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Value $
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$236M
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Signature - Title
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James E Brennan - Principal
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Location
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Annapolis, MD
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Summary
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This page shows a list of all the recent 13F filings made by 1 NORTH WEALTH SERVICES LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. 1 NORTH WEALTH SERVICES LLC reported 59 stock holdings with total value $236M as of Q4 2024. Top holdings included VCIT, JEPI, TOTL, MINT, and EMB.