1 North Wealth Services
Latest statistics and disclosures from 1 North Wealth Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JEPI, VCIT, JAAA, TOTL, EMB, and represent 26.36% of 1 North Wealth Services's stock portfolio.
- Added to shares of these 10 stocks: BINC (+$12M), IGF (+$6.5M), IYC, QTUM, QQQ, IVV, XLU, JEPI, SOXX, DIA.
- Started 24 new stock positions in BA, BUD, RKLB, ETHM, BINC, VTWO, IEFA, SU, IEMG, CALF. OKE, OTIS, IGF, KTB, CNR, MPLX, CARR, NOV, KMI, Q, VFC, QTUM, VO, TRIP.
- Reduced shares in these 10 stocks: GLD (-$5.6M), AVGO, VCIT, AAPL, CAT, PTLC, ORCL, ALL, AOM, XLV.
- Sold out of its positions in SPDG, ZIMV.
- 1 North Wealth Services was a net buyer of stock by $36M.
- 1 North Wealth Services has $284M in assets under management (AUM), dropping by 16.41%.
- Central Index Key (CIK): 0001641761
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Portfolio Holdings for 1 North Wealth Services
1 North Wealth Services holds 279 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 5.7 | $16M | +7% | 284k | 57.24 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 5.6 | $16M | 190k | 83.75 |
|
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 5.5 | $16M | +5% | 307k | 50.58 |
|
| Ssga Active Etf Tr State Street Dou (TOTL) | 5.0 | $14M | 352k | 40.25 |
|
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 4.6 | $13M | 135k | 96.28 |
|
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 4.5 | $13M | +4% | 260k | 49.59 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 4.4 | $12M | NEW | 235k | 52.77 |
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| Spdr Gold Tr Gold Shs (GLD) | 4.1 | $12M | -32% | 29k | 396.31 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.6 | $10M | 155k | 66.00 |
|
|
| Pacer Fds Tr Globl Cash Etf (GCOW) | 3.3 | $9.4M | +2% | 228k | 41.22 |
|
| Apple (AAPL) | 3.1 | $8.7M | 32k | 271.86 |
|
|
| J P Morgan Exchange Traded F Betabuilders Eur (BBEU) | 3.0 | $8.5M | +6% | 116k | 73.30 |
|
| Ishares Msci Emrg Chn (EMXC) | 3.0 | $8.5M | 117k | 72.68 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 2.8 | $8.0M | +14% | 17k | 480.57 |
|
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 2.7 | $7.8M | +4% | 155k | 50.25 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.7 | $7.7M | +47% | 13k | 614.30 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 2.5 | $7.2M | 80k | 90.40 |
|
|
| Wisdomtree Tr Us High Dividend (DHS) | 2.3 | $6.6M | +3% | 65k | 101.82 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 2.3 | $6.5M | NEW | 107k | 61.36 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.3 | $6.5M | +46% | 9.4k | 684.96 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.9 | $5.3M | 44k | 119.35 |
|
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| Ishares Tr Us Consum Discre (IYC) | 1.5 | $4.3M | +6907% | 42k | 103.13 |
|
| Broadcom (AVGO) | 1.5 | $4.3M | -7% | 12k | 346.10 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 1.5 | $4.3M | +34% | 14k | 301.15 |
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| Eli Lilly & Co. (LLY) | 1.5 | $4.2M | 4.0k | 1074.68 |
|
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| Alps Etf Tr Alerian Mlp (AMLP) | 1.4 | $3.9M | +5% | 84k | 47.02 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 1.4 | $3.9M | +101% | 92k | 42.69 |
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 1.3 | $3.8M | NEW | 34k | 109.66 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 1.3 | $3.6M | +2% | 99k | 36.23 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $3.5M | +13% | 5.1k | 681.89 |
|
| Ishares Tr Us Br Del Se Etf (IAI) | 1.2 | $3.4M | 19k | 179.37 |
|
|
| Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB) | 1.1 | $3.1M | +17% | 131k | 23.88 |
|
| Caterpillar (CAT) | 0.9 | $2.5M | -2% | 4.4k | 572.89 |
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| Oracle Corporation (ORCL) | 0.8 | $2.3M | 12k | 194.91 |
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| Blackrock (BLK) | 0.8 | $2.2M | 2.1k | 1070.34 |
|
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| Ishares Tr Cybersecurity (IHAK) | 0.7 | $2.1M | +4% | 44k | 48.12 |
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.7 | $2.0M | +2% | 31k | 63.01 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.6M | 4.8k | 335.24 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.5 | $1.4M | +7% | 28k | 50.86 |
|
| Amazon (AMZN) | 0.4 | $1.1M | +10% | 4.9k | 230.82 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.1M | +3% | 3.5k | 313.80 |
|
| Travelers Companies (TRV) | 0.4 | $1.1M | 3.7k | 290.06 |
|
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| Tesla Motors (TSLA) | 0.2 | $710k | 1.6k | 449.72 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $704k | 2.3k | 313.04 |
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| Equinix (EQIX) | 0.2 | $696k | +4% | 909.00 | 766.16 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $563k | +4% | 4.7k | 120.34 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $555k | +6% | 3.0k | 186.50 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $470k | 3.9k | 121.61 |
|
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| Sprott Asset Management Physical Silver (PSLV) | 0.1 | $339k | +13% | 14k | 23.65 |
|
| Meta Platforms Cl A (META) | 0.1 | $295k | 447.00 | 660.09 |
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| McDonald's Corporation (MCD) | 0.1 | $287k | 940.00 | 305.63 |
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| Microsoft Corporation (MSFT) | 0.1 | $287k | 593.00 | 483.81 |
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| Costco Wholesale Corporation (COST) | 0.1 | $271k | 314.00 | 862.34 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $258k | 800.00 | 322.22 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $250k | +9% | 1.4k | 177.37 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $229k | 1.6k | 141.14 |
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| Procter & Gamble Company (PG) | 0.1 | $204k | 1.4k | 143.31 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $199k | +20% | 3.3k | 60.17 |
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| Emerson Electric (EMR) | 0.1 | $191k | 1.4k | 132.72 |
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| Johnson & Johnson (JNJ) | 0.1 | $188k | -4% | 906.00 | 206.95 |
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| Merck & Co (MRK) | 0.1 | $171k | 1.6k | 105.26 |
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| Fifth Third Ban (FITB) | 0.1 | $166k | 3.5k | 46.81 |
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| Netflix (NFLX) | 0.1 | $157k | +900% | 1.7k | 93.76 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $140k | +44% | 541.00 | 257.95 |
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| Altria (MO) | 0.0 | $137k | 2.4k | 57.66 |
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| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.0 | $134k | -22% | 2.4k | 55.58 |
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| Home Depot (HD) | 0.0 | $123k | 357.00 | 344.10 |
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| Wal-Mart Stores (WMT) | 0.0 | $122k | -4% | 1.1k | 111.41 |
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| Bank of America Corporation (BAC) | 0.0 | $115k | 2.1k | 55.00 |
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| Coca-Cola Company (KO) | 0.0 | $111k | 1.6k | 69.91 |
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| Ishares Tr Global Tech Etf (IXN) | 0.0 | $111k | 1.1k | 105.00 |
|
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $109k | 650.00 | 167.94 |
|
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $108k | +8% | 2.4k | 45.21 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $108k | 670.00 | 160.97 |
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| Linde SHS (LIN) | 0.0 | $99k | 233.00 | 426.39 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $98k | +132% | 221.00 | 444.59 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $98k | +500% | 156.00 | 627.83 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $92k | 900.00 | 102.54 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $86k | 500.00 | 171.18 |
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| Rocket Lab Corp (RKLB) | 0.0 | $82k | NEW | 1.2k | 69.76 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $75k | +30% | 150.00 | 502.65 |
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| Chevron Corporation (CVX) | 0.0 | $66k | +108% | 434.00 | 152.41 |
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| Ishares Tr Core 40/60 Moder (AOM) | 0.0 | $64k | -18% | 1.3k | 47.73 |
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| Phillips 66 (PSX) | 0.0 | $61k | 474.00 | 129.04 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $59k | 98.00 | 603.28 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $56k | NEW | 1.0k | 53.39 |
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| Curtiss-Wright (CW) | 0.0 | $55k | 100.00 | 551.27 |
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| Draftkings Com Cl A (DKNG) | 0.0 | $51k | 1.5k | 34.46 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $51k | 750.00 | 68.11 |
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| American Express Company (AXP) | 0.0 | $51k | 138.00 | 369.95 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $51k | +20% | 205.00 | 246.42 |
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| Ishares Tr Core 30/70 Conse (AOK) | 0.0 | $48k | 1.2k | 40.13 |
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| Kinder Morgan (KMI) | 0.0 | $46k | NEW | 1.7k | 27.49 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $44k | 206.00 | 214.69 |
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| Abbott Laboratories (ABT) | 0.0 | $44k | 351.00 | 125.29 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $42k | 1.4k | 29.89 |
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| Packaging Corporation of America (PKG) | 0.0 | $41k | 200.00 | 206.23 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $40k | 70.00 | 570.89 |
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| Visa Com Cl A (V) | 0.0 | $38k | 109.00 | 350.71 |
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| Take-Two Interactive Software (TTWO) | 0.0 | $36k | 140.00 | 256.03 |
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| Philip Morris International (PM) | 0.0 | $35k | 220.00 | 160.40 |
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| Amgen (AMGN) | 0.0 | $35k | -22% | 106.00 | 327.31 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $34k | +99% | 221.00 | 154.14 |
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| Digital Realty Trust (DLR) | 0.0 | $34k | 219.00 | 154.60 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $33k | -6% | 537.00 | 62.15 |
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| Suncor Energy (SU) | 0.0 | $32k | NEW | 731.00 | 44.36 |
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| Corning Incorporated (GLW) | 0.0 | $32k | 360.00 | 87.56 |
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| Allstate Corporation (ALL) | 0.0 | $31k | -40% | 148.00 | 208.15 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $31k | +456% | 167.00 | 183.40 |
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| Nextera Energy (NEE) | 0.0 | $29k | 364.00 | 80.28 |
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| Ge Aerospace Com New (GE) | 0.0 | $28k | 91.00 | 308.03 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $28k | 75.00 | 373.44 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $28k | 100.00 | 278.92 |
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| Datadog Cl A Com (DDOG) | 0.0 | $27k | 200.00 | 135.99 |
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| Boeing Company (BA) | 0.0 | $27k | NEW | 125.00 | 217.12 |
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| Verizon Communications (VZ) | 0.0 | $26k | 631.00 | 40.75 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.0 | $24k | 262.00 | 89.56 |
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| Gentex Corporation (GNTX) | 0.0 | $23k | 1.0k | 23.27 |
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| Ryder System (R) | 0.0 | $23k | 118.00 | 191.39 |
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| Synaptics, Incorporated (SYNA) | 0.0 | $22k | 300.00 | 74.02 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $22k | 218.00 | 100.34 |
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| Akamai Technologies (AKAM) | 0.0 | $22k | 246.00 | 87.25 |
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| Old Republic International Corporation (ORI) | 0.0 | $22k | 470.00 | 45.64 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $21k | 183.00 | 117.21 |
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| Qorvo (QRVO) | 0.0 | $21k | 250.00 | 84.51 |
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| Electronic Arts (EA) | 0.0 | $20k | 100.00 | 204.33 |
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| Astrazeneca Sponsored Adr | 0.0 | $20k | 215.00 | 91.93 |
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| Automatic Data Processing (ADP) | 0.0 | $19k | 75.00 | 257.23 |
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| Vitesse Energy Common Stock (VTS) | 0.0 | $19k | 985.00 | 19.26 |
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| Walt Disney Company (DIS) | 0.0 | $19k | +312% | 165.00 | 113.77 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $19k | 32.00 | 579.44 |
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| RPM International (RPM) | 0.0 | $18k | 175.00 | 104.00 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $18k | 100.00 | 177.75 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $17k | +333% | 91.00 | 190.99 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $17k | -43% | 110.00 | 154.80 |
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| Dbx Etf Tr Xtrackers Msci (USSG) | 0.0 | $17k | 260.00 | 63.50 |
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| Ishares Tr Esg Select Scre (XVV) | 0.0 | $16k | 310.00 | 52.70 |
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| Pepsi (PEP) | 0.0 | $16k | 113.00 | 143.52 |
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| UnitedHealth (UNH) | 0.0 | $16k | +140% | 48.00 | 330.10 |
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| Oneok (OKE) | 0.0 | $16k | NEW | 213.00 | 73.50 |
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| Vaneck Etf Trust Biotech Etf (BBH) | 0.0 | $15k | 79.00 | 188.32 |
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| Ferrari Nv Ord (RACE) | 0.0 | $15k | 40.00 | 369.55 |
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| Ge Vernova (GEV) | 0.0 | $14k | 22.00 | 653.59 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $14k | -45% | 185.00 | 77.68 |
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| Snowflake Com Shs (SNOW) | 0.0 | $14k | 65.00 | 219.35 |
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| Halliburton Company (HAL) | 0.0 | $14k | 500.00 | 28.26 |
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| Advanced Micro Devices (AMD) | 0.0 | $14k | 65.00 | 214.15 |
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| Eaton Corp SHS (ETN) | 0.0 | $14k | 43.00 | 318.51 |
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| Ishares Tr Esg Advanced Uni (EUSB) | 0.0 | $14k | 310.00 | 43.91 |
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| Invesco Exch Traded Fd Tr Ii Global Water (PIO) | 0.0 | $13k | 304.00 | 44.15 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $13k | 545.00 | 23.39 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $12k | +400% | 25.00 | 487.88 |
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| The Trade Desk Com Cl A (TTD) | 0.0 | $12k | 310.00 | 37.96 |
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| TJX Companies (TJX) | 0.0 | $12k | 76.00 | 153.61 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $12k | 115.00 | 100.89 |
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| Fidus Invt (FDUS) | 0.0 | $12k | 600.00 | 19.30 |
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| Ishares Tr Esg Select Scre (XJH) | 0.0 | $11k | 245.00 | 44.65 |
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| Motorola Solutions Com New (MSI) | 0.0 | $11k | 28.00 | 383.32 |
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| Core Natural Resources Com Shs (CNR) | 0.0 | $11k | NEW | 120.00 | 88.51 |
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| Vaneck Etf Trust Green Bond Etf (GRNB) | 0.0 | $11k | 430.00 | 24.33 |
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| Starbucks Corporation (SBUX) | 0.0 | $10k | 120.00 | 84.21 |
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| Consolidated Edison (ED) | 0.0 | $9.9k | 100.00 | 99.32 |
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| Nasdaq Omx (NDAQ) | 0.0 | $9.9k | 102.00 | 97.13 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.0 | $9.8k | 130.00 | 75.16 |
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| ConocoPhillips (COP) | 0.0 | $9.4k | 100.00 | 93.61 |
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| Ecolab (ECL) | 0.0 | $9.2k | 35.00 | 262.51 |
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| Ford Motor Company (F) | 0.0 | $9.2k | 700.00 | 13.12 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $9.1k | 30.00 | 303.90 |
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| W.W. Grainger (GWW) | 0.0 | $9.1k | 9.00 | 1009.00 |
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| Bristol Myers Squibb (BMY) | 0.0 | $8.4k | 156.00 | 53.94 |
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| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $8.2k | 270.00 | 30.54 |
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| John B. Sanfilippo & Son (JBSS) | 0.0 | $8.1k | 115.00 | 70.60 |
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| Ishares Tr Esg Select Scree (XJR) | 0.0 | $8.1k | 190.00 | 42.58 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $7.9k | 160.00 | 49.65 |
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| Vaneck Etf Trust Environmental Sr (EVX) | 0.0 | $7.6k | 200.00 | 38.23 |
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| Alaska Air (ALK) | 0.0 | $7.5k | 150.00 | 50.30 |
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| Dolby Laboratories Com Cl A (DLB) | 0.0 | $7.4k | 115.00 | 64.30 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $7.2k | 40.00 | 181.20 |
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| Blackrock Etf Trust Ishares World Ex (LCTD) | 0.0 | $7.1k | 130.00 | 54.66 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.0 | $7.1k | 55.00 | 128.84 |
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| Zoetis Cl A (ZTS) | 0.0 | $7.0k | 56.00 | 125.82 |
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| Stryker Corporation (SYK) | 0.0 | $7.0k | -50% | 20.00 | 351.45 |
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| Molson Coors Beverage CL B (TAP) | 0.0 | $7.0k | 150.00 | 46.68 |
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| Spdr Series Trust State Street Spd (XES) | 0.0 | $7.0k | 85.00 | 81.96 |
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| American Electric Power Company (AEP) | 0.0 | $6.9k | 60.00 | 115.32 |
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| Constellation Brands Cl A (STZ) | 0.0 | $6.9k | 50.00 | 137.96 |
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| Carrier Global Corporation (CARR) | 0.0 | $6.8k | NEW | 129.00 | 52.84 |
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| Fiserv (FI) | 0.0 | $6.7k | 100.00 | 67.17 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $6.7k | 140.00 | 47.85 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $6.4k | 145.00 | 44.17 |
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| Nike CL B (NKE) | 0.0 | $6.0k | 94.00 | 63.93 |
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| Dt Midstream Common Stock (DTM) | 0.0 | $6.0k | 50.00 | 119.68 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $6.0k | 17.00 | 350.00 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $5.9k | 34.00 | 173.50 |
|
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| Baxter International (BAX) | 0.0 | $5.8k | 305.00 | 19.11 |
|
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $5.8k | NEW | 20.00 | 290.20 |
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| Southwest Airlines (LUV) | 0.0 | $5.8k | 140.00 | 41.33 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $5.8k | NEW | 58.00 | 99.52 |
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| Mueller Industries (MLI) | 0.0 | $5.7k | 50.00 | 114.80 |
|
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| Charles Schwab Corporation (SCHW) | 0.0 | $5.7k | 57.00 | 99.91 |
|
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $5.7k | 105.00 | 53.83 |
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| Sentinelone Cl A (S) | 0.0 | $5.6k | 375.00 | 15.00 |
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| Nov (NOV) | 0.0 | $5.4k | NEW | 344.00 | 15.63 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $5.2k | NEW | 60.00 | 87.35 |
|
| Cme (CME) | 0.0 | $4.9k | 18.00 | 273.06 |
|
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| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $4.9k | 75.00 | 64.87 |
|
|
| Flexible Solutions International (FSI) | 0.0 | $4.7k | 700.00 | 6.73 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $4.7k | NEW | 70.00 | 67.21 |
|
| Tyson Foods Cl A (TSN) | 0.0 | $4.7k | 80.00 | 58.62 |
|
|
| Pacer Fds Tr Us Small Cap Cas (CALF) | 0.0 | $4.6k | NEW | 104.00 | 44.38 |
|
| eBay (EBAY) | 0.0 | $4.5k | 52.00 | 87.10 |
|
|
| V.F. Corporation (VFC) | 0.0 | $4.4k | NEW | 241.00 | 18.08 |
|
| FedEx Corporation (FDX) | 0.0 | $4.3k | 15.00 | 288.87 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $4.3k | 72.00 | 59.93 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $4.3k | 58.00 | 73.55 |
|
|
| Hannon Armstrong (HASI) | 0.0 | $4.2k | 135.00 | 31.43 |
|
|
| Hancock Holding Company (HWC) | 0.0 | $4.1k | 65.00 | 63.68 |
|
|
| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.0 | $4.1k | 85.00 | 47.94 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $4.0k | 36.00 | 110.28 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $4.0k | 44.00 | 89.91 |
|
|
| GSK Sponsored Adr (GSK) | 0.0 | $3.9k | 80.00 | 49.04 |
|
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $3.9k | 80.00 | 48.46 |
|
|
| Omega Healthcare Investors (OHI) | 0.0 | $3.9k | 87.00 | 44.34 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $3.6k | NEW | 40.00 | 89.45 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $3.5k | 18.00 | 193.61 |
|
|
| Yum! Brands (YUM) | 0.0 | $3.5k | 23.00 | 151.26 |
|
|
| Global X Fds E Commerce Etf (EBIZ) | 0.0 | $3.4k | 105.00 | 32.49 |
|
|
| Investar Holding (ISTR) | 0.0 | $3.3k | 125.00 | 26.72 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $3.3k | 56.00 | 58.38 |
|
|
| Invesco Exchange Traded Fd T Pharmaceuticals (PJP) | 0.0 | $3.2k | 31.00 | 104.55 |
|
|
| DTE Energy Company (DTE) | 0.0 | $3.2k | 25.00 | 129.00 |
|
|
| Qnity Electronics Common Stock (Q) | 0.0 | $3.2k | NEW | 39.00 | 81.64 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $3.1k | NEW | 49.00 | 64.04 |
|
| Dupont De Nemours (DD) | 0.0 | $3.1k | 78.00 | 40.21 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $3.1k | 58.00 | 53.76 |
|
|
| Elme Communities Sh Ben Int (ELME) | 0.0 | $3.0k | 174.00 | 17.40 |
|
|
| International Business Machines (IBM) | 0.0 | $3.0k | 10.00 | 296.20 |
|
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $3.0k | 180.00 | 16.43 |
|
|
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $2.7k | 55.00 | 49.13 |
|
|
| Medtronic SHS (MDT) | 0.0 | $2.7k | 28.00 | 96.07 |
|
|
| salesforce (CRM) | 0.0 | $2.6k | 10.00 | 264.90 |
|
|
| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.0 | $2.5k | 125.00 | 20.38 |
|
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $2.4k | +100% | 20.00 | 119.40 |
|
| Enbridge (ENB) | 0.0 | $2.3k | 49.00 | 47.84 |
|
|
| Texas Roadhouse (TXRH) | 0.0 | $2.3k | 14.00 | 166.00 |
|
|
| Ishares Tr Genomics Immun (IDNA) | 0.0 | $2.2k | 85.00 | 26.19 |
|
|
| Pacira Pharmaceuticals (PCRX) | 0.0 | $2.2k | 85.00 | 25.88 |
|
|
| Paycom Software (PAYC) | 0.0 | $2.1k | 13.00 | 159.38 |
|
|
| Copt Defense Properties Shs Ben Int (CDP) | 0.0 | $1.9k | 70.00 | 27.80 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $1.9k | 19.00 | 99.21 |
|
|
| Dow (DOW) | 0.0 | $1.8k | 78.00 | 23.38 |
|
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.0 | $1.8k | 45.00 | 40.36 |
|
|
| General Mills (GIS) | 0.0 | $1.8k | 39.00 | 46.51 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $1.8k | 18.00 | 99.89 |
|
|
| Biogen Idec (BIIB) | 0.0 | $1.8k | 10.00 | 176.00 |
|
|
| General Motors Company (GM) | 0.0 | $1.7k | 21.00 | 81.33 |
|
|
| Kontoor Brands (KTB) | 0.0 | $1.6k | NEW | 27.00 | 61.07 |
|
| Spdr Series Trust State Street Spd (KOMP) | 0.0 | $1.5k | 25.00 | 59.72 |
|
|
| Under Armour Cl A (UAA) | 0.0 | $1.5k | 300.00 | 4.97 |
|
|
| Under Armour CL C (UA) | 0.0 | $1.4k | 302.00 | 4.80 |
|
|
| Tripadvisor (TRIP) | 0.0 | $1.4k | NEW | 96.00 | 14.56 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $1.3k | 63.00 | 20.89 |
|
|
| Darling International (DAR) | 0.0 | $1.3k | 36.00 | 36.00 |
|
|
| Pfizer (PFE) | 0.0 | $1.2k | 50.00 | 24.90 |
|
|
| Qualcomm (QCOM) | 0.0 | $1.2k | 7.00 | 171.00 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $1.2k | 5.00 | 231.40 |
|
|
| Dynamix Corp Shs Cl A (ETHM) | 0.0 | $1.0k | NEW | 100.00 | 10.29 |
|
| Teradata Corporation (TDC) | 0.0 | $1.0k | 33.00 | 30.45 |
|
|
| PNC Financial Services (PNC) | 0.0 | $835.000000 | 4.00 | 208.75 |
|
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $673.998000 | 60.00 | 11.23 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $629.000000 | 5.00 | 125.80 |
|
|
| Cigna Corp (CI) | 0.0 | $550.000000 | -90% | 2.00 | 275.00 |
|
| Gray Television (GTN) | 0.0 | $289.998000 | 60.00 | 4.83 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $287.000100 | -25% | 3.00 | 95.67 |
|
| Intellia Therapeutics (NTLA) | 0.0 | $225.000000 | 25.00 | 9.00 |
|
|
| Halyard Health (AVNS) | 0.0 | $157.000200 | 14.00 | 11.21 |
|
|
| Inovio Pharmaceuticals Com Shs (INO) | 0.0 | $70.999700 | 41.00 | 1.73 |
|
|
| The Beachbody Company Com Cl A New (BODI) | 0.0 | $21.000000 | 2.00 | 10.50 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $0 | 0 | 0.00 |
|
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 Q4 filed Feb. 13, 2026
- 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