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
ADP
Automatic Data Processing Inc

Industrials
75
New
$286.85 - $318.64 $21.5K - $23.9K
75 $22.9M
SBUX
Starbucks Corp

Consumer Cyclical
228
New
$91.75 - $115.81 $20.9K - $26.4K
228 $22.4M
DUK
Duke Energy Corp

Utilities
183
New
$105.87 - $121.97 $19.4K - $22.3K
183 $22.3M
FISV
Fiserv Inc

Technology
100
New
N/A
100 $22.1M
RPM
Rpm International Inc

Basic Materials
175
New
$114.03 - $128.31 $20K - $22.5K
175 $20.2M
DDOG
Datadog, Inc.

Technology
200
New
$98.68 - $151.89 $19.7K - $30.4K
200 $19.8M
AOA
Ishares Tr Core Aggressive All

ETFs
259
New
$75.7 - $80.01 $19.6K - $20.7K
259 $19.8M
AKAM
Akamai Technologies Inc

Technology
246
New
N/A
246 $19.8M
SYNA
Synaptics Inc

Technology
300
New
$61.71 - $87.87 $18.5K - $26.4K
300 $19.1M
GE
General Electric CO

Industrials
91
New
$168.59 - $212.13 $15.3K - $19.3K
91 $18.2M
RACE
Ferrari N.V.

Consumer Cyclical
40
New
$413.73 - $508.15 $16.5K - $20.3K
40 $17.1M
R
Ryder System Inc

Industrials
118
New
$136.38 - $170.92 $16.1K - $20.2K
118 $17M
TTD
Trade Desk, Inc.

Technology
310
New
$53.59 - $126.58 $16.6K - $39.2K
310 $17M
PEP
Pepsico Inc

Consumer Defensive
113
New
$142.64 - $156.42 $16.1K - $17.7K
113 $16.9M
GLW
Corning Inc

Technology
360
New
$44.91 - $54.25 $16.2K - $19.5K
360 $16.5M
KMB
Kimberly Clark Corp

Consumer Defensive
115
New
$124.46 - $147.4 $14.3K - $17K
115 $16.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
32
New
$497.6 - $606.74 $15.9K - $19.4K
32 $15.9M
AZN
Astrazeneca PLC

Healthcare
215
New
$65.37 - $77.96 $14.1K - $16.8K
215 $15.8M
BX
Blackstone Inc.

Financial Services
111
New
$136.53 - $186.74 $15.2K - $20.7K
111 $15.5M
SYK
Stryker Corp

Healthcare
40
New
$355.18 - $399.9 $14.2K - $16K
40 $14.9M
EA
Electronic Arts Inc.

Communication Services
100
New
$116.53 - $146.29 $11.7K - $14.6K
100 $14.5M
TD
Toronto Dominion Bank

Financial Services
240
New
$53.12 - $61.15 $12.7K - $14.7K
240 $14.4M
EUSB
Ishares Tr Esg Advanced Total

Technology
310
New
$42.05 - $43.43 $13K - $13.5K
310 $13.4M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
310
New
$42.24 - $47.29 $13.1K - $14.7K
310 $13.3M
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
260
New
$49.93 - $56.52 $13K - $14.7K
260 $13.1M
HAL
Halliburton CO

Energy
500
New
$24.15 - $29.9 $12.1K - $15K
500 $12.7M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
545
New
$22.42 - $23.22 $12.2K - $12.7K
545 $12.6M
BBH
Vaneck ETF Tr Biotech ETF

ETFs
78
New
$157.04 - $169.58 $12.2K - $13.2K
78 $12.3M
MSI
Motorola Solutions, Inc.

Technology
28
New
$411.73 - $482.1 $11.5K - $13.5K
28 $12.3M
FDUS
Fidus Investment Corp

Financial Services
600
New
$20.39 - $23.37 $12.2K - $14K
600 $12.2M
PIO
Invesco Exchange Traded Fd Tr

ETFs
304
New
$38.78 - $41.4 $11.8K - $12.6K
304 $12.2M
ETN
Eaton Corp PLC

Industrials
43
New
$271.83 - $371.23 $11.7K - $16K
43 $11.7M
ED
Consolidated Edison Inc

Utilities
100
New
$88.0 - $110.59 $8.8K - $11.1K
100 $11.1M
CACI
Caci International Inc

Technology
30
New
N/A
30 $11M
MLI
Mueller Industries Inc

Industrials
140
New
$76.14 - $82.67 $10.7K - $11.6K
140 $10.7M
COP
Conocophillips

Energy
100
New
$88.6 - $105.85 $8.86K - $10.6K
100 $10.5M
UNH
Unitedhealth Group Inc

Healthcare
20
New
$461.52 - $548.18 $9.23K - $11K
20 $10.5M
BAX
Baxter International Inc

Healthcare
305
New
$29.26 - $36.57 $8.92K - $11.2K
305 $10.4M
NVO
Novo Nordisk A S

Healthcare
150
New
$69.3 - $90.95 $10.4K - $13.6K
150 $10.4M
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
430
New
$23.56 - $24.16 $10.1K - $10.4K
430 $10.3M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
245
New
$38.41 - $44.06 $9.41K - $10.8K
245 $9.57M
BMY
Bristol Myers Squibb CO

Healthcare
156
New
$53.9 - $63.11 $8.41K - $9.85K
156 $9.51M
SNOW
Snowflake Inc.

Technology
65
New
$146.16 - $192.78 $9.5K - $12.5K
65 $9.5M
TJX
Tjx Companies Inc

Consumer Cyclical
76
New
$112.81 - $126.16 $8.57K - $9.59K
76 $9.26M
ZTS
Zoetis Inc.

Healthcare
56
New
$156.48 - $175.67 $8.76K - $9.84K
56 $9.22M
STZ
Constellation Brands, Inc.

Consumer Defensive
50
New
$161.05 - $222.93 $8.05K - $11.1K
50 $9.18M
TAP
Molson Coors Beverage CO

Consumer Defensive
150
New
$52.44 - $62.91 $7.87K - $9.44K
150 $9.13M
DLB
Dolby Laboratories, Inc.

Industrials
114
New
$76.37 - $87.32 $8.71K - $9.95K
114 $9.12M
GWW
W.W. Grainger, Inc.

Industrials
9
New
$953.54 - $1132.42 $8.58K - $10.2K
9 $8.89M
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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