True North Advisors, LLC Purchases and Sells in Q1 2025

True North Advisors, LLC

$557 Million
Q1 2025

Top Buys

Incresed Positions

62 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XOM	20K + 39.08%	$105.44 - $118.93 $2.11M - $2.38M	71.1K $8.46M
GE	157 + 0.64%	$168.59 - $212.13 $26.5K - $33.3K	24.7K $4.94M
JEPI	10.4K + 41.01%	$56.17 - $59.71 $584K - $621K	35.8K $2.04M
KMX	8.12K + 16.68%	$69.25 - $89.19 $562K - $724K	56.8K $4.42M
VMBS	7.97K + 29.23%	$44.68 - $46.49 $356K - $371K	35.3K $1.63M
CVX	340 + 2.8%	$146.71 - $167.97 $49.9K - $57.1K	12.5K $2.09M

New Holdings

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VB	83.3K New	$217.89 - $252.64 $18.1M - $21M	83.3K $18.5M
JMBS	386K New	$43.53 - $45.42 $16.8M - $17.6M	386K $17.5M
GOVT	694K New	$22.25 - $23.0 $15.4M - $16M	694K $16M
CORP	116K New	$93.89 - $97.32 $10.9M - $11.3M	116K $11.2M
MUNI	131K New	$51.26 - $52.53 $6.7M - $6.87M	131K $6.74M
SCHX	301K New	$21.75 - $24.28 $6.55M - $7.31M	301K $6.65M

Top Sells

Reduced Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LII	-3.86K - 2.09%	$553.05 - $666.93 $2.14M - $2.58M	181K $102M
AVGO	-4.77K - 14.62%	$167.43 - $244.7 $798K - $1.17M	27.9K $4.66M
MSFT	-2.06K - 6.5%	$375.39 - $447.2 $772K - $919K	29.6K $11.1M
CRM	-2.39K - 17.16%	$268.36 - $359.95 $642K - $862K	11.6K $3.1M
AMZN	-3K - 9.11%	$190.26 - $242.06 $572K - $727K	30K $5.7M
TOTL	-26.5K - 80.61%	$38.99 - $40.37 $1.03M - $1.07M	6.37K $256K

Activity Summary All Purchases 130 New Holdings 68 Increased Positions 62 All Sells 66 Reductions 66 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

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

News

Stay updated on True North Advisors, LLC with notifications on news.