1 North Wealth Services LLC Closed Holding Positions

1 North Wealth Services LLC

  • $236 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
Q4 2024 Filed on Feb 12, 2025
654
$20.04 - $22.53 $13.1K - $14.7K
Pacer Fds Tr
Q4 2024 Filed on Feb 12, 2025
55
N/A
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q4 2024 Filed on Feb 12, 2025
39,844
$96.64 - $101.23 $3.85M - $4.03M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q4 2024 Filed on Feb 12, 2025
20
$8.24 - $11.07 $165 - $221
ZTS
Zoetis Inc.

Healthcare
Q4 2024 Filed on Feb 12, 2025
72
$162.24 - $194.42 $11.7K - $14K
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
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q4 2024 Filed on Feb 12, 2025
370
$74.5 - $78.37 $27.6K - $29K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q4 2024 Filed on Feb 12, 2025
221
$13.01 - $14.43 $2.88K - $3.19K
SPKE
Spark Energy, Inc.

Utilities
Q4 2024 Filed on Feb 12, 2025
400
N/A
FNDX
Schwab Fundamental U S Large C

ETFs
Q4 2024 Filed on Feb 12, 2025
140
$23.49 - $71.77 $3.29K - $10K
PJT
Pjt Partners Inc.

Financial Services
Q4 2024 Filed on Feb 12, 2025
1
$132.4 - $167.36 $132 - $167
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
VOD
Vodafone Group Public LTD CO

Communication Services
Q4 2024 Filed on Feb 12, 2025
526
$8.37 - $9.95 $4.4K - $5.23K
BX
Blackstone Inc.

Financial Services
Q4 2024 Filed on Feb 12, 2025
240
$148.45 - $199.05 $35.6K - $47.8K
FTSL
First Trust Senior Ln Fund

ETFs
Q4 2024 Filed on Feb 12, 2025
125,664
$45.9 - $46.48 $5.77M - $5.84M
Ingersoll Rand PLC
Q4 2024 Filed on Feb 12, 2025
19
N/A
ITA
Ishares Tr

ETFs
Q4 2024 Filed on Feb 12, 2025
50
$144.31 - $157.31 $7.22K - $7.87K
HD
Home Depot, Inc.

Consumer Cyclical
Q4 2024 Filed on Feb 12, 2025
666
$385.02 - $431.37 $256K - $287K
UNH
Unitedhealth Group Inc

Healthcare
Q4 2024 Filed on Feb 12, 2025
76
$485.52 - $625.25 $36.9K - $47.5K
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
ECL
Ecolab Inc.

Basic Materials
Q4 2024 Filed on Feb 12, 2025
18
$234.32 - $261.43 $4.22K - $4.71K
IBM
International Business Machines Corp

Technology
Q4 2024 Filed on Feb 12, 2025
49
$204.9 - $238.04 $10K - $11.7K
YUM
Yum Brands Inc

Consumer Cyclical
Q4 2024 Filed on Feb 12, 2025
23
$130.36 - $139.54 $3K - $3.21K
SIVB
Svb Financial Group

Financial Services
Q4 2024 Filed on Feb 12, 2025
65
N/A
MET
Metlife Inc

Financial Services
Q4 2024 Filed on Feb 12, 2025
39
$78.15 - $88.25 $3.05K - $3.44K
SWK
Stanley Black & Decker, Inc.

Industrials
Q4 2024 Filed on Feb 12, 2025
40
$79.07 - $109.36 $3.16K - $4.37K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q4 2024 Filed on Feb 12, 2025
328
$178.39 - $215.0 $58.5K - $70.5K
VTI
Vanguard Total Stock Market Et

ETFs
Q4 2024 Filed on Feb 12, 2025
70
$280.04 - $302.45 $19.6K - $21.2K
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q4 2024 Filed on Feb 12, 2025
90
$65.79 - $72.14 $5.92K - $6.49K
GSK
Gsk PLC

Healthcare
Q4 2024 Filed on Feb 12, 2025
100
$33.35 - $40.3 $3.34K - $4.03K
MO
Altria Group, Inc.

Consumer Defensive
Q4 2024 Filed on Feb 12, 2025
2,641
$49.06 - $57.74 $130K - $152K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q4 2024 Filed on Feb 12, 2025
119
$563.99 - $620.12 $67.1K - $73.8K
FE
Firstenergy Corp

Utilities
Q4 2024 Filed on Feb 12, 2025
33
$39.14 - $44.52 $1.29K - $1.47K
CB
Chubb LTD

Financial Services
Q4 2024 Filed on Feb 12, 2025
23
$271.57 - $301.89 $6.25K - $6.94K
IP
International Paper CO

Consumer Cyclical
Q4 2024 Filed on Feb 12, 2025
33
$46.64 - $59.57 $1.54K - $1.97K
NOK
Nokia Corp

Technology
Q4 2024 Filed on Feb 12, 2025
6
$4.13 - $4.95 $24.8 - $29.7
BAX
Baxter International Inc

Healthcare
Q4 2024 Filed on Feb 12, 2025
305
$28.63 - $37.84 $8.73K - $11.5K
MDT
Medtronic PLC

Healthcare
Q4 2024 Filed on Feb 12, 2025
137
$79.61 - $92.24 $10.9K - $12.6K
OFC
Corporate Office Properties Trust

Real Estate
Q4 2024 Filed on Feb 12, 2025
420
N/A
BP
Bp PLC

Energy
Q4 2024 Filed on Feb 12, 2025
310
$28.16 - $33.14 $8.73K - $10.3K
BAC
Bank Of America Corp

Financial Services
Q4 2024 Filed on Feb 12, 2025
101
$39.22 - $47.77 $3.96K - $4.82K
HPQ
Hp Inc

Technology
Q4 2024 Filed on Feb 12, 2025
65
$32.46 - $39.3 $2.11K - $2.55K
IGLB
Ishares 10+ Year Investment Gr

ETFs
Q4 2024 Filed on Feb 12, 2025
44,457
$49.36 - $53.72 $2.19M - $2.39M
RPM
Rpm International Inc

Basic Materials
Q4 2024 Filed on Feb 12, 2025
175
$120.09 - $140.26 $21K - $24.5K
PEY
Invesco Exchange Traded Fd Tr

ETFs
Q4 2024 Filed on Feb 12, 2025
125
$21.1 - $23.08 $2.64K - $2.89K
FEX
First Tr Large Cap Core Alphde

ETFs
Q4 2024 Filed on Feb 12, 2025
665
$103.29 - $112.88 $68.7K - $75.1K
COP
Conocophillips

Energy
Q4 2024 Filed on Feb 12, 2025
100
$95.12 - $114.72 $9.51K - $11.5K
IXN
Ishares Global Information Tec

ETFs
Q4 2024 Filed on Feb 12, 2025
176
$80.67 - $87.84 $14.2K - $15.5K
SRE
Sempra Energy

Utilities
Q4 2024 Filed on Feb 12, 2025
155
$80.81 - $94.77 $12.5K - $14.7K
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