North Capital, Inc. New Holdings in Q1 2025

North Capital, Inc.

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
1.06K
New
$71.24 - $83.64 $75.4K - $88.5K
1.06K $82.9M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
751
New
$106.46 - $114.75 $80K - $86.2K
751 $82.7M
MCHI
Ishares Msci China ETF

ETFs
1.5K
New
$43.71 - $58.65 $65.6K - $88K
1.5K $81.6M
ET
Energy Transfer LP

Energy
4.37K
New
$17.26 - $21.08 $75.4K - $92.1K
4.37K $81.2M
AVEM
American Centy ETF Tr Avantis

ETFs
1.35K
New
$57.11 - $62.4 $76.9K - $84.1K
1.35K $81M
BNS
Bank Of Nova Scotia

Financial Services
1.71K
New
$47.21 - $53.7 $80.6K - $91.7K
1.71K $81M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.05K
New
$25.58 - $29.24 $78K - $89.1K
3.05K $79.9M
XOM
Exxon Mobil Corp

Energy
666
New
$105.44 - $118.93 $70.2K - $79.2K
666 $79.2M
DBEU
Xtrackers Msci Europe Hedged E

ETFs
1.78K
New
$41.46 - $45.98 $73.9K - $81.9K
1.78K $78.7M
ITB
Ishares Tr

ETFs
825
New
$93.86 - $111.45 $77.4K - $91.9K
825 $78.5M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
579
New
$80.53 - $147.57 $46.6K - $85.4K
579 $76.6M
IXN
Ishares Global Information Tec

ETFs
1.01K
New
$75.73 - $88.4 $76.3K - $89.1K
1.01K $76.3M
ADBE
Adobe Inc.

Technology
196
New
$377.84 - $464.11 $74.1K - $91K
196 $75.2M
IWD
Ishares Russell 1000 Val ETF

ETFs
396
New
$182.82 - $196.21 $72.4K - $77.7K
396 $74.5M
MMM
3 M CO

Industrials
507
New
$129.7 - $155.12 $65.8K - $78.6K
507 $74.5M
CMI
Cummins Inc

Industrials
236
New
$312.92 - $386.07 $73.8K - $91.1K
236 $74M
NOC
Northrop Grumman Corp

Industrials
144
New
$433.45 - $513.82 $62.4K - $74K
144 $73.7M
ACN
Accenture PLC

Technology
225
New
$300.91 - $398.25 $67.7K - $89.6K
225 $70.2M
UPS
United Parcel Service Inc

Industrials
638
New
$109.66 - $136.26 $70K - $86.9K
638 $70.2M
SHEL
Shell PLC

Energy
951
New
$62.84 - $73.29 $59.8K - $69.7K
951 $69.7M
CSX
Csx Corp

Industrials
2.35K
New
$29.11 - $33.67 $68.5K - $79.2K
2.35K $69.2M
CMCSA
Comcast Corp

Communication Services
1.86K
New
$33.19 - $38.23 $61.8K - $71.2K
1.86K $68.7M
DGX
Quest Diagnostics Inc

Healthcare
406
New
N/A
406 $68.7M
KHC
Kraft Heinz CO

Consumer Defensive
2.23K
New
$28.51 - $32.22 $63.6K - $71.9K
2.23K $67.9M
DFSE
Dimensional ETF Tr Dimen Emrgn
2K
New
N/A
2K $67.4M
OTIS
Otis Worldwide Corp

Industrials
651
New
$90.77 - $104.01 $59.1K - $67.7K
651 $67.2M
BMY
Bristol Myers Squibb CO

Healthcare
1.1K
New
$53.9 - $63.11 $59.3K - $69.5K
1.1K $67.2M
ALCC
Alt C Acquisition Corp.

Financial Services
3K
New
N/A
3K $64.9M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1.6K
New
$38.99 - $40.37 $62.5K - $64.7K
1.6K $64.6M
TGT
Target Corp

Consumer Defensive
618
New
$103.65 - $142.5 $64.1K - $88.1K
618 $64.5M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
5.25K
New
$12.03 - $12.69 $63.2K - $66.7K
5.25K $64.3M
LYB
Lyondell Basell Industries N.V.

Basic Materials
906
New
$69.82 - $78.67 $63.3K - $71.3K
906 $63.8M
SO
Southern CO

Utilities
690
New
$80.96 - $92.96 $55.9K - $64.1K
690 $63.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.23K
New
$27.01 - $28.54 $60.2K - $63.6K
2.23K $62.3M
AWK
American Water Works Company, Inc.

Utilities
422
New
$121.01 - $149.31 $51.1K - $63K
422 $62.3M
LVHD
Franklin U.S. Low Volatility H

ETFs
1.51K
New
$37.44 - $41.02 $56.7K - $62.1K
1.51K $62M
AME
Ametek Inc

Industrials
360
New
$170.39 - $190.43 $61.3K - $68.6K
360 $62M
Lam Research Corp
840
New
N/A
840 $61.1M
SYK
Stryker Corp

Healthcare
163
New
$355.18 - $399.9 $57.9K - $65.2K
163 $60.7M
PAA
Plains All American Pipeline LP

Energy
3.03K
New
$17.32 - $20.96 $52.4K - $63.4K
3.03K $60.5M
SYY
Sysco Corp

Consumer Defensive
803
New
$70.0 - $77.13 $56.2K - $61.9K
803 $60.3M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
1K
New
$53.69 - $62.68 $53.7K - $62.7K
1K $60.2M
BIIB
Biogen Inc.

Healthcare
438
New
$133.43 - $153.27 $58.4K - $67.1K
438 $59.9M
ZTS
Zoetis Inc.

Healthcare
361
New
$156.48 - $175.67 $56.5K - $63.4K
361 $59.4M
RYT
Invesco S&P 500 Equal Weight T

ETFs
1.69K
New
N/A
1.69K $57.8M
VLO
Valero Energy Corp

Energy
438
New
$121.76 - $142.99 $53.3K - $62.6K
438 $57.8M
CARR
Carrier Global Corp

Industrials
882
New
$62.07 - $70.55 $54.7K - $62.2K
882 $55.9M
AFL
Aflac Inc

Financial Services
500
New
$100.99 - $111.19 $50.5K - $55.6K
500 $55.6M
NSC
Norfolk Southern Corp

Industrials
234
New
$227.69 - $259.76 $53.3K - $60.8K
234 $55.4M
Activity Summary
Buys All Purchases 619 New Holdings 619 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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