1 NORTH WEALTH SERVICES LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationannapolis, MD
- CIK0001641761
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
275 | $216.07 M | VCIT, JEPI, JAAA, TOTL | 13F-HR | May 15, 2025 | 000164176125000004 | ||
59 | $236.07 M | VCIT, JEPI, TOTL, MINT | 13F-HR | Feb 12, 2025 | 000164176125000003 | ||
387 | $161.80 M | TLT, XLU, FLOT, TIP | 13F-HR | Feb 14, 2020 | 000164176120000001 | ||
355 | $149.54 M | TLT, TIP, XLU, FLOT | 13F-HR | Oct 28, 2019 | 000164176119000008 | ||
342 | $141.88 M | TLT, TIP, FLOT, XLU | 13F-HR | May 8, 2019 | 000164176119000006 | ||
316 | $119.78 M | TIP, FLOT, TLT, XLU | 13F-HR | Feb 6, 2019 | 000164176119000001 |