Top 50 1 North Wealth Services Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | 5.88% | 287.5K | $16.3M | +1.11%(+3.17K) | $58.32(-4.10%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 5.65% | 310.4K | $15.6M | +1.08%(+3.30K) | $50.71(-0.15%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 5.56% | 186.2K | $15.4M | -2.04%(-3.88K) | $82.01(+0.67%) | 2026-03-31 | |
| TOTL | SSGA ACTIVE ETF TR | 5.07% | 353.7K | $14.1M | +0.52%(+1.82K) | $40.38(-2.37%) | 2026-03-31 | |
| PULS | PGIM ETF TR | 4.99% | 279.1K | $13.8M | +7.34%(+19.09K) | $49.64(-0.04%) | 2026-03-31 | |
| EMB | ISHARES TR | 4.59% | 135.4K | $12.7M | +0.11%(+143) | $91.31(+4.63%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 4.49% | 28.9K | $12.4M | -0.58%(-169) | $250.20(+72.06%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 4.46% | 237.7K | $12.3M | +1.31%(+3.07K) | $53.00(-1.41%) | 2026-03-31 | |
| GCOW | PACER FDS TR | 3.74% | 224.2K | $10.4M | -1.74%(-3.98K) | $35.23(+31.55%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.67% | 150.6K | $10.2M | -2.55%(-3.93K) | $62.10(+17.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.25% | +23.37% |
| Top 20 Holdings Unweighted | +9.47% | +31.19% |
Sign up free to track 1 North Wealth Services Llc, compare funds side by side, and get alerts the moment positions change.