESGU",
  null,
  null,
  "BAC",
  "BRK-A",
  "BRK-B",
  "CASY",
  "CNC",
  "CVX",
  "CME",
  "CMCSA",
  "COP",
  "CEG",
  "CPRT",
  "COST",
  "DE",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "RSP",
  null,
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "PH",
  "MO",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 187
Total Value: 501759104
Accession Number: 0001695344-25-000002
Form Type: 13F-HR
CIK: northwest-wealth-management
Manager Name: Northwest-Wealth-Management

Data Enrichment

68% identified

127 identified60 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

187 positions • $501.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Polaris Inc.

PII|731068102

Shares:4.9K

Value:$200.2K

% of Portfolio:0.0% ($200.2K/$501.8M)

SoFi Technologies, Inc.

SOFI|83406F102

Shares:15.9K

Value:$184.9K

% of Portfolio:0.0% ($184.9K/$501.8M)

Nu Holdings Ltd.

NU|G6683N103

Shares:17.1K

Value:$175.1K

% of Portfolio:0.0% ($175.1K/$501.8M)

MARA Holdings, Inc.

MARA|565788106

Shares:10.7K

Value:$123.1K

% of Portfolio:0.0% ($123.1K/$501.8M)

ADT Inc.

ADT|00090Q103

Shares:10.7K

Value:$87.3K

% of Portfolio:0.0% ($87.3K/$501.8M)

HECLA MINING CO/DE/

HL|422704106

Shares:10.5K

Value:$58.3K

% of Portfolio:0.0% ($58.3K/$501.8M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:100

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$501.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Polaris Inc.(PIIcusip731068102)	4.9K	QoQ +0.06% (-3) YoY +88.11% (-2.3K)	All Managers (Combined)	$200.2K	0.0% ($200.2K/$501.8M)	QoQ -28.90% (-$81.4K) YoY -23.09% (-$60.1K)
SoFi Technologies, Inc.(SOFIcusip83406F102)	15.9K	QoQ +1.92% (-301) YoY +6.00% (+900)	All Managers (Combined)	$184.9K	0.0% ($184.9K/$501.8M)	QoQ -23.02% (-$55.3K) YoY +68.87% (+$75.4K)
Nu Holdings Ltd.(NUcusipG6683N103)	17.1K	QoQ +2.77% (+462) YoY NEW(+17.1K)	All Managers (Combined)	$175.1K	0.0% ($175.1K/$501.8M)	QoQ +1.58% (+$2.7K) YoY NEW(+$175.1K)
MARA Holdings, Inc.(MARAcusip565788106)	10.7K	QoQ 0.00% (-0) YoY +0.48% (-52)	All Managers (Combined)	$123.1K	0.0% ($123.1K/$501.8M)	QoQ -31.42% (-$56.4K) YoY -48.82% (-$117.4K)
ADT Inc.(ADTcusip00090Q103)	10.7K	QoQ NEW(+10.7K) YoY NEW(+10.7K)	All Managers (Combined)	$87.3K	0.0% ($87.3K/$501.8M)	QoQ NEW(+$87.3K) YoY NEW(+$87.3K)
HECLA MINING CO/DE/(HLcusip422704106)	10.5K	QoQ +0.59% (+62) YoY +1.44% (+149)	All Managers (Combined)	$58.3K	0.0% ($58.3K/$501.8M)	QoQ +13.91% (+$7.1K) YoY +17.26% (+$8.6K)
Palantir Technologies Inc.(PLTRcusip69608A108)	100	QoQ -96.54% (-2.8K) YoY NEW(+100)	All Managers (Combined)	$2.0K	0.0% ($2.0K/$501.8M)	QoQ -99.06% (-$217.1K) YoY NEW(+$2.0K)