1 NORTH WEALTH SERVICES LLC has disclosed 369 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2019-12-31. The current portfolio value is calculated to be $155.00 Mil. The turnover rate is 7%.
In 1 NORTH WEALTH SERVICES LLC's current portfolio as of 2019-12-31, the top 5 holdings are
iShares 20+ Year Treasury Bond ETF (TLT), Utilities Select Sector SPDR ETF (XLU), iShares Floating Rate Bond ETF (FLOT), iShares TIPS Bond ETF (TIP), iShares 7-10 Year Treasury Bond ETF (IEF), not including call and put options.
1 NORTH WEALTH SERVICES LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for 1 NORTH WEALTH SERVICES LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for 1 NORTH WEALTH SERVICES LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for 1 NORTH WEALTH SERVICES LLC.
