HoldingsChannel.com
1 North Wealth Services LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (TLT) 87,540 +5,079 $11,860
     TLT87,540+5,079$11,860
SELECT SECTOR SPDR TR (XLU) 139,888 +7,557 $9,040
     XLU139,888+7,557$9,040
ISHARES TR (FLOT) 173,781 +9,084 $8,849
     FLOT173,781+9,084$8,849
ISHARES TR (TIP) 75,446 +1,034 $8,795
     TIP75,446+1,034$8,795
ISHARES TR (IEF) 71,116 +3,253 $7,838
     IEF71,116+3,253$7,838
FIRST TR EXCHANGE TRADED FD (FTSM) 115,596 +4,213 $6,946
     FTSM115,596+4,213$6,946
SPDR GOLD TRUST (GLD) 48,312 +2,813 $6,904
     GLD48,312+2,813$6,904
FIRST TR EXCHANGE TRADED FD (FTSL) 125,664 -30,805 $6,022
     FTSL125,664-30,805$6,022
FIRST TR EXCHANGE TRADED FD (LMBS) 93,378 -2,276 $4,837
     LMBS93,378-2,276$4,837
ISHARES TR (AGG) 39,844 +3,653 $4,477
     AGG39,844+3,653$4,477
INVESCO QQQ TR 19,774 +344 $4,204
     QQQ19,774+344$4,204
MEDICAL PPTYS TRUST INC 183,983 +5,884 $3,884
     MPW183,983+5,884$3,884
ISHARES TR (MBB) 32,809 +2,880 $3,545
     MBB32,809+2,880$3,545
APPLE INC 12,056 +1,186 $3,540
     AAPL12,056+1,186$3,540
SPDR DOW JONES INDL AVRG ETF (DIA) 12,144 +146 $3,462
     DIA12,144+146$3,462
ISHARES TR (IVV) 10,495 +162 $3,392
     IVV10,495+162$3,392
PIMCO ETF TR (MINT) 32,225 +1,941 $3,274
     MINT32,225+1,941$3,274
ISHARES TR (IGLB) 44,457 +3,179 $2,964
     IGLB44,457+3,179$2,964
ISHARES TR (IJH) 12,907 +344 $2,656
     IJH12,907+344$2,656
SPDR SERIES TRUST (KIE) 68,501 +1,395 $2,427
     KIE68,501+1,395$2,427
SELECT SECTOR SPDR TR (XLV) 23,555 +415 $2,399
     XLV23,555+415$2,399
ISHARES TR (IXP) 38,517 -57 $2,365
     IXP38,517-57$2,365
SELECT SECTOR SPDR TR (XLP) 34,799 +963 $2,192
     XLP34,799+963$2,192
FLEXSHARES TR (QDEF) 42,610 +1,259 $2,037
     QDEF42,610+1,259$2,037
SPDR SERIES TRUST (MBG) 74,408 +8,397 $1,943
     MBG74,408+8,397$1,943
ISHARES TR (IBB) 16,117 +374 $1,942
     IBB16,117+374$1,942
ISHARES TR (IJR) 22,982 +632 $1,927
     IJR22,982+632$1,927
FIRST TR EXCHANGE TRADED FD (CIBR) 62,508 +160 $1,877
     CIBR62,508+160$1,877
ISHARES TR (HDV) 18,759 +465 $1,840
     HDV18,759+465$1,840
SPDR S&P 500 ETF TR (SPY) 5,212 -61 $1,678
     SPY5,212-61$1,678
ISHARES TR (IHI) 5,956 +14 $1,574
     IHI5,956+14$1,574
WORLD GOLD TR 101,254 +101,254 $1,533
     GLDM101,254+101,254$1,533
BERKSHIRE HATHAWAY INC DEL      $1,516
     BRK.B6,693+463$1,516
FIRST TR EXCHANGE TRADED FD (EMLP) 59,240 +2,846 $1,510
     EMLP59,240+2,846$1,510
EXELON CORP 30,718 +1,471 $1,400
     EXC30,718+1,471$1,400
VERIZON COMMUNICATIONS INC 21,770 +1,495 $1,337
     VZ21,770+1,495$1,337
GENERAL MLS INC 24,887 +1,687 $1,333
     GIS24,887+1,687$1,333
KRANESHARES TR (KWEB) 26,864 +398 $1,308
     KWEB26,864+398$1,308
DIREXION SHS ETF TR (SPXS) 96,811 +9,446 $1,283
     SPXS96,811+9,446$1,283
FIRST TR EXCHANGE TRADED FD (TDIV) 28,068 -2 $1,210
     TDIV28,068-2$1,210
DISNEY WALT CO 8,090 +406 $1,170
     DIS8,090+406$1,170
COMCAST CORP NEW 25,869 +762 $1,163
     CMCSA25,869+762$1,163
TORONTO DOMINION BK ONT 20,680 +1,136 $1,161
     TD20,680+1,136$1,161
ISHARES TR (EFA) 14,883 +1,442 $1,033
     EFA14,883+1,442$1,033
INTEL CORP 16,135 +311 $966
     INTC16,135+311$966
LILLY ELI & CO 6,349 +55 $834
     LLY6,349+55$834
BROADCOM INC 2,626 +232 $830
     AVGO2,626+232$830
SSGA ACTIVE TR 14,680 +1,773 $726
     STOT14,680+1,773$726
TRAVELERS COMPANIES INC 5,222 UNCH $715
     TRV5,222UNCH$715
ISHARES TR (DVY) 5,898 -1,847 $623
     DVY5,898-1,847$623

See Full List: All Stocks Held By 1 North Wealth Services LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By 1 North Wealth Services LLC

Size ($ in 1000's)
At 12/31/2019: $161,796
At 09/30/2019: $149,541

1 North Wealth Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from 1 North Wealth Services LLC 13F filings. Link to 13F filings: SEC filings

1 North Wealth Services LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.