Northern Financial Advisors Inc Portfolio Holdings

Northern Financial Advisors Inc

  • $133 Billion
  • Q2 2025

Northern Financial Advisors Inc has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $133 Billion distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $11.4B, Netflix Inc with a value of $5.74B, Spdr Dow Jones Industrial Average ETF Trust with a value of $4.77B, Broadcom Inc. with a value of $4.38B, and Walmart Inc. with a value of $4.29B.

Examining the 13F form we can see an increase of $12.1B in the current position value, from $121B to 133B.

Northern Financial Advisors Inc is based out at Bloomfield Hills, MI

Below you can find more details about Northern Financial Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $133 Billion
Technology: $30.4 Billion
ETFs: $20.4 Billion
Financial Services: $19.9 Billion
Industrials: $12.9 Billion
Communication Services: $11.5 Billion
Consumer Cyclical: $11.3 Billion
Consumer Defensive: $10.2 Billion
Healthcare: $8.19 Billion
Other: $6.83 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$545B
$5.74 Billion 4.31% of portfolio
4,290
Q2 2025 Added 0.87%
$127B
$4.38 Billion 3.29% of portfolio
15,880
Q2 2025 Added 0.19%
$281B
$4.29 Billion 3.22% of portfolio
43,857
Q2 2025 Reduced 0.41%
$3.95T
$4.04 Billion 3.03% of portfolio
8,126
Q2 2025 Reduced 1.73%
$3.69T
$3.84 Billion 2.89% of portfolio
18,739
Q2 2025 Reduced 0.2%
$456B
$3.54 Billion 2.66% of portfolio
22,415
Q2 2025 Added 23.62%
$25.6B
$3.32 Billion 2.49% of portfolio
449
Q3 2024 Reduced 17.77%
$859B
$3.21 Billion 2.41% of portfolio
11,076
Q2 2025 Added 0.71%
$227B
$2.8 Billion 2.1% of portfolio
8,788
Q2 2025 Reduced 1.0%
$684B
$2.73 Billion 2.05% of portfolio
12,485
Q2 2025 Added 1.56%
$254B
$2.65 Billion 1.99% of portfolio
3,751
Q2 2025 Reduced 0.19%
$442B
$2.57 Billion 1.93% of portfolio
23,874
Q2 2025 Added 3.94%
$172B
$2.23 Billion 1.68% of portfolio
2,172
Q2 2025 Added 0.98%
$551B
$2.11 Billion 1.58% of portfolio
5,936
Q2 2025 Added 1.56%
$210B
$2.08 Billion 1.56% of portfolio
7,061
Q2 2025 Added 0.1%
$218B
$1.95 Billion 1.47% of portfolio
5,030
Q2 2025 Reduced 1.37%
$61.9B
$1.79 Billion 1.35% of portfolio
6,699
Q2 2025 Added 1.87%
$608B
$1.74 Billion 1.31% of portfolio
2,232
Q2 2025 Added 11.21%
$87.3B
$1.7 Billion 1.27% of portfolio
11,150
Q2 2025 Added 17.02%
$323B
$1.64 Billion 1.23% of portfolio
5,400
Q2 2025 Reduced 0.81%
$439B
$1.58 Billion 1.19% of portfolio
1,599
Q2 2025 Added 1.14%
$306B
$1.55 Billion 1.16% of portfolio
21,922
Q2 2025 Added 0.41%
$314B
$1.49 Billion 1.12% of portfolio
6,262
Q2 2025 Reduced 0.87%
$146B
$1.47 Billion 1.1% of portfolio
6,293
Q2 2025 Reduced 6.65%
$229B
$1.46 Billion 1.09% of portfolio
9,987
Q2 2025 Added 1.36%
$368B
$1.4 Billion 1.05% of portfolio
8,789
Q2 2025 Reduced 0.58%
$293B
$1.31 Billion 0.98% of portfolio
18,893
Q2 2025 Added 6.49%
$548B
$1.28 Billion 0.96% of portfolio
2,286
Q2 2025 Reduced 0.91%
$142B
$1.27 Billion 0.95% of portfolio
4,764
Q1 2025 Reduced 1.08%
$405B
$1.26 Billion 0.94% of portfolio
3,428
Q2 2025 Added 5.38%
$145B
$1.26 Billion 0.94% of portfolio
3,519
Q1 2025 Reduced 0.45%
$94.4B
$1.22 Billion 0.92% of portfolio
17,216
Q2 2025 New
$83.2B
$1.21 Billion 0.91% of portfolio
5,710
Q2 2025 Added 7.45%
$152B
$1.2 Billion 0.9% of portfolio
5,393
Q2 2025 Reduced 3.77%
$92.8B
$1.04 Billion 0.78% of portfolio
3,042
Q2 2025 Added 17.05%
$222B
$1.02 Billion 0.77% of portfolio
3,504
Q2 2025 Reduced 0.51%
$203B
$1.01 Billion 0.76% of portfolio
35,060
Q2 2025 Added 0.25%
$150B
$1.01 Billion 0.76% of portfolio
9,084
Q2 2025 Reduced 0.42%
$86.2B
$999 Million 0.75% of portfolio
3,425
Q2 2025 Added 0.41%
$68.2B
$1 Billion 0.75% of portfolio
32,340
Q4 2024 Reduced 4.67%
$152B
$970 Million 0.73% of portfolio
3,475
Q2 2025 Reduced 9.03%
$201B
$952 Million 0.71% of portfolio
1,209
Q2 2025 Added 1.26%
$76.5B
$841 Million 0.63% of portfolio
553
Q3 2024 Reduced 4.66%
$53.3B
$788 Million 0.59% of portfolio
10,587
Q2 2025 Added 49.22%
$70.7B
$790 Million 0.59% of portfolio
2,031
Q2 2025 Added 34.5%
$250B
$750 Million 0.56% of portfolio
5,327
Q2 2025 Added 1.74%
$351B
$737 Million 0.55% of portfolio
3,969
Q2 2025 Added 16.53%
$1.19B
$721 Million 0.54% of portfolio
12,849
Q2 2025 Added 0.01%
$177B
$708 Million 0.53% of portfolio
3,409
Q2 2025 Reduced 53.08%

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $133 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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