True North Advisors, LLC New Holdings in Q3 2025

True North Advisors, LLC

  • $616 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVDV
American Centy ETF Tr Avantis

ETFs
87.8K
New
$79.24 - $89.03 $6.96M - $7.82M
87.8K $7.82M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.95K
New
$339.37 - $366.46 $1M - $1.08M
2.95K $1.08M
TLT
Ishares Barclays 20+ Year Trea

ETFs
9.06K
New
$85.01 - $90.35 $770K - $818K
9.06K $809K
MU
Micron Technology Inc

Technology
4.79K
New
$104.88 - $168.89 $502K - $808K
4.79K $800K
T
At&T Inc.

Communication Services
23.8K
New
$26.94 - $29.62 $641K - $705K
23.8K $671K
GILD
Gilead Sciences, Inc.

Healthcare
5.57K
New
$108.22 - $120.47 $602K - $670K
5.57K $617K
BMY
Bristol Myers Squibb CO

Healthcare
12.5K
New
$43.31 - $48.98 $543K - $614K
12.5K $565K
VZ
Verizon Communications Inc

Communication Services
11.5K
New
$40.84 - $45.06 $470K - $518K
11.5K $505K
DVN
Devon Energy Corp

Energy
12.9K
New
$31.75 - $36.99 $410K - $478K
12.9K $453K
GLD
Spdr Gold Trust

ETFs
1.13K
New
$300.96 - $355.47 $339K - $400K
1.13K $399K
ALKT
Alkami Technology, Inc.

Technology
15K
New
$20.12 - $30.64 $302K - $460K
15K $372K
IEFA
Ishares Tr

ETFs
4.23K
New
$81.7 - $87.53 $345K - $370K
4.23K $369K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.65K
New
$103.83 - $179.9 $171K - $296K
1.65K $294K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.39K
New
$108.97 - $121.65 $261K - $291K
2.39K $289K
CVS
Cvs Health Corp

Healthcare
3.82K
New
$58.75 - $76.5 $224K - $292K
3.82K $287K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
5.48K
New
$50.73 - $52.47 $278K - $288K
5.48K $286K
USTB
Victory Portfolios Ii Victorys

ETFs
5.07K
New
$50.54 - $51.1 $256K - $259K
5.07K $258K
ECL
Ecolab Inc.

Basic Materials
936
New
$259.39 - $285.47 $243K - $267K
936 $256K
PLTR
Palantir Technologies Inc.

Technology
1.4K
New
$130.68 - $186.97 $183K - $262K
1.4K $255K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.99K
New
$49.09 - $50.58 $245K - $253K
4.99K $252K
AWK
American Water Works Company, Inc.

Utilities
1.75K
New
$135.05 - $147.0 $236K - $257K
1.75K $243K
KMI
Kinder Morgan, Inc.

Energy
8.43K
New
$26.23 - $28.5 $221K - $240K
8.43K $238K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.6K
New
$62.09 - $66.51 $223K - $239K
3.6K $234K
DHR
Danaher Corp

Healthcare
1.17K
New
$181.46 - $212.2 $213K - $249K
1.17K $232K
DE
Deere & CO

Industrials
493
New
$457.26 - $524.37 $225K - $259K
493 $225K
UBER
Uber Technologies, Inc

Technology
2.28K
New
$86.91 - $99.57 $198K - $227K
2.28K $222K
REXR
Rexford Industrial Realty, Inc.

Real Estate
5.2K
New
$35.43 - $43.53 $184K - $226K
5.2K $213K
POOL
Pool Corp

Industrials
671
New
$292.13 - $333.62 $196K - $224K
671 $208K
OGN
Organon & Co.

Healthcare
14.8K
New
$8.4 - $10.85 $124K - $160K
14.8K $157K
ERIC
Ericsson Lm Telephone CO

Technology
11.6K
New
$7.2 - $8.55 $83.8K - $99.5K
11.6K $96K
CHMI
Cherry Hill Mortgage Investment Corp

Real Estate
10.1K
New
$2.41 - $3.02 $24.3K - $30.5K
10.1K $24K
Arista Networks Inc
3.86K
New
N/A
3.86K $0
Ishares Bitcoin Trust ETF
42.5K
New
N/A
42.5K $0
Grayscale Bitcoin Mini Tr Et
6.46K
New
N/A
6.46K $0
Yd Bio LTD
219K
New
N/A
219K $0
Activity Summary
Buys All Purchases 159 New Holdings 36 Increased Positions 123 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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