1 North Wealth Services LLC Sells in Q1 2025

1 North Wealth Services LLC

  • $216 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-113K
- 99.12%
$100.32 - $100.76 $11.3M - $11.4M
1.01K $101M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-79.4K
- 99.6%
$97.25 - $104.79 $7.73M - $8.32M
320 $33.2M
IYC
Ishares U.S. Consumer Discreti

ETFs
-66.4K
- 98.61%
$85.71 - $101.2 $5.69M - $6.72M
935 $82.6M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-75.7K
- 41.65%
$54.25 - $57.64 $4.11M - $4.36M
106K $5.84B
VCIT
Vanguard Intermediate Term Cor

ETFs
-55.7K
- 20.73%
$79.17 - $82.04 $4.41M - $4.57M
213K $17.4B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4.46K
- 28.98%
$468.34 - $539.52 $2.09M - $2.41M
10.9K $5.13B
IAI
Ishares Tr Us Broker Dealers &

ETFs
-17.3K
- 46.83%
$134.68 - $159.3 $2.32M - $2.75M
19.6K $2.74B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-39.7K
- 98.57%
$58.32 - $65.09 $2.31M - $2.58M
574 $34.6M
PSLV
Sprott Physical Silver Trust

Financial Services
-233K
- 95.66%
$9.86 - $11.68 $2.3M - $2.72M
10.6K $122M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-60.2K
- 25.49%
$33.63 - $37.64 $2.02M - $2.27M
176K $6.51B
AAPL
Apple Inc.

Technology
-985
- 2.93%
$209.68 - $247.1 $207K - $243K
32.6K $7.25B
AVGO
Broadcom Inc.

Technology
-1.11K
- 7.7%
$167.43 - $244.7 $186K - $272K
13.3K $2.23B
CMCSA
Comcast Corp

Communication Services
-27.1K
- 93.92%
$33.19 - $38.23 $899K - $1.04M
1.76K $64.8M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-31.8K
- 8.92%
$38.99 - $40.37 $1.24M - $1.28M
324K $13.1B
SOXX
Ishares Semiconductor ETF

ETFs
-2.44K
- 14.7%
$188.17 - $235.81 $459K - $576K
14.2K $2.66B
IVV
Ishares Core S&P 500 ETF

ETFs
-740
- 6.78%
$554.06 - $615.85 $410K - $456K
10.2K $5.72B
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-6.07K
- 4.95%
$50.25 - $55.9 $305K - $340K
117K $6B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-999
- 5.37%
$408.78 - $448.82 $408K - $448K
17.6K $7.39B
BOTZ
Global X Fds

ETFs
-5.49K
- 5.22%
$28.46 - $34.53 $156K - $190K
99.8K $2.84B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-8.2K
- 10.42%
$69.87 - $75.62 $573K - $620K
70.5K $5.11B
ORCL
Oracle Corp

Technology
-305
- 2.26%
$139.81 - $186.47 $42.6K - $56.9K
13.2K $1.85B
HDV
Ishares Core High Dividend ETF

ETFs
-3.91K
- 47.97%
$110.86 - $121.12 $433K - $473K
4.24K $513M
CAT
Caterpillar Inc

Industrials
-657
- 12.86%
$326.75 - $407.63 $215K - $268K
4.45K $1.47B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-13.8K
- 14.57%
$48.65 - $53.06 $671K - $732K
81K $4.2B
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-4.71K
- 10.06%
$46.77 - $52.97 $220K - $249K
42.1K $1.98B
Blackrock Inc
-95
- 4.58%
N/A
1.98K $1.87B
JNJ
Johnson & Johnson

Healthcare
-1.77K
- 64.31%
$142.06 - $167.7 $251K - $296K
980 $163M
AMZN
Amazon Com Inc

Consumer Cyclical
-90
- 1.98%
$190.26 - $242.06 $17.1K - $21.8K
4.47K $850M
GIS
General Mills Inc

Consumer Defensive
-1.1K
- 5.24%
$57.56 - $65.3 $63K - $71.5K
19.8K $1.18B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-994
- 60.46%
$126.86 - $146.45 $126K - $146K
650 $82.6M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-3.43K
- 10.11%
$52.16 - $56.68 $179K - $195K
30.5K $1.7B
GOOG
Alphabet Inc.

Communication Services
-50
- 1.44%
$156.06 - $207.71 $7.8K - $10.4K
3.41K $533M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.28K
- 58.68%
$90.0 - $96.32 $115K - $123K
900 $83.1M
EQIX
Equinix Inc

Real Estate
-16
- 1.98%
$803.0 - $959.97 $12.8K - $15.4K
792 $646M
NVDA
Nvidia Corp

Technology
-171
- 5.51%
$106.98 - $149.43 $18.3K - $25.6K
2.94K $318M
GOOGL
Alphabet Inc.

Communication Services
-90
- 3.81%
$154.33 - $206.19 $13.9K - $18.6K
2.27K $351M
MRK
Merck & Co., Inc.

Healthcare
-500
- 23.54%
$83.01 - $101.02 $41.5K - $50.5K
1.62K $146M
MSFT
Microsoft Corp

Technology
-25
- 3.66%
$375.39 - $447.2 $9.38K - $11.2K
658 $247M
EMR
Emerson Electric CO

Industrials
-1
- 0.06%
$108.64 - $131.17 $109 - $131
1.71K $188M
META
Meta Platforms, Inc.

Communication Services
-15
- 3.16%
$576.36 - $736.67 $8.65K - $11.1K
460 $265M
DVY
Ishares Tr

ETFs
-32
- 1.77%
$128.58 - $138.1 $4.11K - $4.42K
1.78K $239M
MCD
Mcdonalds Corp

Consumer Cyclical
-16
- 1.67%
$279.74 - $321.29 $4.48K - $5.14K
942 $294M
TRV
Travelers Companies, Inc.

Financial Services
-171
- 4.41%
$232.43 - $265.13 $39.7K - $45.3K
3.7K $979M
LLY
Eli Lilly & CO

Healthcare
-181
- 4.46%
$725.72 - $929.72 $131K - $168K
3.87K $3.2B
GLD
Spdr Gold Trust

ETFs
-2.03K
- 5.18%
$243.19 - $288.14 $492K - $583K
37K $10.7B
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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