1 North Wealth Services
Latest statistics and disclosures from 1 North Wealth Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VCIT, GLD, JEPI, JAAA, TOTL, and represent 30.93% of 1 North Wealth Services's stock portfolio.
- Added to shares of these 10 stocks: CGW, BBEU, PICB, EMB, PSLV, EQIX, JEPI, JAAA, CAT, BLK.
- Started 3 new stock positions in XLY, CGW, PLTR.
- Reduced shares in these 10 stocks: PTLC (-$7.6M), DHS, XLV, XLP, IJH, PIO, GIS, ORCL, QQQ, VTI.
- Sold out of its positions in FTSL, TDIV, FPE, FTSM, INTC, EPP, IVW, SHY, EFA, IWS. IJR, IJT, PFF, VYX, NUV, CALF, TMUS, VOD, Walgreen Boots Alliance.
- 1 North Wealth Services was a net seller of stock by $-21M.
- 1 North Wealth Services has $244M in assets under management (AUM), dropping by -2.91%.
- Central Index Key (CIK): 0001641761
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Portfolio Holdings for 1 North Wealth Services
1 North Wealth Services holds 257 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 6.6 | $16M | 192k | 84.11 |
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| Spdr Gold Tr Gold Shs (GLD) | 6.3 | $15M | 43k | 355.47 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 6.2 | $15M | 264k | 57.10 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 6.1 | $15M | 292k | 50.78 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 5.8 | $14M | 347k | 40.57 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 5.2 | $13M | 133k | 95.19 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 5.1 | $12M | 249k | 49.83 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 4.1 | $9.9M | -13% | 152k | 65.26 |
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| Pacer Fds Tr Globl Cash Etf (GCOW) | 3.6 | $8.8M | 223k | 39.62 |
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| Apple (AAPL) | 3.4 | $8.3M | 33k | 254.63 |
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| Ishares Msci Emrg Chn (EMXC) | 3.2 | $7.7M | 115k | 67.51 |
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| J P Morgan Exchange Traded F Betabuilders Eur (BBEU) | 3.1 | $7.6M | +2% | 110k | 69.61 |
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| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 3.0 | $7.4M | 148k | 50.23 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 2.8 | $6.9M | 79k | 87.84 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 2.8 | $6.7M | -2% | 15k | 463.74 |
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| Wisdomtree Tr Us High Dividend (DHS) | 2.6 | $6.3M | -34% | 63k | 100.75 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 2.1 | $5.2M | 44k | 119.51 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.1 | $5.1M | -6% | 8.5k | 600.34 |
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| Broadcom (AVGO) | 1.8 | $4.4M | 13k | 329.91 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.8 | $4.3M | -4% | 6.5k | 669.33 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 1.6 | $4.0M | 46k | 87.21 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 1.5 | $3.7M | 80k | 46.93 |
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| Global X Fds Rbtcs Artfl Inte (BOTZ) | 1.4 | $3.4M | -3% | 97k | 35.43 |
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| Oracle Corporation (ORCL) | 1.4 | $3.3M | -11% | 12k | 281.24 |
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| Ishares Tr Us Br Del Se Etf (IAI) | 1.4 | $3.3M | -3% | 19k | 176.88 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $3.0M | 4.5k | 666.14 |
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| Eli Lilly & Co. (LLY) | 1.2 | $3.0M | 3.9k | 763.00 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 1.2 | $2.9M | -2% | 11k | 271.12 |
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| Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB) | 1.1 | $2.7M | +5% | 111k | 23.83 |
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| Blackrock (BLK) | 1.0 | $2.4M | 2.1k | 1165.87 |
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| Ishares Tr Cybersecurity (IHAK) | 0.9 | $2.2M | 42k | 52.33 |
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| Caterpillar (CAT) | 0.9 | $2.1M | 4.5k | 477.16 |
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| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.8 | $1.9M | NEW | 30k | 64.24 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.6M | -13% | 4.8k | 328.14 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.5 | $1.3M | 26k | 51.09 |
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| Travelers Companies (TRV) | 0.4 | $1.0M | 3.7k | 279.22 |
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| Amazon (AMZN) | 0.4 | $961k | 4.4k | 219.57 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $831k | 3.4k | 243.55 |
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| Tesla Motors (TSLA) | 0.3 | $701k | 1.6k | 444.72 |
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| Equinix (EQIX) | 0.3 | $683k | +4% | 872.00 | 783.24 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $547k | -3% | 2.3k | 243.13 |
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| NVIDIA Corporation (NVDA) | 0.2 | $522k | -2% | 2.8k | 186.58 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $503k | -11% | 4.5k | 112.75 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $468k | -12% | 3.8k | 122.45 |
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| Meta Platforms Cl A (META) | 0.1 | $328k | -2% | 447.00 | 734.38 |
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| Microsoft Corporation (MSFT) | 0.1 | $310k | -6% | 598.00 | 518.13 |
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| Costco Wholesale Corporation (COST) | 0.1 | $291k | -3% | 314.00 | 925.63 |
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| McDonald's Corporation (MCD) | 0.1 | $286k | 940.00 | 303.89 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $252k | 800.00 | 315.43 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $231k | 1.6k | 142.10 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $225k | -9% | 1.3k | 174.58 |
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| Procter & Gamble Company (PG) | 0.1 | $218k | 1.4k | 153.65 |
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| Netflix (NFLX) | 0.1 | $200k | 167.00 | 1198.92 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.1 | $198k | +19% | 13k | 15.70 |
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| Emerson Electric (EMR) | 0.1 | $189k | 1.4k | 131.18 |
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| Johnson & Johnson (JNJ) | 0.1 | $175k | 945.00 | 185.42 |
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| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.1 | $169k | -97% | 3.1k | 54.76 |
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| Fifth Third Ban (FITB) | 0.1 | $158k | 3.5k | 44.55 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $158k | -3% | 2.7k | 57.47 |
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| Altria (MO) | 0.1 | $157k | 2.4k | 66.06 |
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| Home Depot (HD) | 0.1 | $145k | 357.00 | 405.19 |
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| Merck & Co (MRK) | 0.1 | $136k | 1.6k | 83.93 |
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| Wal-Mart Stores (WMT) | 0.0 | $118k | 1.1k | 103.06 |
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| Linde SHS (LIN) | 0.0 | $111k | 233.00 | 475.00 |
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| Ishares Tr Global Tech Etf (IXN) | 0.0 | $109k | 1.1k | 103.21 |
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| Bank of America Corporation (BAC) | 0.0 | $108k | 2.1k | 51.59 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $107k | 650.00 | 164.54 |
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| Coca-Cola Company (KO) | 0.0 | $105k | 1.6k | 66.32 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $100k | 670.00 | 148.61 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $95k | -43% | 374.00 | 254.28 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $95k | -4% | 2.2k | 42.96 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $90k | 900.00 | 99.95 |
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| Ishares Tr Core 40/60 Moder (AOM) | 0.0 | $79k | 1.7k | 47.58 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $67k | 500.00 | 133.90 |
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| Phillips 66 (PSX) | 0.0 | $65k | 474.00 | 136.02 |
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| Ishares Tr Us Consum Discre (IYC) | 0.0 | $62k | -3% | 595.00 | 104.80 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $58k | 98.00 | 596.03 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $58k | 115.00 | 502.74 |
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| Draftkings Com Cl A (DKNG) | 0.0 | $56k | 1.5k | 37.40 |
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| Curtiss-Wright (CW) | 0.0 | $54k | 100.00 | 542.94 |
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| Allstate Corporation (ALL) | 0.0 | $53k | 248.00 | 214.65 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $50k | 750.00 | 66.91 |
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| Ishares Tr Core 30/70 Conse (AOK) | 0.0 | $48k | -34% | 1.2k | 40.16 |
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| Abbott Laboratories (ABT) | 0.0 | $47k | 351.00 | 133.94 |
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| American Express Company (AXP) | 0.0 | $46k | 138.00 | 332.16 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $44k | 1.4k | 31.42 |
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| Packaging Corporation of America (PKG) | 0.0 | $44k | 200.00 | 217.93 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $43k | 206.00 | 209.26 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $41k | 95.00 | 435.46 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $41k | 170.00 | 241.96 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $40k | -12% | 70.00 | 568.81 |
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| Amgen (AMGN) | 0.0 | $38k | 136.00 | 282.20 |
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| Digital Realty Trust (DLR) | 0.0 | $38k | 219.00 | 172.75 |
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| Visa Com Cl A (V) | 0.0 | $37k | 109.00 | 341.38 |
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| Take-Two Interactive Software (TTWO) | 0.0 | $36k | 140.00 | 258.36 |
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| Philip Morris International (PM) | 0.0 | $36k | 220.00 | 162.20 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $34k | 573.00 | 60.08 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $32k | 100.00 | 323.58 |
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| Chevron Corporation (CVX) | 0.0 | $32k | -22% | 208.00 | 155.29 |
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| Corning Incorporated (GLW) | 0.0 | $30k | 360.00 | 82.03 |
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| Datadog Cl A Com (DDOG) | 0.0 | $29k | 200.00 | 142.40 |
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| Gentex Corporation (GNTX) | 0.0 | $28k | 1.0k | 28.30 |
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| Verizon Communications (VZ) | 0.0 | $28k | 631.00 | 43.97 |
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| Nextera Energy (NEE) | 0.0 | $28k | 364.00 | 75.49 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $27k | 75.00 | 365.48 |
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| Ge Aerospace Com New (GE) | 0.0 | $27k | 91.00 | 300.82 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $27k | -98% | 195.00 | 139.17 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $27k | -98% | 340.00 | 78.37 |
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| Vitesse Energy Common Stock (VTS) | 0.0 | $23k | 985.00 | 23.23 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.0 | $23k | 259.00 | 88.14 |
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| Qorvo (QRVO) | 0.0 | $23k | 250.00 | 91.08 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $23k | 183.00 | 123.75 |
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| Ryder System (R) | 0.0 | $22k | 118.00 | 188.64 |
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| Automatic Data Processing (ADP) | 0.0 | $22k | 75.00 | 293.51 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $22k | -19% | 218.00 | 100.69 |
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| RPM International (RPM) | 0.0 | $21k | 175.00 | 117.88 |
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| Synaptics, Incorporated (SYNA) | 0.0 | $21k | 300.00 | 68.34 |
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| Electronic Arts (EA) | 0.0 | $20k | 100.00 | 201.70 |
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| Old Republic International Corporation (ORI) | 0.0 | $20k | 470.00 | 42.47 |
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| Ferrari Nv Ord (RACE) | 0.0 | $19k | 40.00 | 485.23 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $19k | 111.00 | 170.85 |
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| Akamai Technologies (AKAM) | 0.0 | $19k | 246.00 | 75.76 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $18k | NEW | 100.00 | 182.42 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $17k | 215.00 | 76.72 |
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| Eaton Corp SHS (ETN) | 0.0 | $16k | 43.00 | 374.26 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $16k | 26.00 | 616.46 |
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| Ishares Tr Esg Select Scre (XVV) | 0.0 | $16k | 310.00 | 51.52 |
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| Dbx Etf Tr Xtrackers Msci (USSG) | 0.0 | $16k | 260.00 | 61.35 |
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| Pepsi (PEP) | 0.0 | $16k | 113.00 | 140.44 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $16k | 32.00 | 485.03 |
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| The Trade Desk Com Cl A (TTD) | 0.0 | $15k | 310.00 | 49.01 |
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| Stryker Corporation (SYK) | 0.0 | $15k | 40.00 | 369.68 |
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| Snowflake Com Shs (SNOW) | 0.0 | $15k | 65.00 | 225.55 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $14k | 115.00 | 124.34 |
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| Invesco Exch Traded Fd Tr Ii Global Water (PIO) | 0.0 | $14k | -99% | 304.00 | 44.89 |
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| Ishares Tr Esg Adv Ttl Usd (EUSB) | 0.0 | $14k | 310.00 | 43.92 |
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| Ge Vernova (GEV) | 0.0 | $14k | 22.00 | 614.91 |
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| Vaneck Etf Trust Biotech Etf (BBH) | 0.0 | $13k | 78.00 | 166.14 |
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| Fiserv (FI) | 0.0 | $13k | 100.00 | 128.93 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $13k | 545.00 | 23.56 |
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| Motorola Solutions Com New (MSI) | 0.0 | $13k | 28.00 | 457.29 |
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| Halliburton Company (HAL) | 0.0 | $12k | 500.00 | 24.60 |
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| Fidus Invt (FDUS) | 0.0 | $12k | 600.00 | 20.26 |
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| TJX Companies (TJX) | 0.0 | $11k | 76.00 | 144.54 |
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| Ishares Tr Esg Select Scre (XJH) | 0.0 | $11k | 245.00 | 43.85 |
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| Advanced Micro Devices (AMD) | 0.0 | $11k | 65.00 | 161.78 |
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| Vaneck Etf Trust Green Bond Etf (GRNB) | 0.0 | $11k | 430.00 | 24.43 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $10k | 160.00 | 65.00 |
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| Starbucks Corporation (SBUX) | 0.0 | $10k | 120.00 | 84.60 |
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| Consolidated Edison (ED) | 0.0 | $10k | 100.00 | 100.52 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.0 | $9.8k | 130.00 | 75.74 |
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| Ecolab (ECL) | 0.0 | $9.6k | 35.00 | 273.86 |
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| ConocoPhillips (COP) | 0.0 | $9.5k | 100.00 | 94.59 |
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| Nasdaq Omx (NDAQ) | 0.0 | $9.0k | 102.00 | 88.45 |
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| W.W. Grainger (GWW) | 0.0 | $8.6k | 9.00 | 953.00 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $8.4k | 30.00 | 279.30 |
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| Ford Motor Company (F) | 0.0 | $8.4k | 700.00 | 11.96 |
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| Dolby Laboratories Com Cl A (DLB) | 0.0 | $8.3k | 115.00 | 72.07 |
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| Zoetis Cl A (ZTS) | 0.0 | $8.2k | 56.00 | 146.32 |
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| Ishares Tr Esg Select Scree (XJR) | 0.0 | $8.1k | 190.00 | 42.56 |
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| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $7.8k | 270.00 | 28.91 |
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| Vaneck Etf Trust Environmental Sr (EVX) | 0.0 | $7.8k | 200.00 | 38.95 |
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| Alaska Air (ALK) | 0.0 | $7.5k | 150.00 | 49.78 |
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| John B. Sanfilippo & Son (JBSS) | 0.0 | $7.4k | 115.00 | 64.28 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $7.1k | 40.00 | 176.80 |
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| Bristol Myers Squibb (BMY) | 0.0 | $7.0k | 156.00 | 45.10 |
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| Baxter International (BAX) | 0.0 | $6.9k | 305.00 | 22.77 |
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| Blackrock Etf Trust World Ex Us Carb (LCTD) | 0.0 | $6.9k | 130.00 | 53.29 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.0 | $6.9k | 55.00 | 125.95 |
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| UnitedHealth (UNH) | 0.0 | $6.9k | 20.00 | 345.30 |
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| Molson Coors Beverage CL B (TAP) | 0.0 | $6.8k | 150.00 | 45.25 |
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| American Electric Power Company (AEP) | 0.0 | $6.8k | 60.00 | 112.50 |
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| Flexible Solutions International (FSI) | 0.0 | $6.7k | 700.00 | 9.64 |
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| Constellation Brands Cl A (STZ) | 0.0 | $6.7k | 50.00 | 134.68 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $6.7k | 140.00 | 48.03 |
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| Sentinelone Cl A (S) | 0.0 | $6.6k | 375.00 | 17.61 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $6.6k | 105.00 | 62.47 |
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| Nike CL B (NKE) | 0.0 | $6.6k | 94.00 | 69.69 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $6.3k | 145.00 | 43.42 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $6.2k | 34.00 | 183.74 |
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| Spdr Series Trust Oilgas Equip (XES) | 0.0 | $6.1k | 85.00 | 72.35 |
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| Dupont De Nemours (DD) | 0.0 | $6.1k | 78.00 | 77.90 |
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| Spdr Series Trust Spdr Portfolio S (SPDG) | 0.0 | $6.0k | 150.00 | 40.20 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $6.0k | 17.00 | 352.76 |
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| Cigna Corp (CI) | 0.0 | $5.8k | 20.00 | 288.25 |
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| Dt Midstream Common Stock (DTM) | 0.0 | $5.7k | 50.00 | 113.06 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $5.4k | 57.00 | 95.47 |
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| Mueller Industries (MLI) | 0.0 | $5.1k | 50.00 | 101.12 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $5.0k | 30.00 | 167.33 |
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| Cme (CME) | 0.0 | $4.9k | 18.00 | 270.17 |
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| eBay (EBAY) | 0.0 | $4.7k | 52.00 | 90.94 |
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| Walt Disney Company (DIS) | 0.0 | $4.6k | 40.00 | 114.50 |
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| Southwest Airlines (LUV) | 0.0 | $4.5k | 140.00 | 31.91 |
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| Tyson Foods Cl A (TSN) | 0.0 | $4.3k | 80.00 | 54.30 |
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| Zimmer Holdings (ZBH) | 0.0 | $4.3k | 44.00 | 98.50 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $4.3k | 72.00 | 60.03 |
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| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $4.3k | 75.00 | 56.85 |
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| Hannon Armstrong (HASI) | 0.0 | $4.1k | 135.00 | 30.70 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $4.1k | 58.00 | 71.36 |
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| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.0 | $4.1k | 85.00 | 48.13 |
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| Hancock Holding Company (HWC) | 0.0 | $4.1k | 65.00 | 62.62 |
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| AFLAC Incorporated (AFL) | 0.0 | $4.0k | 36.00 | 111.69 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $3.9k | 21.00 | 186.48 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $3.8k | 80.00 | 47.20 |
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| Paypal Holdings (PYPL) | 0.0 | $3.8k | 56.00 | 67.05 |
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| Global X Fds E Commerce Etf (EBIZ) | 0.0 | $3.7k | 105.00 | 35.05 |
|
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| Omega Healthcare Investors (OHI) | 0.0 | $3.7k | 87.00 | 42.22 |
|
|
| FedEx Corporation (FDX) | 0.0 | $3.5k | 15.00 | 235.80 |
|
|
| DTE Energy Company (DTE) | 0.0 | $3.5k | 25.00 | 141.44 |
|
|
| Yum! Brands (YUM) | 0.0 | $3.5k | 23.00 | 152.00 |
|
|
| GSK Sponsored Adr (GSK) | 0.0 | $3.5k | 80.00 | 43.16 |
|
|
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $3.4k | 18.00 | 187.72 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $3.1k | 58.00 | 54.17 |
|
|
| Elme Communities Sh Ben Int (ELME) | 0.0 | $2.9k | 174.00 | 16.86 |
|
|
| Investar Holding (ISTR) | 0.0 | $2.9k | 125.00 | 23.21 |
|
|
| Invesco Exchange Traded Fd T Pharmaceuticals (PJP) | 0.0 | $2.9k | 31.00 | 92.48 |
|
|
| International Business Machines (IBM) | 0.0 | $2.8k | 10.00 | 282.20 |
|
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $2.8k | 180.00 | 15.48 |
|
|
| Paycom Software (PAYC) | 0.0 | $2.7k | 13.00 | 208.15 |
|
|
| Medtronic SHS (MDT) | 0.0 | $2.7k | 28.00 | 95.25 |
|
|
| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.0 | $2.6k | 125.00 | 21.06 |
|
|
| Enbridge (ENB) | 0.0 | $2.5k | 49.00 | 50.47 |
|
|
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $2.4k | 55.00 | 43.64 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $2.4k | 5.00 | 479.60 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $2.4k | NEW | 10.00 | 239.60 |
|
| salesforce (CRM) | 0.0 | $2.4k | 10.00 | 237.00 |
|
|
| Texas Roadhouse (TXRH) | 0.0 | $2.3k | 14.00 | 166.14 |
|
|
| Pacira Pharmaceuticals (PCRX) | 0.0 | $2.2k | 85.00 | 25.76 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $2.2k | 15.00 | 145.27 |
|
|
| Copt Defense Properties Shs Ben Int (CDP) | 0.0 | $2.0k | 70.00 | 29.06 |
|
|
| Ishares Tr Genomics Immun (IDNA) | 0.0 | $2.0k | 85.00 | 23.61 |
|
|
| General Mills (GIS) | 0.0 | $2.0k | -99% | 39.00 | 50.41 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $1.9k | 45.00 | 42.13 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $1.8k | -35% | 18.00 | 100.28 |
|
| Dow (DOW) | 0.0 | $1.8k | 78.00 | 22.94 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $1.6k | 19.00 | 83.53 |
|
|
| Spdr Series Trust S&p Kensho New (KOMP) | 0.0 | $1.6k | 25.00 | 62.28 |
|
|
| Under Armour Cl A (UAA) | 0.0 | $1.5k | 300.00 | 4.99 |
|
|
| Under Armour CL C (UA) | 0.0 | $1.5k | 302.00 | 4.83 |
|
|
| Biogen Idec (BIIB) | 0.0 | $1.4k | 10.00 | 140.10 |
|
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $1.4k | 63.00 | 21.57 |
|
|
| General Motors Company (GM) | 0.0 | $1.3k | 21.00 | 60.95 |
|
|
| Pfizer (PFE) | 0.0 | $1.3k | 50.00 | 25.48 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $1.2k | 5.00 | 236.40 |
|
|
| Qualcomm (QCOM) | 0.0 | $1.2k | 7.00 | 166.43 |
|
|
| Darling International (DAR) | 0.0 | $1.1k | 36.00 | 30.86 |
|
|
| PNC Financial Services (PNC) | 0.0 | $804.000000 | 4.00 | 201.00 |
|
|
| Teradata Corporation (TDC) | 0.0 | $710.001600 | 33.00 | 21.52 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $709.000000 | 5.00 | 141.80 |
|
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $696.000000 | 60.00 | 11.60 |
|
|
| Intellia Therapeutics (NTLA) | 0.0 | $432.000000 | 25.00 | 17.28 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $403.000000 | -33% | 4.00 | 100.75 |
|
| Gray Television (GTN) | 0.0 | $346.998000 | 60.00 | 5.78 |
|
|
| Halyard Health (AVNS) | 0.0 | $161.999600 | 14.00 | 11.57 |
|
|
| Inovio Pharmaceuticals Com Shs (INO) | 0.0 | $96.001500 | 41.00 | 2.34 |
|
|
| Zimvie (ZIMV) | 0.0 | $76.000000 | 4.00 | 19.00 |
|
|
| The Beachbody Company Com Cl A New (BODI) | 0.0 | $12.000000 | 2.00 | 6.00 |
|
Past Filings by 1 North Wealth Services
SEC 13F filings are viewable for 1 North Wealth Services going back to 2018
- 1 North Wealth Services 2025 Q3 filed Nov. 13, 2025
- 1 North Wealth Services 2025 Q2 filed July 23, 2025
- 1 North Wealth Services 2024 Q4 filed Feb. 12, 2025
- 1 North Wealth Services 2019 Q4 filed Feb. 14, 2020
- 1 North Wealth Services 2019 Q3 filed Oct. 28, 2019
- 1 North Wealth Services 2019 Q1 filed May 8, 2019
- 1 North Wealth Services 2018 Q4 filed Feb. 6, 2019