1 NORTH WEALTH SERVICES LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    annapolis, MD
  • CIK
    0001641761
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

59

$236.07M
VCIT, JEPI, TOTL, MINT
13F-HR
Feb 12, 2025
000164176125000003

387

$161.80M
TLT, XLU, FLOT, TIP
13F-HR
Feb 14, 2020
000164176120000001

355

$149.54M
TLT, TIP, XLU, FLOT
13F-HR
Oct 28, 2019
000164176119000008

342

$141.88M
TLT, TIP, FLOT, XLU
13F-HR
May 8, 2019
000164176119000006

316

$119.78M
TIP, FLOT, TLT, XLU
13F-HR
Feb 6, 2019
000164176119000001
1 North Wealth Services Llc 13F Filings