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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

1 NORTH WEALTH SERVICES LLC

Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001641761-25-000004

Total Value
$216.1M
Positions
275
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (275)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SCOTTSDALE FDS92206C870212,905$17.4M8.06%
2J P MORGAN EXCHANGE TRADED F46641Q332258,319$14.8M6.83%
3JANUS DETROIT STR TR47103U845289,062$14.7M6.78%
4SSGA ACTIVE ETF TR78467V848324,365$13.1M6.05%
5PGIM ETF TR69344A107242,536$12.1M5.58%
6ISHARES TR464288281129,179$11.7M5.42%
7SPDR GOLD TRGLD37,049$10.7M4.94%
8ISHARES TR464287507173,875$10.1M4.70%
9INVESCO ACTIVELY MANAGED EXCIVZ148,139$7.4M3.44%
10SPDR DOW JONES INDL AVERAGE78467X10917,602$7.4M3.42%
11APPLE INCAAPL32,636$7.2M3.36%
12PACER FDS TR69374H709175,920$6.5M3.01%
13PACER FDS TR69374H105116,552$6.0M2.78%
14ISHARES INC46434G764106,032$5.8M2.70%
15ISHARES TR46428720010,177$5.7M2.65%
16INVESCO QQQ TRIVZ10,937$5.1M2.37%
17VANGUARD INTL EQUITY INDEX F92204286670,512$5.1M2.36%
18ALPS ETF TR00162Q45280,950$4.2M1.95%
19SPDR S&P 500 ETF TRSPY5,977$3.3M1.55%
20SELECT SECTOR SPDR TR81369Y88641,236$3.3M1.50%
21PACER FDS TR69374H85786,394$3.2M1.50%
22ELI LILLY & COLLY3,874$3.2M1.48%
23GLOBAL X FDS37954Y71599,751$2.8M1.31%
24ISHARES TR46428879419,588$2.7M1.27%
25ISHARES TR46428752314,160$2.7M1.23%
26BROADCOM INCAVGO13,304$2.2M1.03%
27ISHARES TR46428866117,427$2.1M0.95%
28ISHARES TR46435U13542,103$2.0M0.92%
29BLACKROCK INCBLK1,979$1.9M0.87%
30ORACLE CORPORCL-PD13,217$1.8M0.86%
31INVESCO EXCH TRADED FD TR IIIVZ30,523$1.7M0.79%
32VANGUARD INDEX FDS9229087695,577$1.5M0.71%
33CATERPILLAR INCCAT4,453$1.5M0.68%
34ISHARES TR46429B65527,659$1.4M0.65%
35GENERAL MLS INC37033410419,785$1.2M0.55%
36TRAVELERS COMPANIES INCTRV3,703$979,2950.45%
37AMAZON COM INCAMZN4,466$849,7010.39%
38EQUINIX INCEQIX792$645,7570.30%
39EXXON MOBIL CORPXOM5,067$602,6180.28%
40ALPHABET INCGOOG3,413$533,2130.25%
41ISHARES TR46429B6634,235$512,9430.24%
42TESLA INCTSLA1,763$456,8990.21%
43ALPHABET INCGOOG2,270$351,0620.16%
44NVIDIA CORPORATIONNVDA2,935$318,0950.15%
45COSTCO WHSL CORP NEW22160K105324$306,4330.14%
46VANGUARD STAR FDS9219097684,838$300,4400.14%
47MCDONALDS CORPMCD942$294,2530.14%
48META PLATFORMS INCMETA460$265,1260.12%
49MICROSOFT CORPMSFT658$247,0620.11%
50PROCTER AND GAMBLE CO7427181091,421$242,1670.11%
51ISHARES TR4642871681,779$238,9420.11%
52JPMORGAN CHASE & CO.VYLD800$196,2400.09%
53EMERSON ELEC COEMR1,711$187,5940.09%
54VANGUARD INDEX FDS9229085121,081$173,5440.08%
55JOHNSON & JOHNSONJNJ980$162,5230.08%
56NETFLIX INCNFLX167$155,7330.07%
57VANGUARD INDEX FDS922908751683$151,4550.07%
58MERCK & CO INCMRK1,624$145,7700.07%
59ALTRIA GROUP INCMO2,382$142,9680.07%
60FIFTH THIRD BANCORPFITBM3,546$139,0030.06%
61HOME DEPOT INCHD357$130,8370.06%
62SPROTT PHYSICAL SILVER TRSII10,560$122,4960.06%
63PACER FDS TR69374H8812,158$118,1720.05%
64COCA COLA COKO1,590$113,8760.05%
65VANGUARD INTL EQUITY INDEX F9220427751,851$112,2820.05%
66LINDE PLCLIN233$108,4940.05%
67PIMCO ETF TR72201R8331,006$101,2240.05%
68WALMART INCWMT1,143$100,3440.05%
69BANK AMERICA CORP0605051042,089$87,1740.04%
70ISHARES TR464287663900$83,0610.04%
71ISHARES TR464287671650$82,6020.04%
72ISHARES TR464287580935$82,5840.04%
73ISHARES TR4642872911,056$79,9810.04%
74SCHWAB STRATEGIC TR8085247551,955$70,6540.03%
75ISHARES TR4642898831,830$68,8630.03%
76ISHARES TR4642898751,538$67,4870.03%
77COMCAST CORP NEWCCZ1,755$64,7600.03%
78SHOPIFY INCSHOP670$63,9720.03%
79MCCORMICK & CO INCMKC-V750$61,7330.03%
80BERKSHIRE HATHAWAY INC DELBRK-A115$61,2470.03%
81PHILLIPS 66PSX474$58,5300.03%
82SPDR S&P MIDCAP 400 ETF TRMDY98$52,2810.02%
83ALLSTATE CORPALL-PJ248$51,3530.02%
84DRAFTKINGS INC NEWDKNG1,488$49,4160.02%
85ABBOTT LABSABLZF351$46,5600.02%
86CHEVRON CORP NEWCVX269$45,0010.02%
87MASTERCARD INCORPORATEDMA80$43,8500.02%
88AMGEN INCAMGN136$42,3710.02%
89PACKAGING CORP AMER695156109200$39,6040.02%
90VISA INCV109$38,2810.02%
91AMERICAN EXPRESS COAXP138$37,1290.02%
92LAM RESEARCH CORPLRCX500$36,3500.02%
93PHILIP MORRIS INTL INC718172109220$34,9210.02%
94ISHARES TR464288810574$34,5530.02%
95ISHARES TR464287655170$33,9130.02%
96ISHARES TR464288653320$33,2000.02%
97VANGUARD ADMIRAL FDS INC92193250595$31,7760.01%
98CURTISS WRIGHT CORPCW100$31,7270.01%
99ISHARES TR464288760206$31,5390.01%
100DIGITAL RLTY TR INC253868103216$30,9150.01%
101OLD REP INTL CORP680223104740$29,0230.01%
102TAKE-TWO INTERACTIVE SOFTWARTTWO140$29,0150.01%
103VERIZON COMMUNICATIONS INCVZ631$28,6330.01%
104NEXTERA ENERGY INCNEE-PW364$25,8040.01%
105VITESSE ENERGY INCVTS985$24,2210.01%
106GENTEX CORPGNTX1,000$23,3000.01%
107ISHARES TR46428762275$23,0060.01%
108AUTOMATIC DATA PROCESSING INADP75$22,9150.01%
109STARBUCKS CORPSBUX228$22,3650.01%
110DUKE ENERGY CORP NEWDUKB183$22,3210.01%
111FISERV INCFISV100$22,0830.01%
112RPM INTL INC749685103175$20,2440.01%
113DATADOG INCDDOG200$19,8420.01%
114ISHARES TR464289859259$19,8140.01%
115AKAMAI TECHNOLOGIES INCAKAM246$19,8030.01%
116SYNAPTICS INCSYNA300$19,1160.01%
117GE AEROSPACE36960430191$18,2140.01%
118QORVO INCQRVO250$18,1030.01%
119FERRARI N VRACE40$17,1150.01%
120RYDER SYS INCR118$16,9700.01%
121THE TRADE DESK INC88339J105310$16,9630.01%
122PEPSICO INCPEP113$16,9430.01%
123CORNING INCGLW360$16,4810.01%
124KIMBERLY-CLARK CORPKMB115$16,3550.01%
125THERMO FISHER SCIENTIFIC INCTMO32$15,9230.01%
126ASTRAZENECA PLCAZN215$15,8030.01%
127BLACKSTONE INCBX111$15,5160.01%
128STRYKER CORPORATIONSYK40$14,8900.01%
129ELECTRONIC ARTS INCEA100$14,4520.01%
130TORONTO DOMINION BK ONTTORO240$14,3860.01%
131ISHARES TR46436E619310$13,4290.01%
132ISHARES TR46436E569310$13,2630.01%
133DBX ETF TR233051150260$13,0960.01%
134HALLIBURTON COHAL500$12,6850.01%
135ISHARES TR46435G193545$12,5680.01%
136VANECK ETF TRUST92189F72678$12,3050.01%
137MOTOROLA SOLUTIONS INCMSI28$12,2590.01%
138FIDUS INVT CORP316500107600$12,2340.01%
139INVESCO EXCH TRADED FD TR IIIVZ304$12,2000.01%
140EATON CORP PLCETN43$11,6890.01%
141CONSOLIDATED EDISON INCED100$11,0590.01%
142CACI INTL INC12719030430$11,0080.01%
143MUELLER INDS INC624756102140$10,6600.00%
144CONOCOPHILLIPSCOP100$10,5020.00%
145UNITEDHEALTH GROUP INCUNH20$10,4750.00%
146BAXTER INTL INC071813109305$10,4400.00%
147NOVO-NORDISK A SNONOF150$10,4160.00%
148VANECK ETF TRUST92189F171430$10,3460.00%
149ISHARES TR46436E551245$9,5720.00%
150BRISTOL-MYERS SQUIBB COCELG-RI156$9,5140.00%
151SNOWFLAKE INCSNOW65$9,5000.00%
152TJX COS INC NEW87254010976$9,2570.00%
153ZOETIS INCZTS56$9,2200.00%
154CONSTELLATION BRANDS INCSTZ50$9,1760.00%
155MOLSON COORS BEVERAGE COTAP-A150$9,1310.00%
156DOLBY LABORATORIES INCDLB114$9,1170.00%
157GRAINGER W W INC3848021049$8,8900.00%
158ECOLAB INCECL35$8,8730.00%
159ISHARES TR46436E759130$8,7540.00%
160SSGA ACTIVE TR78470P200185$8,7410.00%
161SANFILIPPO JOHN B & SON INCJBSS115$8,1490.00%
162NASDAQ INCNDAQ102$7,7380.00%
163ISHARES BITCOIN TRUST ETFIBIT160$7,4900.00%
164ALASKA AIR GROUP INCALK150$7,3830.00%
165ISHARES TR46436E544190$7,1490.00%
166MONDELEZ INTL INC609207105105$7,1240.00%
167VANECK ETF TRUST92189F304200$7,0870.00%
168FORD MTR CO345370860700$7,0220.00%
169SENTINELONE INCS375$6,8180.00%
170GE VERNOVA INCGEV22$6,7160.00%
171ADVANCED MICRO DEVICES INCAMD65$6,6780.00%
172ISHARES TR46435U549140$6,6470.00%
173THE CIGNA GROUP12552310020$6,5800.00%
174AMERICAN ELEC PWR CO INC02553710160$6,5560.00%
175ADOBE INCADBE17$6,5200.00%
176TEXAS INSTRS INC88250810434$6,1100.00%
177SPDR SER TR78468R54985$6,0660.00%
178ISHARES TR46428763040$6,0390.00%
179BLACKROCK ETF TRUSTBLK130$6,0050.00%
180NIKE INCNKE93$5,9160.00%
181DUPONT DE NEMOURS INCDD78$5,8250.00%
182SPDR SER TR78468R465150$5,6760.00%
183ISHARES TR46428857055$5,6330.00%
184CARNIVAL CORPCUKPF270$5,2730.00%
185TYSON FOODS INCTSN80$5,1050.00%
186ISHARES INC46434G863145$5,0680.00%
187TAIWAN SEMICONDUCTOR MFG LTD87403910030$4,9800.00%
188ZIMMER BIOMET HOLDINGS INCZBH44$4,9800.00%
189DT MIDSTREAM INCDTM50$4,8240.00%
190T-MOBILE US INCTMUSZ18$4,8010.00%
191CME GROUP INCCME18$4,7750.00%
192SOUTHWEST AIRLS CO844741108140$4,7010.00%
193SCHWAB CHARLES CORPSCHW-PJ57$4,4620.00%
194SANOFISNYNF80$4,4370.00%
195VANGUARD SCOTTSDALE FDS92206C70672$4,2770.00%
196PACIRA BIOSCIENCES INCPCRX165$4,1000.00%
197ISHARES TR46435U44085$4,0260.00%
198AFLAC INCAFL36$4,0030.00%
199RTX CORPORATIONRTX30$3,9740.00%
200HA SUSTAINABLE INFRA CAP INC41068X100135$3,9570.00%
201DISNEY WALT CO25468710640$3,9480.00%
202FEDEX CORPFDX15$3,6570.00%
203PAYPAL HLDGS INCPYPL56$3,6540.00%
204VANGUARD INDEX FDS92290874421$3,6280.00%
205YUM BRANDS INCYUM23$3,6190.00%
206FLEXIBLE SOLUTIONS INTL INCFLEX700$3,5350.00%
207EBAY INC.EBAY52$3,5220.00%
208DTE ENERGY CODTK25$3,4570.00%
209HANCOCK WHITNEY CORPORATIONHWCPZ65$3,4090.00%
210OMEGA HEALTHCARE INVS INC68193610087$3,3130.00%
211VODAFONE GROUP PLC NEW92857W308333$3,1200.00%
212GSK PLCGLAXF80$3,0990.00%
213ELME COMMUNITIESELME174$3,0280.00%
214GLOBAL X FDS37954Y467105$2,9980.00%
215GLOBAL X FDS37954Y85575$2,9100.00%
216PAYCOM SOFTWARE INCPAYC13$2,8400.00%
217ISHARES TR46428722628$2,7700.00%
218DOW INCDOW78$2,7240.00%
219INVESCO EXCHANGE TRADED FD TIVZ31$2,6850.00%
220SALESFORCE INCCRM10$2,6840.00%
221INVESCO EXCHANGE TRADED FD TIVZ125$2,6840.00%
222VANGUARD WORLD FD92204A88418$2,6710.00%
223GLYCOMIMETICS INC38000Q10212,000$2,5200.00%
224MEDTRONIC PLCMDT28$2,5160.00%
225INTERNATIONAL BUSINESS MACHSINTR10$2,4870.00%
226TEXAS ROADHOUSE INCTXRH14$2,3330.00%
227FIRST TR EXCHANGE-TRADED FD33739Q40837$2,2140.00%
228INVESTAR HLDG CORPISTR125$2,2010.00%
229ENBRIDGE INCENNPF49$2,1710.00%
230UNITED PARCEL SERVICE INCUPS19$2,0900.00%
231ISHARES TR464288224180$2,0570.00%
232ISHARES TR46428755615$1,9750.00%
233COPT DEFENSE PROPERTIESCDP70$1,9090.00%
234SELECT SECTOR SPDR TR81369Y86045$1,8830.00%
235UNDER ARMOUR INCUA300$1,8750.00%
236UNDER ARMOUR INCUA302$1,7970.00%
237ISHARES TR46435U19285$1,7420.00%
238INVESCO EXCH TRADED FD TR IIIVZ55$1,6750.00%
239FIRST TR EXCHANGE-TRADED FD33738D30935$1,5980.00%
240VANGUARD INTL EQUITY INDEX F92204285832$1,4480.00%
241WALGREENS BOOTS ALLIANCE INC931427108125$1,3960.00%
242BIOGEN INCBIIB10$1,3680.00%
243SCHWAB STRATEGIC TR80852484763$1,3550.00%
244PFIZER INCPFE50$1,2670.00%
245UNION PAC CORPUNP5$1,1810.00%
246SPDR SER TR78468R64825$1,1620.00%
247DARLING INGREDIENTS INCDAR36$1,1250.00%
248GENERAL MTRS CO37045V10021$9880.00%
249ISHARES TR4642878049$9410.00%
250TERADATA CORP DELTDC33$7420.00%
251PNC FINL SVCS GROUP INC6934751054$7030.00%
252ISHARES TR4642871766$6830.00%
253INVESCO EXCH TRADED FD TR IIIVZ60$6730.00%
254DELL TECHNOLOGIES INCDELL5$4560.00%
255NCR VOYIX CORPORATIONNCRRP33$3220.00%
256GRAY MEDIA INCGTN-A60$2590.00%
257AVANOS MED INCAVNS14$2010.00%
258INTELLIA THERAPEUTICS INCNTLA25$1780.00%
259ISHARES TR4642874652$1660.00%
260ISHARES TR4642878871$1470.00%
261VANGUARD INDEX FDS9229083630$890.00%
262ISHARES TR4642874731$820.00%
263BLINK CHARGING COBLNK80$730.00%
264INOVIO PHARMACEUTICALS INCINO41$670.00%
265ISHARES TR46429B7471$600.00%
266FIRST TR EXCHANGE TRADED FD33738R1181$550.00%
267ZIMVIE INC98888T1074$430.00%
268ISHARES INC4642866651$410.00%
269ISHARES TR4642874570$380.00%
270ISHARES TR4642873090$330.00%
271THE BEACHBODY COMPANY INC0734633092$150.00%
272INTEL CORPINTC1$130.00%
273ISHARES TR4642886870$80.00%
274NUVEEN MUN VALUE FD INCNU0$30.00%
275FIRST TR EXCH TRADED FD III33739E1080$20.00%