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Portfolio (Quarterly) Guide ↗

1 NORTH WEALTH SERVICES LLC

· CIK 0001641761
13F Portfolio $306M AUM 309 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 44 New 60 Added 29 Reduced 3 Exited
Page 12 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 150.0 $6K 0.00% $38.96 +5.6%
222 EBAY EBAY INC. Consumer Cyclical 52.0 $6K 0.00% $111.75 -6.3%
223 IEMG ISHARES INC 70.0 $6K 0.00% $82.84 -1.3%
224 TTD THE TRADE DESK INC Technology 310.0 $6K 0.00% $18.08 -20.4%
225 IBIT ISHARES BITCOIN TRUST ETF Financial Services 160.0 $5K 0.00% $33.29 +31.6%
226 ABBV ABBVIE INC Healthcare 21.0 $5K 0.00% $251.62 +2.8%
227 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 135.0 $5K 0.00% $39.05 +1.4%
228 SCHW SCHWAB CHARLES CORP Financial Services 57.0 $5K 0.00% $92.26 +18.2%
229 PAVE GLOBAL X FDS 89.0 $5K 0.00% NEW $58.92 -7.9%
230 WELL WELLTOWER INC Real Estate 23.0 $5K 0.00% NEW $226.96 +5.3%
231 TMO THERMO FISHER SCIENTIFIC INC Healthcare 10.0 $5K 0.00% -22.0 -68.8% $501.40 +20.9%
232 VEU VANGUARD INTL EQUITY INDEX F 58.0 $5K 0.00% $83.76 +1.4%
233 ARKX ARK ETF TR 142.0 $5K 0.00% $34.12 -6.9%
234 PPA INVESCO EXCHANGE TRADED FD T 27.0 $5K 0.00% NEW $176.67 -7.4%
235 FDX FEDEX CORP Industrials 15.0 $5K 0.00% $313.13 +2.9%
236 FSI FLEXIBLE SOLUTIONS INTL INC Basic Materials 700.0 $5K 0.00% $6.66 -12.8%
237 TSN TYSON FOODS INC Consumer Defensive 80.0 $5K 0.00% $57.25 -1.7%
238 VGIT VANGUARD SCOTTSDALE FDS 72.0 $4K 0.00% $58.99 -1.9%
239 BX BLACKSTONE INC Financial Services 36.0 $4K 0.00% $117.67 +16.4%
240 AFL AFLAC INC Financial Services 36.0 $4K 0.00% $117.25 +0.0%
Page 12 of 16  ·  309 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 55.6%
Technology 22.3%
Healthcare 6.8%
Industrials 5.2%
Consumer Cyclical 3.2%
Communication Services 2.0%
Consumer Defensive 1.6%
Energy 1.4%
Real Estate 1.4%
Utilities 0.2%