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1 NORTH WEALTH SERVICES LLC
1 NORTH WEALTH SERVICES LLC
Latest filing: 2026-06-30
1 NORTH WEALTH SERVICES LLC runs 1 NORTH WEALTH SERVICES LLC and currently holds 308 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $305.88M. Their top holdings are JEPI, JAAA, VCIT, TOTL, PULS. The top five represent 26.1% of reported portfolio weight. 1 NORTH WEALTH SERVICES LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, 1 NORTH WEALTH SERVICES LLC initiated 1 new position. They added to 45 existing positions. They trimmed 23 positions. Their current best-performing preview position is AMD with returns of +185.56%.
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308 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 JEPI J P MORGAN EXCHANGE TRADED F | 5.66% | $57.41 | $57.91 | +0.86% | Added +6.64% |
 JAAA JANUS DETROIT STR TR | 5.61% | $50.68 | $50.67 | -0.02% | Added +9.41% |
 VCIT VANGUARD SCOTTSDALE FDS | 5.30% | $80.39 | $81.05 | +0.82% | Added +5.31% |
 TOTL SSGA ACTIVE ETF TR | 4.92% | $39.46 | $38.78 | -1.72% | Added +7.89% |
 PULS PGIM ETF TR | 4.57% | $49.71 | $49.66 | -0.09% | Added +1.12% |
 EMB ISHARES TR | 4.56% | $89.85 | $94.72 | +5.42% | Added +6.78% |
 BINC BLACKROCK ETF TRUST II | 4.55% | $52.71 | $52.03 | -1.29% | Added +11.96% |
 IJH ISHARES TR | 3.82% | $61.99 | $76.75 | +23.81% | Added +0.57% |
 EMXC ISHARES INC | 3.64% | $56.42 | $97.80 | +73.34% | Trimmed -2.97% |
 GLD SPDR GOLD TR | 3.54% | $253.35 | $423.45 | +67.14% | Added +1.75% |
Showing 1-10 of 308