1 North Wealth Services LLC Purchases and Sells in Q2 2025

1 North Wealth Services LLC

$252 Billion
Q2 2025

Top Buys

Incresed Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEI	26.6K + 152.77%	$116.93 - $119.39 $3.11M - $3.18M	44.1K $5.25B
GLD	6.37K + 17.2%	$273.71 - $316.29 $1.74M - $2.02M	43.4K $13.2B
PIO	31.3K + 10281.25%	$35.79 - $44.67 $1.12M - $1.4M	31.6K $1.97B
GCOW	46.8K + 26.63%	$32.99 - $38.56 $1.55M - $1.81M	223K $8.46B
VPL	10.1K + 14.38%	$65.04 - $82.18 $659K - $833K	80.6K $6.63B
EMXC	10.5K + 9.92%	$50.08 - $63.14 $527K - $664K	117K $7.36B

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DHS	95.4K New	$87.71 - $98.37 $8.36M - $9.38M	95.4K $9.15B
BBEU	107K New	$55.24 - $68.55 $5.91M - $7.34M	107K $7.22B
PICB	106K New	$22.08 - $24.18 $2.34M - $2.56M	106K $2.56B
XLV	18.6K New	$128.77 - $144.3 $2.39M - $2.68M	18.6K $2.5B
XLP	30.8K New	N/A	30.8K $2.5B
RCL	100 New	$177.93 - $313.14 $17.8K - $31.3K	100 $31.3M

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CALF	-86.1K - 99.63%	$32.0 - $39.87 $2.75M - $3.43M	320 $12.7M
IVV	-3.41K - 33.47%	$498.8 - $620.9 $1.7M - $2.11M	6.77K $4.2B
VCIT	-17.6K - 8.25%	$79.56 - $82.92 $1.4M - $1.46M	195K $16.2B
DIA	-2.73K - 15.53%	$376.48 - $440.65 $1.03M - $1.2M	14.9K $6.55B
AAPL	-86 - 0.26%	$172.42 - $223.89 $14.8K - $19.3K	32.6K $6.68B
SPY	-1.4K - 23.49%	$496.48 - $617.85 $697K - $867K	4.57K $2.83B

Activity Summary All Purchases 45 New Holdings 14 Increased Positions 31 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

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