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
DIS
Walt Disney CO

Communication Services
3.4K
New
$105.69 - $116.65 $360K - $397K
3.4K $387M
AZN
Astrazeneca PLC

Healthcare
4.21K
New
$81.15 - $89.4 $342K - $376K
4.21K $387M
PLTR
Palantir Technologies Inc.

Technology
2.16K
New
$172.14 - $207.18 $371K - $447K
2.16K $384M
VEU
Vanguard Ftse All World Ex Us

ETFs
5.2K
New
$70.2 - $73.89 $365K - $384K
5.2K $383M
MCD
Mcdonalds Corp

Consumer Cyclical
1.25K
New
$293.81 - $310.11 $368K - $388K
1.25K $382M
AMD
Advanced Micro Devices Inc

Technology
1.75K
New
$164.01 - $264.33 $287K - $463K
1.75K $375M
COF
Capital One Financial Corp

Financial Services
1.54K
New
$201.01 - $225.01 $309K - $345K
1.54K $372M
SAN
Banco Santander, S.A.

Financial Services
31.6K
New
$9.65 - $11.03 $305K - $349K
31.6K $371M
PANW
Palo Alto Networks Inc

Technology
2K
New
$204.77 - $221.38 $409K - $443K
2K $368M
SHOP
Shopify Inc.

Technology
2.25K
New
$146.04 - $179.01 $328K - $403K
2.25K $362M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.5K
New
$78.65 - $79.19 $354K - $356K
4.5K $355M
MRK
Merck & Co., Inc.

Healthcare
3.37K
New
$82.49 - $92.93 $278K - $313K
3.37K $355M
Lam Research Corp
2.03K
New
N/A
2.03K $348M
ACN
Accenture PLC

Technology
1.29K
New
$234.02 - $253.35 $302K - $327K
1.29K $346M
MTZ
Mastec Inc

Industrials
1.58K
New
$190.08 - $221.36 $300K - $350K
1.58K $343M
EPD
Enterprise Products Partners L.P.

Energy
10.6K
New
$30.19 - $32.26 $321K - $343K
10.6K $341M
IWB
Ishares Tr Russell 1000 ETF

ETFs
910
New
$358.39 - $376.54 $326K - $343K
910 $340M
AEM
Agnico Eagle Mines LTD

Basic Materials
1.98K
New
$155.17 - $185.52 $307K - $367K
1.98K $336M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
12.7K
New
$25.2 - $26.46 $319K - $335K
12.7K $332M
Vanguard Mun Bd Fds
3.24K
New
N/A
3.24K $327M
PEP
Pepsico Inc

Consumer Defensive
2.25K
New
$138.84 - $153.71 $312K - $346K
2.25K $323M
WM
Waste Management Inc

Industrials
1.47K
New
$196.77 - $219.98 $288K - $322K
1.47K $322M
KLAC
Kla Corp

Technology
264
New
$982.75 - $1235.28 $259K - $326K
264 $321M
PG
Procter & Gamble CO

Consumer Defensive
2.22K
New
$145.5 - $153.18 $323K - $340K
2.22K $318M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
13.6K
New
$18.04 - $21.83 $245K - $297K
13.6K $317M
RY
Royal Bank Of Canada

Financial Services
1.84K
New
$143.64 - $149.05 $264K - $274K
1.84K $313M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.88K
New
$52.76 - $53.18 $310K - $313K
5.88K $311M
INTC
Intel Corp

Technology
8.21K
New
$34.71 - $41.53 $285K - $341K
8.21K $303M
LOW
Lowes Companies Inc

Consumer Cyclical
1.25K
New
$225.0 - $247.99 $280K - $309K
1.25K $300M
Ge Vernova Inc
457
New
N/A
457 $299M
AEP
American Electric Power CO Inc

Utilities
2.58K
New
$112.75 - $122.73 $291K - $317K
2.58K $298M
MUB
Ishares National Muni Bond ETF

ETFs
2.77K
New
$106.36 - $107.61 $295K - $298K
2.77K $297M
BKNG
Booking Holdings Inc.

Consumer Cyclical
55
New
$4804.01 - $5424.55 $264K - $298K
55 $295M
NVS
Novartis Ag

Healthcare
2.13K
New
$121.8 - $132.39 $259K - $282K
2.13K $294M
Blackrock Inc
263
New
N/A
263 $282M
CRM
Salesforce, Inc.

Technology
1.05K
New
$235.69 - $263.41 $248K - $277K
1.05K $279M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3.24K
New
$68.28 - $84.44 $221K - $273K
3.24K $278M
CI
Cigna Corp

Healthcare
1K
New
$244.41 - $311.0 $245K - $312K
1K $276M
UNP
Union Pacific Corp

Industrials
1.19K
New
$216.37 - $237.41 $257K - $282K
1.19K $275M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
565
New
$454.87 - $482.76 $257K - $273K
565 $272M
ABT
Abbott Laboratories

Healthcare
2.16K
New
$123.62 - $134.59 $267K - $291K
2.16K $271M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.88K
New
$55.57 - $63.17 $271K - $308K
4.88K $263M
SO
Southern CO

Utilities
3K
New
$90.58 - $99.72 $272K - $299K
3K $262M
AMAT
Applied Materials Inc

Technology
1.02K
New
$209.95 - $240.89 $213K - $245K
1.02K $261M
MAR
Marriott International Inc

Consumer Cyclical
829
New
$259.04 - $291.9 $215K - $242K
829 $257M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
919
New
$252.87 - $320.26 $232K - $294K
919 $256M
APH
Amphenol Corp

Technology
1.89K
New
$121.7 - $143.85 $230K - $271K
1.89K $255M
NEM
Newmont Corp

Basic Materials
2.53K
New
$78.63 - $98.27 $199K - $249K
2.53K $253M
INTU
Intuit Inc

Technology
381
New
$641.79 - $683.39 $245K - $260K
381 $252M
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
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