1 North Wealth Services LLC Closed Holding Positions

1 North Wealth Services LLC

  • $216 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
XLE
Energy Sector Spdr

ETFs
Q4 2024 Filed on Feb 12, 2025
103
$83.32 - $97.27 $8.58K - $10K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q4 2024 Filed on Feb 12, 2025
15
$76.53 - $94.19 $1.15K - $1.41K
HSBC
Hsbc Holdings PLC

Financial Services
Q4 2024 Filed on Feb 12, 2025
4,211
$43.83 - $49.51 $185K - $208K
HES
Hess Corp

Energy
Q4 2024 Filed on Feb 12, 2025
100
$127.66 - $148.65 $12.8K - $14.9K
CVS
Cvs Health Corp

Healthcare
Q4 2024 Filed on Feb 12, 2025
30
$43.78 - $67.46 $1.31K - $2.02K
Unilever N V
Q4 2024 Filed on Feb 12, 2025
25
N/A
EEV
Proshares Tr Ultrashort Msci E

ETFs
Q4 2024 Filed on Feb 12, 2025
51
$14.2 - $17.53 $724 - $894
DE
Deere & CO

Industrials
Q4 2024 Filed on Feb 12, 2025
50
$389.45 - $466.0 $19.5K - $23.3K
Apache Corp
Q4 2024 Filed on Feb 12, 2025
142
N/A
BOND
Pimco Active Bond Exchange Tra

ETFs
Q4 2024 Filed on Feb 12, 2025
95
$90.42 - $94.5 $8.59K - $8.98K
Raytheon CO
Q4 2024 Filed on Feb 12, 2025
21
N/A
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q4 2024 Filed on Feb 12, 2025
117
$88.59 - $94.57 $10.4K - $11.1K
EMLP
First Tr Exchange Traded Iv

ETFs
Q4 2024 Filed on Feb 12, 2025
59,240
$33.69 - $38.24 $2M - $2.27M
DGRO
Ishares Core Dividend Growth E

ETFs
Q4 2024 Filed on Feb 12, 2025
522
$60.73 - $64.94 $31.7K - $33.9K
DNP
Dnp Select Income Fund Inc

Financial Services
Q4 2024 Filed on Feb 12, 2025
1,610
$8.82 - $9.96 $14.2K - $16K
FLOW
Spx Flow, Inc.

Industrials
Q4 2024 Filed on Feb 12, 2025
262
N/A
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2024 Filed on Feb 12, 2025
18
$82.28 - $117.52 $1.48K - $2.12K
SYY
Sysco Corp

Consumer Defensive
Q4 2024 Filed on Feb 12, 2025
135
$73.63 - $81.77 $9.94K - $11K
KWEB
Kraneshares Tr Csi China Inter

ETFs
Q4 2024 Filed on Feb 12, 2025
26,864
$29.11 - $38.87 $782K - $1.04M
RDS-B
Shell PLC

Energy
Q4 2024 Filed on Feb 12, 2025
8,070
N/A
IEF
Ishares Barclays

ETFs
Q4 2024 Filed on Feb 12, 2025
71,116
$92.08 - $98.18 $6.55M - $6.98M
ABBV
Abb Vie Inc.

Healthcare
Q4 2024 Filed on Feb 12, 2025
302
$164.99 - $203.87 $49.8K - $61.6K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q4 2024 Filed on Feb 12, 2025
1,000
N/A
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q4 2024 Filed on Feb 12, 2025
9
$180.39 - $205.43 $1.62K - $1.85K
TY
Tri Continental Corp

Financial Services
Q4 2024 Filed on Feb 12, 2025
219
$31.01 - $34.67 $6.79K - $7.59K
KIE
Spdr S&P Insurance ETF

ETFs
Q4 2024 Filed on Feb 12, 2025
68,501
$55.65 - $62.03 $3.81M - $4.25M
EXC
Exelon Corp

Utilities
Q4 2024 Filed on Feb 12, 2025
30,718
$36.22 - $40.97 $1.11M - $1.26M
Teekay Offshore Partners L P
Q4 2024 Filed on Feb 12, 2025
583
N/A
IWD
Ishares Russell 1000 Val ETF

ETFs
Q4 2024 Filed on Feb 12, 2025
190
$183.23 - $199.79 $34.8K - $38K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q4 2024 Filed on Feb 12, 2025
6
$264.18 - $304.19 $1.59K - $1.83K
VO
Vanguard Mid Cap ETF

ETFs
Q4 2024 Filed on Feb 12, 2025
83
$261.5 - $284.63 $21.7K - $23.6K
VMC
Vulcan Materials CO

Basic Materials
Q4 2024 Filed on Feb 12, 2025
11
$237.95 - $292.31 $2.62K - $3.22K
GILD
Gilead Sciences, Inc.

Healthcare
Q4 2024 Filed on Feb 12, 2025
8
$83.95 - $97.9 $672 - $783
SRLN
Ssga Active Trust

ETFs
Q4 2024 Filed on Feb 12, 2025
4,024
$41.48 - $42.08 $167K - $169K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
Q4 2024 Filed on Feb 12, 2025
49
$0.31 - $0.68 $15.2 - $33.3
FXO
First Tr Exchange Traded Fd Fi

ETFs
Q4 2024 Filed on Feb 12, 2025
158
$50.63 - $59.0 $8K - $9.32K
XLI
Industrial Sector Spdr

ETFs
Q4 2024 Filed on Feb 12, 2025
1
$131.76 - $143.99 $132 - $144
Bristol Myers Squibb CO
Q4 2024 Filed on Feb 12, 2025
33
N/A
VDE
Vanguard Energy ETF

ETFs
Q4 2024 Filed on Feb 12, 2025
334
$116.67 - $136.78 $39K - $45.7K
NEWR
New Relic, Inc.

Technology
Q4 2024 Filed on Feb 12, 2025
105
N/A
CONE
Cyrus One Inc.

Real Estate
Q4 2024 Filed on Feb 12, 2025
40
N/A
CAG
Conagra Brands Inc.

Consumer Defensive
Q4 2024 Filed on Feb 12, 2025
695
$26.48 - $32.72 $18.4K - $22.7K
IXP
Ishares Global Comm Services E

ETFs
Q4 2024 Filed on Feb 12, 2025
38,517
$92.71 - $102.47 $3.57M - $3.95M
SLB
Schlumberger Limited

Energy
Q4 2024 Filed on Feb 12, 2025
141
$36.83 - $45.59 $5.19K - $6.43K
USB
Us Bancorp \De\

Financial Services
Q4 2024 Filed on Feb 12, 2025
81
$43.98 - $53.66 $3.56K - $4.35K
United Technologies Corp
Q4 2024 Filed on Feb 12, 2025
275
N/A
O
Realty Income Corp

Real Estate
Q4 2024 Filed on Feb 12, 2025
30
$51.76 - $64.71 $1.55K - $1.94K
SKX
Skechers Usa Inc

Consumer Cyclical
Q4 2024 Filed on Feb 12, 2025
100
$59.24 - $72.0 $5.92K - $7.2K
DOV
Dover Corp

Industrials
Q4 2024 Filed on Feb 12, 2025
200
$184.72 - $206.51 $36.9K - $41.3K
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