1 North Wealth Services LLC Closed Holding Positions

1 North Wealth Services LLC

  • $236 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AFL
Aflac Inc

Financial Services
Q4 2024 Filed on Feb 12, 2025
36
$100.37 - $115.27 $3.61K - $4.15K
BIIB
Biogen Inc.

Healthcare
Q4 2024 Filed on Feb 12, 2025
10
$146.47 - $191.55 $1.46K - $1.92K
IO
Ion Geophysical Corporation

Energy
Q4 2024 Filed on Feb 12, 2025
1
N/A
Frontier Communications Corp
Q4 2024 Filed on Feb 12, 2025
7
N/A
WHR
Whirlpool Corp

Consumer Cyclical
Q4 2024 Filed on Feb 12, 2025
10
$99.28 - $124.45 $993 - $1.24K
PIO
Invesco Exchange Traded Fd Tr

ETFs
Q4 2024 Filed on Feb 12, 2025
304
$39.06 - $42.96 $11.9K - $13.1K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
Q4 2024 Filed on Feb 12, 2025
96
$42.32 - $55.35 $4.06K - $5.31K
RFG
Invesco Exchange Traded Fd Tr

ETFs
Q4 2024 Filed on Feb 12, 2025
62
$47.9 - $53.39 $2.97K - $3.31K
VTHR
Vanguard Russell 3000 ETF

ETFs
Q4 2024 Filed on Feb 12, 2025
65
$251.33 - $271.45 $16.3K - $17.6K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
Q4 2024 Filed on Feb 12, 2025
76
$156.32 - $178.25 $11.9K - $13.5K
NDAQ
Nasdaq, Inc.

Financial Services
Q4 2024 Filed on Feb 12, 2025
34
$70.87 - $83.05 $2.41K - $2.82K
DG
Dollar General Corp

Consumer Defensive
Q4 2024 Filed on Feb 12, 2025
91
$73.27 - $84.47 $6.67K - $7.69K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q4 2024 Filed on Feb 12, 2025
68
$101.77 - $113.02 $6.92K - $7.69K
INT
World Fuel Services Corp

Energy
Q4 2024 Filed on Feb 12, 2025
120
N/A
Match Group Inc
Q4 2024 Filed on Feb 12, 2025
900
N/A
APD
Air Products & Chemicals, Inc.

Basic Materials
Q4 2024 Filed on Feb 12, 2025
131
$285.5 - $335.62 $37.4K - $44K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q4 2024 Filed on Feb 12, 2025
17
$501.29 - $612.85 $8.52K - $10.4K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q4 2024 Filed on Feb 12, 2025
10
$7.34 - $9.6 $73.4 - $96
PMO
Putnam Municipal Opportunities Trust

Financial Services
Q4 2024 Filed on Feb 12, 2025
475
$10.01 - $10.93 $4.75K - $5.19K
FITB
Fifth Third Bancorp

Financial Services
Q4 2024 Filed on Feb 12, 2025
3,546
$41.76 - $48.44 $148K - $172K
REZI
Resideo Technologies, Inc.

Industrials
Q4 2024 Filed on Feb 12, 2025
16
$19.3 - $27.75 $309 - $444
K
Kellogg CO

Consumer Defensive
Q4 2024 Filed on Feb 12, 2025
50
$80.34 - $81.29 $4.02K - $4.06K
DELL
Dell Technologies Inc.

Technology
Q4 2024 Filed on Feb 12, 2025
140
$111.96 - $144.21 $15.7K - $20.2K
PPG
Ppg Industries Inc

Basic Materials
Q4 2024 Filed on Feb 12, 2025
74
$119.09 - $131.37 $8.81K - $9.72K
AKAM
Akamai Technologies Inc

Technology
Q4 2024 Filed on Feb 12, 2025
246
N/A
EBAY
Ebay Inc

Consumer Cyclical
Q4 2024 Filed on Feb 12, 2025
52
$57.51 - $67.17 $2.99K - $3.49K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2024 Filed on Feb 12, 2025
56
$77.25 - $91.3 $4.33K - $5.11K
VOT
Vanguard Mid Cap Growth Index

ETFs
Q4 2024 Filed on Feb 12, 2025
47
$241.48 - $274.89 $11.3K - $12.9K
KMI
Kinder Morgan, Inc.

Energy
Q4 2024 Filed on Feb 12, 2025
680
$22.59 - $28.54 $15.4K - $19.4K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q4 2024 Filed on Feb 12, 2025
500
$126.68 - $134.74 $63.3K - $67.4K
CI
Cigna Corp

Healthcare
Q4 2024 Filed on Feb 12, 2025
133
$265.59 - $358.58 $35.3K - $47.7K
MPX
Marine Products Corp

Consumer Cyclical
Q4 2024 Filed on Feb 12, 2025
450
$8.99 - $10.21 $4.05K - $4.59K
QRVO
Qorvo, Inc.

Technology
Q4 2024 Filed on Feb 12, 2025
250
$65.6 - $104.58 $16.4K - $26.1K
EMN
Eastman Chemical CO

Basic Materials
Q4 2024 Filed on Feb 12, 2025
176
$90.03 - $110.64 $15.8K - $19.5K
MBB
Ishares Tr

ETFs
Q4 2024 Filed on Feb 12, 2025
32,809
$91.26 - $95.82 $2.99M - $3.14M
GM
General Motors CO

Consumer Cyclical
Q4 2024 Filed on Feb 12, 2025
77
$44.82 - $60.2 $3.45K - $4.64K
PSX
Phillips 66

Energy
Q4 2024 Filed on Feb 12, 2025
474
$110.35 - $138.93 $52.3K - $65.9K
MSI
Motorola Solutions, Inc.

Technology
Q4 2024 Filed on Feb 12, 2025
28
$449.08 - $504.6 $12.6K - $14.1K
AMAT
Applied Materials Inc

Technology
Q4 2024 Filed on Feb 12, 2025
109
$161.44 - $213.89 $17.6K - $23.3K
XLV
Select Sector Spdr Fund Health

ETFs
Q4 2024 Filed on Feb 12, 2025
23,555
$136.28 - $154.74 $3.21M - $3.64M
ENB
Enbridge Inc

Energy
Q4 2024 Filed on Feb 12, 2025
790
$40.4 - $43.92 $31.9K - $34.7K
MKC
Mccormick & CO Inc

Consumer Defensive
Q4 2024 Filed on Feb 12, 2025
1,014
$73.97 - $84.09 $75K - $85.3K
Direxion Shs ETF Tr
Q4 2024 Filed on Feb 12, 2025
96,811
N/A
NVS
Novartis Ag

Healthcare
Q4 2024 Filed on Feb 12, 2025
30
$96.78 - $117.18 $2.9K - $3.52K
ALC
Alcon Inc

Healthcare
Q4 2024 Filed on Feb 12, 2025
6
$83.87 - $99.15 $503 - $595
Allergan PLC
Q4 2024 Filed on Feb 12, 2025
13
N/A
MA
Mastercard Inc

Financial Services
Q4 2024 Filed on Feb 12, 2025
7
$491.3 - $536.15 $3.44K - $3.75K
Perspecta Inc
Q4 2024 Filed on Feb 12, 2025
2
N/A
Spx Corp
Q4 2024 Filed on Feb 12, 2025
215
N/A
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