1 North Wealth Services LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $216 Billion distributed in 275 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $17.4B, J P Morgan Exchange Traded Fd with a value of $14.8B, Janus Detroit Str Tr Janus Hen with a value of $14.7B, Ssga Active ETF Tr Spdr Doblel with a value of $13.1B, and Pgim ETF Tr with a value of $12.1B.
Examining the 13F form we can see an decrease of $20B in the current position value, from $236B to 216B.
1 North Wealth Services LLC is based out at Annapolis, MD
Below you can find more details about 1 North Wealth Services LLC portfolio as well as his latest detailed transactions.
Portfolio value
$216 Billion
ETFs: $187 Billion
Technology: $12.2 Billion
Healthcare: $3.72 Billion
Consumer Defensive: $2.26 Billion
Consumer Cyclical: $1.93 Billion
Financial Services: $1.86 Billion
Industrials: $1.81 Billion
Communication Services: $1.45 Billion
Other: $1.53 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
