1 North Wealth Services LLC New Holdings 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
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
182K
New
$55.45 - $61.08 $10.1M - $11.1M
182K $10.1B
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
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
78.7K
New
$70.63 - $78.23 $5.56M - $6.16M
78.7K $5.59B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
104K
New
$43.84 - $48.76 $4.56M - $5.07M
104K $4.58B
BOTZ
Global X Fds

ETFs
105K
New
$31.11 - $34.18 $3.27M - $3.6M
105K $3.36B
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
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
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
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.64K
New
$129.96 - $144.97 $214K - $238K
1.64K $229M
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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