| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 4 | Q4 2019 | 7.9% |
| ISHARES TR | 4 | Q4 2019 | 6.3% |
| ISHARES TR | 4 | Q4 2019 | 5.9% |
| SELECT SECTOR SPDR TR | 4 | Q4 2019 | 5.7% |
| FIRST TR EXCHANGE TRADED FD | 4 | Q4 2019 | 5.4% |
| FIRST TR EXCHANGE TRADED FD | 4 | Q4 2019 | 5.1% |
| FIRST TR EXCHANGE TRADED FD | 4 | Q4 2019 | 3.3% |
| INVESCO QQQ TR | 4 | Q4 2019 | 3.4% |
| ISHARES TR | 4 | Q4 2019 | 2.8% |
| SPDR GOLD TRUST | 4 | Q4 2019 | 4.3% |
View 1 NORTH WEALTH SERVICES LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-02-14 |
| 13F-HR | 2019-10-28 |
| 13F-HR | 2019-05-08 |
| 13F-HR | 2019-02-06 |
View 1 NORTH WEALTH SERVICES LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.