1 North Wealth Services LLC Closed Holding Positions

1 North Wealth Services LLC

  • $216 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
Q4 2024 Filed on Feb 12, 2025
308
$87.25 - $95.52 $26.9K - $29.4K
WFC
Wells Fargo & Company

Financial Services
Q4 2024 Filed on Feb 12, 2025
505
$54.98 - $77.35 $27.8K - $39.1K
CSX
Csx Corp

Industrials
Q4 2024 Filed on Feb 12, 2025
25
$31.58 - $36.88 $790 - $922
Columbia ETF Tr Ii
Q4 2024 Filed on Feb 12, 2025
204
N/A
New Oriental Ed & Tech Grp I
Q4 2024 Filed on Feb 12, 2025
47
N/A
MMM
3 M CO

Industrials
Q4 2024 Filed on Feb 12, 2025
546
$124.74 - $137.12 $68.1K - $74.9K
VXF
Vanguard Extended Market ETF

ETFs
Q4 2024 Filed on Feb 12, 2025
60
$179.17 - $207.15 $10.8K - $12.4K
Stonemor Partners L P
Q4 2024 Filed on Feb 12, 2025
446
N/A
L
Loews Corp

Financial Services
Q4 2024 Filed on Feb 12, 2025
24
$76.49 - $87.05 $1.84K - $2.09K
KEY
Keycorp

Financial Services
Q4 2024 Filed on Feb 12, 2025
140
$16.21 - $19.97 $2.27K - $2.8K
WM
Waste Management Inc

Industrials
Q4 2024 Filed on Feb 12, 2025
18
$201.79 - $228.46 $3.63K - $4.11K
NOK
Nokia Corp

Technology
Q4 2024 Filed on Feb 12, 2025
6
$4.13 - $4.95 $24.8 - $29.7
LMT
Lockheed Martin Corp

Industrials
Q4 2024 Filed on Feb 12, 2025
7
$479.66 - $614.62 $3.36K - $4.3K
SMSI
Smith Micro Software, Inc.

Technology
Q4 2024 Filed on Feb 12, 2025
25
$0.69 - $1.62 $17.3 - $40.5
LIN
Linde PLC

Basic Materials
Q4 2024 Filed on Feb 12, 2025
255
$417.66 - $486.45 $107K - $124K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
Q4 2024 Filed on Feb 12, 2025
74,408
$21.43 - $22.55 $1.59M - $1.68M
WEC
Wec Energy Group, Inc.

Utilities
Q4 2024 Filed on Feb 12, 2025
56
$92.94 - $101.82 $5.2K - $5.7K
VIG
Vanguard Dividend Appreciation

ETFs
Q4 2024 Filed on Feb 12, 2025
1,158
N/A
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q4 2024 Filed on Feb 12, 2025
70
$22.4 - $68.28 $1.57K - $4.78K
YEXT
Yext, Inc.

Technology
Q4 2024 Filed on Feb 12, 2025
100
$6.21 - $8.6 $621 - $860
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q4 2024 Filed on Feb 12, 2025
220
$370.24 - $418.94 $81.5K - $92.2K
SO
Southern CO

Utilities
Q4 2024 Filed on Feb 12, 2025
0
$81.5 - $94.15 $0 - $0
FIS
Fidelity National Information Services, Inc.

Technology
Q4 2024 Filed on Feb 12, 2025
29
$80.14 - $90.95 $2.32K - $2.64K
COF
Capital One Financial Corp

Financial Services
Q4 2024 Filed on Feb 12, 2025
55
$145.19 - $192.01 $7.99K - $10.6K
SIVB
Svb Financial Group

Financial Services
Q4 2024 Filed on Feb 12, 2025
65
N/A
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q4 2024 Filed on Feb 12, 2025
93,378
$48.48 - $49.47 $4.53M - $4.62M
MET
Metlife Inc

Financial Services
Q4 2024 Filed on Feb 12, 2025
39
$78.15 - $88.25 $3.05K - $3.44K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q4 2024 Filed on Feb 12, 2025
62,508
$58.39 - $67.04 $3.65M - $4.19M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
Q4 2024 Filed on Feb 12, 2025
475
$20.17 - $21.84 $9.58K - $10.4K
PJT
Pjt Partners Inc.

Financial Services
Q4 2024 Filed on Feb 12, 2025
1
$132.4 - $167.36 $132 - $167
FNDX
Schwab Fundamental U S Large C

ETFs
Q4 2024 Filed on Feb 12, 2025
140
$23.49 - $71.77 $3.29K - $10K
SPKE
Spark Energy, Inc.

Utilities
Q4 2024 Filed on Feb 12, 2025
400
N/A
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q4 2024 Filed on Feb 12, 2025
221
$13.01 - $14.43 $2.88K - $3.19K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q4 2024 Filed on Feb 12, 2025
370
$74.5 - $78.37 $27.6K - $29K
PDP
Invesco Exchange Traded Fd Tr

ETFs
Q4 2024 Filed on Feb 12, 2025
57
$102.88 - $117.55 $5.86K - $6.7K
XLF
Financial Sector Spdr

ETFs
Q4 2024 Filed on Feb 12, 2025
40
$44.89 - $51.34 $1.8K - $2.05K
Akorn Inc
Q4 2024 Filed on Feb 12, 2025
37
N/A
CTXS
Citrix Systems Inc

Technology
Q4 2024 Filed on Feb 12, 2025
25
N/A
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q4 2024 Filed on Feb 12, 2025
102
$45.17 - $47.23 $4.61K - $4.82K
C
Citigroup Inc

Financial Services
Q4 2024 Filed on Feb 12, 2025
414
$61.31 - $72.5 $25.4K - $30K
SWK
Stanley Black & Decker, Inc.

Industrials
Q4 2024 Filed on Feb 12, 2025
40
$79.07 - $109.36 $3.16K - $4.37K
IP
International Paper CO

Consumer Cyclical
Q4 2024 Filed on Feb 12, 2025
33
$46.64 - $59.57 $1.54K - $1.97K
CB
Chubb LTD

Financial Services
Q4 2024 Filed on Feb 12, 2025
23
$271.57 - $301.89 $6.25K - $6.94K
FE
Firstenergy Corp

Utilities
Q4 2024 Filed on Feb 12, 2025
33
$39.14 - $44.52 $1.29K - $1.47K
GSK
Gsk PLC

Healthcare
Q4 2024 Filed on Feb 12, 2025
100
$33.35 - $40.3 $3.34K - $4.03K
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q4 2024 Filed on Feb 12, 2025
90
$65.79 - $72.14 $5.92K - $6.49K
SJM
J M Smucker CO

Consumer Defensive
Q4 2024 Filed on Feb 12, 2025
253
$106.92 - $121.75 $27.1K - $30.8K
Ingersoll Rand PLC
Q4 2024 Filed on Feb 12, 2025
19
N/A
Pacer Fds Tr
Q4 2024 Filed on Feb 12, 2025
55
N/A
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