1 North Wealth Services LLC New Holdings in Q1 2025

1 North Wealth Services LLC

  • $216 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
289K
New
$50.48 - $51.04 $14.6M - $14.8M
289K $14.7B
PULS
Pgim ETF Tr

ETFs
243K
New
$49.56 - $49.78 $12M - $12.1M
243K $12.1B
XLU
Utilities Sector Spdr

ETFs
41.2K
New
$74.7 - $80.27 $3.08M - $3.31M
41.2K $3.25B
VTI
Vanguard Total Stock Market Et

ETFs
5.58K
New
$271.18 - $303.12 $1.51M - $1.69M
5.58K $1.53B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.84K
New
$58.01 - $64.46 $281K - $312K
4.84K $300M
JPM
Jpmorgan Chase & CO

Financial Services
800
New
$225.19 - $279.95 $180K - $224K
800 $196M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.08K
New
$156.61 - $168.02 $169K - $182K
1.08K $174M
NFLX
Netflix Inc

Communication Services
167
New
$828.4 - $1058.6 $138K - $177K
167 $156M
VB
Vanguard Small Cap ETF

ETFs
683
New
$217.89 - $252.64 $149K - $173K
683 $151M
MO
Altria Group, Inc.

Consumer Defensive
2.38K
New
$50.81 - $60.02 $121K - $143K
2.38K $143M
HD
Home Depot, Inc.

Consumer Cyclical
357
New
$347.25 - $424.87 $124K - $152K
357 $131M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.16K
New
$53.6 - $58.97 $116K - $127K
2.16K $118M
KO
Coca Cola CO

Consumer Defensive
1.59K
New
$60.81 - $72.32 $96.7K - $115K
1.59K $114M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.85K
New
$56.51 - $62.98 $105K - $117K
1.85K $112M
Linde PLC
233
New
N/A
233 $108M
WMT
Walmart Inc.

Consumer Defensive
1.14K
New
$84.5 - $105.05 $96.6K - $120K
1.14K $100M
BAC
Bank Of America Corp

Financial Services
2.09K
New
$39.61 - $47.74 $82.7K - $99.7K
2.09K $87.2M
IXN
Ishares Global Information Tec

ETFs
1.06K
New
$75.73 - $88.4 $80K - $93.4K
1.06K $80M
FNDF
Schwab Fundamental Intl Large

ETFs
1.96K
New
$32.9 - $37.45 $64.3K - $73.2K
1.96K $70.7M
AOK
Ishares Tr Core Conservative A

ETFs
1.83K
New
$36.86 - $38.15 $67.5K - $69.8K
1.83K $68.9M
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.54K
New
$42.93 - $44.71 $66K - $68.8K
1.54K $67.5M
SHOP
Shopify Inc.

Technology
670
New
$90.59 - $129.31 $60.7K - $86.6K
670 $64M
MKC
Mccormick & CO Inc

Consumer Defensive
750
New
$71.24 - $84.73 $53.4K - $63.5K
750 $61.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
115
New
$442.66 - $534.52 $50.9K - $61.5K
115 $61.2M
PSX
Phillips 66

Energy
474
New
$113.93 - $131.55 $54K - $62.4K
474 $58.5M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
98
New
$522.96 - $601.18 $51.3K - $58.9K
98 $52.3M
ALL
Allstate Corp

Financial Services
248
New
$180.99 - $210.18 $44.9K - $52.1K
248 $51.4M
DKNG
Draft Kings Inc.

Consumer Cyclical
1.49K
New
$33.21 - $53.49 $49.4K - $79.6K
1.49K $49.4M
ABT
Abbott Laboratories

Healthcare
351
New
$111.1 - $140.22 $39K - $49.2K
351 $46.6M
CVX
Chevron Corp

Energy
269
New
$146.71 - $167.97 $39.5K - $45.2K
269 $45M
MA
Mastercard Inc

Financial Services
80
New
$504.67 - $576.31 $40.4K - $46.1K
80 $43.9M
AMGN
Amgen Inc

Healthcare
136
New
$258.59 - $327.36 $35.2K - $44.5K
136 $42.4M
PKG
Packaging Corp Of America

Consumer Cyclical
200
New
$192.03 - $242.13 $38.4K - $48.4K
200 $39.6M
V
Visa Inc.

Financial Services
109
New
$306.92 - $362.71 $33.5K - $39.5K
109 $38.3M
AXP
American Express CO

Financial Services
138
New
$255.39 - $325.87 $35.2K - $45K
138 $37.1M
Lam Research Corp
500
New
N/A
500 $36.4M
PM
Philip Morris International Inc.

Consumer Defensive
220
New
$117.15 - $158.79 $25.8K - $34.9K
220 $34.9M
IWM
Ishares Russell 2000 ETF

ETFs
170
New
$198.1 - $229.79 $33.7K - $39.1K
170 $33.9M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
95
New
$333.37 - $384.99 $31.7K - $36.6K
95 $31.8M
CW
Curtiss Wright Corp

Industrials
100
New
$304.82 - $384.07 $30.5K - $38.4K
100 $31.7M
ITA
Ishares Tr

ETFs
206
New
$144.84 - $159.5 $29.8K - $32.9K
206 $31.5M
DLR
Digital Realty Trust, Inc.

Real Estate
216
New
$142.1 - $183.56 $30.7K - $39.6K
216 $30.9M
ORI
Old Republic International Corp

Financial Services
740
New
$33.46 - $39.22 $24.8K - $29K
740 $29M
TTWO
Take Two Interactive Software Inc

Communication Services
140
New
$178.61 - $217.95 $25K - $30.5K
140 $29M
VZ
Verizon Communications Inc

Communication Services
631
New
$37.81 - $46.49 $23.9K - $29.3K
631 $28.6M
NEE
Nextera Energy Inc

Utilities
364
New
$66.96 - $76.16 $24.4K - $27.7K
364 $25.8M
Vitesse Energy Inc
985
New
N/A
985 $24.2M
GNTX
Gentex Corp

Consumer Cyclical
1K
New
$23.3 - $28.48 $23.3K - $28.5K
1K $23.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
75
New
$302.31 - $337.54 $22.7K - $25.3K
75 $23M
Activity Summary
Buys All Purchases 225 New Holdings 217 Increased Positions 8 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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