Northern Oak Wealth Management Inc Sells in Q1 2025

Northern Oak Wealth Management Inc

  • $775 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
-12.4K
- 2.74%
$92.45 - $106.69 $1.15M - $1.32M
441K $40.9M
AAPL
Apple Inc.

Technology
-6.83K
- 6.19%
$209.68 - $247.1 $1.43M - $1.69M
103K $23M
MSFT
Microsoft Corp

Technology
-1.22K
- 2.16%
$375.39 - $447.2 $457K - $544K
55.2K $20.7M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-17K
- 12.41%
$117.4 - $131.02 $1.99M - $2.23M
120K $14.4M
AVGO
Broadcom Inc.

Technology
-970
- 2.69%
$167.43 - $244.7 $162K - $237K
35.1K $5.88M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-11.9K
- 6.4%
$81.62 - $96.63 $973K - $1.15M
174K $14.5M
VGSH
Vanguard

ETFs
-37.5K
- 4.85%
$58.07 - $58.69 $2.18M - $2.2M
736K $43.2M
GOOGL
Alphabet Inc.

Communication Services
-800
- 1.74%
$154.33 - $206.19 $123K - $165K
45.1K $6.98M
IVE
Ishares S&P 500 Value ETF

ETFs
-7.87K
- 4.37%
$185.78 - $198.58 $1.46M - $1.56M
172K $32.8M
VIRT
Virtu Financial, Inc.

Financial Services
-57.5K
- 20.04%
$34.19 - $40.96 $1.97M - $2.36M
229K $8.74M
LMT
Lockheed Martin Corp

Industrials
-1.77K
- 12.34%
$423.19 - $506.29 $751K - $898K
12.6K $5.63M
WSM
Williams Sonoma Inc

Consumer Cyclical
-4.81K
- 35.8%
$158.1 - $217.71 $760K - $1.05M
8.62K $1.36M
CVX
Chevron Corp

Energy
-10.1K
- 33.68%
$146.71 - $167.97 $1.48M - $1.7M
19.9K $3.33M
DOW
Dow Inc.

Basic Materials
-8.18K
- 8.63%
$34.36 - $41.92 $281K - $343K
86.6K $3.03M
TFC
Truist Financial Corp

Financial Services
-7.7K
- 3.93%
$39.48 - $48.15 $304K - $371K
188K $7.74M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-5.75K
- 31.46%
$96.85 - $111.39 $557K - $640K
12.5K $1.24M
BBY
Best Buy CO Inc

Consumer Cyclical
-3.59K
- 10.34%
$70.3 - $91.1 $253K - $327K
31.2K $2.29M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-11.9K
- 73.12%
$54.25 - $57.64 $645K - $686K
4.37K $240K
PSTG
Pure Storage, Inc.

Technology
-5.76K
- 25.29%
$44.27 - $72.37 $255K - $416K
17K $752K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.46K
- 3.77%
$96.3 - $112.23 $140K - $163K
37.1K $3.62M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-878
- 15.97%
$360.07 - $417.26 $316K - $366K
4.62K $1.67M
ABBV
Abb Vie Inc.

Healthcare
-3.99K
- 42.09%
$169.2 - $216.66 $675K - $864K
5.49K $1.15M
PG
Procter & Gamble CO

Consumer Defensive
-3.23K
- 12.62%
$158.56 - $176.26 $512K - $569K
22.4K $3.81M
CUBE
Cube Smart

Real Estate
-10.3K
- 12.26%
$40.23 - $43.23 $416K - $447K
74K $3.16M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-948
- 3.13%
$121.0 - $142.28 $115K - $135K
29.4K $3.66M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-240
- 2.06%
$254.58 - $302.92 $61.1K - $72.7K
11.4K $2.92M
PSA
Public Storage

Real Estate
-1.39K
- 10.38%
$288.99 - $313.98 $402K - $437K
12K $3.6M
IVV
Ishares Core S&P 500 ETF

ETFs
-174
- 1.69%
$554.06 - $615.85 $96.4K - $107K
10.1K $5.69M
ORCL
Oracle Corp

Technology
-1.09K
- 13.61%
$139.81 - $186.47 $152K - $202K
6.89K $963K
XLK
Technology Sector Spdr

ETFs
-185
- 1.55%
$206.38 - $242.18 $38.2K - $44.8K
11.7K $2.42M
WEC
Wec Energy Group, Inc.

Utilities
-13K
- 17.62%
$92.12 - $108.98 $1.2M - $1.41M
60.7K $6.61M
CSCO
Cisco Systems, Inc.

Technology
-8.8K
- 7.62%
$58.74 - $64.87 $517K - $571K
107K $6.58M
MS
Morgan Stanley

Financial Services
-1.83K
- 44.35%
$111.68 - $141.08 $204K - $258K
2.3K $267K
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.35K
- 22.06%
$182.82 - $196.21 $248K - $266K
4.79K $900K
MMM
3 M CO

Industrials
-2.67K
- 30.35%
$129.7 - $155.12 $347K - $415K
6.13K $900K
GOOG
Alphabet Inc.

Communication Services
-660
- 22.76%
$156.06 - $207.71 $103K - $137K
2.24K $349K
EMR
Emerson Electric CO

Industrials
-1.1K
- 21.7%
$108.64 - $131.17 $120K - $144K
3.97K $435K
PANW
Palo Alto Networks Inc

Technology
-779
- 15.35%
$167.82 - $208.28 $131K - $162K
4.3K $732K
IWM
Ishares Russell 2000 ETF

ETFs
-45
- 0.53%
$198.1 - $229.79 $8.91K - $10.3K
8.4K $1.67M
XLE
Energy Sector Spdr

ETFs
-2.68K
- 33.83%
$85.7 - $93.96 $230K - $252K
5.24K $489K
VOT
Vanguard Mid Cap Growth Index

ETFs
-569
- 11.34%
$237.72 - $276.98 $135K - $158K
4.45K $1.09M
JPM
Jpmorgan Chase & CO

Financial Services
-1.32K
- 5.12%
$225.19 - $279.95 $297K - $370K
24.4K $6M
VBK
Vanguard Small Cap Growth ETF

ETFs
-130
- 2.54%
$247.97 - $296.33 $32.2K - $38.5K
4.98K $1.25M
ISRG
Intuitive Surgical Inc

Healthcare
-245
- 13.05%
$476.63 - $610.45 $117K - $150K
1.63K $808K
HD
Home Depot, Inc.

Consumer Cyclical
-100
- 1.68%
$347.25 - $424.87 $34.7K - $42.5K
5.86K $2.15M
XOM
Exxon Mobil Corp

Energy
-3.8K
- 14.9%
$105.44 - $118.93 $401K - $452K
21.7K $2.58M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-6.59K
- 26.14%
$24.07 - $24.5 $159K - $161K
18.6K $451K
UAL
United Airlines Holdings, Inc.

Industrials
-337
- 7.14%
$69.05 - $110.52 $23.3K - $37.2K
4.38K $302K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-322
- 2.79%
$102.49 - $119.96 $33K - $38.6K
11.2K $1.17M
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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