Question 1

What stocks does 1 NORTH WEALTH SERVICES LLC hold in its portfolio?

Accepted Answer

1 NORTH WEALTH SERVICES LLC's top stock holdings include AAPL, JEPI, JAAA and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are 1 NORTH WEALTH SERVICES LLC's largest stock holdings?

Accepted Answer

1 NORTH WEALTH SERVICES LLC's largest stock holdings as of their last filing include AAPL (valued at approximately $8.2 million), JEPI (valued at approximately $17.3 million), JAAA (valued at approximately $17.1 million), LLY (valued at approximately $4.0 million), AVGO (valued at approximately $3.7 million).

Question 3

When was 1 NORTH WEALTH SERVICES LLC's last SEC filing?

Accepted Answer

1 NORTH WEALTH SERVICES LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has 1 NORTH WEALTH SERVICES LLC recently bought or sold?

Accepted Answer

1 NORTH WEALTH SERVICES LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has 1 NORTH WEALTH SERVICES LLC reported?

Accepted Answer

1 NORTH WEALTH SERVICES LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does 1 NORTH WEALTH SERVICES LLC invest in?

Accepted Answer

1 NORTH WEALTH SERVICES LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.