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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 : 2023-12-31
  Total Value : $332,101,000
  Total Value Change : $54,338,000
  Securities Held Change : 12
   
All Securities Held : 161
  New Positions : 17
  Closed Positions : 8
  Increased Positions : 77
  Unchanged Positions : 6
  Decreased Positions : 61

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Holdings Found : 8     View All Holdings Currently Viewing:  Closed 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
   (SCHC)1 Year Chart         SCHC Schwab International Small-... 165 Closed $36.50 $0 0 0% -332,000 -10,284 0    Closed - End Fund - E...
   (PFE)1 Year Chart         PFE Pfizer Inc 164 Closed $28.92 $0 0 0% -409,000 -12,325 0    Drug Manufacturers - ...
   (MDT)1 Year Chart         MDT Medtronic Plc 163 Closed $85.64 $0 0 0% -214,000 -2,727 0    Medical Appliances & ...
   (USFR)1 Year Chart         USFR Wisdomtree Bloomberg Floati... 169 Closed $50.47 $0 0 0% -283,000 -5,617 0    N/A
   (CENN)1 Year Chart         CENN Cenntro Inc 162 Closed $1.82 $0 0 0% -3,000 -11,089 0    N/A
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 168 Closed $372.63 $0 0 0% -269,000 -922 0    Medical Appliances & ...
   (IBTD)1 Year Chart         IBTD Ishares Ibonds Dec 2023 Ter... 167 Closed $0.00 $0 0 0% -267,000 -10,753 0    N/A
   (TMC)1 Year Chart         TMC Tmc The Metals Company Ord Shs 166 Closed $1.40 $0 0 0% -10,000 -10,000 0    N/A

      8 Records Found
  1    
Page 1 of 1
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