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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

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Holdings Found : 11     View All Holdings Currently Viewing:  Unchanged 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
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 74 - $205.77 $853,000 4,054 0.23% 39,000 0 0.001    Closed - End Fund - E...
   (SUB)1 Year Chart         SUB iShares S&P S/T Natnl AMT-F... 79 - $104.16 $790,000 7,546 0.22% -6,000 0 0.008    Closed - End Fund - Debt
   (SHM)1 Year Chart         SHM Spdr Brcly Cap Shrt Trm Mu 94 - $46.90 $501,000 10,557 0.14% -4,000 0 0.01    Closed - End Fund - E...
   (PH)1 Year Chart         PH Parker Hannifin Corp 122 - $531.52 $311,000 559 0.09% 53,000 0 0    Industrial Equipment ...
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 130 - $39.41 $288,000 7,392 0.08% 15,000 0 0.001    Closed - End Fund - Debt
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 150 - $109.65 $232,000 2,100 0.06% 5,000 0 0    Closed - End Fund - E...
   (COP)1 Year Chart         COP ConocoPhillips 151 - $116.48 $231,000 1,813 0.06% 21,000 0 0    Integrated Oil & Gas
   (CEF)1 Year Chart         CEF Sprott Physical Gold & Silv... 157 - $22.37 $218,000 10,701 0.06% 13,000 0 0    N/A
   (IHAK)1 Year Chart         IHAK Ishares Cybersecurity And T... 162 - $0.00 $209,000 4,451 0.06% 7,000 0 0    N/A
   (PSLV)1 Year Chart         PSLV Sprott Physical Silver Trus... 167 - $10.21 $169,000 20,384 0.05% 4,000 0 0.001    Closed - End Fund - E...
   (ASTS)1 Year Chart         ASTS AST SpaceMobile, Inc 170 - $8.28 $31,000 10,612 0.01% -33,000 0 0.021    N/A

      11 Records Found
  1    
Page 1 of 1
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