Northwest Capital Management Inc Q3 2022 vs. Q4 2022 13F Holdings Comparison

The third quarter of 2022 saw some significant changes in the holdings of Northwest Capital Management's 13F portfolio. The top holdings were dominated by iShares and Schwab ETFs, with Microsoft and Apple rounding out the top five. However, in the fourth quarter, there were significant changes in the portfolio, with some holdings experiencing drastic value changes while others remained relatively stable.

In the following blog post, we will take a closer look at the changes in Northwest Capital Management's holdings and what these changes could mean for investors.

Main Body:

ESGU - iShares TR:

In the Q3 2022 period, ESGU made up a significant portion of Northwest Capital Management's holdings, with 150,721 shares valued at $11,969,000. However, by Q4 2022, the firm had sold off 5,462 shares, leaving ESGU with 145,259 shares valued at $12,310,000.

SCHX - Schwab Strategic TR:

SCHX was another significant holding for Northwest Capital Management in Q3 2022, with 246,387 shares valued at $10,434,000. By Q4 2022, the firm had increased its position in SCHX, with 251,336 shares valued at $11,347,000.

EFV - iShares TR:

In Q3 2022, EFV made up 245,213 shares of Northwest Capital Management's portfolio, valued at $9,448,000. However, by Q4 2022, the firm had sold off 10,423 shares, leaving EFV with 234,790 shares valued at $10,772,000.

MSFT - Microsoft Corp:

MSFT remained a relatively stable holding for Northwest Capital Management from Q3 2022 to Q4 2022. The firm owned 40,116 shares in Q3 2022, valued at $9,343,000. By Q4 2022, the firm had sold off only 556 shares, leaving MSFT with 39,560 shares valued at $9,487,000.

AGG - iShares TR:

AGG experienced a significant change in value from Q3 2022 to Q4 2022. In Q3, Northwest Capital Management owned 13,439 shares of AGG, valued at $1,295,000. By Q4, the firm had increased its position in AGG significantly, owning 97,493 shares valued at $9,455,000.

Conclusion:

Northwest Capital Management Inc's Q3 2022 vs. Q4 2022 13F Holdings Comparison shows that the firm has made significant changes to its holdings over the past few months. While some holdings remained stable, others saw a significant increase or decrease in value.

Based on this information, investors may want to consider adjusting their portfolios accordingly or seeking out potential investments in the holdings that have experienced significant changes in value. Overall, it is always essential to keep an eye on changes in a firm's holdings to make informed investment decisions.