55 North Private Wealth, LLC Purchases in Q4 2025

55 North Private Wealth, LLC

  • $380 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VLO
Valero Energy Corp

Energy
1.55K
New
$156.39 - $181.76 $242K - $281K
1.55K $252M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.78K
New
$136.06 - $140.64 $243K - $251K
1.78K $248M
AMGN
Amgen Inc

Healthcare
749
New
$290.13 - $341.71 $217K - $256K
749 $245M
URI
United Rentals, Inc.

Industrials
301
New
$806.61 - $1020.0 $243K - $307K
301 $244M
PM
Philip Morris International Inc.

Consumer Defensive
1.5K
New
$144.33 - $160.86 $217K - $242K
1.5K $241M
AVIG
American Centy ETF Tr Avantis

ETFs
5.66K
New
$41.84 - $42.48 $237K - $241K
5.66K $237M
TJX
Tjx Companies Inc

Consumer Cyclical
1.54K
New
$138.56 - $147.63 $214K - $228K
1.54K $237M
VIG
Vanguard Dividend Appreciation

ETFs
1.06K
New
N/A
1.06K $234M
UBER
Uber Technologies, Inc

Technology
2.86K
New
$91.62 - $100.1 $262K - $286K
2.86K $234M
VGSH
Vanguard

ETFs
3.96K
New
$58.64 - $58.96 $232K - $234K
3.96K $233M
TM
Toyota Motor Corp

Consumer Cyclical
1.08K
New
$185.22 - $211.24 $199K - $227K
1.08K $230M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
14.4K
New
$14.62 - $15.79 $211K - $228K
14.4K $229M
NOC
Northrop Grumman Corp

Industrials
401
New
$558.0 - $637.95 $224K - $256K
401 $229M
Arista Networks Inc
1.74K
New
N/A
1.74K $227M
CSX
Csx Corp

Industrials
6.25K
New
$34.88 - $36.67 $218K - $229K
6.25K $227M
EMR
Emerson Electric CO

Industrials
1.7K
New
$126.01 - $140.03 $214K - $238K
1.7K $226M
MET
Metlife Inc

Financial Services
2.85K
New
$75.97 - $82.89 $217K - $236K
2.85K $225M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
739
New
$280.66 - $305.09 $207K - $225K
739 $225M
HCA
Hca Healthcare, Inc.

Healthcare
478
New
$410.68 - $476.61 $196K - $228K
478 $223M
NEE
Nextera Energy Inc

Utilities
2.76K
New
$78.18 - $86.03 $216K - $237K
2.76K $221M
MDT
Medtronic PLC

Healthcare
2.3K
New
$90.06 - $98.43 $207K - $227K
2.3K $221M
JCI
Johnson Controls International PLC

Industrials
1.84K
New
$105.55 - $122.66 $194K - $226K
1.84K $220M
BHP
Bhp Group LTD

Basic Materials
3.65K
New
$53.62 - $57.96 $195K - $211K
3.65K $220M
GD
General Dynamics Corp

Industrials
643
New
$330.59 - $353.77 $213K - $227K
643 $216M
GM
General Motors CO

Consumer Cyclical
2.66K
New
$55.35 - $71.89 $147K - $191K
2.66K $216M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.27K
New
$63.25 - $66.24 $207K - $217K
3.27K $216M
UBS
Ubs Group Ag

Financial Services
4.66K
New
$37.56 - $41.1 $175K - $191K
4.66K $216M
CEG
Constellation Energy Corp

Utilities
606
New
$335.74 - $401.43 $203K - $243K
606 $214M
CB
Chubb LTD

Financial Services
685
New
$268.2 - $296.22 $184K - $203K
685 $214M
TD
Toronto Dominion Bank

Financial Services
2.26K
New
$78.32 - $82.74 $177K - $187K
2.26K $213M
T
At&T Inc.

Communication Services
8.54K
New
$24.44 - $27.55 $209K - $235K
8.54K $212M
Ishares Bitcoin Trust ETF
4.25K
New
N/A
4.25K $211M
PH
Parker Hannifin Corp

Industrials
240
New
$716.66 - $857.93 $172K - $206K
240 $211M
FCX
Freeport Mcmoran Inc

Basic Materials
4.12K
New
$38.65 - $43.31 $159K - $179K
4.12K $209M
DE
Deere & CO

Industrials
448
New
$439.11 - $480.78 $197K - $215K
448 $209M
CRWD
Crowd Strike Holdings, Inc.

Technology
444
New
$482.23 - $557.53 $214K - $248K
444 $208M
USB
Us Bancorp \De\

Financial Services
3.89K
New
$45.28 - $48.26 $176K - $187K
3.89K $207M
Labcorp Holdings Inc
819
New
N/A
819 $205M
HON
Honeywell International Inc

Industrials
1.03K
New
$194.07 - $220.67 $200K - $228K
1.03K $201M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
10.4K
New
$15.2 - $17.48 $158K - $182K
10.4K $201M
F
Ford Motor CO

Consumer Cyclical
12.2K
New
$11.41 - $13.84 $139K - $169K
12.2K $160M
MFG
Mizuho Financial Group Inc

Financial Services
20.9K
New
$6.09 - $7.05 $127K - $147K
20.9K $153M
LYG
Lloyds Banking Group PLC

Financial Services
26.6K
New
$4.42 - $5.03 $118K - $134K
26.6K $141M
GERN
Geron Corp

Healthcare
21.8K
New
$1.07 - $1.41 $23.3K - $30.7K
21.8K $28.7M
Activity Summary
Buys All Purchases 195 New Holdings 195 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track 55 North Private Wealth, LLC Portfolio

Follow 55 North Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 55 North Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 55 North Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email