1 North Wealth Services LLC Closed Positions in Q4 2024

1 North Wealth Services LLC

  • $236 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-87.5K
Closed
$87.1 - $98.49 $7.62M - $8.62M
0 $0
XLU
Utilities Sector Spdr

ETFs
-140K
Closed
$74.89 - $82.93 $10.5M - $11.6M
0 $0
TIP
Ishares Tr Tips Bd ETF

ETFs
-75.4K
Closed
$106.33 - $110.69 $8.02M - $8.35M
0 $0
IEF
Ishares Barclays

ETFs
-71.1K
Closed
$92.08 - $98.18 $6.55M - $6.98M
0 $0
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-116K
Closed
$59.74 - $60.03 $6.91M - $6.94M
0 $0
FTSL
First Trust Senior Ln Fund

ETFs
-126K
Closed
$45.9 - $46.48 $5.77M - $5.84M
0 $0
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-93.4K
Closed
$48.48 - $49.47 $4.53M - $4.62M
0 $0
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-39.8K
Closed
$96.64 - $101.23 $3.85M - $4.03M
0 $0
MPW
Medical Properties Trust Inc

Real Estate
-184K
Closed
$3.72 - $5.77 $684K - $1.06M
0 $0
MBB
Ishares Tr

ETFs
-32.8K
Closed
$91.26 - $95.82 $2.99M - $3.14M
0 $0
KIE
Spdr S&P Insurance ETF

ETFs
-68.5K
Closed
$55.65 - $62.03 $3.81M - $4.25M
0 $0
XLV
Select Sector Spdr Fund Health

ETFs
-23.6K
Closed
$136.28 - $154.74 $3.21M - $3.64M
0 $0
IXP
Ishares Global Comm Services E

ETFs
-38.5K
Closed
$92.71 - $102.47 $3.57M - $3.95M
0 $0
XLP
Consumer Staples Sector Spdr

ETFs
-34.8K
Closed
N/A
0 $0
QDEF
Flexshares Quality Div Defensi

ETFs
-42.6K
Closed
$70.22 - $73.73 $2.99M - $3.14M
0 $0
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-74.4K
Closed
$21.43 - $22.55 $1.59M - $1.68M
0 $0
IBB
Ishares Biotechnology ETF

ETFs
-16.1K
Closed
$131.21 - $148.85 $2.11M - $2.4M
0 $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-23K
Closed
$113.92 - $127.38 $2.62M - $2.93M
0 $0
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-62.5K
Closed
$58.39 - $67.04 $3.65M - $4.19M
0 $0
World Gold Tr
-101K
Closed
N/A
0 $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-6.69K
Closed
$442.29 - $483.08 $2.96M - $3.23M
0 $0
EMLP
First Tr Exchange Traded Iv

ETFs
-59.2K
Closed
$33.69 - $38.24 $2M - $2.27M
0 $0
EXC
Exelon Corp

Utilities
-30.7K
Closed
$36.22 - $40.97 $1.11M - $1.26M
0 $0
VZ
Verizon Communications Inc

Communication Services
-21.8K
Closed
$39.6 - $45.21 $862K - $984K
0 $0
KWEB
Kraneshares Tr Csi China Inter

ETFs
-26.9K
Closed
$29.11 - $38.87 $782K - $1.04M
0 $0
Direxion Shs ETF Tr
-96.8K
Closed
N/A
0 $0
TDIV
First Trust Nasdaq Technology

ETFs
-28.1K
Closed
$78.03 - $82.13 $2.19M - $2.31M
0 $0
DIS
Walt Disney CO

Communication Services
-8.09K
Closed
$92.39 - $117.6 $747K - $951K
0 $0
TD
Toronto Dominion Bank

Financial Services
-20.7K
Closed
$51.56 - $63.8 $1.07M - $1.32M
0 $0
EFA
Ishares Tr Msci Eafe ETF

ETFs
-14.9K
Closed
$75.1 - $82.99 $1.12M - $1.24M
0 $0
INTC
Intel Corp

Technology
-16.1K
Closed
$19.07 - $26.23 $308K - $423K
0 $0
STOT
Spdr Doubleline Short Duration

ETFs
-14.7K
Closed
$46.75 - $47.33 $686K - $695K
0 $0
RDS-B
Shell PLC

Energy
-8.07K
Closed
N/A
0 $0
JPM
Jpmorgan Chase & CO

Financial Services
-1.53K
Closed
$205.18 - $250.29 $314K - $383K
0 $0
AMGN
Amgen Inc

Healthcare
-814
Closed
$258.78 - $328.31 $211K - $267K
0 $0
SRLN
Ssga Active Trust

ETFs
-4.02K
Closed
$41.48 - $42.08 $167K - $169K
0 $0
T
At&T Inc.

Communication Services
-4.51K
Closed
$21.22 - $23.88 $95.7K - $108K
0 $0
MKC
Mccormick & CO Inc

Consumer Defensive
-1.01K
Closed
$73.97 - $84.09 $75K - $85.3K
0 $0
HSBC
Hsbc Holdings PLC

Financial Services
-4.21K
Closed
$43.83 - $49.51 $185K - $208K
0 $0
HD
Home Depot, Inc.

Consumer Cyclical
-666
Closed
$385.02 - $431.37 $256K - $287K
0 $0
VIG
Vanguard Dividend Appreciation

ETFs
-1.16K
Closed
N/A
0 $0
AEP
American Electric Power CO Inc

Utilities
-1.48K
Closed
$90.91 - $102.21 $134K - $151K
0 $0
MO
Altria Group, Inc.

Consumer Defensive
-2.64K
Closed
$49.06 - $57.74 $130K - $152K
0 $0
D
Dominion Energy, Inc

Utilities
-1.49K
Closed
$52.63 - $60.92 $78.3K - $90.6K
0 $0
FITB
Fifth Third Bancorp

Financial Services
-3.55K
Closed
$41.76 - $48.44 $148K - $172K
0 $0
DUK
Duke Energy Corp

Utilities
-1.19K
Closed
$105.76 - $120.76 $126K - $144K
0 $0
CVX
Chevron Corp

Energy
-804
Closed
$141.15 - $162.53 $113K - $131K
0 $0
MMM
3 M CO

Industrials
-546
Closed
$124.74 - $137.12 $68.1K - $74.9K
0 $0
FPE
First Tr Pfd Secs & Income ETF

ETFs
-4.37K
Closed
$17.65 - $18.18 $77.1K - $79.4K
0 $0
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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