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 Market Cap. of $10 Billions to $200 Billions