North Capital, Inc. New Holdings in Q1 2025

North Capital, Inc.

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
278K
New
$91.45 - $91.75 $25.4M - $25.5M
278K $25.5B
DFAU
Dimensional ETF Tr

ETFs
264K
New
$37.84 - $42.29 $10M - $11.2M
264K $10.2B
DFAI
Dimensional ETF Tr

ETFs
122K
New
$28.88 - $32.4 $3.51M - $3.94M
122K $3.79B
SPY
Spdr S&P 500 ETF Trust

ETFs
6.33K
New
$551.42 - $612.93 $3.49M - $3.88M
6.33K $3.54B
DFAE
Dimensional ETF Tr

ETFs
133K
New
$24.64 - $26.86 $3.27M - $3.57M
133K $3.44B
AAPL
Apple Inc.

Technology
15.4K
New
$209.68 - $247.1 $3.23M - $3.8M
15.4K $3.42B
VGSH
Vanguard

ETFs
55.1K
New
$58.07 - $58.69 $3.2M - $3.23M
55.1K $3.23B
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.38K
New
$468.34 - $539.52 $2.05M - $2.36M
4.38K $2.05B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.38K
New
$442.66 - $534.52 $1.49M - $1.81M
3.38K $1.8B
AMUB
Ubs Ag

ETFs
87.1K
New
$18.78 - $20.88 $1.63M - $1.82M
87.1K $1.78B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
21.7K
New
$58.01 - $64.46 $1.26M - $1.4M
21.7K $1.35B
MSFT
Microsoft Corp

Technology
3.45K
New
$375.39 - $447.2 $1.29M - $1.54M
3.45K $1.29B
AMZN
Amazon Com Inc

Consumer Cyclical
6.37K
New
$190.26 - $242.06 $1.21M - $1.54M
6.37K $1.21B
Vanguard Instl Index Fd
13.3K
New
N/A
13.3K $1B
JPM
Jpmorgan Chase & CO

Financial Services
3.67K
New
$225.19 - $279.95 $826K - $1.03M
3.67K $899M
GOOGL
Alphabet Inc.

Communication Services
5.81K
New
$154.33 - $206.19 $897K - $1.2M
5.81K $899M
VB
Vanguard Small Cap ETF

ETFs
3.47K
New
$217.89 - $252.64 $757K - $877K
3.47K $770M
AVUS
American Centy ETF Tr Avantis

ETFs
7.87K
New
$90.7 - $101.57 $714K - $799K
7.87K $727M
VZ
Verizon Communications Inc

Communication Services
15.2K
New
$37.81 - $46.49 $575K - $707K
15.2K $690M
GOOG
Alphabet Inc.

Communication Services
4.34K
New
$156.06 - $207.71 $678K - $902K
4.34K $678M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7.56K
New
$81.83 - $82.73 $619K - $626K
7.56K $626M
HD
Home Depot, Inc.

Consumer Cyclical
1.7K
New
$347.25 - $424.87 $591K - $723K
1.7K $624M
XLK
Technology Sector Spdr

ETFs
2.9K
New
$206.38 - $242.18 $599K - $703K
2.9K $599M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12.5K
New
$42.5 - $46.71 $531K - $583K
12.5K $565M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.4K
New
$360.07 - $417.26 $503K - $583K
1.4K $505M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
14.9K
New
$32.42 - $36.13 $482K - $537K
14.9K $491M
VIG
Vanguard Dividend Appreciation

ETFs
2.42K
New
N/A
2.42K $470M
AVGO
Broadcom Inc.

Technology
2.74K
New
$167.43 - $244.7 $459K - $670K
2.74K $459M
V
Visa Inc.

Financial Services
1.29K
New
$306.92 - $362.71 $396K - $468K
1.29K $452M
T
At&T Inc.

Communication Services
15.9K
New
$21.56 - $28.28 $343K - $450K
15.9K $450M
ICE
Intercontinental Exchange, Inc.

Financial Services
2.52K
New
$142.8 - $176.36 $360K - $444K
2.52K $434M
SHV
Ishares Tr

ETFs
3.89K
New
$110.11 - $110.51 $428K - $430K
3.89K $430M
PG
Procter & Gamble CO

Consumer Defensive
2.5K
New
$158.56 - $176.26 $396K - $440K
2.5K $425M
AXP
American Express CO

Financial Services
1.56K
New
$255.39 - $325.87 $398K - $507K
1.56K $419M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.4K
New
$169.43 - $182.84 $406K - $438K
2.4K $415M
ABBV
Abb Vie Inc.

Healthcare
1.84K
New
$169.2 - $216.66 $311K - $398K
1.84K $385M
NEAR
Blackrock Short Maturity Bond

ETFs
7.54K
New
$50.4 - $50.89 $380K - $384K
7.54K $384M
EW
Edwards Lifesciences Corp

Healthcare
5.24K
New
$67.95 - $76.19 $356K - $400K
5.24K $380M
IBM
International Business Machines Corp

Technology
1.48K
New
$217.4 - $264.74 $322K - $393K
1.48K $369M
IWM
Ishares Russell 2000 ETF

ETFs
1.8K
New
$198.1 - $229.79 $356K - $412K
1.8K $358M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.2K
New
$156.61 - $168.02 $344K - $369K
2.2K $352M
VTI
Vanguard Total Stock Market Et

ETFs
1.25K
New
$271.18 - $303.12 $340K - $380K
1.25K $345M
CSCO
Cisco Systems, Inc.

Technology
5.45K
New
$58.74 - $64.87 $320K - $354K
5.45K $336M
KKR
Kkr & Co. Inc.

Financial Services
2.75K
New
$108.17 - $167.07 $297K - $459K
2.75K $318M
RTX
Raytheon Technologies Corp

Industrials
2.37K
New
$114.1 - $135.66 $271K - $322K
2.37K $314M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5.56K
New
$53.6 - $58.97 $298K - $328K
5.56K $304M
DIS
Walt Disney CO

Communication Services
3.07K
New
$96.87 - $114.0 $297K - $350K
3.07K $303M
TSLA
Tesla, Inc.

Consumer Cyclical
1.15K
New
$222.15 - $428.22 $256K - $493K
1.15K $299M
PM
Philip Morris International Inc.

Consumer Defensive
1.88K
New
$117.15 - $158.79 $220K - $299K
1.88K $298M
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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