1 North Wealth Services LLC Purchases in Q1 2025

1 North Wealth Services LLC

  • $216 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FDX
Fedex Corp

Industrials
15
New
$230.33 - $281.53 $3.45K - $4.22K
15 $3.66M
PYPL
Pay Pal Holdings, Inc.

Financial Services
56
New
$65.15 - $91.81 $3.65K - $5.14K
56 $3.65M
VTV
Vanguard Value ETF

ETFs
21
New
$167.73 - $179.21 $3.52K - $3.76K
21 $3.63M
YUM
Yum Brands Inc

Consumer Cyclical
23
New
$123.25 - $162.53 $2.83K - $3.74K
23 $3.62M
FSI
Flexible Solutions International Inc

Basic Materials
700
New
$3.66 - $7.21 $2.56K - $5.05K
700 $3.54M
EBAY
Ebay Inc

Consumer Cyclical
52
New
$61.61 - $70.93 $3.2K - $3.69K
52 $3.52M
DTE
Dte Energy CO

Utilities
25
New
$117.6 - $138.27 $2.94K - $3.46K
25 $3.46M
HWC
Hancock Whitney Corp

Financial Services
65
New
$49.61 - $61.03 $3.22K - $3.97K
65 $3.41M
OHI
Omega Healthcare Investors Inc

Real Estate
87
New
$35.7 - $38.33 $3.11K - $3.33K
87 $3.31M
VOD
Vodafone Group Public LTD CO

Communication Services
333
New
$8.05 - $9.86 $2.68K - $3.28K
333 $3.12M
WRE
Washington Real Estate Investment Trust
174
New
N/A
174 $3.03M
EBIZ
Global X Fds E Comm ETF (De)
105
New
N/A
105 $3M
LIT
Global X Fds Global X Lithium

ETFs
75
New
$38.8 - $42.84 $2.91K - $3.21K
75 $2.91M
PAYC
Paycom Software, Inc.

Technology
13
New
$199.42 - $225.82 $2.59K - $2.94K
13 $2.84M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
28
New
$95.85 - $99.25 $2.68K - $2.78K
28 $2.77M
DOW
Dow Inc.

Basic Materials
78
New
$34.36 - $41.92 $2.68K - $3.27K
78 $2.72M
PJP
Invesco Exchange Traded Fd Tr

ETFs
31
New
$81.43 - $87.33 $2.52K - $2.71K
31 $2.69M
PEY
Invesco Exchange Traded Fd Tr

ETFs
125
New
$20.82 - $22.08 $2.6K - $2.76K
125 $2.68M
CRM
Salesforce, Inc.

Technology
10
New
$268.36 - $359.95 $2.68K - $3.6K
10 $2.68M
VOX
Vanguard Communication Service

ETFs
18
New
$147.73 - $169.24 $2.66K - $3.05K
18 $2.67M
MDT
Medtronic PLC

Healthcare
28
New
$79.84 - $94.5 $2.24K - $2.65K
28 $2.52M
IBM
International Business Machines Corp

Technology
10
New
$217.4 - $264.74 $2.17K - $2.65K
10 $2.49M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
14
New
$166.63 - $185.86 $2.33K - $2.6K
14 $2.33M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
37
New
$59.78 - $60.03 $2.21K - $2.22K
37 $2.21M
ISTR
Investar Holding Corp

Financial Services
125
New
$16.88 - $21.24 $2.11K - $2.66K
125 $2.2M
ENB
Enbridge Inc

Energy
49
New
$41.54 - $45.45 $2.04K - $2.23K
49 $2.17M
UPS
United Parcel Service Inc

Industrials
19
New
$109.66 - $136.26 $2.08K - $2.59K
19 $2.09M
ICLN
Ishares

ETFs
180
New
$10.94 - $11.86 $1.97K - $2.13K
180 $2.06M
IBB
Ishares Biotechnology ETF

ETFs
15
New
$127.9 - $140.56 $1.92K - $2.11K
15 $1.98M
OFC
Corporate Office Properties Trust

Real Estate
70
New
N/A
70 $1.91M
XLRE
Select Sector Spdr Tr Real Est

ETFs
45
New
$39.18 - $43.52 $1.76K - $1.96K
45 $1.88M
UAA
Under Armour, Inc.

Consumer Cyclical
300
New
$6.25 - $8.66 $1.88K - $2.6K
300 $1.88M
UA
Under Armour Inc Cl C

Consumer Cyclical
302
New
$5.95 - $7.79 $1.8K - $2.35K
302 $1.8M
IDNA
Ishares Tr Genomics Immunology

ETFs
85
New
$20.49 - $23.63 $1.74K - $2.01K
85 $1.74M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
55
New
$30.46 - $36.6 $1.68K - $2.01K
55 $1.68M
FTSL
First Trust Senior Ln Fund

ETFs
35
New
$45.65 - $46.48 $1.6K - $1.63K
35 $1.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
32
New
$42.5 - $46.71 $1.36K - $1.49K
32 $1.45M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
125
New
$9.19 - $12.93 $1.15K - $1.62K
125 $1.4M
BIIB
Biogen Inc.

Healthcare
10
New
$133.43 - $153.27 $1.33K - $1.53K
10 $1.37M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
63
New
$20.2 - $22.24 $1.27K - $1.4K
63 $1.36M
PFE
Pfizer Inc

Healthcare
50
New
$25.01 - $27.13 $1.25K - $1.36K
50 $1.27M
UNP
Union Pacific Corp

Industrials
5
New
$225.21 - $254.42 $1.13K - $1.27K
5 $1.18M
KOMP
Spdr S&P Kensho New Economies

ETFs
25
New
$46.49 - $54.36 $1.16K - $1.36K
25 $1.16M
DAR
Darling Ingredients Inc.

Consumer Defensive
36
New
$28.51 - $41.85 $1.03K - $1.51K
36 $1.13M
GM
General Motors CO

Consumer Cyclical
21
New
$45.22 - $54.92 $950 - $1.15K
21 $988K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9
New
$102.49 - $119.96 $922 - $1.08K
9 $941K
TDC
Teradata Corp

Technology
33
New
$21.95 - $32.78 $724 - $1.08K
33 $742K
PNC
Pnc Financial Services Group, Inc.

Financial Services
4
New
$168.84 - $202.89 $675 - $812
4 $703K
TIP
Ishares Tr Tips Bd ETF

ETFs
6
New
$106.22 - $111.09 $637 - $667
6 $683K
Activity Summary
Buys All Purchases 225 New Holdings 217 Increased Positions 8 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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