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
United Technologies Corp
Q4 2024 Filed on Feb 12, 2025
275
N/A
WMT
Walmart Inc.

Consumer Defensive
Q4 2024 Filed on Feb 12, 2025
273
$79.1 - $95.7 $21.6K - $26.1K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q4 2024 Filed on Feb 12, 2025
30
$172.07 - $207.36 $5.16K - $6.22K
USB
Us Bancorp \De\

Financial Services
Q4 2024 Filed on Feb 12, 2025
81
$43.98 - $53.66 $3.56K - $4.35K
SLB
Schlumberger Limited

Energy
Q4 2024 Filed on Feb 12, 2025
141
$36.83 - $45.59 $5.19K - $6.43K
IXP
Ishares Global Comm Services E

ETFs
Q4 2024 Filed on Feb 12, 2025
38,517
$92.71 - $102.47 $3.57M - $3.95M
SKX
Skechers Usa Inc

Consumer Cyclical
Q4 2024 Filed on Feb 12, 2025
100
$59.24 - $72.0 $5.92K - $7.2K
DOV
Dover Corp

Industrials
Q4 2024 Filed on Feb 12, 2025
200
$184.72 - $206.51 $36.9K - $41.3K
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2024 Filed on Feb 12, 2025
257
$118.38 - $133.06 $30.4K - $34.2K
BA
Boeing CO

Industrials
Q4 2024 Filed on Feb 12, 2025
85
$138.14 - $180.72 $11.7K - $15.4K
LSI
Life Storage, Inc.

Real Estate
Q4 2024 Filed on Feb 12, 2025
287
N/A
ILMN
Illumina, Inc.

Healthcare
Q4 2024 Filed on Feb 12, 2025
79
$128.99 - $155.15 $10.2K - $12.3K
MGA
Magna International Inc

Consumer Cyclical
Q4 2024 Filed on Feb 12, 2025
242
$39.47 - $46.46 $9.55K - $11.2K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q4 2024 Filed on Feb 12, 2025
117
$88.59 - $94.57 $10.4K - $11.1K
Proshares Tr
Q4 2024 Filed on Feb 12, 2025
106
N/A
STOT
Spdr Doubleline Short Duration

ETFs
Q4 2024 Filed on Feb 12, 2025
14,680
$46.75 - $47.33 $686K - $695K
NKE
Nike, Inc.

Consumer Cyclical
Q4 2024 Filed on Feb 12, 2025
203
$73.36 - $89.13 $14.9K - $18.1K
XLP
Consumer Staples Sector Spdr

ETFs
Q4 2024 Filed on Feb 12, 2025
34,799
N/A
Raytheon CO
Q4 2024 Filed on Feb 12, 2025
21
N/A
AMT
American Tower Corp

Real Estate
Q4 2024 Filed on Feb 12, 2025
12
$179.4 - $232.01 $2.15K - $2.78K
PFE
Pfizer Inc

Healthcare
Q4 2024 Filed on Feb 12, 2025
1,305
$24.8 - $30.19 $32.4K - $39.4K
MPLX
Mplx LP

Energy
Q4 2024 Filed on Feb 12, 2025
335
$43.77 - $51.66 $14.7K - $17.3K
ATVI
Activision Blizzard, Inc.

Communication Services
Q4 2024 Filed on Feb 12, 2025
692
N/A
BDX
Becton Dickinson & CO

Healthcare
Q4 2024 Filed on Feb 12, 2025
8
$220.02 - $243.75 $1.76K - $1.95K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q4 2024 Filed on Feb 12, 2025
186
$86.65 - $94.9 $16.1K - $17.7K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q4 2024 Filed on Feb 12, 2025
95
$90.42 - $94.5 $8.59K - $8.98K
Apache Corp
Q4 2024 Filed on Feb 12, 2025
142
N/A
RWR
Spdr Dow Jones Reit ETF

ETFs
Q4 2024 Filed on Feb 12, 2025
66
$97.84 - $108.61 $6.46K - $7.17K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2024 Filed on Feb 12, 2025
1,657
N/A
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q4 2024 Filed on Feb 12, 2025
4,368
$17.65 - $18.18 $77.1K - $79.4K
DOC
Physicians Realty Trust

Real Estate
Q4 2024 Filed on Feb 12, 2025
837
$19.76 - $23.11 $16.5K - $19.3K
ORAN
Orange

Communication Services
Q4 2024 Filed on Feb 12, 2025
650
$10.29 - $11.43 $6.69K - $7.43K
HCCI
Heritage Crystal Clean, Inc.

Industrials
Q4 2024 Filed on Feb 12, 2025
290
N/A
CC
Chemours CO

Basic Materials
Q4 2024 Filed on Feb 12, 2025
158
$16.82 - $21.94 $2.66K - $3.47K
RWM
Proshares Short Russell2000

ETFs
Q4 2024 Filed on Feb 12, 2025
38
$17.33 - $19.36 $659 - $736
RACE
Ferrari N.V.

Consumer Cyclical
Q4 2024 Filed on Feb 12, 2025
100
$422.83 - $490.34 $42.3K - $49K
DLR
Digital Realty Trust, Inc.

Real Estate
Q4 2024 Filed on Feb 12, 2025
178
$156.46 - $195.69 $27.8K - $34.8K
General Electric CO
Q4 2024 Filed on Feb 12, 2025
5,766
N/A
DAR
Darling Ingredients Inc.

Consumer Defensive
Q4 2024 Filed on Feb 12, 2025
36
$33.0 - $43.05 $1.19K - $1.55K
DIS
Walt Disney CO

Communication Services
Q4 2024 Filed on Feb 12, 2025
8,090
$92.39 - $117.6 $747K - $951K
DE
Deere & CO

Industrials
Q4 2024 Filed on Feb 12, 2025
50
$389.45 - $466.0 $19.5K - $23.3K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q4 2024 Filed on Feb 12, 2025
75,446
$106.33 - $110.69 $8.02M - $8.35M
SNR
New Senior Investment Group Inc.

Real Estate
Q4 2024 Filed on Feb 12, 2025
475
N/A
IIPR
Innovative Industrial Properties Inc

Real Estate
Q4 2024 Filed on Feb 12, 2025
180
$66.64 - $135.61 $12K - $24.4K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q4 2024 Filed on Feb 12, 2025
70
$40.41 - $45.12 $2.83K - $3.16K
TTD
Trade Desk, Inc.

Technology
Q4 2024 Filed on Feb 12, 2025
100
$108.7 - $139.51 $10.9K - $14K
Slack Technologies Inc
Q4 2024 Filed on Feb 12, 2025
130
N/A
HQY
Healthequity, Inc.

Healthcare
Q4 2024 Filed on Feb 12, 2025
185
$78.18 - $104.65 $14.5K - $19.4K
PEP
Pepsico Inc

Consumer Defensive
Q4 2024 Filed on Feb 12, 2025
554
$151.29 - $176.1 $83.8K - $97.6K
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