1 North Wealth Services LLC Portfolio Holdings
1 North Wealth Services LLC
- $216 Billion
- Q1 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 275
- Current Value $216 Billion
- Prior Value $236 Billion
- Filing
- Period Q1 2025
- Filing Date May 15, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 217 stocks
- Additional Purchases 8 stocks
- Sold out of 0 stocks
- Reduced holdings in 46 stocks