1 North Wealth Services LLC Incresed Positions in Q2 2025

1 North Wealth Services LLC

  • $252 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
26.6K
+ 152.77%
$116.93 - $119.39 $3.11M - $3.18M
44.1K $5.25B
GLD
Spdr Gold Trust

ETFs
6.37K
+ 17.2%
$273.71 - $316.29 $1.74M - $2.02M
43.4K $13.2B
PIO
Invesco Exchange Traded Fd Tr

ETFs
31.3K
+ 10281.25%
$35.79 - $44.67 $1.12M - $1.4M
31.6K $1.97B
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
46.8K
+ 26.63%
$32.99 - $38.56 $1.55M - $1.81M
223K $8.46B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
10.1K
+ 14.38%
$65.04 - $82.18 $659K - $833K
80.6K $6.63B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
10.5K
+ 9.92%
$50.08 - $63.14 $527K - $664K
117K $7.36B
AVGO
Broadcom Inc.

Technology
100
+ 0.75%
$146.29 - $275.65 $14.6K - $27.6K
13.4K $3.69B
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
26.2K
+ 22.45%
$47.42 - $51.67 $1.24M - $1.35M
143K $7.24B
ORCL
Oracle Corp

Technology
211
+ 1.6%
$122.82 - $218.63 $25.9K - $46.1K
13.4K $2.94B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
26.7K
+ 8.22%
$39.34 - $40.41 $1.05M - $1.08M
351K $14.1B
XLU
Utilities Sector Spdr

ETFs
5.25K
+ 12.73%
$73.09 - $82.77 $384K - $435K
46.5K $3.8B
EMB
Ishares Tr

ETFs
2.72K
+ 2.1%
$86.54 - $92.62 $235K - $252K
132K $12.2B
PULS
Pgim ETF Tr

ETFs
8.8K
+ 3.63%
$49.39 - $49.76 $434K - $438K
251K $12.5B
BOTZ
Global X Fds

ETFs
140
+ 0.14%
$24.51 - $32.65 $3.43K - $4.57K
99.9K $3.26B
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
68
+ 0.16%
$42.95 - $53.21 $2.92K - $3.62K
42.2K $2.24B
Blackrock Inc
55
+ 2.78%
N/A
2.03K $2.13B
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.23K
+ 2.02%
$51.14 - $57.0 $267K - $298K
264K $15B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.09K
+ 0.72%
$49.79 - $50.75 $104K - $106K
291K $14.8B
VOE
Vanguard Mid Cap Value Index F

ETFs
348
+ 32.19%
$141.87 - $164.49 $49.4K - $57.2K
1.43K $235M
GOOGL
Alphabet Inc.

Communication Services
50
+ 2.2%
$144.7 - $178.6 $7.23K - $8.93K
2.32K $409M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
731
+ 0.49%
$49.98 - $50.26 $36.5K - $36.7K
149K $7.46B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
687
+ 31.84%
$47.46 - $55.3 $32.6K - $38K
2.85K $157M
FNDF
Schwab Fundamental Intl Large

ETFs
357
+ 18.26%
$32.25 - $40.02 $11.5K - $14.3K
2.31K $92.5M
EQIX
Equinix Inc

Real Estate
40
+ 5.05%
$740.07 - $914.43 $29.6K - $36.6K
832 $662M
AOM
Ishares Tr Core Moderate Alloc

ETFs
145
+ 9.43%
$41.55 - $46.04 $6.02K - $6.68K
1.68K $77.5M
DLR
Digital Realty Trust, Inc.

Real Estate
1
+ 0.46%
$136.11 - $177.69 $136 - $178
217 $37.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
26
+ 81.25%
$39.89 - $49.46 $1.04K - $1.29K
58 $2.87M
HDV
Ishares Core High Dividend ETF

ETFs
153
+ 3.61%
$108.41 - $120.51 $16.6K - $18.4K
4.39K $514M
NKE
Nike, Inc.

Consumer Cyclical
1
+ 1.08%
$53.27 - $72.04 $53.3 - $72
94 $6.65M
LLY
Eli Lilly & CO

Healthcare
70
+ 1.81%
$713.71 - $898.95 $50K - $62.9K
3.94K $3.07B
Activity Summary
Buys All Purchases 45 New Holdings 14 Increased Positions 31 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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