Avoid Fraud, Get The Facts, And Find The Best
Legal Name: NORTHWEST WEALTH MANAGEMENT, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 23, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
56,211 |
$7,338k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
45,617 |
$6,847k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
143,232 |
$5,974k |
|
|
US BANCORP DEL (902973304)
|
104,596 |
$5,481k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
45,768 |
$3,686k |
|
|
ISHARES TR (464287176)
|
31,413 |
$3,628k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
30,701 |
$3,405k |
|
|
VANGUARD INTL EQUITY (922042718)
|
29,728 |
$3,129k |
|
|
Occidental Petroleum Corp (674599105)
|
58,484 |
$2,941k |
|
|
ISHARES TR (464289859)
|
50,964 |
$2,811k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
9,186 |
$2,707k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
58,500 |
$2,488k |
|
|
Apple Inc (037833100)
|
12,056 |
$2,386k |
|
|
FTP Managed Municipal ETF (33739N108)
|
40,815 |
$2,235k |
|
|
SPDR SERIES TRUST (78464A656)
|
37,793 |
$2,139k |
|
|
iShares Short Term Nat'l Muni (464288158)
|
19,885 |
$2,119k |
|
|
ISHARES TR (464289867)
|
42,116 |
$1,938k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
9,025 |
$1,924k |
|
|
ISHARES (464288877)
|
37,638 |
$1,809k |
|
|
VANGUARD SCOTTSDALE FDS (92206C706)
|
26,868 |
$1,772k |
|
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
14,712 |
$1,638k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
13,634 |
$1,542k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
29,107 |
$1,484k |
|
|
FIRST TR EXCHANGE TRADED FD (33739Q200)
|
27,846 |
$1,439k |
|
|
ALPS ETF TR (00162Q676)
|
66,602 |
$1,435k |
|
|
WISDOMTREE TRUST (97717X628)
|
53,958 |
$1,353k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
4 |
$1,273k |
|
|
FIRST TR EXCHANGE TRADED FD CAP STRENGTH ETF (33733E104)
|
22,289 |
$1,258k |
|
|
EATON CORPORATION (G29183103)
|
14,846 |
$1,236k |
|
|
FIRST TR VALUE LINE DIVID IN (33734H106)
|
36,053 |
$1,216k |
|
|
SPDR SER TR (78468R739)
|
24,730 |
$1,210k |
|
|
FIRST TR EXCHANGE TRADED FD (33734X143)
|
15,459 |
$1,197k |
|
|
KINDER MORGAN INC (49456B101)
|
55,234 |
$1,153k |
|
|
ISHARES (46429B747)
|
10,726 |
$1,079k |
|
|
Amazon.com Inc (023135106)
|
559 |
$1,059k |
|
|
FIRST TR EXCHANGE TRADED FD (33738D101)
|
42,070 |
$1,058k |
|
|
SPDR SERIES TRUST (78464A300)
|
17,014 |
$1,032k |
|
|
FIRST TR MORNINGSTAR DIV LEA (336917109)
|
33,609 |
$1,030k |
|
|
MCDONALDS CORP (580135101)
|
4,903 |
$1,018k |
|
|
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538)
|
6,687 |
$998k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
97,404 |
$959k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
10,785 |
$943k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
5,826 |
$913k |
|
|
SPDR SERIES TRUST (78464A805)
|
24,947 |
$910k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
7,941 |
$888k |
|
|
First Trust Small Cap Core Alp (33734Y109)
|
14,348 |
$882k |
|
|
UNION PAC CORP (907818108)
|
5,041 |
$852k |
|
|
ISHARES TR COHEN&ST RLTY (464287564)
|
7,247 |
$816k |
|
|
FIRST TR EXCH TRADED FD III (33739P103)
|
18,693 |
$752k |
|
|
VANGUARD GROUP (921908844)
|
6,409 |
$738k |
|
|
FIRST TR EXCHANGE-TRADED FD (33739E108)
|
36,763 |
$713k |
|
|
SPDR PORTFOLIO SHORT TERM TREASURY ETF (78468R101)
|
22,546 |
$676k |
|
|
FIRST TR EXCHANGE TRADED FD (33738D309)
|
13,788 |
$650k |
|
|
SPDR SERIES TRUST (78464A854)
|
18,513 |
$639k |
|
|
ISHARES TR (464289875)
|
15,650 |
$611k |
|
|
FIRST TR EXCHANGE TRADED (33739Q309)
|
11,959 |
$602k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
3,655 |
$597k |
|
|
VANGUARD BD INDEX FD INC (921937819)
|
6,588 |
$570k |
|
|
Netflix Inc (64110L106)
|
1,500 |
$551k |
|
|
PFIZER INC (717081103)
|
12,447 |
$539k |
|
|
ISHARES (464288273)
|
9,397 |
$539k |
|
|
MICROSOFT CORP (594918104)
|
3,960 |
$531k |
|
|
Deere & Co (244199105)
|
3,157 |
$523k |
|
|
POLARIS INDS INC (731068102)
|
5,633 |
$514k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
8,144 |
$500k |
|
|
ISHARES TR (464287457)
|
5,857 |
$497k |
|
|
ISHARES (464287630)
|
3,796 |
$457k |
|
|
ISHARES TR (464288257)
|
5,907 |
$435k |
|
|
Boeing Co/The (097023105)
|
1,168 |
$425k |
|
|
FIRST TR NASDAQ100 TECH INDE (337345102)
|
4,871 |
$416k |
|
|
ISHARES TR (464289883)
|
11,601 |
$411k |
|
|
AT&T INC (00206R102)
|
12,133 |
$407k |
|
|
SPDR Portfolio Emerging Market (78463X509)
|
11,257 |
$403k |
|
|
DISNEY WALT CO (254687106)
|
2,858 |
$399k |
|
|
WELLS FARGO CO NEW (949746101)
|
8,359 |
$396k |
|
|
FIRST TR MID CAP CORE ALPHAD (33735B108)
|
5,761 |
$396k |
|
|
REALTY INCOME CORP (756109104)
|
5,694 |
$393k |
|
|
FIRST TR EXCHANGE TRADED FD (33738R118)
|
9,940 |
$388k |
|
|
Exxon Mobil Corp (30231G102)
|
5,048 |
$387k |
|
|
VANECK VECTORS ETF TR (92189H201)
|
7,615 |
$379k |
|
|
PEPSICO INC (713448108)
|
2,843 |
$373k |
|
|
FIRST TR EXCHANGE TRADED FD (33739Q408)
|
6,159 |
$370k |
|
|
ISHARES TR (464288687)
|
9,911 |
$365k |
|
|
Chevron Corp (166764100)
|
2,842 |
$354k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
4,475 |
$350k |
|
|
ALTRIA GROUP INC (02209S103)
|
7,168 |
$339k |
|
|
Hartford Multifactor Dev Mkts (518416102)
|
12,000 |
$338k |
|
|
FIRST TR EXCNGE TRD (33737M409)
|
9,223 |
$319k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
1,892 |
$308k |
|
|
CASEYS GEN STORES INC (147528103)
|
1,940 |
$303k |
|
|
Caterpillar Inc (149123101)
|
2,082 |
$284k |
|
|
PROCTER & GAMBLE CO (742718109)
|
2,521 |
$276k |
|
|
FIRST TR LRG CP VL ALPHADEX (33735J101)
|
5,203 |
$271k |
|
|
First Trust S&P REIT Index Fd. (33734G108)
|
10,183 |
$254k |
|
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
1,780 |
$254k |
|
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
2,831 |
$252k |
|
|
ABBOTT LABS (002824100)
|
2,986 |
$251k |
|
|
INTL BUSINESS MCHN (459200101)
|
1,819 |
$251k |
|
|
W P CAREY INC (92936U109)
|
3,078 |
$250k |
|
|
WALMART INC COM (931142103)
|
2,194 |
$242k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
4,115 |
$235k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
2,039 |
$227k |
|
|
CINTAS CORP (172908105)
|
932 |
$221k |
|
|
PHILIP MORRIS INTL (718172109)
|
2,799 |
$220k |
|
|
Tyson Foods (TSN) (902494103)
|
2,720 |
$220k |
|
|
NORFOLK SOUTHERN (655844108)
|
1,101 |
$219k |
|
|
JOHNSON & JOHNSON (478160104)
|
1,560 |
$217k |
|
|
First Tr Exchange Traded Fd Wt (33733B100)
|
3,781 |
$207k |
|
|
ISHARES (464288869)
|
2,224 |
$207k |
|
|
FIRST TR EXCNGE TRD ALPHADEX (33737M508)
|
5,747 |
$205k |
|
|
ENTERPRISE PRODS (293792107)
|
7,073 |
$204k |
|
|
FIRST TR EXCHANGE TRADED FD (33738R605)
|
6,720 |
$204k |
|
|
VANECK VECTORS ETF TR GOLD MINERS ETF (92189F106)
|
7,944 |
$203k |
|
|
Sprott Physical Silver Trust (85207K107)
|
12,525 |
$72k |
|
|
KEMPHARM INC (488445107)
|
16,070 |
$28k |
|
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