Northern Oak Wealth Management Inc Purchases in Q1 2025

Northern Oak Wealth Management Inc

  • $775 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
620
+ 2.74%
$49.25 - $50.66 $30.5K - $31.4K
23.2K $1.15M
ASML
Asml Holding Nv

Technology
57
+ 9.34%
$662.63 - $776.99 $37.8K - $44.3K
667 $441K
KMX
Carmax Inc

Consumer Cyclical
447
+ 7.02%
$69.25 - $89.19 $31K - $39.9K
6.81K $530K
COF
Capital One Financial Corp

Financial Services
18
+ 0.31%
$163.87 - $209.82 $2.95K - $3.78K
5.92K $1.06M
FBIZ
First Business Financial Services, Inc.

Financial Services
36
+ 0.55%
$42.78 - $56.35 $1.54K - $2.03K
6.62K $311K
GPN
Global Payments Inc

Industrials
424
+ 17.15%
$92.18 - $113.03 $39.1K - $47.9K
2.9K $283K
SPIB
Spdr Portfolio Intermediate Te

ETFs
21
+ 0.2%
$32.5 - $33.3 $683 - $699
10.4K $344K
Blackrock Inc
18
+ 2.74%
N/A
676 $0
VOE
Vanguard Mid Cap Value Index F

ETFs
22
+ 0.28%
$156.61 - $168.02 $3.45K - $3.7K
7.98K $1.28M
WMT
Walmart Inc.

Consumer Defensive
68
+ 1.04%
$84.5 - $105.05 $5.75K - $7.14K
6.63K $581K
DHR
Danaher Corp

Healthcare
54
+ 3.35%
$201.62 - $250.59 $10.9K - $13.5K
1.67K $341K
ITOT
Ishares Core S&P Total U.S. St

ETFs
7
+ 0.14%
$120.29 - $134.6 $842 - $942
5.19K $633K
TMO
Thermo Fisher Scientific Inc.

Healthcare
6
+ 0.37%
$497.6 - $606.74 $2.99K - $3.64K
1.64K $814K
ADBE
Adobe Inc.

Technology
210
+ 10.79%
$377.84 - $464.11 $79.3K - $97.5K
2.16K $827K
SPY
Spdr S&P 500 ETF Trust

ETFs
178
+ 3.34%
$551.42 - $612.93 $98.2K - $109K
5.51K $3.08M
CAG
Conagra Brands Inc.

Consumer Defensive
3.62K
+ 2.69%
$23.9 - $27.67 $86.5K - $100K
138K $3.69M
VBR
Vanguard Small Cap Value ETF

ETFs
131
+ 1.84%
$183.02 - $207.75 $24K - $27.2K
7.24K $1.35M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
104
+ 3.56%
$165.25 - $224.62 $17.2K - $23.4K
3.02K $501K
CRM
Salesforce, Inc.

Technology
315
+ 11.25%
$268.36 - $359.95 $84.5K - $113K
3.12K $835K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
779
+ 4.88%
$28.45 - $41.08 $22.2K - $32K
16.7K $507K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
82
+ 0.21%
$57.21 - $65.8 $4.69K - $5.4K
39K $2.27M
PFE
Pfizer Inc

Healthcare
5.59K
+ 2.08%
$25.01 - $27.13 $140K - $152K
274K $6.95M
MRK
Merck & Co., Inc.

Healthcare
3.29K
+ 4.93%
$83.01 - $101.02 $273K - $333K
70.1K $6.29M
TROW
Price T Rowe Group Inc

Financial Services
1.55K
+ 5.94%
$91.57 - $116.93 $142K - $182K
27.7K $2.54M
TGT
Target Corp

Consumer Defensive
2.79K
+ 12.07%
$103.65 - $142.5 $289K - $398K
25.9K $2.71M
NVDA
Nvidia Corp

Technology
672
+ 2.35%
$106.98 - $149.43 $71.9K - $100K
29.2K $3.17M
AMZN
Amazon Com Inc

Consumer Cyclical
308
+ 1.1%
$190.26 - $242.06 $58.6K - $74.6K
28.3K $5.38M
Activity Summary
Buys All Purchases 78 New Holdings 7 Increased Positions 71 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 4 Puts 2
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