NORTHWEST WEALTH MANAGEMENT, LLC
Top Portfolio Positions
149 positions ·
$105,835,786 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
57,794 | $10,079,273 | 9.52% |
| AAPL |
Apple Inc.
Technology
|
38,786 | $9,843,498 | 9.30% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
16,662 | $6,194,098 | 5.85% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
21,376 | $4,451,979 | 4.21% |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
5,252 | $3,822,720 | 3.61% |
| MSFT |
Microsoft Corp
Technology
|
9,912 | $3,669,125 | 3.47% |
| WMT |
Walmart Inc.
Consumer Defensive
|
24,544 | $3,050,328 | 2.88% |
| ETN |
Eaton Corp plc
Industrials
|
8,358 | $2,989,405 | 2.82% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
7,773 | $2,286,505 | 2.16% |
| XOM |
Exxon Mobil Corp
Energy
|
11,334 | $1,922,926 | 1.82% |
Portfolio Trend
Holdings in FTI
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $580,069 | 8,391 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $336,873 | 7,560 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $203,483 | 5,158 | Shares | Sole | 2025-10-14 | |
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