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
XLU
Utilities Sector Spdr

ETFs
-2.07K
- 41.42%
$74.7 - $80.27 $155K - $166K
2.93K $230K
LEN
Lennar Corp

Consumer Cyclical
-760
- 27.79%
$113.93 - $141.54 $86.6K - $108K
1.98K $226K
AMD
Advanced Micro Devices Inc

Technology
-360
- 6.25%
$96.63 - $129.55 $34.8K - $46.6K
5.4K $554K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-2.97K
- 13.63%
$47.33 - $47.92 $140K - $142K
18.8K $894K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-15
- 0.42%
$522.96 - $601.18 $7.84K - $9.02K
3.54K $1.89M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.47K
- 5.6%
$91.45 - $91.75 $135K - $135K
24.8K $2.27M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-59
- 1.02%
$65.15 - $91.81 $3.84K - $5.42K
5.71K $372K
UNH
Unitedhealth Group Inc

Healthcare
-586
- 5.45%
$461.52 - $548.18 $270K - $321K
10.2K $5.32M
PLTR
Palantir Technologies Inc.

Technology
-1.76K
- 40.93%
$64.98 - $124.62 $114K - $220K
2.54K $214K
BAC
Bank Of America Corp

Financial Services
-1.97K
- 24.16%
$39.61 - $47.74 $77.8K - $93.8K
6.17K $257K
WFC
Wells Fargo & Company

Financial Services
-1.8K
- 9.17%
$66.78 - $81.42 $120K - $146K
17.8K $1.28M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.85K
- 15.61%
$51.52 - $52.37 $95.1K - $96.6K
9.97K $522K
CAT
Caterpillar Inc

Industrials
-149
- 14.2%
$326.75 - $407.63 $48.7K - $60.7K
900 $296K
FAF
First American Financial Corp

Financial Services
-2.46K
- 8.88%
$57.7 - $66.47 $142K - $163K
25.2K $1.65M
LOW
Lowes Companies Inc

Consumer Cyclical
-206
- 14.72%
$222.66 - $268.42 $45.9K - $55.3K
1.19K $278K
PEP
Pepsico Inc

Consumer Defensive
-325
- 5.17%
$142.64 - $156.42 $46.4K - $50.8K
5.96K $893K
STLD
Steel Dynamics Inc

Basic Materials
-595
- 12.54%
N/A
4.15K $406K
ITM
Vaneck Intermediate Muni ETF

ETFs
-1.07K
- 7.43%
$45.21 - $46.67 $48.5K - $50K
13.3K $607K
COST
Costco Wholesale Corp

Consumer Defensive
-104
- 6.86%
$890.62 - $1076.86 $92.6K - $112K
1.41K $1.34M
XLV
Select Sector Spdr Fund Health

ETFs
-1.06K
- 8.75%
$137.61 - $149.68 $145K - $158K
11K $1.61M
KMI
Kinder Morgan, Inc.

Energy
-19.4K
- 4.33%
$26.1 - $31.22 $506K - $605K
428K $12.2M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-147
- 4.55%
$94.32 - $110.46 $13.9K - $16.2K
3.09K $297K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.48K
- 3.31%
$128.74 - $138.67 $190K - $205K
43.1K $5.85M
IXC
Ishares Tr Global Energy ETF

ETFs
-1.8K
- 18.51%
$38.48 - $42.16 $69.2K - $75.8K
7.92K $333K
FISV
Fiserv Inc

Technology
-239
- 13.83%
N/A
1.49K $186K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.38K
- 4.12%
$17.53 - $17.87 $24.2K - $24.7K
32.2K $566K
INTC
Intel Corp

Technology
-3.25K
- 16.35%
$19.1 - $27.39 $62.1K - $89K
16.6K $377K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-666
- 3.99%
$16.76 - $17.69 $11.2K - $11.8K
16K $268K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-512
- 1.57%
$9.47 - $11.46 $4.85K - $5.87K
32K $343K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-21
- 0.65%
$81.83 - $82.73 $1.72K - $1.74K
3.21K $265K
UNP
Union Pacific Corp

Industrials
-317
- 3.36%
$225.21 - $254.42 $71.4K - $80.7K
9.13K $2.16M
EOG
Eog Resources Inc

Energy
-83
- 3.12%
$120.54 - $138.05 $10K - $11.5K
2.58K $330K
NOC
Northrop Grumman Corp

Industrials
-36
- 6.01%
$433.45 - $513.82 $15.6K - $18.5K
563 $288K
VNQ
Vanguard Specialized Funds Van

ETFs
-43
- 0.26%
$85.55 - $94.34 $3.68K - $4.06K
16.7K $1.51M
COP
Conocophillips

Energy
-109
- 1.38%
$88.6 - $105.85 $9.66K - $11.5K
7.76K $815K
VGIT
Vanguard Intermediate Term Tre

ETFs
-8.86K
- 2.19%
$57.44 - $59.4 $509K - $526K
396K $23.5M
BSX
Boston Scientific Corp

Healthcare
-135
- 2.02%
$89.38 - $106.18 $12.1K - $14.3K
6.55K $660K
SO
Southern CO

Utilities
-614
- 4.8%
$80.96 - $92.96 $49.7K - $57.1K
12.2K $1.12M
KLAC
Kla Corp

Technology
-5
- 0.32%
$636.62 - $777.63 $3.18K - $3.89K
1.55K $1.06M
LLY
Eli Lilly & CO

Healthcare
-135
- 3.86%
$725.72 - $929.72 $98K - $126K
3.37K $2.78M
ABT
Abbott Laboratories

Healthcare
-535
- 6.88%
$111.1 - $140.22 $59.4K - $75K
7.24K $960K
CBOE
Cboe Global Markets, Inc.

Financial Services
-80
- 2.42%
$190.84 - $226.29 $15.3K - $18.1K
3.22K $728K
HES
Hess Corp

Energy
-345
- 6.36%
$135.42 - $160.52 $46.7K - $55.4K
5.08K $811K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.44K
- 3.55%
$74.85 - $84.89 $108K - $122K
39.1K $3.2M
MO
Altria Group, Inc.

Consumer Defensive
-17.6K
- 11.2%
$50.81 - $60.02 $892K - $1.05M
139K $8.36M
PM
Philip Morris International Inc.

Consumer Defensive
-2.5K
- 13.04%
$117.15 - $158.79 $293K - $396K
16.7K $2.64M
GLD
Spdr Gold Trust

ETFs
-4.2K
- 11.97%
$243.19 - $288.14 $1.02M - $1.21M
30.9K $8.9M
BMY
Bristol Myers Squibb CO

Healthcare
-4.6K
- 2.82%
$53.9 - $63.11 $248K - $290K
159K $9.68M
KR
Kroger CO

Consumer Defensive
-6.12K
- 4.27%
$58.36 - $67.72 $357K - $414K
137K $9.29M
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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