1 NORTH WEALTH SERVICES LLC
Q4 2024 13F Holdings
- Locationannapolis, MD
- Num holdings
59
- Value ($000)
$236,070
- Date Filed02/12/2025
- Form type13F-HR
- CIK0001641761
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $21.56M | 9 % | 268,566 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $14.18M | 6 % | 246,403 | ||
TOTL SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | $14.03M | 6 % | 356,119 | ||
MINT PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | $11.41M | 5 % | 113,726 | ||
EMB ISHARES TR | JPMORGAN USD EMG | 464288281 | $10.64M | 5 % | 119,470 | ||
EMXC ISHARES INC | MSCI EMRG CHN | 46434G764 | $10.08M | 4 % | 181,705 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $9.57M | 4 % | 153,538 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $9.46M | 4 % | 39,074 | ||
AAPL APPLE INC | COM | 037833100 | $8.42M | 4 % | 33,621 | ||
GCOW PACER FDS TR | GLOBL CASH ETF | 69374H709 | $7.97M | 3 % | 236,114 |
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