1 North Wealth Services LLC Portfolio Holdings
1 North Wealth Services LLC
- $236 Billion
- Q4 2024
1 North Wealth Services LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $236 Billion distributed in 59 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $21.6B, J P Morgan Exchange Traded Fd with a value of $14.2B, Ssga Active ETF Tr Spdr Doblel with a value of $14B, Pimco ETF Tr Enhanced Sht Matu with a value of $11.4B, and Ishares Tr with a value of $10.6B.
Examining the 13F form we can see an increase of $236B in the current position value, from $162M to 236B. Also it can be appreciated an additional of 23 stocks purchases and 349 closed positions.
1 North Wealth Services LLC is based out at Annapolis, MD
Below you can find more details about 1 North Wealth Services LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 59
- Current Value $236 Billion
- Prior Value $162 Million
- Filing
- Period Q4 2024
- Filing Date February 12, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 23 stocks
- Additional Purchases 23 stocks
- Sold out of 349 stocks
- Reduced holdings in 13 stocks