55 North Private Wealth
Latest statistics and disclosures from 55 North Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAU, DFSD, VUSB, BINC, AVDE, and represent 49.65% of 55 North Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: DFAU, VOO, AVEM, VEA, SPY, VTIP, BINC, IVV, SPHQ, DFNM.
- Started 33 new stock positions in PK, MBB, SPHQ, ROST, BOXA, VGIT, CMI, JEPI, IUSG, SPYG.
- Reduced shares in these 10 stocks: AVDE, MSFT, DFAX, , BND, BRK.B, WMT, DFCF, DHR, AstraZeneca.
- Sold out of its positions in ABT, AstraZeneca, CEG, CRWD, DHR, EMR, INTU, LH, MET, PWR. CRM, SONY, USB, BND, WM, ACN, MDT, UBS.
- 55 North Private Wealth was a net buyer of stock by $16M.
- 55 North Private Wealth has $391M in assets under management (AUM), dropping by 2.92%.
- Central Index Key (CIK): 0002106457
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Portfolio Holdings for 55 North Private Wealth
55 North Private Wealth holds 210 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 19.4 | $76M | +4% | 1.7M | 45.12 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 10.8 | $42M | 879k | 47.88 |
|
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 6.7 | $26M | 527k | 49.78 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 6.4 | $25M | +3% | 482k | 51.93 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 6.3 | $25M | -4% | 292k | 84.84 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 3.1 | $12M | +9% | 239k | 49.95 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 2.3 | $8.9M | +20% | 111k | 80.58 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 1.7 | $6.7M | -9% | 197k | 33.97 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.6 | $6.2M | -2% | 14k | 436.79 |
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| NVIDIA Corporation (NVDA) | 1.5 | $5.8M | +4% | 33k | 174.40 |
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| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 1.5 | $5.7M | +15% | 119k | 47.93 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $5.6M | 18k | 320.80 |
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| Apple (AAPL) | 1.4 | $5.4M | +4% | 21k | 253.79 |
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| Ishares U S Etf Tr Short Maturity M (MEAR) | 1.2 | $4.8M | +18% | 96k | 50.34 |
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| Microsoft Corporation (MSFT) | 1.1 | $4.4M | -13% | 12k | 370.16 |
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| Dimensional Etf Trust Global Core Plus (DFGP) | 1.1 | $4.4M | 81k | 53.99 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $4.3M | -10% | 8.9k | 479.20 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 1.0 | $4.0M | +3% | 51k | 77.38 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 1.0 | $3.8M | 79k | 48.46 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $3.5M | +107% | 5.9k | 597.55 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.8 | $3.0M | 14k | 217.24 |
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| Amazon (AMZN) | 0.7 | $2.9M | -2% | 14k | 208.28 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.7 | $2.9M | 74k | 38.96 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.7 | $2.5M | -11% | 72k | 35.53 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.6 | $2.5M | 74k | 33.86 |
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| Broadcom (AVGO) | 0.6 | $2.3M | +6% | 7.3k | 309.52 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.6 | $2.3M | 21k | 110.47 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.1M | 7.4k | 287.56 |
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| Vanguard Index Fds Value Etf (VTV) | 0.5 | $2.1M | -2% | 11k | 196.20 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.5 | $2.0M | -2% | 21k | 99.86 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $2.0M | +118% | 31k | 64.08 |
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| Meta Platforms Cl A (META) | 0.5 | $1.9M | -3% | 3.3k | 572.13 |
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| Bank of America Corporation (BAC) | 0.5 | $1.9M | -2% | 39k | 48.75 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $1.8M | 11k | 169.65 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.8M | +8% | 6.1k | 286.86 |
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| Ishares Tr Global Reit Etf (REET) | 0.4 | $1.7M | +5% | 69k | 25.15 |
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| Tesla Motors (TSLA) | 0.4 | $1.7M | +24% | 4.5k | 371.75 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $1.7M | -2% | 5.6k | 294.13 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $1.6M | +214% | 2.4k | 650.34 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $1.5M | +143% | 2.3k | 653.16 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.4 | $1.5M | 24k | 62.45 |
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| Vanguard World Energy Etf (VDE) | 0.4 | $1.4M | 8.0k | 173.04 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.4M | +16% | 1.4k | 996.75 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.2M | +52% | 5.1k | 244.44 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $1.2M | 2.8k | 430.29 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $1.1M | +19% | 21k | 54.05 |
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| Caterpillar (CAT) | 0.3 | $1.0M | +8% | 1.5k | 708.49 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $1.0M | 11k | 97.13 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $995k | -5% | 7.0k | 142.42 |
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| Wal-Mart Stores (WMT) | 0.2 | $975k | -31% | 7.8k | 124.27 |
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| Netflix (NFLX) | 0.2 | $905k | +13% | 9.4k | 96.15 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.2 | $821k | NEW | 11k | 75.19 |
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| Eli Lilly & Co. (LLY) | 0.2 | $820k | -8% | 891.00 | 919.78 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $813k | 1.4k | 577.18 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $757k | 5.0k | 151.41 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.2 | $738k | NEW | 7.5k | 97.91 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.2 | $666k | -35% | 5.7k | 116.29 |
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| Cisco Systems (CSCO) | 0.2 | $663k | +4% | 8.5k | 77.59 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $641k | 1.3k | 499.67 |
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| Goldman Sachs (GS) | 0.2 | $639k | -3% | 755.00 | 846.07 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $633k | NEW | 6.0k | 106.01 |
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| Home Depot (HD) | 0.2 | $631k | +5% | 1.9k | 328.95 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $625k | -11% | 2.1k | 302.25 |
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| Citigroup Com New (C) | 0.2 | $623k | +8% | 5.5k | 113.41 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $606k | +142% | 1.8k | 337.95 |
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| Abbvie (ABBV) | 0.2 | $598k | +3% | 2.8k | 217.46 |
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| Tortoise Capital Series Trus North Amrcn Pipe (TPYP) | 0.2 | $588k | 14k | 42.36 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $588k | +3% | 445.00 | 1320.86 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $567k | NEW | 3.7k | 155.11 |
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| Wells Fargo & Company (WFC) | 0.1 | $560k | -9% | 7.0k | 79.61 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $558k | 2.9k | 192.90 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $547k | +27% | 6.6k | 82.49 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $540k | 2.1k | 261.98 |
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| Ge Aerospace Com New (GE) | 0.1 | $538k | 1.9k | 283.78 |
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| J P Morgan Exchange Traded F U S Tech Leaders (JTEK) | 0.1 | $532k | 6.7k | 79.54 |
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| Chevron Corporation (CVX) | 0.1 | $522k | -32% | 2.5k | 206.90 |
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| UnitedHealth (UNH) | 0.1 | $521k | +2% | 1.9k | 270.59 |
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| Visa Com Cl A (V) | 0.1 | $518k | +10% | 1.7k | 302.24 |
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| Micron Technology (MU) | 0.1 | $512k | +3% | 1.5k | 337.84 |
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| Merck & Co (MRK) | 0.1 | $510k | +25% | 4.2k | 120.29 |
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| MasTec (MTZ) | 0.1 | $508k | 1.6k | 321.74 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $506k | +60% | 3.5k | 146.28 |
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| Coca-Cola Company (KO) | 0.1 | $498k | +6% | 6.5k | 76.05 |
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| Morgan Stanley Com New (MS) | 0.1 | $475k | 2.9k | 164.56 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $469k | 13k | 35.44 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $466k | -3% | 5.4k | 86.64 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $458k | +5% | 2.1k | 213.66 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $449k | +174% | 12k | 38.42 |
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| Phillips 66 (PSX) | 0.1 | $440k | -25% | 2.4k | 182.18 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $440k | -25% | 4.0k | 110.39 |
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| American Express Company (AXP) | 0.1 | $438k | +7% | 1.4k | 302.49 |
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| McDonald's Corporation (MCD) | 0.1 | $434k | +11% | 1.4k | 310.72 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $420k | 4.5k | 92.76 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $416k | 1.4k | 287.25 |
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| Intel Corporation (INTC) | 0.1 | $410k | +13% | 9.3k | 44.13 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $409k | -3% | 833.00 | 491.54 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $407k | 3.7k | 111.18 |
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| Ge Vernova (GEV) | 0.1 | $403k | 462.00 | 872.91 |
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| Oracle Corporation (ORCL) | 0.1 | $403k | +13% | 2.7k | 147.11 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $401k | 8.5k | 46.95 |
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| Advanced Micro Devices (AMD) | 0.1 | $395k | +10% | 1.9k | 203.43 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $391k | 5.2k | 75.10 |
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| Valero Energy Corporation (VLO) | 0.1 | $390k | 1.6k | 247.05 |
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| Applied Materials (AMAT) | 0.1 | $389k | +12% | 1.1k | 341.79 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $388k | +19% | 2.5k | 152.77 |
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| Kla Corp Com New (KLAC) | 0.1 | $380k | -2% | 258.00 | 1472.41 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $379k | 4.0k | 93.98 |
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| Banco Santander Sa Adr (SAN) | 0.1 | $379k | +6% | 34k | 11.28 |
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| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.1 | $364k | -45% | 10k | 35.71 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $363k | -7% | 7.3k | 49.89 |
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| Vanguard Mun Bd Fds Intermediate Trm (VTEI) | 0.1 | $361k | +11% | 3.6k | 99.93 |
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| Procter & Gamble Company (PG) | 0.1 | $358k | +11% | 2.5k | 144.44 |
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| International Business Machines (IBM) | 0.1 | $347k | +9% | 1.4k | 242.47 |
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| Walt Disney Company (DIS) | 0.1 | $345k | +5% | 3.6k | 96.39 |
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| Union Pacific Corporation (UNP) | 0.1 | $345k | +19% | 1.4k | 242.62 |
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| At&t (T) | 0.1 | $342k | +38% | 12k | 28.99 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $337k | -4% | 4.3k | 78.41 |
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| Bhp Billiton Sponsored Ads (BHP) | 0.1 | $333k | +25% | 4.6k | 72.74 |
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| Verizon Communications (VZ) | 0.1 | $332k | NEW | 6.6k | 50.20 |
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| TJX Companies (TJX) | 0.1 | $332k | +34% | 2.1k | 159.71 |
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| S&p Global (SPGI) | 0.1 | $326k | -7% | 766.00 | 425.36 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $325k | 911.00 | 356.59 |
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| Linde SHS (LIN) | 0.1 | $322k | NEW | 649.00 | 495.76 |
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| Amgen (AMGN) | 0.1 | $319k | +21% | 907.00 | 351.85 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $319k | +8% | 15k | 21.66 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $318k | 13k | 25.10 |
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| Southern Company (SO) | 0.1 | $314k | +8% | 3.3k | 96.53 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.1 | $312k | -38% | 8.9k | 35.04 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.1 | $305k | -57% | 7.2k | 42.22 |
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| Spdr Series Trust State Street Spd (SPAB) | 0.1 | $305k | NEW | 12k | 25.62 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $305k | NEW | 5.1k | 59.55 |
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| Rbc Cad (RY) | 0.1 | $302k | 1.9k | 161.78 |
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| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.1 | $301k | +22% | 18k | 16.97 |
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| Lowe's Companies (LOW) | 0.1 | $299k | 1.3k | 236.30 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $298k | +8% | 436.00 | 682.24 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $297k | 3.2k | 91.77 |
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| Newmont Mining Corporation (NEM) | 0.1 | $296k | +7% | 2.7k | 108.25 |
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| Palo Alto Networks (PANW) | 0.1 | $295k | -8% | 1.8k | 160.32 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $294k | 2.8k | 106.15 |
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| Booking Holdings (BKNG) | 0.1 | $291k | +25% | 69.00 | 4210.32 |
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| Shell Spon Ads (SHEL) | 0.1 | $288k | NEW | 3.1k | 93.00 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $286k | NEW | 2.3k | 124.29 |
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| Pepsi (PEP) | 0.1 | $286k | -18% | 1.8k | 155.29 |
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| Marriott Intl Cl A (MAR) | 0.1 | $285k | +5% | 871.00 | 327.08 |
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| Enterprise Products Partners (EPD) | 0.1 | $284k | -29% | 7.5k | 37.84 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $281k | +5% | 2.4k | 118.62 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $278k | +15% | 2.1k | 130.96 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $277k | +9% | 1.0k | 275.18 |
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| Deere & Company (DE) | 0.1 | $276k | +9% | 489.00 | 563.30 |
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| CSX Corporation (CSX) | 0.1 | $274k | +6% | 6.7k | 41.05 |
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| Capital One Financial (COF) | 0.1 | $271k | -3% | 1.5k | 182.44 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $269k | +11% | 4.6k | 58.78 |
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| Nextera Energy (NEE) | 0.1 | $269k | +5% | 2.9k | 92.88 |
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| Philip Morris International (PM) | 0.1 | $268k | +8% | 1.6k | 165.34 |
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| General Dynamics Corporation (GD) | 0.1 | $268k | +21% | 781.00 | 343.22 |
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| Toyota Motor Corp Ads (TM) | 0.1 | $268k | +20% | 1.3k | 206.10 |
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| Amphenol Corp Cl A (APH) | 0.1 | $262k | +10% | 2.1k | 126.35 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $262k | 565.00 | 463.19 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $262k | NEW | 4.6k | 56.68 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $261k | 1.8k | 145.98 |
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| Stryker Corporation (SYK) | 0.1 | $259k | -37% | 788.00 | 328.59 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $257k | +19% | 287.00 | 895.28 |
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| Hca Holdings (HCA) | 0.1 | $256k | +13% | 541.00 | 473.25 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $253k | NEW | 1.9k | 130.91 |
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| Blackrock (BLK) | 0.1 | $252k | 262.00 | 961.86 |
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| Analog Devices (ADI) | 0.1 | $251k | NEW | 789.00 | 318.15 |
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| Arista Networks Com Shs (ANET) | 0.1 | $249k | +16% | 2.0k | 122.78 |
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| Gilead Sciences (GILD) | 0.1 | $247k | NEW | 1.8k | 139.37 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 0.1 | $247k | -39% | 6.7k | 36.76 |
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| CVS Caremark Corporation (CVS) | 0.1 | $246k | NEW | 3.4k | 71.83 |
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| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.1 | $242k | +17% | 12k | 19.75 |
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| Monster Beverage Corp (MNST) | 0.1 | $241k | NEW | 3.3k | 72.46 |
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| Starbucks Corporation (SBUX) | 0.1 | $238k | NEW | 2.7k | 89.58 |
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| Honeywell International (HON) | 0.1 | $238k | +2% | 1.1k | 226.03 |
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| American Centy Etf Tr Avantis Core Fi (AVIG) | 0.1 | $235k | 5.7k | 41.54 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $232k | 4.0k | 58.54 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $231k | +9% | 2.5k | 93.31 |
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| L3harris Technologies (LHX) | 0.1 | $230k | -45% | 666.00 | 345.15 |
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| Pfizer (PFE) | 0.1 | $230k | NEW | 8.2k | 28.08 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $229k | 1.1k | 215.12 |
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| Kinder Morgan (KMI) | 0.1 | $229k | NEW | 6.8k | 33.53 |
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| Ross Stores (ROST) | 0.1 | $227k | NEW | 1.0k | 216.63 |
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| Uber Technologies (UBER) | 0.1 | $225k | +9% | 3.1k | 71.93 |
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| United Rentals (URI) | 0.1 | $223k | 306.00 | 728.58 |
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| Ea Series Trust Alpha Architect (BOXA) | 0.1 | $223k | NEW | 2.1k | 105.20 |
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| Chubb (CB) | 0.1 | $223k | 683.00 | 325.93 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $222k | NEW | 2.4k | 93.29 |
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| Cigna Corp (CI) | 0.1 | $222k | -17% | 831.00 | 266.75 |
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| Cummins (CMI) | 0.1 | $222k | NEW | 412.00 | 538.02 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $221k | 3.3k | 67.52 |
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| American Electric Power Company (AEP) | 0.1 | $220k | -34% | 1.7k | 131.09 |
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| Ishares Tr Mbs Etf (MBB) | 0.1 | $220k | NEW | 2.3k | 94.95 |
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| Agnico (AEM) | 0.1 | $220k | -45% | 1.1k | 203.01 |
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| Eaton Corp SHS (ETN) | 0.1 | $219k | NEW | 612.00 | 357.67 |
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| Qualcomm (QCOM) | 0.1 | $219k | -26% | 1.7k | 128.79 |
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| Corning Incorporated (GLW) | 0.1 | $218k | NEW | 1.6k | 135.97 |
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| Spdr Series Trust State Street Spd (SPIB) | 0.1 | $212k | NEW | 6.3k | 33.54 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $211k | NEW | 5.2k | 40.47 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $209k | NEW | 469.00 | 446.54 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $209k | NEW | 859.00 | 243.08 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $207k | -32% | 3.9k | 52.56 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $205k | -26% | 3.6k | 57.64 |
|
| Howmet Aerospace (HWM) | 0.1 | $203k | NEW | 879.00 | 230.46 |
|
| General Motors Company (GM) | 0.1 | $201k | 2.7k | 74.50 |
|
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.1 | $196k | +18% | 25k | 7.94 |
|
| Ford Motor Company (F) | 0.0 | $137k | -2% | 12k | 11.54 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $125k | -6% | 25k | 5.03 |
|
| Park Hotels & Resorts Inc-wi (PK) | 0.0 | $112k | NEW | 11k | 10.53 |
|
| Dakota Gold Corp (DC) | 0.0 | $70k | NEW | 14k | 5.05 |
|
| Geron Corporation (GERN) | 0.0 | $32k | 22k | 1.49 |
|
Past Filings by 55 North Private Wealth
SEC 13F filings are viewable for 55 North Private Wealth going back to 2025
- 55 North Private Wealth 2026 Q1 filed April 17, 2026
- 55 North Private Wealth 2025 Q4 filed Jan. 27, 2026