
Entity | Amount | Change
12/31/2021 to 03/31/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
590,621 | -9,439 | $45,112 |
IVW | 590,621 | -9,439 | $45,112 |
![]() |
249,091 | +1,312 | $38,788 |
IVE | 249,091 | +1,312 | $38,788 |
![]() |
285,553 | -2,211 | $31,308 |
IJJ | 285,553 | -2,211 | $31,308 |
![]() |
387,102 | -2,226 | $29,911 |
IJK | 387,102 | -2,226 | $29,911 |
![]() |
165,561 | -13,028 | $28,909 |
AAPL | 165,561 | -12,928 | $28,909 |
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87,054 | -1,225 | $26,840 |
MSFT | 87,054 | -1,225 | $26,840 |
![]() |
1,158,694 | +122,279 | $24,414 |
BSCO | 1,158,694 | +122,279 | $24,414 |
![]() |
1,036,173 | +307,582 | $21,863 |
BSCN | 1,036,173 | +307,582 | $21,863 |
![]() |
28,460 | -981 | $17,921 |
AVGO | 28,460 | -981 | $17,921 |
![]() |
838,860 | +6,661 | $15,955 |
FPE | 838,860 | +6,661 | $15,955 |
![]() |
727,520 | +4,729 | $14,943 |
PFXF | 727,520 | +4,729 | $14,943 |
![]() |
599,408 | -5,409 | $14,650 |
VRP | 599,408 | -5,409 | $14,650 |
![]() |
27,904 | -1,403 | $14,230 |
UNH | 27,904 | -1,403 | $14,230 |
![]() |
180,890 | -33,636 | $13,210 |
BMY | 180,890 | -33,636 | $13,210 |
![]() |
69,989 | +1,611 | $12,644 |
GLD | 69,989 | +1,611 | $12,644 |
![]() |
219,204 | -5,252 | $12,223 |
CSCO | 219,204 | -5,252 | $12,223 |
![]() |
235,756 | +33,825 | $11,727 |
FCX | 235,756 | +33,825 | $11,727 |
![]() |
184,325 | -10,193 | $11,428 |
KO | 184,325 | -10,193 | $11,428 |
![]() |
179,106 | -4,233 | $11,413 |
DOW | 179,106 | -4,233 | $11,413 |
![]() |
544,097 | +81,919 | $11,377 |
BSCP | 544,097 | +81,919 | $11,377 |
![]() |
63,373 | -3,833 | $11,232 |
JNJ | 63,373 | -3,833 | $11,232 |
![]() |
101,885 | -2,266 | $10,432 |
IJS | 101,885 | -2,266 | $10,432 |
![]() |
82,643 | -2,979 | $10,339 |
IJT | 82,643 | -2,979 | $10,339 |
![]() |
138,513 | -6,211 | $10,044 |
SO | 138,513 | -6,211 | $10,044 |
![]() |
71,241 | -2,321 | $9,712 |
JPM | 71,241 | -2,321 | $9,712 |
![]() |
232,219 | -1,335 | $9,572 |
BAC | 232,219 | -1,335 | $9,572 |
![]() |
183,265 | -5,124 | $9,335 |
VZ | 183,265 | -5,124 | $9,335 |
![]() |
72,041 | +401 | $9,229 |
SDY | 72,041 | +401 | $9,229 |
![]() |
176,503 | -122,266 | $9,138 |
PFE | 176,503 | -122,266 | $9,138 |
![]() |
60,826 | +2,903 | $9,058 |
WMT | 60,826 | +2,903 | $9,058 |
![]() |
55,462 | -5,113 | $9,031 |
CVX | 55,462 | -5,113 | $9,031 |
![]() |
3,208 | -65 | $8,923 |
GOOGL | 3,208 | -65 | $8,923 |
![]() |
443,545 | +66,892 | $8,858 |
BSCQ | 443,545 | +66,892 | $8,858 |
![]() |
56,097 | +6,175 | $8,573 |
QCOM | 56,097 | +6,175 | $8,573 |
![]() |
183,923 | +11,762 | $8,484 |
VWO | 183,923 | +11,762 | $8,484 |
![]() |
275,155 | -2,152 | $8,296 |
FEMB | 275,155 | -2,152 | $8,296 |
![]() |
81,112 | -49,917 | $8,209 |
CVS | 81,112 | -49,917 | $8,209 |
![]() |
182,108 | +11,042 | $8,153 |
WBA | 182,108 | +11,042 | $8,153 |
![]() |
68,244 | +1,909 | $7,572 |
MDT | 68,244 | +1,909 | $7,572 |
![]() |
139,493 | -3,500 | $7,449 |
C | 139,493 | -3,500 | $7,449 |
![]() |
2,241 | -134 | $7,306 |
AMZN | 2,241 | -134 | $7,306 |
![]() |
33,829 | +1,586 | $6,840 |
LOW | 33,829 | +1,586 | $6,840 |
![]() |
23,273 | -339 | $6,358 |
UNP | 23,273 | -339 | $6,358 |
![]() |
268,932 | +30,040 | $6,355 |
T | 268,932 | +30,040 | $6,355 |
![]() |
13,296 | -426 | $6,032 |
IVV | 13,296 | -426 | $6,032 |
![]() |
44,061 | +2,854 | $5,427 |
KMB | 44,061 | +2,854 | $5,427 |
![]() |
61,584 | +1,582 | $5,382 |
MS | 61,584 | +1,582 | $5,382 |
![]() |
154,293 | +44 | $5,323 |
LAZ | 154,293 | +44 | $5,323 |
![]() |
93,932 | -34,581 | $4,908 |
MO | 93,932 | -34,581 | $4,908 |
![]() |
17,347 | -750 | $4,816 |
IWF | 17,347 | -750 | $4,816 |
See Full List: All Stocks Held By Northern Oak Wealth Management Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Northern Oak Wealth Management Inc.
![]() At 03/31/2022: $816,448 At 12/31/2021: $884,990 Northern Oak Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Northern Oak Wealth Management Inc. 13F filings. Link to 13F filings: SEC filings |