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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 Q3 2025 · Filed November 13, 2025 · Accession 0001641761-25-000008

Total Value
$244.1M
Positions
257
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (257)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SCOTTSDALE FDS92206C870192,374$16.2M6.63%
2SPDR GOLD TRGLD43,218$15.4M6.29%
3J P MORGAN EXCHANGE TRADED F46641Q332264,088$15.1M6.18%
4JANUS DETROIT STR TR47103U845291,735$14.8M6.07%
5SSGA ACTIVE ETF TR78467V848346,823$14.1M5.76%
6ISHARES TR464288281132,611$12.6M5.17%
7PGIM ETF TR69344A107249,285$12.4M5.09%
8ISHARES TR464287507152,385$9.9M4.07%
9PACER FDS TR69374H709223,250$8.8M3.62%
10APPLE INCAAPL32,501$8.3M3.39%
11ISHARES INC46434G764114,717$7.7M3.17%
12J P MORGAN EXCHANGE TRADED F46641Q191109,458$7.6M3.12%
13INVESCO ACTIVELY MANAGED EXCIVZ147,552$7.4M3.04%
14VANGUARD INTL EQUITY INDEX F92204286679,109$6.9M2.85%
15SPDR DOW JONES INDL AVERAGE78467X10914,533$6.7M2.76%
16WISDOMTREE TRWT62,765$6.3M2.59%
17ISHARES TR46428866143,833$5.2M2.15%
18INVESCO QQQ TRIVZ8,504$5.1M2.09%
19BROADCOM INCAVGO13,417$4.4M1.81%
20ISHARES TR4642872006,462$4.3M1.77%
21SELECT SECTOR SPDR TR81369Y88645,706$4.0M1.63%
22ALPS ETF TR00162Q45279,542$3.7M1.53%
23GLOBAL X FDS37954Y71596,766$3.4M1.40%
24ORACLE CORPORCL-PD11,893$3.3M1.37%
25ISHARES TR46428879418,698$3.3M1.35%
26SPDR S&P 500 ETF TRSPY4,528$3.0M1.24%
27ELI LILLY & COLLY3,949$3.0M1.23%
28ISHARES TR46428752310,544$2.9M1.17%
29INVESCO EXCH TRADED FD TR IIIVZ111,210$2.7M1.09%
30BLACKROCK INCBLK2,055$2.4M0.98%
31ISHARES TR46435U13541,641$2.2M0.89%
32CATERPILLAR INCCAT4,502$2.1M0.88%
33INVESCO EXCH TRADED FD TR IIIVZ30,110$1.9M0.79%
34VANGUARD INDEX FDS9229087694,809$1.6M0.65%
35ISHARES TR46429B65525,693$1.3M0.54%
36TRAVELERS COMPANIES INCTRV3,651$1.0M0.42%
37AMAZON COM INCAMZN4,376$960,8380.39%
38ALPHABET INCGOOG3,413$831,2360.34%
39TESLA INCTSLA1,577$701,3230.29%
40EQUINIX INCEQIX872$682,9850.28%
41ALPHABET INCGOOG2,250$547,0400.22%
42NVIDIA CORPORATIONNVDA2,800$522,4240.21%
43EXXON MOBIL CORPXOM4,461$502,9780.21%
44ISHARES TR46429B6633,818$467,5140.19%
45META PLATFORMS INCMETA447$328,2680.13%
46MICROSOFT CORPMSFT598$309,8390.13%
47COSTCO WHSL CORP NEW22160K105314$290,6480.12%
48MCDONALDS CORPMCD940$285,6570.12%
49JPMORGAN CHASE & CO.VYLD800$252,3440.10%
50ISHARES TR4642871681,625$230,9130.09%
51VANGUARD INDEX FDS9229085121,289$225,0340.09%
52PROCTER AND GAMBLE CO7427181091,421$218,3370.09%
53NETFLIX INCNFLX167$200,2200.08%
54SPROTT ASSET MANAGEMENT LPSII12,600$197,8200.08%
55EMERSON ELEC COEMR1,441$189,0300.08%
56JOHNSON & JOHNSONJNJ945$175,2220.07%
57PACER FDS TR69374H1053,090$169,2080.07%
58FIFTH THIRD BANCORPFITBM3,546$157,9740.06%
59PACER FDS TR69374H8812,745$157,7550.06%
60ALTRIA GROUP INCMO2,382$157,3550.06%
61HOME DEPOT INCHD357$144,6530.06%
62MERCK & CO INCMRK1,624$136,3020.06%
63WALMART INCWMT1,143$117,7980.05%
64LINDE PLCLIN233$110,6750.05%
65ISHARES TR4642872911,056$108,9900.04%
66BANK AMERICA CORP0605051042,089$107,7720.04%
67ISHARES TR464287671650$106,9510.04%
68COCA COLA COKO1,590$105,4490.04%
69SHOPIFY INCSHOP670$99,5690.04%
70VANGUARD INDEX FDS922908751374$95,1010.04%
71SCHWAB STRATEGIC TR8085247552,207$94,8130.04%
72ISHARES TR464287663900$89,9550.04%
73ISHARES TR4642898751,650$78,5070.03%
74LAM RESEARCH CORPLRCX500$66,9500.03%
75PHILLIPS 66PSX474$64,4730.03%
76ISHARES TR464287580595$62,3560.03%
77SPDR S&P MIDCAP 400 ETF TRMDY98$58,4110.02%
78BERKSHIRE HATHAWAY INC DELBRK-A115$57,8150.02%
79DRAFTKINGS INC NEWDKNG1,488$55,6510.02%
80CURTISS WRIGHT CORPCW100$54,2940.02%
81ALLSTATE CORPALL-PJ248$53,2330.02%
82MCCORMICK & CO INCMKC-V750$50,1830.02%
83ISHARES TR4642898831,195$47,9910.02%
84ABBOTT LABSABLZF351$47,0130.02%
85AMERICAN EXPRESS COAXP138$45,8380.02%
86COMCAST CORP NEWCCZ1,397$43,8940.02%
87PACKAGING CORP AMER695156109200$43,5860.02%
88ISHARES TR464288760206$43,1080.02%
89VANGUARD ADMIRAL FDS INC92193250595$41,3690.02%
90ISHARES TR464287655170$41,1330.02%
91MASTERCARD INCORPORATEDMA70$39,8170.02%
92AMGEN INCAMGN136$38,3790.02%
93DIGITAL RLTY TR INC253868103219$37,8330.02%
94VISA INCV109$37,2100.02%
95TAKE-TWO INTERACTIVE SOFTWARTTWO140$36,1700.01%
96PHILIP MORRIS INTL INC718172109220$35,6840.01%
97ISHARES TR464288810573$34,4260.01%
98ROYAL CARIBBEAN GROUPV7780T103100$32,3580.01%
99CHEVRON CORP NEWCVX208$32,3000.01%
100CORNING INCGLW360$29,5310.01%
101DATADOG INCDDOG200$28,4800.01%
102GENTEX CORPGNTX1,000$28,3000.01%
103VERIZON COMMUNICATIONS INCVZ631$27,7440.01%
104NEXTERA ENERGY INCNEE-PW364$27,4780.01%
105ISHARES TR46428762275$27,4110.01%
106GE AEROSPACE36960430191$27,3750.01%
107SELECT SECTOR SPDR TR81369Y209195$27,1380.01%
108SELECT SECTOR SPDR TR81369Y308340$26,6460.01%
109VITESSE ENERGY INCVTS985$22,8820.01%
110ISHARES TR464289859259$22,8280.01%
111QORVO INCQRVO250$22,7700.01%
112DUKE ENERGY CORP NEWDUKB183$22,6460.01%
113RYDER SYS INCR118$22,2600.01%
114AUTOMATIC DATA PROCESSING INADP75$22,0130.01%
115PIMCO ETF TR72201R833218$21,9500.01%
116RPM INTL INC749685103175$20,6290.01%
117SYNAPTICS INCSYNA300$20,5020.01%
118ELECTRONIC ARTS INCEA100$20,1700.01%
119OLD REP INTL CORP680223104470$19,9610.01%
120FERRARI N VRACE40$19,4090.01%
121BLACKSTONE INCBX111$18,9640.01%
122AKAMAI TECHNOLOGIES INCAKAM246$18,6370.01%
123PALANTIR TECHNOLOGIES INCPLTR100$18,2420.01%
124ASTRAZENECA PLCAZN215$16,4950.01%
125EATON CORP PLCETN43$16,0930.01%
126VANGUARD INDEX FDS92290836326$16,0280.01%
127ISHARES TR46436E569310$15,9720.01%
128DBX ETF TR233051150260$15,9500.01%
129PEPSICO INCPEP113$15,8700.01%
130THERMO FISHER SCIENTIFIC INCTMO32$15,5210.01%
131THE TRADE DESK INC88339J105310$15,1930.01%
132STRYKER CORPORATIONSYK40$14,7870.01%
133SNOWFLAKE INCSNOW65$14,6610.01%
134KIMBERLY-CLARK CORPKMB115$14,2990.01%
135INVESCO EXCH TRADED FD TR IIIVZ304$13,6480.01%
136ISHARES TR46436E619310$13,6150.01%
137GE VERNOVA INCGEV22$13,5280.01%
138VANECK ETF TRUST92189F72678$12,9590.01%
139FISERV INCFISV100$12,8930.01%
140ISHARES TR46435G193545$12,8400.01%
141MOTOROLA SOLUTIONS INCMSI28$12,8040.01%
142HALLIBURTON COHAL500$12,3000.01%
143FIDUS INVT CORP316500107600$12,1560.00%
144TJX COS INC NEW87254010976$10,9850.00%
145ISHARES TR46436E551245$10,7430.00%
146ADVANCED MICRO DEVICES INCAMD65$10,5160.00%
147VANECK ETF TRUST92189F171430$10,5050.00%
148ISHARES BITCOIN TRUST ETFIBIT160$10,4000.00%
149STARBUCKS CORPSBUX120$10,1520.00%
150CONSOLIDATED EDISON INCED100$10,0520.00%
151ISHARES TR46436E759130$9,8460.00%
152ECOLAB INCECL35$9,5850.00%
153CONOCOPHILLIPSCOP100$9,4590.00%
154NASDAQ INCNDAQ102$9,0220.00%
155GRAINGER W W INC3848021049$8,5770.00%
156TAIWAN SEMICONDUCTOR MFG LTD87403910030$8,3790.00%
157FORD MTR CO345370860700$8,3720.00%
158DOLBY LABORATORIES INCDLB115$8,2880.00%
159ZOETIS INCZTS56$8,1940.00%
160ISHARES TR46436E544190$8,0860.00%
161CARNIVAL CORPCUKPF270$7,8060.00%
162VANECK ETF TRUST92189F304200$7,7890.00%
163ALASKA AIR GROUP INCALK150$7,4670.00%
164SANFILIPPO JOHN B & SON INCJBSS115$7,3920.00%
165ISHARES TR46428763040$7,0720.00%
166BRISTOL-MYERS SQUIBB COCELG-RI156$7,0360.00%
167BAXTER INTL INC071813109305$6,9450.00%
168BLACKROCK ETF TRUSTBLK130$6,9280.00%
169ISHARES TR46428857055$6,9270.00%
170UNITEDHEALTH GROUP INCUNH20$6,9060.00%
171MOLSON COORS BEVERAGE COTAP-A150$6,7880.00%
172AMERICAN ELEC PWR CO INC02553710160$6,7500.00%
173FLEXIBLE SOLUTIONS INTL INCFLEX700$6,7480.00%
174CONSTELLATION BRANDS INCSTZ50$6,7340.00%
175ISHARES TR46435U549140$6,7240.00%
176SENTINELONE INCS375$6,6040.00%
177MONDELEZ INTL INC609207105105$6,5590.00%
178NIKE INCNKE94$6,5510.00%
179ISHARES INC46434G863145$6,2960.00%
180TEXAS INSTRS INC88250810434$6,2470.00%
181SPDR SERIES TRUST78468R54985$6,1500.00%
182DUPONT DE NEMOURS INCDD78$6,0760.00%
183SPDR SERIES TRUST78468R465150$6,0300.00%
184ADOBE INCADBE17$5,9970.00%
185THE CIGNA GROUP12552310020$5,7650.00%
186DT MIDSTREAM INCDTM50$5,6530.00%
187SCHWAB CHARLES CORPSCHW-PJ57$5,4420.00%
188MUELLER INDS INC62475610250$5,0560.00%
189RTX CORPORATIONRTX30$5,0200.00%
190CME GROUP INCCME18$4,8630.00%
191EBAY INC.EBAY52$4,7290.00%
192DISNEY WALT CO25468710640$4,5800.00%
193SOUTHWEST AIRLS CO844741108140$4,4670.00%
194TYSON FOODS INCTSN80$4,3440.00%
195ZIMMER BIOMET HOLDINGS INCZBH44$4,3340.00%
196VANGUARD SCOTTSDALE FDS92206C70672$4,3220.00%
197GLOBAL X FDS37954Y85575$4,2640.00%
198HA SUSTAINABLE INFRA CAP INC41068X100135$4,1450.00%
199VANGUARD INTL EQUITY INDEX F92204277558$4,1390.00%
200ISHARES TR46435U44085$4,0910.00%
201HANCOCK WHITNEY CORPORATIONHWCPZ65$4,0700.00%
202AFLAC INCAFL36$4,0210.00%
203VANGUARD INDEX FDS92290874421$3,9160.00%
204SANOFI SASNYNF80$3,7760.00%
205PAYPAL HLDGS INCPYPL56$3,7550.00%
206GLOBAL X FDS37954Y467105$3,6800.00%
207OMEGA HEALTHCARE INVS INC68193610087$3,6730.00%
208FEDEX CORPFDX15$3,5370.00%
209DTE ENERGY CODTK25$3,5360.00%
210YUM BRANDS INCYUM23$3,4960.00%
211GSK PLCGLAXF80$3,4530.00%
212VANGUARD WORLD FD92204A88418$3,3790.00%
213VANGUARD INTL EQUITY INDEX F92204285858$3,1420.00%
214ELME COMMUNITIESELME174$2,9340.00%
215INVESTAR HLDG CORPISTR125$2,9010.00%
216INVESCO EXCHANGE TRADED FD TIVZ31$2,8670.00%
217INTERNATIONAL BUSINESS MACHSINTR10$2,8220.00%
218ISHARES TR464288224180$2,7860.00%
219PAYCOM SOFTWARE INCPAYC13$2,7060.00%
220MEDTRONIC PLCMDT28$2,6670.00%
221INVESCO EXCHANGE TRADED FD TIVZ125$2,6330.00%
222ENBRIDGE INCENNPF49$2,4730.00%
223INVESCO EXCH TRADED FD TR IIIVZ55$2,4000.00%
224VANGUARD INDEX FDS9229087365$2,3980.00%
225SELECT SECTOR SPDR TR81369Y40710$2,3960.00%
226SALESFORCE INCCRM10$2,3700.00%
227TEXAS ROADHOUSE INCTXRH14$2,3260.00%
228PACIRA BIOSCIENCES INCPCRX85$2,1900.00%
229ISHARES TR46428755615$2,1790.00%
230COPT DEFENSE PROPERTIESCDP70$2,0340.00%
231ISHARES TR46435U19285$2,0070.00%
232GENERAL MLS INC37033410439$1,9660.00%
233SELECT SECTOR SPDR TR81369Y86045$1,8960.00%
234ISHARES TR46428722618$1,8050.00%
235DOW INCDOW78$1,7890.00%
236UNITED PARCEL SERVICE INCUPS19$1,5870.00%
237SPDR SERIES TRUST78468R64825$1,5570.00%
238UNDER ARMOUR INCUA300$1,4970.00%
239UNDER ARMOUR INCUA302$1,4590.00%
240BIOGEN INCBIIB10$1,4010.00%
241SCHWAB STRATEGIC TR80852484763$1,3590.00%
242GENERAL MTRS CO37045V10021$1,2800.00%
243PFIZER INCPFE50$1,2740.00%
244UNION PAC CORPUNP5$1,1820.00%
245QUALCOMM INCQCOM7$1,1650.00%
246DARLING INGREDIENTS INCDAR36$1,1110.00%
247PNC FINL SVCS GROUP INC6934751054$8040.00%
248TERADATA CORP DELTDC33$7100.00%
249DELL TECHNOLOGIES INCDELL5$7090.00%
250INVESCO EXCH TRADED FD TR IIIVZ60$6960.00%
251INTELLIA THERAPEUTICS INCNTLA25$4320.00%
252ISHARES TR4642871764$4030.00%
253GRAY MEDIA INCGTN-A60$3470.00%
254AVANOS MED INCAVNS14$1620.00%
255INOVIO PHARMACEUTICALS INCINO41$960.00%
256ZIMVIE INC98888T1074$760.00%
257THE BEACHBODY COMPANY INC0734633092$120.00%