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  Name: NORTHWEST WEALTH MANAGEMENT LLC
  City: Spencer
  State: IA
  Zip: 51301
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $364,916,000
  Total Value Change : $32,815,000
  Securities Held Change : 10
   
All Securities Held : 171
  New Positions : 10
  Closed Positions : 1
  Increased Positions : 66
  Unchanged Positions : 11
  Decreased Positions : 84

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 10     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (XLF)1 Year Chart         XLF SPDR Financial Sector 101 New $41.31 $435,000 10,339 0.12% 435,000 10,339 0    Closed - End Fund - E...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 108 New $175.41 $385,000 2,549 0.11% 385,000 2,549 0    Search Engines & Info...
   (VNQI)1 Year Chart         VNQI Vanguard Global Ex-US Real ... 123 New $42.23 $307,000 7,285 0.08% 307,000 7,285 0.008    Closed - End Fund - E...
   (MARA)1 Year Chart         MARA Marathon Patent Group Inc 145 New $21.07 $241,000 10,652 0.07% 241,000 10,652 0.005    N/A
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 152 New $141.00 $231,000 1,797 0.06% 231,000 1,797 0    Drug Manufacturers - ...
   (MO)1 Year Chart         MO Altria Group Inc 158 New $46.67 $216,000 4,950 0.06% 216,000 4,950 0    Cigarettes & Other To...
   (IBTE)1 Year Chart         IBTE Ishares Ibonds Dec 2024 Ter... 164 New $0.00 $205,000 8,553 0.06% 205,000 8,553 0    N/A
   (AVGO)1 Year Chart         AVGO Broadcom Limited 163 New $1,413.09 $205,000 155 0.06% 205,000 155 0.001    Semiconductor- Broad...
   (CSX)1 Year Chart         CSX CSX Corp 166 New $33.05 $201,000 5,409 0.06% 201,000 5,409 0    Railroads
   (GEVO)1 Year Chart         GEVO Gevo Inc 171 New $0.65 $8,000 11,000 0% 8,000 11,000 0.009    Diversified Chemicals

      10 Records Found
  1    
Page 1 of 1
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