North Capital, Inc. Purchases in Q1 2025

North Capital, Inc.

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
2.12K
New
$139.81 - $186.47 $297K - $396K
2.12K $297M
ETN
Eaton Corp PLC

Industrials
1.07K
New
$271.83 - $371.23 $291K - $398K
1.07K $291M
VBR
Vanguard Small Cap Value ETF

ETFs
1.54K
New
$183.02 - $207.75 $283K - $321K
1.54K $288M
GLD
Spdr Gold Trust

ETFs
974
New
$243.19 - $288.14 $237K - $281K
974 $281M
MRK
Merck & Co., Inc.

Healthcare
3.11K
New
$83.01 - $101.02 $258K - $314K
3.11K $279M
Fidelity Covington Trust
8.69K
New
N/A
8.69K $267M
Jpmorgan Chase Finl CO LLC
8.2K
New
N/A
8.2K $266M
TT
Trane Technologies PLC

Industrials
781
New
$332.0 - $400.86 $259K - $313K
781 $263M
BAX
Baxter International Inc

Healthcare
7.6K
New
$29.26 - $36.57 $222K - $278K
7.6K $260M
GILD
Gilead Sciences, Inc.

Healthcare
2.2K
New
$89.14 - $117.41 $196K - $258K
2.2K $247M
JNJ
Johnson & Johnson

Healthcare
1.46K
New
$142.06 - $167.7 $207K - $244K
1.46K $242M
KO
Coca Cola CO

Consumer Defensive
3.32K
New
$60.81 - $72.32 $202K - $240K
3.32K $238M
BAC
Bank Of America Corp

Financial Services
5.67K
New
$39.61 - $47.74 $225K - $271K
5.67K $237M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
18.3K
New
$11.96 - $13.56 $219K - $248K
18.3K $235M
MU
Micron Technology Inc

Technology
2.69K
New
$86.89 - $109.38 $233K - $294K
2.69K $233M
WM
Waste Management Inc

Industrials
1K
New
$200.54 - $233.78 $201K - $234K
1K $232M
DFAT
Dimensional ETF Tr U S Target

ETFs
4.36K
New
$50.44 - $58.1 $220K - $253K
4.36K $224M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.71K
New
$58.81 - $68.2 $218K - $253K
3.71K $222M
CVS
Cvs Health Corp

Healthcare
3.19K
New
$44.22 - $68.64 $141K - $219K
3.19K $216M
WFC
Wells Fargo & Company

Financial Services
2.99K
New
$66.78 - $81.42 $200K - $244K
2.99K $215M
EMR
Emerson Electric CO

Industrials
1.92K
New
$108.64 - $131.17 $209K - $252K
1.92K $211M
VV
Vanguard Large Cap ETF

ETFs
788
New
$253.32 - $282.66 $200K - $223K
788 $203M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2K
New
$100.34 - $100.68 $201K - $201K
2K $201M
QCOM
Qualcomm Inc

Technology
1.26K
New
$151.94 - $175.86 $192K - $222K
1.26K $194M
LLY
Eli Lilly & CO

Healthcare
230
New
$725.72 - $929.72 $167K - $214K
230 $190M
FDX
Fedex Corp

Industrials
779
New
$230.33 - $281.53 $179K - $219K
779 $190M
WMT
Walmart Inc.

Consumer Defensive
2.13K
New
$84.5 - $105.05 $180K - $224K
2.13K $187M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.23K
New
$81.62 - $96.63 $182K - $215K
2.23K $186M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.43K
New
$126.11 - $135.06 $180K - $193K
1.43K $184M
COP
Conocophillips

Energy
1.74K
New
$88.6 - $105.85 $154K - $184K
1.74K $182M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.19K
New
$74.85 - $84.89 $164K - $186K
2.19K $179M
MO
Altria Group, Inc.

Consumer Defensive
2.98K
New
$50.81 - $60.02 $151K - $179K
2.98K $179M
AMP
Ameriprise Financial Inc

Financial Services
360
New
$472.29 - $575.13 $170K - $207K
360 $174M
LMT
Lockheed Martin Corp

Industrials
389
New
$423.19 - $506.29 $165K - $197K
389 $174M
ADP
Automatic Data Processing Inc

Industrials
562
New
$286.85 - $318.64 $161K - $179K
562 $172M
DVY
Ishares Tr

ETFs
1.26K
New
$128.58 - $138.1 $162K - $174K
1.26K $170M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
322
New
$507.05 - $563.67 $163K - $182K
322 $165M
Proshares Tr
3.69K
New
N/A
3.69K $164M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.38K
New
$110.75 - $119.78 $153K - $165K
1.38K $159M
CAT
Caterpillar Inc

Industrials
478
New
$326.75 - $407.63 $156K - $195K
478 $158M
C
Citigroup Inc

Financial Services
2.15K
New
$67.23 - $84.63 $145K - $182K
2.15K $153M
BX
Blackstone Inc.

Financial Services
1.07K
New
$136.53 - $186.74 $146K - $200K
1.07K $150M
BA
Boeing CO

Industrials
878
New
$148.15 - $186.25 $130K - $164K
878 $150M
HON
Honeywell International Inc

Industrials
707
New
$202.75 - $226.52 $143K - $160K
707 $150M
NOW
Service Now, Inc.

Technology
186
New
$783.83 - $1170.39 $146K - $218K
186 $148M
MCK
Mckesson Corp

Healthcare
217
New
$566.21 - $672.99 $123K - $146K
217 $146M
IDV
Ishares Tr

ETFs
4.71K
New
$27.0 - $31.7 $127K - $149K
4.71K $146M
DFSU
Dimensional ETF Tr Dimen Us Su
3.98K
New
N/A
3.98K $143M
VRSK
Verisk Analytics, Inc.

Industrials
477
New
$268.63 - $301.33 $128K - $144K
477 $142M
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
Track This Portfolio

Track North Capital, Inc. Portfolio

Follow North Capital, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of North Capital, Inc., based on Form 13F filings with the SEC.

News

Stay updated on North Capital, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email