Northern Financial Advisors Inc has filed its 13F form on April 29, 2024 for Q1 2024 where it was disclosed a total value porftolio of $128 Billion distributed in 114 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 $11.9B, Spdr Dow Jones Industrial Average ETF Trust with a value of $5.8B, Nvr Inc with a value of $4.57B, Microsoft Corp with a value of $3.73B, and Apple Inc. with a value of $3.49B.
Examining the 13F form we can see an increase of $9.31B in the current position value, from $119B to 128B.
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
$128 Billion
Technology: $24.9 Billion
ETFs: $21.3 Billion
Financial Services: $16.3 Billion
Healthcare: $14.2 Billion
Consumer Cyclical: $13.2 Billion
Industrials: $12.4 Billion
Consumer Defensive: $8.89 Billion
Communication Services: $7.88 Billion
Other: $8.65 Billion
Stock Holdings Table Market Cap. of $200 Billions or more