1 North Wealth Services LLC Purchases and Sells in Q1 2025

1 North Wealth Services LLC

$216 Billion
Q1 2025

Top Buys

Incresed Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GSY	27.1K + 22.39%	$50.03 - $50.27 $1.36M - $1.36M	148K $7.42B
EMB	9.71K + 8.13%	$88.64 - $92.03 $861K - $894K	129K $11.7B
JEPI	11.9K + 4.84%	$56.17 - $59.71 $669K - $712K	258K $14.8B
IJH	20.3K + 13.25%	$57.21 - $65.8 $1.16M - $1.34M	174K $10.1B
FLOT	2.72K + 10.92%	$50.87 - $51.09 $139K - $139K	27.7K $1.41B
IEI	186 + 1.08%	$114.57 - $118.14 $21.3K - $22K	17.4K $2.06B

New Holdings

217 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JAAA	289K New	$50.48 - $51.04 $14.6M - $14.8M	289K $14.7B
PULS	243K New	$49.56 - $49.78 $12M - $12.1M	243K $12.1B
XLU	41.2K New	$74.7 - $80.27 $3.08M - $3.31M	41.2K $3.25B
VTI	5.58K New	$271.18 - $303.12 $1.51M - $1.69M	5.58K $1.53B
VXUS	4.84K New	$58.01 - $64.46 $281K - $312K	4.84K $300M
JPM	800 New	$225.19 - $279.95 $180K - $224K	800 $196M

Top Sells

Reduced Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MINT	-113K - 99.12%	$100.32 - $100.76 $11.3M - $11.4M	1.01K $101M
TLH	-79.4K - 99.6%	$97.25 - $104.79 $7.73M - $8.32M	320 $33.2M
IYC	-66.4K - 98.61%	$85.71 - $101.2 $5.69M - $6.72M	935 $82.6M
EMXC	-75.7K - 41.65%	$54.25 - $57.64 $4.11M - $4.36M	106K $5.84B
VCIT	-55.7K - 20.73%	$79.17 - $82.04 $4.41M - $4.57M	213K $17.4B
QQQ	-4.46K - 28.98%	$468.34 - $539.52 $2.09M - $2.41M	10.9K $5.13B

Activity Summary All Purchases 225 New Holdings 217 Increased Positions 8 All Sells 46 Reductions 46 Sold out 0 Calls 0 Puts 0

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