Larry Mathis Financial Planning »

Northern Lts Fd Tr Iv intrntinl esg shares owned by Larry Mathis Financial Planning

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv intrntinl esg (WWJD) shares owned by Larry Mathis Financial Planning from 13F filings

Historical chart of Larry Mathis Financial Planning investment in Northern Lts Fd Tr Iv intrntinl esg

Tip: Access up to 7 years of quarterly data

All positions including Northern Lts Fd Tr Iv intrntinl esg held by Larry Mathis Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Northern Lts Fd Tr Iv intrntinl esg by Larry Mathis Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $299k 8.2k 36.48

More positions owned by Larry Mathis Financial Planning

Proshares Tr Hgh Yld Int Rate (HYHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr Invt Int Rt Hg (IGHG)
CRH Ord (CRH)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr State Street Tec (XLK)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
McDonald's Corporation (MCD)
JPMorgan Chase & Co. (JPM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)

View all positions for Larry Mathis Financial Planning

Top funds holding Northern Lts Fd Tr Iv intrntinl esg

Inspire Advisors
Bare Financial Services
CWM Advisors
PAX Financial Group
Ambassador Advisors
Creative Financial Designs
Fiduciary Alliance
Legacy Wealth Asset Management
Turning Point Benefit Group
LPL Financial
Goldman Sachs Group
EverSource Wealth Advisors
OneAscent Financial Services
Silver Oak Securities
Colony

View all funds holding Northern Lts Fd Tr Iv intrntinl esg