Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q2 2025 · Filed July 23, 2025 · Accession 0001641761-25-000005

Total Value
$252.0M
Positions
274
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (274)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SCOTTSDALE FDS92206C870195,340$16.2M6.43%
2J P MORGAN EXCHANGE TRADED F46641Q332263,547$15.0M5.95%
3JANUS DETROIT STR TR47103U845291,155$14.8M5.86%
4SSGA ACTIVE ETF TR78467V848351,017$14.1M5.59%
5SPDR GOLD TRGLD43,420$13.2M5.25%
6PGIM ETF TR69344A107251,333$12.5M4.96%
7ISHARES TR464288281131,896$12.2M4.85%
8ISHARES TR464287507177,010$11.0M4.36%
9WISDOMTREE TRWT95,355$9.2M3.63%
10PACER FDS TR69374H709222,768$8.5M3.36%
11INVESCO ACTIVELY MANAGED EXCIVZ148,870$7.5M2.96%
12ISHARES INC46434G764116,550$7.4M2.92%
13PACER FDS TR69374H105142,721$7.2M2.87%
14J P MORGAN EXCHANGE TRADED F46641Q191107,035$7.2M2.87%
15APPLE INCAAPL32,550$6.7M2.65%
16VANGUARD INTL EQUITY INDEX F92204286680,649$6.6M2.63%
17SPDR DOW JONES INDL AVERAGE78467X10914,869$6.6M2.60%
18ISHARES TR46428866144,051$5.2M2.08%
19INVESCO QQQ TRIVZ9,065$5.0M1.98%
20ISHARES TR4642872006,771$4.2M1.67%
21ALPS ETF TR00162Q45280,922$4.0M1.57%
22SELECT SECTOR SPDR TR81369Y88646,486$3.8M1.51%
23BROADCOM INCAVGO13,404$3.7M1.47%
24ISHARES TR46428879419,391$3.3M1.30%
25GLOBAL X FDS37954Y71599,891$3.3M1.29%
26ELI LILLY & COLLY3,944$3.1M1.22%
27ORACLE CORPORCL-PD13,428$2.9M1.16%
28SPDR S&P 500 ETF TRSPY4,573$2.8M1.12%
29ISHARES TR46428752310,765$2.6M1.02%
30INVESCO EXCH TRADED FD TR IIIVZ105,890$2.6M1.02%
31SELECT SECTOR SPDR TR81369Y20918,560$2.5M0.99%
32SELECT SECTOR SPDR TR81369Y30830,843$2.5M0.99%
33ISHARES TR46435U13542,171$2.2M0.89%
34BLACKROCK INCBLK2,034$2.1M0.85%
35INVESCO EXCH TRADED FD TR IIIVZ31,255$2.0M0.78%
36CATERPILLAR INCCAT4,443$1.7M0.68%
37VANGUARD INDEX FDS9229087695,577$1.7M0.67%
38ISHARES TR46429B65525,992$1.3M0.53%
39GENERAL MLS INC37033410419,573$1.0M0.40%
40TRAVELERS COMPANIES INCTRV3,673$982,6740.39%
41AMAZON COM INCAMZN4,426$971,0200.39%
42EQUINIX INCEQIX832$661,8310.26%
43ALPHABET INCGOOG3,413$605,4320.24%
44EXXON MOBIL CORPXOM5,067$546,2230.22%
45ISHARES TR46429B6634,388$514,1420.20%
46TESLA INCTSLA1,577$500,9500.20%
47NVIDIA CORPORATIONNVDA2,869$453,2730.18%
48ALPHABET INCGOOG2,320$408,8950.16%
49META PLATFORMS INCMETA460$339,5210.13%
50COSTCO WHSL CORP NEW22160K105324$320,7410.13%
51MICROSOFT CORPMSFT638$317,4350.13%
52MCDONALDS CORPMCD942$275,2240.11%
53VANGUARD INDEX FDS9229085121,429$235,0130.09%
54JPMORGAN CHASE & CO.VYLD800$231,9280.09%
55PROCTER AND GAMBLE CO7427181091,421$226,3940.09%
56NETFLIX INCNFLX167$223,6350.09%
57ISHARES TR4642871681,631$216,6530.09%
58EMERSON ELEC COEMR1,441$192,1290.08%
59PACER FDS TR69374H8812,845$156,7600.06%
60VANGUARD INDEX FDS922908751660$156,4070.06%
61FIFTH THIRD BANCORPFITBM3,546$145,8470.06%
62JOHNSON & JOHNSONJNJ945$144,3490.06%
63ALTRIA GROUP INCMO2,382$139,6570.06%
64HOME DEPOT INCHD357$130,8900.05%
65SPROTT PHYSICAL SILVER TRSII10,560$129,2540.05%
66MERCK & CO INCMRK1,624$128,5560.05%
67COCA COLA COKO1,590$112,4930.04%
68WALMART INCWMT1,143$111,7630.04%
69LINDE PLCLIN233$109,3190.04%
70BANK AMERICA CORP0605051042,089$98,8510.04%
71ISHARES TR464287671650$97,7600.04%
72ISHARES TR4642872911,056$97,5110.04%
73SCHWAB STRATEGIC TR8085247552,312$92,5260.04%
74ISHARES TR464287663900$85,1670.03%
75ISHARES TR4642898751,683$77,4850.03%
76SHOPIFY INCSHOP670$77,2850.03%
77ISHARES TR4642898831,830$71,4980.03%
78DRAFTKINGS INC NEWDKNG1,488$63,8200.03%
79ISHARES TR464287580615$61,2790.02%
80MCCORMICK & CO INCMKC-V750$56,8650.02%
81PHILLIPS 66PSX474$56,5480.02%
82BERKSHIRE HATHAWAY INC DELBRK-A115$55,8640.02%
83SPDR S&P MIDCAP 400 ETF TRMDY98$55,5150.02%
84ALLSTATE CORPALL-PJ248$49,9250.02%
85COMCAST CORP NEWCCZ1,397$49,8590.02%
86CURTISS WRIGHT CORPCW100$48,8550.02%
87LAM RESEARCH CORPLRCX500$48,6700.02%
88ABBOTT LABSABLZF351$47,7400.02%
89MASTERCARD INCORPORATEDMA80$44,9550.02%
90AMERICAN EXPRESS COAXP138$44,0190.02%
91PHILIP MORRIS INTL INC718172109220$40,0690.02%
92ISHARES TR464288760206$38,8600.02%
93VISA INCV109$38,7830.02%
94CHEVRON CORP NEWCVX269$38,5180.02%
95AMGEN INCAMGN136$37,9730.02%
96DIGITAL RLTY TR INC253868103217$37,8780.02%
97PACKAGING CORP AMER695156109200$37,6900.01%
98VANGUARD ADMIRAL FDS INC92193250595$37,6710.01%
99ISHARES TR464287655170$36,6840.01%
100ISHARES TR464288810574$35,9600.01%
101TAKE-TWO INTERACTIVE SOFTWARTTWO140$33,9990.01%
102ROYAL CARIBBEAN GROUPV7780T103100$31,3140.01%
103VERIZON COMMUNICATIONS INCVZ631$27,3140.01%
104PIMCO ETF TR72201R833270$27,1440.01%
105DATADOG INCDDOG200$26,8660.01%
106ISHARES TR46428762275$25,4680.01%
107NEXTERA ENERGY INCNEE-PW364$25,2690.01%
108GE AEROSPACE36960430191$23,4220.01%
109AUTOMATIC DATA PROCESSING INADP75$23,1300.01%
110THE TRADE DESK INC88339J105310$22,3170.01%
111GENTEX CORPGNTX1,000$21,9900.01%
112VITESSE ENERGY INCVTS985$21,7590.01%
113ISHARES TR464289859259$21,6010.01%
114DUKE ENERGY CORP NEWDUKB183$21,5940.01%
115QORVO INCQRVO250$21,2280.01%
116FERRARI N VRACE40$19,6300.01%
117AKAMAI TECHNOLOGIES INCAKAM246$19,6210.01%
118SYNAPTICS INCSYNA300$19,4460.01%
119RPM INTL INC749685103175$19,2220.01%
120CORNING INCGLW360$18,9320.01%
121RYDER SYS INCR118$18,7620.01%
122OLD REP INTL CORP680223104470$18,0670.01%
123FISERV INCFISV100$17,2410.01%
124BLACKSTONE INCBX111$16,6030.01%
125ELECTRONIC ARTS INCEA100$15,9700.01%
126STRYKER CORPORATIONSYK40$15,8250.01%
127EATON CORP PLCETN43$15,3510.01%
128ASTRAZENECA PLCAZN215$15,0240.01%
129PEPSICO INCPEP113$14,9210.01%
130VANGUARD INDEX FDS92290836326$14,8670.01%
131KIMBERLY-CLARK CORPKMB115$14,8260.01%
132DBX ETF TR233051150260$14,7890.01%
133ISHARES TR46436E569310$14,7840.01%
134SNOWFLAKE INCSNOW65$14,5450.01%
135INVESCO EXCH TRADED FD TR IIIVZ304$13,5800.01%
136ISHARES TR46436E619310$13,5010.01%
137THERMO FISHER SCIENTIFIC INCTMO32$12,9750.01%
138PACER FDS TR69374H857320$12,7410.01%
139ISHARES TR46435G193545$12,6600.01%
140FIDUS INVT CORP316500107600$12,1200.00%
141VANECK ETF TRUST92189F72678$11,9890.00%
142MOTOROLA SOLUTIONS INCMSI28$11,7730.00%
143GE VERNOVA INCGEV22$11,6410.00%
144STARBUCKS CORPSBUX120$10,9960.00%
145VANECK ETF TRUST92189F171430$10,4230.00%
146HALLIBURTON COHAL500$10,1900.00%
147ISHARES TR46436E551245$10,1680.00%
148CONSOLIDATED EDISON INCED100$10,0350.00%
149ISHARES BITCOIN TRUST ETFIBIT160$9,7940.00%
150ISHARES TR46436E759130$9,6770.00%
151ECOLAB INCECL35$9,4300.00%
152TJX COS INC NEW87254010976$9,3850.00%
153GRAINGER W W INC3848021049$9,3620.00%
154BAXTER INTL INC071813109305$9,2350.00%
155ADVANCED MICRO DEVICES INCAMD65$9,2240.00%
156NASDAQ INCNDAQ102$9,1210.00%
157CONOCOPHILLIPSCOP100$8,9740.00%
158ZOETIS INCZTS56$8,7330.00%
159DOLBY LABORATORIES INCDLB114$8,4670.00%
160CONSTELLATION BRANDS INCSTZ50$8,1340.00%
161VANECK ETF TRUST92189F304200$7,6580.00%
162FORD MTR CO345370860700$7,5960.00%
163CARNIVAL CORPCUKPF270$7,5920.00%
164ISHARES TR46436E544190$7,5150.00%
165ALASKA AIR GROUP INCALK150$7,4220.00%
166SANFILIPPO JOHN B & SON INCJBSS115$7,2730.00%
167BRISTOL-MYERS SQUIBB COCELG-RI156$7,2210.00%
168MOLSON COORS BEVERAGE COTAP-A150$7,2140.00%
169MONDELEZ INTL INC609207105105$7,0810.00%
170TEXAS INSTRS INC88250810434$7,0590.00%
171SENTINELONE INCS375$6,8550.00%
172TAIWAN SEMICONDUCTOR MFG LTD87403910030$6,7950.00%
173ISHARES TR46435U549140$6,6560.00%
174NIKE INCNKE94$6,6490.00%
175BLACKROCK ETF TRUSTBLK130$6,6120.00%
176THE CIGNA GROUP12552310020$6,6120.00%
177ADOBE INCADBE17$6,5770.00%
178ISHARES TR46428857055$6,3890.00%
179ISHARES TR46428763040$6,3100.00%
180UNITEDHEALTH GROUP INCUNH20$6,2390.00%
181AMERICAN ELEC PWR CO INC02553710160$6,2260.00%
182SPDR SERIES TRUST78468R465150$5,8250.00%
183ISHARES INC46434G863145$5,6800.00%
184DT MIDSTREAM INCDTM50$5,4960.00%
185SPDR SERIES TRUST78468R54985$5,3920.00%
186DUPONT DE NEMOURS INCDD78$5,3500.00%
187SCHWAB CHARLES CORPSCHW-PJ57$5,2010.00%
188CME GROUP INCCME18$4,9610.00%
189DISNEY WALT CO25468710640$4,9600.00%
190SOUTHWEST AIRLS CO844741108140$4,5420.00%
191TYSON FOODS INCTSN80$4,4750.00%
192RTX CORPORATIONRTX30$4,3810.00%
193VANGUARD SCOTTSDALE FDS92206C70672$4,3060.00%
194T-MOBILE US INCTMUSZ18$4,2890.00%
195PAYPAL HLDGS INCPYPL56$4,1620.00%
196ISHARES TR46435U44085$4,0520.00%
197ZIMMER BIOMET HOLDINGS INCZBH44$4,0130.00%
198MUELLER INDS INC62475610250$3,9740.00%
199VANGUARD INTL EQUITY INDEX F92204277558$3,8990.00%
200EBAY INC.EBAY52$3,8720.00%
201SANOFISNYNF80$3,8650.00%
202AFLAC INCAFL36$3,7970.00%
203HANCOCK WHITNEY CORPORATIONHWCPZ65$3,7310.00%
204VANGUARD INDEX FDS92290874421$3,7120.00%
205HA SUSTAINABLE INFRA CAP INC41068X100135$3,6260.00%
206VODAFONE GROUP PLC NEW92857W308333$3,5500.00%
207FEDEX CORPFDX15$3,4100.00%
208YUM BRANDS INCYUM23$3,4080.00%
209FLEXIBLE SOLUTIONS INTL INCFLEX700$3,3950.00%
210DTE ENERGY CODTK25$3,3120.00%
211GLOBAL X FDS37954Y467105$3,2130.00%
212OMEGA HEALTHCARE INVS INC68193610087$3,1890.00%
213VANGUARD WORLD FD92204A88418$3,0790.00%
214GSK PLCGLAXF80$3,0720.00%
215PAYCOM SOFTWARE INCPAYC13$3,0080.00%
216INTERNATIONAL BUSINESS MACHSINTR10$2,9480.00%
217GLOBAL X FDS37954Y85575$2,8800.00%
218VANGUARD INTL EQUITY INDEX F92204285858$2,8690.00%
219ISHARES TR46428722628$2,7780.00%
220ELME COMMUNITIESELME174$2,7670.00%
221SALESFORCE INCCRM10$2,7270.00%
222TEXAS ROADHOUSE INCTXRH14$2,6240.00%
223INVESCO EXCHANGE TRADED FD TIVZ125$2,5510.00%
224INVESCO EXCHANGE TRADED FD TIVZ31$2,4760.00%
225MEDTRONIC PLCMDT28$2,4410.00%
226INVESTAR HLDG CORPISTR125$2,4150.00%
227ISHARES TR464288224180$2,3620.00%
228ENBRIDGE INCENNPF49$2,2210.00%
229FIRST TR EXCHANGE-TRADED FD33739Q40837$2,2150.00%
230VANGUARD INDEX FDS9229087365$2,1920.00%
231DOW INCDOW78$2,0650.00%
232UNDER ARMOUR INCUA300$2,0490.00%
233PACIRA BIOSCIENCES INCPCRX85$2,0320.00%
234UNDER ARMOUR INCUA302$1,9600.00%
235COPT DEFENSE PROPERTIESCDP70$1,9310.00%
236UNITED PARCEL SERVICE INCUPS19$1,9180.00%
237ISHARES TR46428755615$1,9090.00%
238INVESCO EXCH TRADED FD TR IIIVZ55$1,8840.00%
239SELECT SECTOR SPDR TR81369Y86045$1,8640.00%
240ISHARES TR46435U19285$1,7430.00%
241FIRST TR EXCHANGE-TRADED FD33738D30935$1,6060.00%
242WALGREENS BOOTS ALLIANCE INC931427108125$1,4350.00%
243DARLING INGREDIENTS INCDAR36$1,3660.00%
244SPDR SERIES TRUST78468R64825$1,3600.00%
245SCHWAB STRATEGIC TR80852484763$1,3330.00%
246BIOGEN INCBIIB10$1,2560.00%
247PFIZER INCPFE50$1,2120.00%
248UNION PAC CORPUNP5$1,1500.00%
249QUALCOMM INCQCOM7$1,1150.00%
250GENERAL MTRS CO37045V10021$1,0330.00%
251ISHARES TR4642878049$9840.00%
252PNC FINL SVCS GROUP INC6934751054$7460.00%
253TERADATA CORP DELTDC33$7360.00%
254ISHARES TR4642871766$6800.00%
255INVESCO EXCH TRADED FD TR IIIVZ60$6680.00%
256DELL TECHNOLOGIES INCDELL5$6130.00%
257NCR VOYIX CORPORATIONNCRRP33$3870.00%
258GRAY MEDIA INCGTN-A60$2720.00%
259INTELLIA THERAPEUTICS INCNTLA25$2350.00%
260AVANOS MED INCAVNS14$1710.00%
261ISHARES TR4642878871$1580.00%
262ISHARES TR4642874651$1110.00%
263ISHARES TR4642874731$870.00%
264INOVIO PHARMACEUTICALS INCINO41$830.00%
265FIRST TR EXCHANGE TRADED FD33738R1181$670.00%
266ISHARES INC4642866651$460.00%
267ISHARES TR4642873090$400.00%
268ISHARES TR4642874570$380.00%
269ZIMVIE INC98888T1074$370.00%
270INTEL CORPINTC1$130.00%
271THE BEACHBODY COMPANY INC0734633092$80.00%
272ISHARES TR4642886870$80.00%
273NUVEEN MUN VALUE FD INCNU0$30.00%
274FIRST TR EXCH TRADED FD III33739E1080$20.00%