• 13F History

Northwest Capital Management Inc

13F Filings History

Latest 13F report
Q4 2024 - Feb 4, 2025
Value $
$233M
Signature - Title
James Clements - Chief Compliance Officer
Location
Lake Oswego, OR
Summary
This page shows a list of all the recent 13F filings made by Northwest Capital Management Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Northwest Capital Management Inc reported 434 stock holdings with total value $233M as of Q4 2024. Top holdings included SCHR, SCHX, MSFT, EFV, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 434 $233M +$29.9M -$16.7M +$13.2M SCHR, SCHX, MSFT, EFV, AAPL 13F-HR 2/4/2025, 11:47 AM
Q3 2024 456 $278M +$34.2M -$41.8M -$7.61M SCHR, SCHX, MSFT, EFV, AAPL Restatement 10/15/2024, 04:53 PM
Q2 2024 460 $274M +$22.6M -$65.3M -$42.6M AMZN, SCHR, SCHX, MSFT, SCHQ 13F-HR 7/9/2024, 05:07 PM
Q1 2024 549 $312M +$5.45M -$5.51M -$68.1K SCHR, AMZN, SCHX, MSFT, SCHQ 13F-HR 4/9/2024, 01:54 PM
Q4 2023 549 $298M +$30M -$14.8M +$15.2M SCHR, AMZN, SCHX, SCHQ, MSFT 13F-HR 2/1/2024, 12:28 PM
Q3 2023 554 $259M +$38.5M -$8.62M +$29.9M SCHR, AMZN, MSFT, ESGU, SCHX 13F-HR 10/10/2023, 03:43 PM
Q2 2023 558 $239M +$23M -$3.04M +$19.9M AMZN, MSFT, ESGU, SCHX, AAPL 13F-HR 8/3/2023, 12:39 PM
Q1 2023 99 $206M +$23.3M -$15.4M +$7.95M AMZN, ESGU, SCHX, EFV, MSFT 13F-HR 5/3/2023, 10:29 AM
Q4 2022 96 $188M +$22.4M -$12.1M +$10.2M ESGU, SCHX, EFV, MSFT, AGG 13F-HR 2/2/2023, 12:21 PM
Q3 2022 88 $173M +$21.3M -$22.2M -$992K ESGU, VUSB, SCHX, EFV, MSFT 13F-HR 11/7/2022, 09:48 AM
Q2 2022 92 $191M +$14.9M -$5.71M +$9.16M COMT, EFV, ESGU, VUSB, MSFT 13F-HR 8/2/2022, 04:48 PM
Q1 2022 96 $213M +$14.2M -$6.63M +$7.57M EFV, ESGU, COMT, MSFT, VUSB 13F-HR 5/10/2022, 12:36 PM
Q4 2021 89 $203M +$65.2M -$43.5M +$21.6M EFV, ESGU, COMT, VUSB, MSFT 13F-HR 2/7/2022, 04:15 PM
Q3 2021 96 $192M +$14.1M -$2.54M +$11.5M VUSB, SCHF, MBB, SCHM, MSFT 13F-HR 10/25/2021, 03:36 PM
Q2 2021 85 $177M +$38.9M -$6.76M +$32.1M VUSB, MBB, SCHF, SCHM, MSFT 13F-HR 8/2/2021, 12:10 PM
Q1 2021 68 $138M +$2.45M -$2.76M -$312K MBB, SCHF, SCHM, UCON, JPST 13F-HR 5/10/2021, 04:51 PM
Q4 2020 64 $134M +$5.91M -$1.56M +$4.35M MBB, SCHF, SCHM, UCON, JPST 13F-HR 2/8/2021, 05:01 PM
Q3 2020 58 $121M +$6.18M -$860K +$5.32M MBB, SCHF, UCON, SCHM, JPST 13F-HR 11/9/2020, 04:58 PM
Q2 2020 55 $114M +$9.41M -$7.53M +$1.88M MBB, SCHF, UCON, SCHM, JPST 13F-HR 7/23/2020, 07:18 PM
Q1 2020 51 $100M +$25.4M -$17.8M +$7.67M MBB, SCHF, UCON, JPST, SCHM 13F-HR 5/11/2020, 11:46 AM
Q4 2019 60 $109M +$16.2M -$3.53M +$12.6M SCHR, SCHF, SCHM, SCHE, JPST 13F-HR 1/27/2020, 02:43 PM
Q3 2019 58 $94.7M +$4.19M -$1M +$3.19M SCHR, SCHF, JPST, SCHM, SCHE 13F-HR 10/23/2019, 04:36 PM
Q2 2019 59 $91.5M +$10.2M -$1.45M +$8.77M SCHR, SCHF, SCHM, SCHE, JPST 13F-HR 8/1/2019, 01:15 PM
Q1 2019 61 $82.9M +$20.9M -$12.5M +$8.46M SCHF, SCHM, SCHE, SCHR, JPST 13F-HR 5/7/2019, 04:22 PM
Q4 2018 69 $71.2M +$8.23M -$4.01M +$4.21M SCHM, SCHF, SCHC, MSFT, EZU 13F-HR 1/30/2019, 12:15 PM
Q3 2018 74 $94.1M +$12.9M -$1.04M +$11.8M SCHM, SCHF, SCHC, EZU, BSCJ 13F-HR 10/26/2018, 04:55 PM
Q2 2018 55 $80.4M +$18.8M -$8.35M +$10.4M SCHM, SCHC, SCHF, EZU, BSCJ 13F-HR 8/1/2018, 02:50 PM
Q1 2018 55 $93.4M +$6.47M -$1.98M +$4.49M SCHM, BSCIXXXX, VTIP, EZU, SCHC 13F-HR 5/2/2018, 11:48 AM
Q4 2017 61 $91.2M SCHM, BSCIXXXX, VTIP, EZU, BSCJXXXX 13F-HR 2/6/2018, 04:22 PM