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Northern Lts Fd Tr Iv intrntinl esg shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv intrntinl esg (WWJD) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Northern Lts Fd Tr Iv intrntinl esg by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 75k 35.27
2025-06-30 $2.2M 63k 34.27
2025-03-31 $1.3M 43k 30.74
2024-12-31 $675k 23k 29.00

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Repligen Corp Common Stock (RGEN)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Vanguard Interm-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Alphabet Inc Class A Common Stock (GOOGL)
Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

Top funds holding Northern Lts Fd Tr Iv intrntinl esg

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

View all funds holding Northern Lts Fd Tr Iv intrntinl esg