1 North Wealth Services LLC Purchases in Q4 2024

1 North Wealth Services LLC

  • $236 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
269K
New
$80.13 - $83.77 $21.5M - $22.5M
269K $21.6B
JEPI
J P Morgan Exchange Traded Fd

ETFs
246K
New
$57.53 - $60.83 $14.2M - $15M
246K $14.2B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
356K
New
$39.3 - $41.34 $14M - $14.7M
356K $14B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
81.5K
+ 252.91%
$100.22 - $100.73 $8.17M - $8.21M
114K $11.4B
EMB
Ishares Tr

ETFs
119K
+ 0.0%
$88.94 - $93.46 $10.6M - $11.2M
119K $10.6B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
182K
New
$55.45 - $61.08 $10.1M - $11.1M
182K $10.1B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
141K
+ 1089.57%
$61.68 - $67.87 $8.67M - $9.54M
154K $9.57B
AAPL
Apple Inc.

Technology
21.6K
+ 178.87%
$221.69 - $259.02 $4.78M - $5.59M
33.6K $8.42B
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
236K
New
$33.43 - $36.52 $7.89M - $8.62M
236K $7.97B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
79.8K
New
$99.04 - $109.59 $7.9M - $8.74M
79.8K $7.94B
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
123K
New
$52.0 - $55.66 $6.38M - $6.83M
123K $6.55B
IYC
Ishares U.S. Consumer Discreti

ETFs
67.3K
New
$85.96 - $101.28 $5.79M - $6.82M
67.3K $6.47B
IVV
Ishares Core S&P 500 ETF

ETFs
422
+ 4.02%
$570.51 - $610.59 $241K - $258K
10.9K $6.43B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
117K
+ 2596.93%
$50.0 - $50.27 $5.83M - $5.86M
121K $6.07B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
78.7K
New
$70.63 - $78.23 $5.56M - $6.16M
78.7K $5.59B
IAI
Ishares Tr Us Broker Dealers &

ETFs
36.8K
+ 3684000.0%
$127.59 - $153.41 $4.7M - $5.65M
36.8K $5.31B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
104K
New
$43.84 - $48.76 $4.56M - $5.07M
104K $4.58B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
94.8K
New
$46.48 - $51.32 $4.4M - $4.86M
94.8K $4.56B
SOXX
Ishares Semiconductor ETF

ETFs
16.5K
+ 16501.0%
$211.27 - $239.8 $3.49M - $3.96M
16.6K $3.58B
SPY
Spdr S&P 500 ETF Trust

ETFs
684
+ 13.12%
$567.81 - $607.81 $388K - $416K
5.9K $3.46B
BOTZ
Global X Fds

ETFs
105K
New
$31.11 - $34.18 $3.27M - $3.6M
105K $3.36B
AVGO
Broadcom Inc.

Technology
11.8K
+ 448.9%
$159.67 - $250.0 $1.88M - $2.95M
14.4K $3.34B
IYT
Ishares Tr U.S. Transportation

ETFs
39K
New
$66.79 - $75.4 $2.61M - $2.94M
39K $2.64B
PSLV
Sprott Physical Silver Trust

Financial Services
243K
New
$9.65 - $11.76 $2.35M - $2.86M
243K $2.35B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
34.3K
+ 575.35%
$57.38 - $61.11 $1.97M - $2.09M
40.2K $2.35B
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
46K
+ 5987.13%
$47.66 - $51.97 $2.19M - $2.39M
46.8K $2.28B
ORCL
Oracle Corp

Technology
13K
+ 2520.54%
$165.41 - $192.43 $2.15M - $2.5M
13.5K $2.25B
Blackrock Inc
2.07K
New
N/A
2.07K $2.13B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
17.2K
New
$115.08 - $119.55 $1.98M - $2.06M
17.2K $1.99B
CAT
Caterpillar Inc

Industrials
5.11K
New
$360.37 - $416.88 $1.84M - $2.13M
5.11K $1.85B
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
34K
New
$54.2 - $60.92 $1.84M - $2.07M
34K $1.84B
CMCSA
Comcast Corp

Communication Services
2.98K
+ 11.52%
$37.39 - $45.14 $111K - $135K
28.9K $1.08B
AMZN
Amazon Com Inc

Consumer Cyclical
4.46K
+ 4645.83%
$180.88 - $232.93 $807K - $1.04M
4.56K $1B
EQIX
Equinix Inc

Real Estate
808
New
$865.69 - $985.0 $699K - $796K
808 $762M
TSLA
Tesla, Inc.

Consumer Cyclical
1.75K
New
$213.65 - $479.86 $373K - $837K
1.75K $705M
GOOG
Alphabet Inc.

Communication Services
3.4K
+ 5146.97%
$163.08 - $198.16 $554K - $673K
3.46K $659M
XOM
Exxon Mobil Corp

Energy
366
+ 7.79%
$105.51 - $125.37 $38.6K - $45.9K
5.07K $545M
GOOGL
Alphabet Inc.

Communication Services
2.26K
+ 2147.62%
$161.86 - $196.66 $365K - $443K
2.36K $447M
NVDA
Nvidia Corp

Technology
2.97K
+ 2200.74%
$117.0 - $148.88 $348K - $442K
3.11K $417M
COST
Costco Wholesale Corp

Consumer Defensive
21
+ 6.93%
$873.59 - $994.69 $18.3K - $20.9K
324 $297M
META
Meta Platforms, Inc.

Communication Services
447
+ 1596.43%
$554.08 - $632.68 $248K - $283K
475 $278M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.64K
New
$129.96 - $144.97 $214K - $238K
1.64K $229M
MRK
Merck & Co., Inc.

Healthcare
1.02K
+ 92.57%
$96.31 - $114.76 $98.3K - $117K
2.12K $211M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.18K
New
$91.94 - $100.02 $200K - $218K
2.18K $202M
GLYC
Glycomimetics Inc

Healthcare
12K
New
$0.14 - $0.54 $1.68K - $6.48K
12K $2.99M
Activity Summary
Buys All Purchases 46 New Holdings 23 Increased Positions 23 Sells All Sells 362 Reductions 13 Sold out 349 Options Calls 0 Puts 0
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